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S1 E1: Meet Karl Hoover & What To Expect On This Show

Advisor Development Show with Karl Hoover

Release Date: 11/03/2020

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Advisor Development Show with Karl Hoover

Growing referrals and expanding the business organically is a goal for every financial advisor, and our guest today has developed a program in his practice that is responsible for the majority of his company’s bottom line revenue. We’re excited to welcome on , president and founder of Reed Financial Group in Georgia, to the show. He’s built a culture around his business and created superfans that keep referring more and more ideal clients to him. Today we’ll learn more about how he’s been so successful building trust and nurturing relationships and leave you with some...

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Advisor Development Show with Karl Hoover

Today we welcome in an incredibly successful advisor with over 30 years of experience who has built a business with his family at the forefront. Scott Moore is the founder of and someone we know really well through his work with the Financial Independence Group.  Scott's mastery in scaling a financial practice over three decades is something we can all learn from, and we’ll dive into his systems and processes that now allow him to work a small fraction of the week without interruptions in the business.   Here’s some of what you’ll learn from this episode: With five...

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Advisor Development Show with Karl Hoover

Entrepreneurship and personal life can often seem like a challenging juggling act.  In this show, we had the opportunity to delve deep into this topic with Kevin Wathey, an entrepreneur who has brilliantly mastered the art of balancing life and business. His journey, filled with inspiring experiences and innovative strategies, has taught him how to effectively manage time and boost efficiency in his entrepreneurial pursuits. Here’s some of what you’ll learn from this episode: The story of his mom’s battle with cancer and how it took him to a very dark place in life. How a call...

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Advisor Development Show with Karl Hoover

Today’s guest helps businesses of all sizes become the best version of themselves. is the CEO of , author of , and has more than 15 years of consulting experience with businesses and executives. Our goal is to make our advisor audience and other professionals better at what they do in all facets of the business and Kate will provide plenty of value to help with that. As she talks about on the show, her superpower is massive optimism and her message today is loaded with positive outlooks and actionable items you can take away immediately.   Here’s some of what you’ll learn from...

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Advisor Development Show with Karl Hoover

Today’s guest is someone that we has found great success in sales and building businesses. is a world-leading Social Selling expert and author who has pioneered this space. He’s trained thousands of professionals throughout his career and today he’s going to provide some of that expertise to us.   Here’s some of what you’ll learn from this episode: What is SPEAR Selling and how do you take advantage of this in your business? 7:56 How the Social Selling book lays the groundwork for everything else.  12:36 How should you work storytelling into your sales process? 15:33...

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Advisor Development Show with Karl Hoover

Catherine Tindall, CPA and partner at Dominion Enterprise Services. Their business is a specialty tax advisory practice so we’ve asked her to join just to share her insights on the Employee Retention Credit. We want to make sure business owners in our industry understand how to take advantage of this generous credit program before time runs out.   Here’s some of what you’ll learn from this episode: What is the employee retention credit? 2:50 How many people are helping business owners with this tax credit?  7:56 When the credit officially phases out and who is eligible?...

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Advisor Development Show with Karl Hoover

We’re excited to kickoff season five with a bright mind in the financial industry and someone who has built multiple successful businesses. Derek Notman is a Certified Financial Planner and founder of Intrepid Wealth Partners but that only scratches the surface of who he is.   Here’s some of what you’ll learn from this episode: Derek’s journey into the financial industry without really knowing what he wanted to where he is now. (4:53) What is Couplr and how does it help generate leads? (14:59) The advantage of a warm lead and how he helps with that. (18:10) What Conneqtor...

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Advisor Development Show with Karl Hoover

In this episode, we’re thrilled to have Derrick Kinney, author of , on the show to talk about his huge career shift just a few years ago. As you’ll hear on the show, it all began by asking himself this: What can I do to be a better spouse, father, and business owner? From there, he realized being a financial advisor wasn’t high on the list and that’s where the Good Money brand began.  Join us for an extremely insightful conversation that will leave you with a long list of takeaways to improve your business as well as your personal life. Derrick has a tremendous perspective on...

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S4 E6: Fixed Indexed Annuities and Creating Guaranteed Income in Difficult Markets with Wes Tanner show art S4 E6: Fixed Indexed Annuities and Creating Guaranteed Income in Difficult Markets with Wes Tanner

Advisor Development Show with Karl Hoover

Today we turn our attention back on financial planning and a product that many investors are curious about during a down market: fixed indexed annuities. To help us understand this investment better, we’ve invited Wesley Tanner, Vice President of Annuity for both Financial Independence Group and Team Hoover.   Here’s some of what you’ll learn from this episode: How much has this landscape changed from 20 years ago? (5:28) How illustrated returns are presented and handled with professional clients. (14:00) How to de-risk a portfolio through annuities.   (16:55) What...

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Advisor Development Show with Karl Hoover

The small business world can be cutthroat and competitive, but that doesn’t mean we have to forego kindness and gratitude. Today’s guest, John Israel aka Mr. Thank You, has built his brand around the art of appreciation. He joins us today to share his philosophy and how he helps individuals and companies apply this concept to their business to build loyalty and increase revenue.   Here’s some of what you’ll learn from this episode: How a single question from his wife made him change his entire outlook professionally.  (2:36) The four steps to the gratitude project he...

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More Episodes

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 - Why do this podcast? And what you can expect going forward

Be sure to check out the next episode with the show's first guest, Bill Cain.

Contact Karl:

800-527-1155

[email protected]

https://www.teamhoover.figmarketing.com/