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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.

Jun 10, 2022

Today is our monthly update with Chief Operating Officer at FIG, Arron Price. Financial professionals (and business owners) are looking to technology more and more to save time, and stress, and to improve efficiency within their businesses.

 

On the other hand, the various platforms and programs offered in the market can overwhelm professionals. It’s a balancing act, finding the right programs for the problems you are facing without investing too much in one platform. The goal for many of us is to have a seamless advisor and client experience, technology will be necessary to get there. Join us as we take a deep dive into technological solutions, consistency, outcomes, and experiments within our industry.

 

Listen for these key points: 

2:49 – Looking for tech solutions

6:02 – Balancing these programs

8:28 – Experimenting with programs

10:39 – All in one platform and program acquisitions

12:59 – FIG’s user experience and what we’re working on

17:23 – Consistency in our marketing strategy

20:17 – Improving our client's database systems

22:28 – Surviving in today’s market

24:36 – People are starting to pay attention

26:21 – Have a defined outcome goal

28:47 – Example of our future goals