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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.

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  2. Optimizing Your Business: Outsourcing, Personalization, and Scaling Your Practice with Nicholas Ross

Optimizing Your Business: Outsourcing, Personalization, and Scaling Your Practice with Nicholas Ross

Feb 21, 2025

It’s always a treat to have Nicholas Ross, Chief Strategy Officer at FIG, on the show! In this episode, we're diving into strategies that can help financial professionals stand out in a crowded industry and build deeper, more personalized relationships with their clients. From cutting through the noise in the financial world to leveraging data and communication effectively, Nicholas shares valuable insights on how to differentiate yourself and grow your business.

Nicholas also explores the importance of truly understanding your clients' unique needs and how you can provide relevant, tailored information that adds real value. Then, we'll discuss how financial advisors can optimize their operations and step into more of a CEO role by outsourcing key business functions. Whether you're looking to enhance client relationships or optimize your firm’s day-to-day operations, this episode is packed with actionable takeaways!

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

  • Navigating industry noise and prioritizing the different levels of your business
  • Becoming a known resource for your client through personalized communication
  • Differentiating yourself from your competition through the “RID” system
  • Outsourcing business functions to scale and grow your business  

 

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

800-527-1155