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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, Director of Marketing 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.

Mar 26, 2021

In this episode, Tom discusses the world of market metrics and analytics with Jeremy Lyons, and how Cornerstone implements that data into their work. They also discuss what Cornerstone has learned over the last year and how they hope to continue their success in 2021.

About Jeremy Lyons:

Once the owner of a construction business, Jeremy now serves as the Director of Marketing at Cornerstone Wealth Management. He analyzes market trends and metrics to identify where Cornerstone can better serve its clients.

Company Website: cornerstonevegas.com

 

Key Moments:

2:17 - Insight Into What Cornerstone Does

3:46 - What Does The Role Director Of Marketing Entail At A Large Firm

6:22 - Is Tracking Data New To Cornerstone Or Something The Company Has Been Doing For Awhile

13:24 - What Is A Director Of First Impressions

21:44 - What Marketing Lessons Have Been Learned from 2020

32:30 - Cornerstone’s Plans For 2021

Contact Retirement Inside Out:

Email: tom.lamendola@figmarketing.com

Phone: 800-527-1155

Web: figmarketing.com