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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 4, 2023

Welcome back to the Retirement Inside Out podcast! Today, we are excited to be joined by, Arron Price, Chief Operating Officer of FIG. In this episode, we explore how organizations like FIG and other financial services firms are leveraging agile project methodology to empower their teams, enhance efficiency, and provide remarkable results and deliverables for clients and stakeholders. Aaron provides valuable insights into the benefits of agile project methodology, its potential applications in various industries, and the importance of proper implementation to drive successful outcomes.

Join the conversation as we explore the origins of agile, its evolution, and its application in technology, marketing, and more in the financial services industry. If you're curious about how agility is transforming industries and problem-solving approaches, this episode is for you!


Here are some key takeaways from this episode:


  • Learn about the concept of agility and agile project methodology, which emerged from the need to adapt quickly in a rapidly changing technological landscape.


  • Agile project methodology involves breaking down large tasks into manageable segments, focusing on value creation at every stage. It emphasizes adaptability, continuous refinement, and learning from previous iterations to enhance overall effectiveness.


  • Adopting agile practices fosters collaboration and teamwork within organizations, helping to deliver impactful results and maintain client-centric approaches


  • For successful implementation, buy-in from all levels of the organization is essential. Change management is necessary to help employees transition from traditional project methods to agile practices.


Learn About FIG: