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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, Director of Marketing 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 3, 2022

We have some exciting content coming your way at Retirement Inside Out and FIG! Today, we’ll break down these office updates, upcoming FIG events, and some summer marketing tips that will help you generate business over the “slow” summer months.

 

Events are coming back stronger than ever and we all need a refresh on the importance of events in our marketing plan. We’re going to get back to the strong basics. From the Elevate You event to the Capstone Recruiting event, there will be plenty of opportunities to join us this summer. Don’t take this summer off when it comes to marketing, start the season strong!

 

Listen for these key points: 

1:53 – Content coming your way!

2:38 – Upcoming events with FIG

4:16 – “Elevate You” event

7:37 – Capstone recruiting event  

9:15 – Power of Zero and Elite Event

10:57 – Advanced planning events

11:20 – Carson Excel event

12:39 – Shout out to the model office!

13:48 – Marketing in the summer

15:21 – Database and digital marketing

17:10 – Make a communication plan

19:22 – Offer client events

21:04 – Internal and external clients

21:52 – Track your data