Retirement Inside Out with Tom Lamendola

Many of us joined the financial industry to help others. David Rosell has combined his passion for helping people with his love for storytelling. On today's episode, David Rosell joins us to speak on his approach to the art of storytelling and the importance it plays in our marketing and financial planning strategy. He's an author, speaker, and financial planner that is educating his clients and o...

In the financial world and beyond we must be capable of overcoming adversity. We need to grow from our experiences. On today's show, Austin Hatch is joining us to share his G.R.I.T. framework and how it helps teams develop into their best selves. Austin was in two separate plane crashes as a child and young adult, he then went on to play basketball at Michigan University. He has used his experienc...

As the world starts to open back up, live events are starting up again. The importance of events whether they are live, online, or a hybrid can not be understated. Events are crucial for our education and business development. You can learn a lot when attending one of these events and you should focus on implementing this new knowledge into your business. On today's show, Tom is going to discuss w...

A few episodes ago we interviewed Gino with Icon Trust. Today we are continuing the conversation with his partner, Brian Simmons. Brian has been in the field for over a decade, accommodating clients with asset protection through trusts. Icon Trust values being advisor-friendly, encouraging partnerships rather than competition. Instead of trying to get into the world of investments, they focus on t...

Hiring new employees looks a lot different than it did a few years ago. Small business owners and independent financial advisors are finding it harder than ever to recruit quality candidates on their own. To explain this change in the job market we invited Lori Miller, Vice President of FIG Talent Solutions, onto the show. Lori is an expert at connecting financial advisors with talented employees....

We need coaches in many different parts of our lives, not just on the field. From financial coaches to life coaches, having someone there with the enthusiasm, expertise, and most importantly empathy to guide us can change the trajectory of our lives. Today, we have invited Martin Rooney the founder of Training for Warriors on the show. We will be discussing his journey and the things he has discov...

The financial industry has seen tremendous growth in the past few decades and with this has come many changes in the market. Joining us today is Karl Hoover, the Senior Vice President at FIG. With more than 2 decades in the field, his insight and passion have allowed him to help many independent financial advisors utilize tools to grow their practice. During our conversation today, we'll discuss F...

Today, Gina Pascucci, the Chief Marketing Officer at Icon Trust, is joining us to discuss the importance of trusts for financial advisors and clients.  Gino is changing the field of trust management by ensuring his company doesn't compete directly with advisors but instead works in tandem with them to create holistic plans for their clients and their families. Instead of relying on trusts through...

With only a few months left in 2021, we thought it would be the perfect time to discuss key strategies to consider implementing in your 2022 business plan. Using data to effectively grow your business can be a lot harder than it sounds. So today, Tom is going to detail the steps you need to take to reach your 2022 goals.   Key Points:  2:00 – Using data 6:43 – What's your cost per lead? 7:47 – Cos...

Today we welcome on Dan McDonald, CFP, CLU, ChFC, Senior Vice President of RIA Insurance Solutions. His team works with all forms of RIAs to provide a wide array of insurance solutions. We invited him on to share details of those different product offerings and explain how their company works with a variety of business models to provide the best insurance solutions for RIAs and their clients.   Ab...

Our guest today is Tony Parish, CFA®, CQF, who is the Chief Investment Officer at Alphastar Capital Management. As you can guess, he's keenly tapped into what's happening in all corners of finance and we've invited him on to share a bit of his insight. During this conversation, he'll provide a great perspective on the economy during the first half of 2021, give his thoughts on Bitcoin, and share s...

Today's guest is Dwayne Black, SVP and COO of Shutterfly, who brings a wealth of experience and business acumen to the show. We'll talk all things big business and what he looks at from a leadership perspective, how he identifies and manages talent, and key business principles that he's used throughout his career. There's no doubt today's conversation will resonate with independent financial profe...

Today we welcome Kevin Lozer, CFP®, co-founder of Holisitiplan tax software. We love what his team is doing because of how important tax planning has become for financial advisors, and this software allows you to scale the process in a comprehensive and efficient manner. Find out why more than 2,300 firms have already subscribed in the first two years, how this software works, and what the future...

