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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 96: Providing Exceptional Service with Ben Hockema

Ep 96: Providing Exceptional Service with Ben Hockema

Apr 7, 2023

On today’s episode, we are joined by Ben Hockema, CFP®, founder of Illuminate Wealth Management. In this episode, Ben offers valuable insights into the challenges and opportunities of launching a virtual advisory firm during COVID-19, as well as the importance of prioritizing client needs to build a successful business. 

 

Ben kicks off this episode by discussing his decision to leave an independent advisory firm and pursue his own vision. He dives into how he managed to create a virtual client base and business model that focuses on work-life balance and client needs.

 

Throughout the episode, Ben emphasizes the importance of meeting clients where they are and focusing on quality work. He shares how this approach has created incredible opportunities for his business’ growth and lasting relationships with his clients.

 

Join us for an engaging conversation with Ben as we discuss business development, client retention, and succession planning for the next generation. 

 

Here’s some of what we’ll discuss in this episode: 

  • Ben talks about starting Illuminate Wealth Management during the pandemic and his vision to start a business that prioritizes work-life balance. (2:35)
  • A look into breaking away from an independent firm. (6:31)
  • Illuminate Wealth Management’s business model focuses on clients by providing outsourced CFO services. (10:20)   
  • Where Ben thinks the future of the industry is going and the power of meeting client needs. (15:52)

 

More About Our Guest: 

https://www.illuminatewm.com/ 

Learn About FIG: https://www.figmarketing.com 

800-527-1155