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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 tom.lamendola@figmarketing.com or by calling 800-527-1155.

Jun 9, 2023

Today, we are back with our COO here at Financial Independence Group, Arron Price. Arron is here to provide a detailed update on his recent travels, meetings with insurance carriers and tech partners, and the exciting developments happening within FIG. This episode focuses on the drive for greater efficiency, accuracy, and speed in the financial industry to meet the demands of today's fast-paced world. 

Arron sheds light on how the industry is shifting towards digitization and embracing technology, aiming to improve operational efficiency and enhance the client experience. Tom and Arron also touch on the emergence of tech-driven startup carriers and the need for established companies to adapt. Tune in to this insightful episode to learn about the exciting changes happening in the industry and how they will impact financial professionals and clients.

 

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

  • Arron reflects on his business travels this year and working toward operational efficiency through digitalization. (2:17)
  • “The world is always getting faster, especially when it comes to technology and enablement and efficiencies.” (4:27)
  • E-solutions, e-adoption, e-signature: some of the main initiatives being implemented in the industry + regulation changes. (8:51)   
  • Making business ownership simpler in the adviser industry. (14:40)

 

Learn more about Arron:

https://www.linkedin.com/in/arron-price-2385016b/

Learn About FIG: https://www.figmarketing.com 

800-527-1155