show episodes
 
FinMar Today brings together those looking to succeed within the financial realm for firms, clients, agencies and anyone looking to leverage longstanding marketing techniques. FinMar Today looks to focus on community sourced questions so the discussions can be what you submit and you want addressed.
 
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 bee ...
 
Wall and Broadcast invites you inside the untold, little understood stories of Wall Street. With unparalleled access to industry insiders, and hosted by an ex-spy and a former boy band member turned finance experts, we deliver insightful interviews, hilarious asides, intriguing stories, and historical perspective on this seemingly untouchable industry that touches everybody.
 
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show series
 
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, …
 
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.…
 
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 Alfest the founder of Alfest Wealth Management joins us. She has focused her career to help women gain financial literacy and indepe…
 
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 fin…
 
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…
 
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 bu…
 
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 …
 
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 conn…
 
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 d…
 
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 practi…
 
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 thei…
 
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 da…
 
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 in…
 
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 …
 
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 conversat…
 
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 ye…
 
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. A…
 
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 a…
 
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 e…
 
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…
 
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 communicati…
 
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 p…
 
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 Barnett…
 
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…
 
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 s…
 
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…
 
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 approa…
 
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 ind…
 
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 …
 
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 foun…
 
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 …
 
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…
 
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. Kev…
 
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 te…
 
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 …
 
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 privatel…
 
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 Preside…
 
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 wh…
 
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…
 
In this episode I will be unpacking Jim Bianco, the future of Covid-19, wallstreetbets and its impact on the future of investing and for the final segment, I will be talking about the British Pound, expectations for Monday and the week ahead. Stay tuned for another brilliant episode. Jim Bianco on the Pandemic Wallstreetbets and what this means for…
 
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…
 
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 …
 
In this episode I will be unpacking Cathy Wood from ARK Investing, Innovation, AI and investing in the future and for the final segment I will be talking about Crude Oil, expectations for Monday and the week. Stay tuned for another brilliant episode. We talk about Investing in the future Cathy Wood Investing for exponential growth The End Of The Co…
 
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.,…
 
In this episode I will be unpacking Mike Green and Erik Townsend on Bitcoin, I will also be unpacking Ben Felix on Millennials and Day trading and for the final segment I will be talking about Crude Oil, expectations for Monday and the week. Stay tuned for a brilliant episode. Unpacking Mike Green and Erik Townsend and Bitcoin Unpacking Ben Felix O…
 
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 pro…
 
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 dra…
 
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…
 
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-cha…
 
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 retirem…
 
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