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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, 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.

Apr 14, 2023

On today’s episode, we are glad to be joined by our Chief Strategy Officer at Financial Independence Group, Nicholas Ross. From strategy and planning tips to integrating AI services, Nicholas is here to discuss getting tactical with your business. Join us as we talk about the importance of thinking big and keeping up with the progression of technology in today’s world.


Today, we discuss how COVID-19 has changed the future of the financial industry and the importance of keeping up with the demands of this global shift. Nicholas explains the crucial difference between strategy and a plan for business owners and how the world of finance will forever be changed by the introduction of artificial intelligence. 


Join us for an insightful conversation with Nicholas Ross about keeping up with the times, harnessing the tool of AI to your advantage, and finding the “edge” that sets your business apart from its competitors.


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

  • Nicholas defines the two types of strategies used at Financial Independence Group and reflects on the future of financial services. (2:30)
  • How COVID-19 forced businesses to move forward technologically. (6:43)
  • The time of dominating your small market is over.” Why businesses need to be thinking about dominating globally. (9:19)   
  • The difference between a strategy and a plan. (13:14)
  • Nicholas’ thoughts on the future of AI in the financial industry. (15:42)
  • Some targeted coaching tips that Nicholas is giving to different advisors. (22:23)


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