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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.

Oct 13, 2023

This week we are joined by the founder and president of Illuminated Advisors, Anna Shea, to dive deep into the world of digital marketing in the financial services industry. She will discuss the path that led her to establish a boutique digital marketing firm, the power of personalized content, and share some insightful strategies to stay ahead in the rapidly evolving digital landscape.

As Anna offers her unique perspective on what's hot within this dynamic realm, we also delve into the exciting possibilities of AI in marketing. You might be surprised to find out that you've been interacting with AI in your digital experiences for longer than you think. 

Thanks for listening and hope you enjoy the show!


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

  • Anna’s career background + what inspired her to start Illuminated Advisors
  • How having a dedicated marketing or COO person in a financial advisory firm can improve efficiency + success
  • Adapting to new marketing strategies and technologies while maintaining the personal touch that financial advisors provide
  • The importance of creating a personalized and resonating experience for website users through original and consistent content


Learn more about Anna and Illuminated Advisors:

Learn About FIG: