73 episodes

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.

Retirement Inside Out Financial Independence Group

    • Business
    • 4.7 • 12 Ratings

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.

    Ep 73: The Future of Advising with Arron Price and Laura Furner

    Ep 73: The Future of Advising with Arron Price and Laura Furner

    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  

    • 28 min
    Ep 72: Building a Brand for Women with Nicholle Overkamp

    Ep 72: Building a Brand for Women with Nicholle Overkamp

    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?  

    • 38 min
    Ep 71: Insurance and Asset Protection with VP of Life Insurance at FIG Dave Henry

    Ep 71: Insurance and Asset Protection with VP of Life Insurance at FIG Dave Henry

    On today’s episode, Dave Henry the Vice President of Life Insurance at FIG joins us to discuss how advisors, agents, and clients are using life insurance and annuities to save time and to make sure client needs are met. Dave’s going to break down how our insurance review can help save you 12 hours of time per client, making your business more efficient and productive. How are financial professionals using enforced contracts and enforced policy reviews to really better their services?
     
    Dave and his team are reviewing these insurance policies. They focus on re-educating clients and advisors, explaining to them what they own, how it performs, and the educated decisions they should make in the future. Join us today as we explore why advisors need to start implementing this approach and how it can elevate their business and client experience.
     
    Listen for these key points: 
    4:42 – What is an enforced policy review?
    6:44 – How many advisors use enforced policy review?
    7:49 – Why aren’t advisors using this regularly?
    10:20 – What is the consumer side like?
    14:24 – A review is not going backward
    17:59 - Mutually beneficial advantage: multi-generational planning
    21:07 – What is the FIG program that addresses this?
    25:26 – What is the time saving like?
    27:15 – Grow your business with more time

    • 31 min
    Ep 70: Consistency in Today’s Technological Landscape Arron Price

    Ep 70: Consistency in Today’s Technological Landscape Arron Price

    Today is our monthly update with Chief Operating Officer at FIG, Arron Price. Financial professionals (and business owners) are looking to technology more and more to save time, and stress, and to improve efficiency within their businesses.
     
    On the other hand, the various platforms and programs offered in the market can overwhelm professionals. It’s a balancing act, finding the right programs for the problems you are facing without investing too much in one platform. The goal for many of us is to have a seamless advisor and client experience, technology will be necessary to get there. Join us as we take a deep dive into technological solutions, consistency, outcomes, and experiments within our industry.
     
    Listen for these key points: 
    2:49 – Looking for tech solutions
    6:02 – Balancing these programs
    8:28 – Experimenting with programs
    10:39 – All in one platform and program acquisitions
    12:59 – FIG’s user experience and what we’re working on
    17:23 – Consistency in our marketing strategy
    20:17 – Improving our client's database systems
    22:28 – Surviving in today’s market
    24:36 – People are starting to pay attention
    26:21 – Have a defined outcome goal
    28:47 – Example of our future goals

    • 30 min
    Ep 69: Upcoming FIG Events and Summer Marketing

    Ep 69: Upcoming FIG Events and Summer Marketing

    We have some exciting content coming your way at Retirement Inside Out and FIG! Today, we’ll break down these office updates, upcoming FIG events, and some summer marketing tips that will help you generate business over the “slow” summer months.
     
    Events are coming back stronger than ever and we all need a refresh on the importance of events in our marketing plan. We’re going to get back to the strong basics. From the Elevate You event to the Capstone Recruiting event, there will be plenty of opportunities to join us this summer. Don’t take this summer off when it comes to marketing, start the season strong!
     
    Listen for these key points: 
    1:53 – Content coming your way!
    2:38 – Upcoming events with FIG
    4:16 – “Elevate You” event
    7:37 – Capstone recruiting event  
    9:15 – Power of Zero and Elite Event
    10:57 – Advanced planning events
    11:20 – Carson Excel event
    12:39 – Shout out to the model office!
    13:48 – Marketing in the summer
    15:21 – Database and digital marketing
    17:10 – Make a communication plan
    19:22 – Offer client events
    21:04 – Internal and external clients
    21:52 – Track your data

    • 22 min
    Ep 68: Insurance for the Investor of Today with Bobby Samuelson

    Ep 68: Insurance for the Investor of Today with Bobby Samuelson

    On today’s episode, Bobby Samuelson joins us once again to discuss product concepts for investors and for insurance carriers. Bobby is the President of Life Innovators, a product development and research company that helps insurance carriers develop product solutions that fit their client’s needs.
     
    With more people interested in life insurance than ever, advisors and clients realize there isn’t a tool like it in the financial industry. Bobby is helping make introductions between companies, allowing them to serve their client base with the best possible resources. As advisors look to find ways to preserve the gains of their clients, they are looking to better-fitted tools and Bobby is helping implement them. Join us today as we break down the current insurance trends, new product innovations, and more.
      More about Life Innovators: https://lifeinnovators.com/
     
    Listen for these key points: 
    2:02 – Welcome back Bobby!
    3:11 – Trying to get into life insurance
    5:33 – Preconceived notions about annuities
    8:02 – Are you getting requests for help?
    11:04 – Finding peace of mind in investing
    12:52 – Innovative products you’re working on
    18:40 – Having a large inventory of products
    21:28 – What we don’t do at Life Innovators
    24:12 – Innovation is necessary as needs change
    27:09 – Thank you for joining us Bobby!

    • 29 min

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