Retirement Inside Out with Tom Lamendola

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 st...

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...

On today's episode, sales coach, Sarano Kelly joins us to discuss how we can define and optimize our sales process as financial professionals. He loves to coach, working with top performers and CEOs to market and communicate effectively to their audiences. Being a confident and effective communicator can help you stand out from the crowd in a world that's increasingly isolated by technology.   Aut...

Over the past two years, life insurance and long-term care insurance have been growing at a rapid pace. On today's episode, Alecia Barnette, FIG's Senior Vice President of Care Planning, joins us to discuss the growing role long-term care is playing in financial and retirement planning. With not a lot of departments offering such services, Alecia is changing the field with FIG's Care Planning team...

Today we'll move outside of the FIG framework and moves more into variable, registered, and structured products with our partners at Barnabas Capital. We asked our friends Joe Powell, President, and Josh Lewis, Head of Structured Products, to join us to take us inside their business and what they offer.   This should be a highly educational episode for advisors who want to learn more about the dif...

Over the past two years, life insurance sales and therefore the evolution of the product has skyrocketed. On today's episode, FIG's Executive Vice President of Life Insurance, Dave Henry, joins us to unpack new product concepts and the industry's shift into solution-based services. With different regulations coming into place, carriers are able to be more flexible with their product design leading...

Welcome back to our monthly discussion with FIG COO, Arron Price. We're going to break down FIG's Quinci Platform, the industry's first end-to-end insurance, and registered products planning system. Launched in July of 2021, we've continued to integrate this application to help agents and advisors get contracted and educated. Quinci pulls in all things contracting, carrier appointments, education,...

Finding and retaining talent isn't as easy as it used to be. 47 million Americans resigned last year, looking for new opportunities. On today's episode the Vice President of Talent Solutions at FIG, Lori Miller joins us to discuss recruiting, employment trends, and more. Talent Solutions helps FIG firms and advisors hire all positions, educating them on company culture and team cohesiveness in thi...

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 fe...

If you want to go fast, go alone. If you want to go far, go together. But how often are we forgetting what growth, together as a team, looks like? On today's episode, the President of Boss LLC, Lawrence Henderson, joins us to discuss leadership and developing proper communication in our personal and professional life. In a short amount of time since our own training session with Lawrence, we've al...

On today's episode, the lead investment advisor at Ruggeri Financial, Logan Sadler, joins us to discuss his story and how a succession plan helped him transition into his current role after the passing of Ruggeri's founder. As a second-generation financial advisor, Logan joined the industry shortly after finishing school and was brought on as the future succession plan for Ruggeri Financial that l...

When Arron went out looking for a new Director of Operations, he was looking for true leaders who understand the impact individuals can make in an organization. A lot of businesses are looking for this type of change and shift in culture. Leadership is evolving and teams want to be more involved in business development and growth.   On today's episode, our COO Arron Price and Director of Operation...

On today's episode, Reno Frazzita, the founder of Smart Money Financial Advisors, and his Senior Paraplanner Nicole Andridge join us to discuss growing a financial business and the importance of digital marketing. As a small business, they are truly making a difference in their clients' lives. Becoming an RIA allowed Reno and Nicole to grow their business with flexible marketing. Now they are help...

What does it take to be successful in a sport? In business? The similarities between success in both may be more similar than you realize. On today's episode, the record-breaking Paralympic star, Jessica Long joins us to discuss her story and what motivates and inspires her to achieve greatness. Training for hours a day, consistency has always been a key component in Jessica's life. It's not alway...

There has been a big push for businesses to become more aligned with their mission and goals in the past few years. In today's complex world it is getting more difficult for business owners to stay focused. At FIG we are working to help recenter and empower our advisors.  On the other side, employers have been caught off guard by "The Great Resignation." Companies are realizing they have to offer...

What kind of unique insurance policy services are available for advisors in today's market? Your clients face unique factors in life, meaning they need customizable and innovative insurance. On today's episode, we are joined by a group from Exceptional Risk Advisors, Sean McNiff and Ryan Moore. We'll be discussing exactly what they do at Exceptional Risk Advisors, their relationship with Lloyd's,...

The market has been relatively stable over the past few years, but this could be changing. What do you need to know to help your clients make the best decisions possible? On today's show, Tony Parish joins us to discuss his state of the market presentation.   Tony provides advisors with thorough information on important financial topics like inflation, investments, and market trends. 2022 has star...

When it comes to professional sports, a lot of marketing goes into the events they hold, similar to the financial industry. On today's episode the Chief Operating Officer of the Charlotte Checkers Hockey Team, Tera Black, joins us to discuss challenges we face as business owners and leaders. Starting her journey on the west coast, Tera explains some of the main differences she's seen now that she'...

What should small businesses be on the lookout for this year? How can we optimize our operations to have productive workflows and outcomes? We are excited to speak with our recurring guest, Arron Price the Chief Operating Officer at FIG on today's episode. We'll discuss emerging trends and efficiencies inside of FIG that you need to be aware of.  A lot of trends are being driven by technology and...

The day of door-to-door financial planning is coming to an end. So how do you get your business to stand out from others? You have to be willing to enhance your practice and focus on factors that will bring your ideal client to you.   On today's episode, we are joined by Ken Van Leeuwen of Van Leeuwen Company. They serve corporate executive clients with high-end financial planning and an elevated...

ESG investing (Environmental, Social, and Governance investing) is a growing buzzword in the financial industry. More and more people are interested in aligning their values with their investments. On today's show, Luke Wilcox the founder of Ethos ESG joins us to discuss ESG and how his company is helping advisors elevate their services.    There is a lot of information out there about this type o...

Welcome to 2022 and our 2nd season of Retirement Inside Out. We believe that it's never too late to create your business plan or marketing plan for the year. So on today's episode, Tom will discuss some best practices, strategies, and tactics to follow as you build out your plan for 2022. Do you have an events calendar? People want to hear from you and know when they can get information from you....

Disney World, the happiest place on earth, certainly knows the importance of brand imagery and cultural impact. On today's episode, we speak with 30-year Disney employee Dani Bridgers about cultural influence and advocacy. She's worked for MGM studio, ESPN, and at the Disney parks. At Disney, they value a cultural experience for everyone involved, the characters, the employees, and the customers....

As independent advisors, it's important we develop an inclusive and diverse environment for our clients and employees. On today's episode, we speak with Sandra Cho, the founder and CEO of Pointwealth Capital Management. Sandra knew she wanted to help people from all walks of life, to give them the skills to ensure their families were taken care of. We will be discussing her journey as an independe...

Educating our clients in financial literacy is a great way to empower them to make capable decisions. There are various ways to reach clients and potential clients through webinars and seminars. On today's show, Karen Altfest the founder of Altfest Wealth Management joins us. She has focused her career to help women gain financial literacy and independence. She is passionate about teaching her cli...