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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.

Aug 11, 2023

Today we’re excited to be joined by Monica Breeding, our Director of Marketing at FIG, who is here to talk to us about our upcoming ElevateU branding and coaching event. This event, designed to help improve and scale your business, is taking place in St. Louis on September 17th, 18th, and 19th.

We are especially excited about this ElevateU event, as it features a stacked lineup of industry experts and introduces two brand-new programs designed to boost your marketing efforts. Discover the power of customized content that sets you apart in the digital landscape, learn about lead generation strategies, and explore the benefits of artificial intelligence in streamlining your outreach. Attendees will also have the opportunity to network and receive one-on-one coaching from successful advisors who have been through the trials and tribulations of growing their practices.

Tune in for more inside tips on why you need to be at this incredible event!


Here are some key takeaways from this episode:


  • The upcoming ElevateU event will offer insights on brand building, digital marketing, database marketing, and lead generation from industry experts and successful advisors.


  • Two new marketing programs will be introduced at ElevateU, focusing on branding, database marketing, and lead generation. These programs are digitally inclined and aim to help businesses reach their target audience more effectively.


  • The event will also offer coaching programs and insights from model offices. Attendees can choose the program that suits their business needs, whether it's a total firm transformation or minor adjustments to enhance business.


  • Attendees will also have the opportunity to network and attend a St. Louis Cardinals baseball game, offering a mix of professional development and leisure activities.


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