Preview Mode Links will not work in preview mode

Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer 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 or by calling 800-527-1155.

Mar 17, 2023

On today’s episode we are going to breakdown the difference between strategy and plan based on some research and conversations we’ve had with our top financial professionals over the last few months. We’ve come to realize that not everyone has a financial strategy or plan, and without the two of them together, it’s difficult to achieve your goals.


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

  • Strategies and plans are not interchangeable and what that means for your business. (3:44)
  • How a strategy and a plan help you stay aligned with your business’ vision (6:12)
  • The ‘secret sauce’ that we offer for marketing (8:50)
  • Should you use goal-based or budget-based marketing plan? (13:08)   
  • Identifying KPIs and key results in your marketing plan. (16:27)


Learn About FIG: