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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.

Jul 1, 2022

On today’s episode, we are welcomed by two COO guests, Arron Price and Laura Furner. Arron is our reoccurring guest from FIG, while Laura is the COO at Alphastar Capital Management. We’ve heard a lot about the importance of culture, process, and workflow in this industry and we are going to discuss what both these leaders are seeing in their fields and how they are optimizing their businesses.

 

As an operations leader, both Aaron and Laura have seen the importance of scaling their business and finding efficient workflows that work for them, their team, and their clients. With the current job market, it’s essential to keep our teams cohesive and content through our practices and culture. We’ll explore the future of the RIA model, technology, and the future of advising on today’s show.

 

Listen for these key points: 

2:18 – Welcome Laura

3:56 – Refresher on FIG

5:44 – Operational changes

7:51 – How Alphastar helps advisors affiliate

9:41 – The future of RIA technology

11:09 – The future of financial advising

12:37 – Closing the gap from the execution side

14:54 – Planning for the next generation

17:44 – Having connected relationships

19:10 – Extreme focus on leadership and alignment

21:07 – Common insurance questions coming in

24:39 – Multiple industries coming together