Retirement Inside Out with Tom Lamendola

We have a special edition of the podcast today! Instead of a regular podcast recording, this discussion took place at an Elevate event in Chicago, where Tom was a guest speaker. He chats with Monica Breeding about how the pandemic has affected marketing, some best practices for digital marketing, and what we can expect moving forward. About Monica Breeding: Monica is the Senior Vice President of A...

In this episode, Tom speaks with Erica Pauley about how important it is for advisors and financial professionals to track data to best serve their clients. They also discuss how Erica's company is helping coach these advisors, and what trends she has noticed in the past year when it comes to data and analytics. About Erica Pauley: Erica is the founder of Track That Advisor, a company that utilizes...

In this episode, Tom sits down with Jamie Hopkins to discuss the growing world of retirement planning, and how it will continue to change going forward for future retirees. Jamie also breaks down his role as a Retirement Research Director and how he expects the market to change from his recent research. About Jamie Hopkins: Motivated by a personal tragedy in his own life, Jamie made it his goal to...

On this Episode Tom takes a different approach, sitting down with fitness expert Devan Kline. They tie in how your fitness can help guide decisions you make in the business world, and how a good physical state of mind can lead to a more productive workplace and success. About Devan Kline: Kline is the Co-Founder and CEO of Burn Bootcamp, a national fitness franchise that continues to grow across t...

When buying life insurance, it's important to find a policy that is a great fit for your family and financial plan. However, there are many life insurance policies out there that take a one-size-fits all approach. The team at Schechter®wants to find a policy that is custom to you by utilizing advanced insurance planning concepts and strategies. Kevin Beauchamp & Jordan Smith from Schechter® join u...

Tom gets the chance to talk with Pat Quinn from Advance Your Reach, a company that recently partnered with FIG. They discuss how AYR helps build better communicators, and the basic steps everyone should be taking when it comes to better sharing your message. About Pat Quinn: From performing magic tricks, to eventually becoming a high school math teacher, Pat got first-hand experience learning how...

In this episode, Tom discusses the world of market metrics and analytics with Jeremy Lyons, and how Cornerstone implements that data into their work. They also discuss what Cornerstone has learned over the last year and how they hope to continue their success in 2021. About Jeremy Lyons: Once the owner of a construction business, Jeremy now serves as the Director of Marketing at Cornerstone Wealth...

In this episode, Tom sits down with his friend and realtor Phil Puma to learn his perspective as a small business owner. They also discuss Phil's predictions for the housing market over the next 18 months, as well as building connections and growing a business. About Phil Puma: Phil is the founder of Puma and Associates, one of the largest privately-held independent real estate agencies in the Car...

Monica joins Tom to explain how her team customizes marketing plans for financial professionals in FIG's Elevate program. She also shares what she has observed over the last year through trendy marketing techniques and how professionals can navigate the virtual world of working with consumers About Monica Breeding: Monica is the Senior Vice President of Advisor Marketing at Financial Independence...

Taxes have been a hot topic in the industry, especially with a new presidential administration that has talked about raising the current tax rates and all of the stimulus money that has gone out over the past year. We need to be proactive in our financial planning and that's why we bring in David McKnight to today's show. David talks to us about why the Power Of Zero is more relevant than ever, wa...

In today's show, Tom speaks with Diamond Consultants President Louis Diamond, to discuss all things enterprise value for independent advisors. He also provides a unique and qualified perspective when it comes to company evaluations, implementing plans of continuity and succession, as well as how to effectively add talent. About Louis Diamond: Louis Diamond is the President of Diamond Consultants....

The world around us is constantly changing and it's important that we are able to adapt in our business appropriately to better serve our clients. That's exactly what David Drummond has perfected in his practice. We talk to David about how COVID-19 has changed the way they do business, and the importance of continually making an effort to meet your clients' needs as the world around them advances...

In this episode, John sits down with Megan Carpenter and Candice Carlton from FiComm to discuss their marketing mantra "New Skool," which is helping leaders become authentic in their approach. They also discuss how to market to different audiences in this new age, and how to incorporate new methods to reach those target groups. About FiComm FiComm is an industry leader in the marketing space when...

Tom sits down with Sheryl Moore to discuss her experience in the financial insurance industry. They cover what financial professionals need to know about regulations and products, as well as what consumers can learn about annuities. About Sheryl Moore Sheryl is an annuity and life insurance expert. She serves as the Chief storyteller at Wink, Inc., an industry research firm. She is also the Presid...

Tom sits down with long time friend Matt Woodford to discuss overlooked insurance coverage options for all consumers, as well as why advisors who offer property & casualty insurance have collected more assets on average than those who haven't offered the service. Make sure you're not missing out on the advantages of one of the most common asset protection strategies. About Matt Woodford: Matt is t...

Today we sit down with Colin Branch. the Vice President of Life Sales for Financial Independence Group. We talk to Colin today about his transition to FIG, time in the NFL, and the importance of finding a financial professional that works with your best interest in mind. About Colin Branch: Colin originally arrived to the Carolinas after he was drafted by the Panthers in 2003. He got his start in...

Best-selling author Kindra Hall joins Tom to discuss why stories are so important in business today. They'll also explore why financial professionals can benefit from video storytelling on their websites and share tips on how advisors can tell their "Value Story". About Kindra Hall: Kindra is the Chief Storyteller Officer at Success Magazine. She's an entrepreneur and the best-selling author of th...

Renowned financial planning professional Michael Kitces joins Tom to discuss Michael's viewpoint on the messaging as it pertains to the retirement dilemma in the US. They'll also delve into the best practices for financial professionals to fish for new clients, and what financial professionals and investors alike should focus on in today's fast-changing financial world. About Michael Kitces: Micha...

Meet Retirement Inside Out's host Tom Lamendola as he outlines the vision behind the podcast. Tom is joined by Alisa Agnew, Senior Marketing Strategist at Financial Independence Group, to talk about the uniqueness of the show and how it seeks to serve both financial professionals and everyday investors about exceeding the demands of today's retirement industry. Key Moments: 0:32 - The Vision Behin...