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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.

Jan 13, 2023

The digital age has changed the way we all do business but one huge shift that it’s created is in content. Now entrepreneurs and small businesses can build a following and credibility through the content they produce.

Today’s guest is a perfect example of that. Ann Garcia is an independent, fee-only advisor at Independent Progressive Advisors, and she’s built her brand and company by educating people on college funding. We wanted to feature her story on this episode and talk about how she got into the business and was able to find a niche and a marketing focus that led to over 500 blog submissions and eventually a book.

If you’ve ever wondered why content can be so powerful for a financial business, this conversation should help make that strategy much clearer.

Here’s some of what we’ll discuss in this episode:

  • Background on how Ann ended up at IPA and began focusing on college funding. (2:16)
  • How do you know when to add an associate advisor to the team? (5:03)
  • The story of how she took blogging and turned it into a college funding book. (10:41)
  • The way she utilizes the book to bring in prospects and gain clients. (15:18)
  • What are their growth strategies from here? (19:02)

 

About our guest: https://www.ipawealthmanagement.com/