Advisor Development Show with Karl Hoover

How do we better serve our high net-worth clientele? On today's show Jeremy, a FIG strategist, joins us to discuss advanced planning, working with high net-worth clientele, the sale of large assets, and much more. Advanced planning or wealth management builds off of an advisor's basic duties by combining higher-level planning strategies for clientele with more complicated assets. So, what is the b...

If you are a business owner relying on marketing to drive leads and revenue, using data as part of your marketing strategy is a must. Our guest on today's show is the business development manager with Leading Response. Mike is helping financial experts plan and execute successful marketing strategies through empirical response data. As a partner with FIG, Leading Response focuses both on digital a...

On today's episode, the President of IPCG a national property and casualty brokerage group, joins us. As a partner of FIG, he is helping clients have access to customized coverages that match their needs. Independent Property and Casualty Group, has become an outlet for advisors to offer PNC to their clients without being PNC clients themselves. These services ensure your clients have the opportun...

As advisors, we often don't have the time, money, or expertise to focus on marketing and branding as much as we'd like to. But you still have a story that needs to be told. Today, we are joined by Greg Prinz, the owner of Chapter One Films , to tell his story and how he's helping advisors use video in their marketing strategy. He specializes in branding and storytelling, allowing advisors to conne...

Life insurance is a quickly evolving asset for our clients. From death benefits to tax-free sources of income, how can you implement life insurance into the services you offer? You're busy maintaining your business and keeping up client relations, that's why we have people like Andrew the VP of Life Insurance on Karl's FIG team to help you along the way. He understands the products, tax processes,...

In today's job market, hiring can be difficult. Finding the right talent for your team is important in growing your business. Today, Lori, the director of FIG's Talent Solutions joins us to talk about the hiring process and how Talent Solutions can help. Whether you are looking for a consultant or a full recruiter, FIG Talent Solutions can do both. They'll help you find the right leads and hires t...

In today's market, a strong marketing plan based on data and client research is essential to your financial business. Today, we welcome Mark Gaffney on the show, the founder of M.E.G. Services, a boutique marketing service specifically tailored for financial advisors. Starting his marketing career in 1994 he has over two decades in the field. Mark is bringing his expertise on the podcast today to...

A lot of advisors have seen growth in the past few decades and especially in the past few years. With these changes come new market trends and developments. We are mixing it up today and spotlighting Karl's interview on another FIG podcast, Retirement Inside Out. Karl and Tom, the host of Retirement Inside Out, will be discussing their careers at FIG as well as the marketing trends they've noticed...

Finding the ideal work-life balance can be difficult, especially for financial professionals. It is easy to get swept up in your work and forget to prioritize and set boundaries. Today we have Dr. Travis Parry joining us to speak on some myths about stress and productivity. He will discuss how we can approach a work-life balance in a healthier way. At one time, Dr. Travis Parry was a financial adv...

Providing a great client experience can make a difference in the growth of your business. On today's episode, we are speaking with Anthony from Cornerstone Wealth Management in Las Vegas, Nevada. Cornerstone is leading the industry with innovative ideas. Their investment approach is providing clients with consistent income in their portfolios. By keeping things simple for their clients, conducting...

How we dress has a lot to do with how we are perceived as financial professionals. Today, we welcome on Duncan Ham, the Senior VP at Tom James Company in Charlotte, North Carolina. Established in 1966, they found success through providing quality convenience to clients. They serve business executives with their custom suits to ensure they look the part. Duncan goes in-depth on how clothing affects...

The financial industry, like the rest of business, has evolved with the rise of digital media and stronger data. Today we explore this shift with John of Lone Beacon. This partner of FIG has been building a company that connect investors with advisories that can truly help them. They have an elite grasp of buying behavior, media habits, and appetite for content, and that's why they work with most...

No matter what line of work you're in, many of the same underlying principles will help you become successful. That's why we're stepping out of the financial world this episode to speak with someone who's not in the industry but knows exactly what it takes to have a championship mentality. Jon-Eric Sullivan, Co-Director of Player Personnel for the Green Bay Packers, works with one of the world's g...

Today we welcome on noted Jim Brogan, founder of Brogan Financial in Knoxville, Tennessee. This dedicated Vols fan has enjoyed plenty of success in the financial world throughout his 20-year career. Not only does he oversee his business as the CEO, Jim also dedicates a lot of his time to providing financial education in the classroom and across different mediums for people across his region. His p...

We're excited to welcome on our next guest, Elyse Archer, who we've been learning from for many years. This incredible mentor behind She Sells has helped female sales professionals build trust, instill confidence, and grow their bottomline. Now she joins the show to share that experience, explain why women are so effective, and give us some incredible insight on balancing work and life.   About ou...

Schechter Wealth in Birmingham, Michigan, is a third-generation wealth advisory and financial services firm that we've come to know really well. The exclusive relationship we've built with this incredible team has allowed FIG to plug into their resources and write some of the largest life insurance cases in history. Today we'll introduce you to Kevin Beauchamp, Vice President and Director of Strat...

Karl is excited to feature a recent interview between best-selling author Kindra Hall and Financial Independence Group's Tom Lamendola. Karl will preview what to expect on the show before turning over the microphone where you'll hear Tom and Kindra discuss why stories are so important in business today. They'll also explore why financial professionals can benefit from video storytelling on their w...

We are making decisions every day of our lives. It can be small things like what we eat for lunch, or something more heavy like who we trust our life savings to. Even though everyone has a different way of arriving at a decision, we all contain chemicals in our brains that influence the choices we make. Today, Karl talks to Chris Abeyta about the concept of Brain Science and the positive results t...

Karl is pleased to feature a recent interview between renowned financial planning professional Michael Kitces and Financial Independence Group's Tom Lamendola on this episode. Karl will set you up for what to expect in the interview that ranges several topics from Michael's viewpoint on the messaging as it pertains to the retirement dilemma in the US to delving into the best practices for financia...

It's no secret that client connection is important and an essential part to any industry that is out there. However, this aspect is absolutely vital for financial advisors to hone and perfect. Our guest today, Dustin West, explains how you can utilize the Myers-Briggs system to build relationships with clients, close on sales, and much more.   About Dustin West: Before Dustin got in the financial...

We invite our first guest to the show Bill Cain. Bill founded Financial Independence Group, Inc (FIG) in 1976. He wanted to help financial professionals find success in their practice, while also fostering a healthy work culture driven with integrity. Throughout this conversation, Bill talks about some of the challenges he's had to overcome throughout the years, the importance of how you treat oth...

It's time for the first episode of the Advisor Development Show with Karl Hoover. This one's a quickie to introduce you to Karl and talk about what to expect on future episodes of the program. Key Moments: 0:47 - Show start 1:30 - Karl shares a little bit about his role at FIG 2:25 - Karl talks about his professional journey before working with FIG and gives you a peek into his personal life 3:47...