Fresh off a trip to Las Vegas, co-CEOs Mike Mullan, Biran Williams, and Jim Cooper join the podcast to review our largest event to date in the Sales Symposium and we'll share some of the cool things we rolled out there. Plus, these business leaders will share their view of where the industry is headed and what's in store for FIG and its partners.     About the FIG leadership team: https://www.figm...

The retirement landscape is continually shifting and changing as the years go by. Each generation of retirees have new challenges and hurdles to overcome. As we are introduced to these problems, new products are developed to try and address these needs. We invite David Blanchett to the show today to discuss some of the new financial products that are on the rise and what resources advisors can tap...

2020 really solidified the idea that technology is here to stay. We need to embrace this mindset and find the most efficient use of technology as it relates to our businesses. We invite Arron Price to today's show. Arron will discuss how technology relates to relevancy and product development and some helpful tips for advisors that are looking to expand their horizon in this area. About Arron Pric...

As we go through life, we will encounter many peaks and valleys. At times it can be easy to give up on a goal, or a dream you have, but you must persevere to achieve greatness. We invite Marques Ogden to today's show and he will talk about the importance of being resilient and finding a purpose. About Marques Ogden: Before Marques was a speaker, he was in the NFL for 5 years. He played for 5 years...

Tom sits down with Alana Kohl who is the President and Founder of AdvisorPR. We discuss how AdvisorPR helps financial advisors develop their brand, create and curate content for their clients, and much more on today's show. About Alana Kohl: Alana is the President and Founder of AdvisorPR. AdvisorPR is dedicated to serving the marketing communications needs of financial services professionals. Bei...

In this episode, Tom speaks with Brad Swineheart of White Glove about using data metrics and tracking what are the best ways for advisors to work with their clients. He shares some of the upcoming projects that White Glove is incorporating into their business model, and how they hope to bring a simpler approach to a chaotic industry for financial professionals. About Brad Swineheart: Brad is the S...

The medical field is continuously making progress and breakthroughs with medicine and just an overall understanding of how the body works. This is why people live so much longer today. While living longer is a good thing, you may have an accident that causes you to have to stay in a long term care facility at some point in your life. Alecia Barnette joins us on today's show and discusses why you n...

As time goes on, people are growing less concerned with staying loyal to a particular brand. Consumers and clients want to feel more connected to brands on a personal level. Samantha Russell has spent a lot of her time developing marketing strategies that focus on this authentic way to attract clients and she will share some of these ideas with Tom today. About Samantha Russell: Samantha is the Ch...

Over the past year, we saw the havoc that COVID-19 caused all across the globe. The media would broadcast the number of those who passed due to this disease and how many hospitals were at their max capacity. These factors caused a huge surge in life insurance sales and inquiries. But like many things, the more a product grows, the more changes we start to see in that arena. Dave Henry talks to Tom...

Today's podcast is going to be a little bit different than our usual interviews. We sit down with FIG's Senior Marketing Strategist Alisa Agnew to review the epiodes of the podcast we have done so far. We talk about the high points of each interview, some common traits we have observed, and what's on the horizon for FIG. Key Moments: 1:19 - Looking Back On Starting The Podcast 4:18 - Michael Kitce...

Tom sits down with Wendy Burk to talk about how the past year has impacted the travel industry. Wendy also discusses how her team shifted their focus once travel restrictions took place, as well as lessons they learned for the future. Other topics also include advice for business owners looking to book corporate trips and how retirees should approach traveling. About Wendy Burk: Wendy is the CEO a...

In this episode, Tom speaks with Ryan Sterling about why he decided to shift his company to an independent standing. They also discuss Ryan's interest in getting younger professionals interested in their financial plans and how he separates himself from other financial companies. About Ryan Sterling: Ryan is the Founder of Future You Wealth, an independent financial company that is helping both yo...