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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Director of Marketing for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at tom.lamendola@figmarketing.com or by calling 800-527-1155.

Feb 11, 2022

The market has been relatively stable over the past few years, but this could be changing. What do you need to know to help your clients make the best decisions possible? On today’s show, Tony Parish joins us to discuss his state of the market presentation.

 

Tony provides advisors with thorough information on important financial topics like inflation, investments, and market trends. 2022 has started off rocky in January. To truly understand where we stand today, Tony explores the events leading up to the current state of the market and where things are likely to go. Using these tools, Tony hopes advisors have the information and knowledge they need for success in the new year.

 

Key Points: 

1:50 – Welcome Tony!

2:55 – State of the market presentation

6:04 – How detailed is this presentation?

7:22 – Tracking inflation and its impacts

10:49 – The 5 goals for investors

14:36 – What can you add to your process?

18:01 – What does a CIO at Alphastar do?

21:15 – Empowering your business

23:08 – Insurance as an asset class

 

More About Our Guest: 

https://gocheckers.com/