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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 25, 2022

On today’s episode, the lead investment advisor at Ruggeri Financial, Logan Sadler, joins us to discuss his story and how a succession plan helped him transition into his current role after the passing of Ruggeri’s founder.

As a second-generation financial advisor, Logan joined the industry shortly after finishing school and was brought on as the future succession plan for Ruggeri Financial that lead to a reliable transition for clients. They focused on communication, meaning everyone met and knew Logan through the years, giving them the peace of mind, they needed. We’ll discuss the components of an effective succession plan, multi-generational planning, new marketing funnels, and more with Logan.  

 

Key Points: 

2:39 – Logan’s background story

4:50 – Quick learning moments

6:46 – Ability to think on your toes

8:00 – Succession after Ruggeri’s passing

11:02 – Communication and meeting clients

13:23 – Working with small businesses

15:30 – Peace of mind planning

17:38 – Multi-generational planning

19:09 – Documenting your succession plan

22:13 – Doing what you said you would do

24:43 – Surge and Max team

25:36 – New marketing funnels

27:44 – Multi-channel marketing

33:21 – Advice to those starting a succession plan