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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. Ep 61: Serving Federal Employees with Rich Zeitz

Ep 61: Serving Federal Employees with Rich Zeitz

Apr 8, 2022

When it comes to planning for retirement as a federal or government employee, you often face unique challenges that not every advisor will be ready to face. On today’s episode, an experienced financial advisor inside of the Federal Retirement Program joins us to discuss federal employee specialization and how he serves this niche. Rich Zeitz is the founder of Bravias Financial and he is helping federal employees navigate the world of finance and save for the future.

This is a tough niche for advisors, but Rich is continually learning and expanding his knowledge to improve client relationships. Most federal employees don’t understand the benefits they are offered and at the end of the day, Rich wants to educate his clients on the best choices for them. We’ll explore the unique challenges this niche faces, how Rich utilizes the resources at FIG, and more on today’s episode.

 

More about Rich: https://braviasfinancial.com/about-us/attachment/rich-zeitz/

 

Key Points: 

2:47 – How Rich got into the financial industry

16:28 – Challenge from an advisor standpoint

22:14 – Using research sources with FIG

28:08 – Are you considering breaking away?

38:24 – Growing his business, where can you hear more?