Retirement Inside Out with Tom Lamendola

Financial Independence Group•retirementinsideout.com

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 [email protected] or by calling 800-527-1155.

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Episodes

Ep 9: Implementing Organizational Change with Louis Diamond

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. He’s helped a number of teams transition to a different employee-model firm or launch an RIA firm. L...

Feb 26, 2021•42 min•Ep. 9

Ep 8: Meeting Your Clients' Needs In A Dynamic World with David Drummond

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 and moves forward. About David Drummond: David is a financial advisor in South Florida and works alo...

Feb 19, 2021•37 min•Ep. 8

Ep 7: Becoming An Authentic Leader with Megan Carpenter and Candice Carlton

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 it comes to Registered Investment Advisors and Broker-Dealers. They are helping create change throug...

Feb 12, 2021•41 min•Ep. 7

Ep 6: The Growth of Financial Insurance with Sheryl Moore

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 President of Moore Market Intelligence, providing valuable intel for the professional financial community....

Feb 05, 2021•42 min

Ep 5: Overlooked Insurance Options With Matt Woodford

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 the the president of IPCG, a property and casualty Insurance Brokerage Firm, and member of the FIG fa...

Jan 29, 2021•28 min•Ep. 5

Ep 4: Finding The Right Financial Professional With Colin Branch

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 the financial industry by working as an agent for Northwestern Mutual, but after some time, he reali...

Jan 22, 2021•31 min•Ep. 4

Ep 3: Stories That Stick With Kindra Hall

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 the book "Stories That Stick." Website: https://kindrahall.com/ Book: https://www.storiesthatstick.com...

Jan 15, 2021•30 min•Ep. 3

Ep 2: Embracing Self-Advocacy With Michael Kitces

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: Michael is the Publisher, Editor-In-Chief, and Chief Financial Planning Nerd at Kitces.com . He's also th...

Jan 08, 2021•32 min•Ep. 2

Ep 1: Inside-Out Welcome - The Vision Behind The Show

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 Behind Creating Retirement Inside Out 2:02 - Tom Reflects On His Past Experiences In The Financial Indust...

Jan 07, 2021•10 min•Ep. 1

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