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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 tom.lamendola@figmarketing.com or by calling 800-527-1155.

  1. All Episodes
  2. 2021
  3. 08

Ep 35: RIA Insurance Solutions’ Process For Providing Expertise & Support

Aug 27, 2021

Today we welcome on Dan McDonald, CFP, CLU, ChFC, Senior Vice President of RIA Insurance Solutions. His team works with all forms of RIAs to provide a wide array of insurance solutions. We invited him on to share details of those different product offerings and explain how their company works with a variety of business...

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Ep 34: State of the Economy & Investing Outlook with Tony Parish, CFA®, CQF

Aug 20, 2021

Our guest today is Tony Parish, CFA®, CQF, who is the Chief Investment Officer at Alphastar Capital Management. As you can guess, he’s keenly tapped into what’s happening in all corners of finance and we’ve invited him on to share a bit of his insight. During this conversation, he’ll provide a great perspective...

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Ep 33: Leadership and Management Principles Driving Big Businesses with Dwayne Black

Aug 13, 2021

Today’s guest is Dwayne Black, SVP and COO of Shutterfly, who brings a wealth of experience and business acumen to the show. We’ll talk all things big business and what he looks at from a leadership perspective, how he identifies and manages talent, and key business principles that he’s used throughout his...

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Ep 32: Software to Improve Tax Planning for Advisors with Kevin Lozer, CFP®

Aug 6, 2021

Today we welcome Kevin Lozer, CFP®, co-founder of Holisitiplan tax software. We love what his team is doing because of how important tax planning has become for financial advisors, and this software allows you to scale the process in a comprehensive and efficient manner. Find out why more than 2,300 firms have...

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