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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.

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  2. Building a Thriving Financial Advisory Practice with Ben and Kaitlin Schrock

Building a Thriving Financial Advisory Practice with Ben and Kaitlin Schrock

Feb 9, 2024

We’ve got a great conversation for you today! Ben and Kaitlin Schrock, two of our elevate coaches here at FIG and founders of BA Schrock Financial Group, are here to dive into their journey of building a successful RIA firm from the ground up. They’ll discuss the challenges they faced, the pivotal moments that shaped their journey, and the strategies they employed to achieve remarkable growth.

Stay tuned to learn how they navigated the initial struggles of business ownership, built a highly efficient team, and implemented effective marketing strategies to propel their business to new heights. Ben and Kaitlin have some powerful insights for financial professionals looking to scale their businesses and cultivate lasting success. If you’re looking to take your practice to the next level, this episode is sure to inspire!

 

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

  • Ben and Kaitlin’s journey into financial advisory services + how they’ve worked to propel BA Schrock Financial Group into success
  • Navigating the transition to independent advisory + how Ben and Kaitlin have found a balance between corporate training and entrepreneurial spirit
  • How BA Schock’s marketing efforts have evolved + the importance of nurturing client relationships and community involvement
  • The value of opportunistic hiring + bringing in individuals who align with your firm’s goals

 

Learn more about Ben and Kaitlin:

https://baschrock-fg.com/team/

 

Learn About FIG: https://www.figmarketing.com 

800-527-1155