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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. Providing Value for Your Clients with Mike Lecours of fpPathfinder

Providing Value for Your Clients with Mike Lecours of fpPathfinder

Jun 23, 2023

Welcome back to the Retirement Inside Out podcast! In today's episode, we have the pleasure of having Mike Lecours, CFP®, co-founder of fpPathfinder, join us. fpPathfinder is an incredible resource for financial professionals, offering a wide range of tools and resources, including checklists, flowcharts, and optimized client and prospect meetings. With over 4000 financial professionals benefiting from this remarkable technology, Mike is here to share how it has revolutionized practice management.

 

This innovative FinTech and efficiency system has quickly become a game-changer, enabling advisors to reclaim their time and focus on meaningful client interactions. We're thrilled to delve deeper into the world of fpPathfinder and explore how it brings efficiency and strategic value to the financial sector. So stay tuned for an enlightening conversation with Mike as we discuss the utilization of these tools, the implementation of personalized and engaging content as an advisor, client retention strategies, and much more.

 

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

 

  • How fpPathfinder got started and what kind of resources it provides. (1:46)
  • How does an advisor use these tools in their business? (5:57)
  • Providing value for prospective and existing clients. (11:26)   
  • What’s in the future for fpPathfinder? (13:38)
  • Client retention through personalized, engaging content and feedback. (17:07)

 

Learn more about Mike: 

https://www.linkedin.com/in/michaellecours

 

 

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

800-527-1155