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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.

Mar 11, 2022

On today’s episode, Reno Frazzita, the founder of Smart Money Financial Advisors, and his Senior Paraplanner Nicole Andridge join us to discuss growing a financial business and the importance of digital marketing. As a small business, they are truly making a difference in their clients’ lives. Becoming an RIA allowed Reno and Nicole to grow their business with flexible marketing. Now they are helping other advisors with their digital marketing strategy through Advisor Distillery.

We’ll discuss the process Reno and Nicole take when working with clients and what really works well for them. They’ll highlight their three levels of framework planning. As well as their marketing strategy and how Advisor Distillery uses education-based marketing and metrics to help grow an advisors target audience and reach.  

Smart Money Financial Advisors: https://smartmoneyfa.com/

Advisor Distillery: https://www.advisordistillery.com/

 

Key Points: 

2:18 – About Reno and his business

5:10 – Nicole’s background with Reno

6:33 – What was the deciding factor?

10:10 – Why did Reno want to be an RIA?

13:29 – Process at their firm and working with clients

19:33 – Three levels of framework planning

22:18 – What does Advisor Distillery do?

26:49 – What metrics do they use?

28:31 – What is the quality like?

32:36 – Built by financial professionals