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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 12, 2021

In this episode, John sits down with Megan Carpenter and Candice Carlton from FiComm to discuss their marketing mantra “New Skool,” which is helping leaders become authentic in their approach. They also discuss how to market to different audiences in this new age, and how to incorporate new methods to reach those target groups.

About FiComm

FiComm is an industry leader in the marketing space when it comes to Registered Investment Advisors and Broker-Dealers. They are helping create change through their marketing strategies.

Company website: https://www.ficommpartners.com/

https://www.linkedin.com/in/meganficomm/

https://www.linkedin.com/in/candicecarlton/

 

Key Moments

(2:16) - What FiComm is and how they serve clients. 

(3:42) - What does leading with authenticity mean?

(7:07) - Common concerns among advisors when learning to be authentic.

(12:35) - Where advisors need to show up in their leadership.

(24:09) - Not all marketing strategies reach clients equally.

(26:46) - Metrics to keep an eye on when it comes to marketing.

(29:55) - An explanation of the “New Skool” podcast and what the show is about.

(34:31) - Predictions for marketing for financial advisors in 2021.

(38:07) - Tips for consumers looking for a new financial advisor.

Contact Retirement Inside Out:

Email: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com