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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.

Jun 24, 2022

Nicholle Overkamp, CEO, founder, and advisor at Wilcox Financial Group joins us on today’s show. She’s going to break down her journey from a personal producer to a CEO and entrepreneur in financial services.

 

Nicholle has built a brand for high-net individuals, female investors, and business owners. Not only is she helping her clients financially, but she is also a business coach aiding other advisors throughout the industry.

 

More about Nicholle: https://www.wilcoxfinancialgroup.com/team/nicholle-overkamp-mba

 

Listen for these key points: 

2:36 – How did you get into the industry?

6:03 – Have you seen a full cycle?

8:57 – What were your considerations when going off on your own?

12:10 – How did you pick this brand?

16:13 – Focusing on women in this industry

18:11 – How did you market your business?

22:15 – Have you segmented your database?

27:20 – What is Powerhouse and who is it serving?

31:26 – How have you found talent?

36:03 – What’s your favorite pizza place?