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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.

Dec 15, 2023

As the world continues to technologically evolve, staying ahead of the curve in the financial services industry has never been more crucial. Andrew Barnett, the Director of Technology Innovation at FIG, joins us on the podcast today to talk to us about his role and the important technology and business solutions being developed inside FIG.

From the industry's race to modernize and embrace emerging technologies to the evolving intersection of wealth management and insurance, Andrew talks about the pressing need for a more seamless customer experience. Stay tuned as we explore the impact of tools like AI, share a behind-the-scenes look at the ongoing efforts to enhance the user experience, and reflect on the exciting yet demanding journey of the financial industry's technological evolution.


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

  • What Andrew’s role entails, including collaboration with the engineering team to enhance the customer and client experience and integrating AI
  • The need for the insurance sector to catch up and modernize, the rapid growth of tools available for financial professionals, and creating a more seamless experience for users with a unified platform
  • The new platform that FIG recently rolled out + plans for the future to continue streamlining processes for financial professionals
  • FIG's attention to security and compliance as the industry continues to innovate
  • The rising prominence of AI in the insurance technology landscape


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