Preview Mode Links will not work in preview mode

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.

Jan 8, 2021

Renowned financial planning professional Michael Kitces joins Tom to discuss Michael's viewpoint on the messaging as it pertains to the retirement dilemma in the US. They'll also delve into the best practices for financial professionals to fish for new clients, and what financial professionals and investors alike should focus on in today's fast-changing financial world.

About Michael Kitces:

Michael is the Publisher, Editor-In-Chief, and Chief Financial Planning Nerd at He's also the head of planning and strategy at Buckingham Wealth Partners and the co-founder of several additional ventures in the financial services space. He's also the host of the Financial Advisor Success Podcast.

Key Moments:

2:00 - What's behind the "Kitces Blue"?

5:10 - Michael reflects on how marketing for financial professionals has changed during the Coronavirus pandemic.

10:25 - Should you try to be everywhere you possibly can from a marketing perspective?

16:36 - Is there a nationwide retirement dilemma facing us today?

26:10 - Michael looks back at an old 60 Minutes segment that painted an inaccurate picture of the financial services industry and what it takes to be prepared for retirement, and the lessons that can be learned from that today.



Phone: 800-527-1155