Advisor Development Show with Karl Hoover
The Advisor Development Show is a digital mastermind network for the best financial professionals across the country. Join your host, Karl Hoover, as he interviews the brightest minds across the financial landscape every episode. Karl has been with Financial Independence Group for more than 20 years and is a senior vice president who enjoys leading advisors through the the worlds of marketing, practice management, product R&D and the various challenges financial professionals face trying to grow and maintain their practices. This show is all about sharing ideas and experiences to help you overcome obstacles and become a better financial professional. Contact: https://www.teamhoover.figmarketing.com/ or 800-527-1155 or [email protected]
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Building Your Referral Base Through Humility & Helping People with Gary Reed (S5E7)
09/21/2023
Building Your Referral Base Through Humility & Helping People with Gary Reed (S5E7)
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 strategies you can implement into your business now. Best of all, Gary has a model office here at the Financial Independence Group and is a coach for our advisors, which means all of his best practices are available to our members. About our guest: CONTACT US:
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The Art of Scaling a Business with Scott Moore (S5E6)
09/07/2023
The Art of Scaling a Business with Scott Moore (S5E6)
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 children and 13 grandchildren, they enjoy a lot of family traditions but he’ll share some special ones around the holidays. How he began in this business in his 40s and took a big financial risk to start his own company. He tells us more about his book and why it’s so valuable for advisors. Why he believes in having a great mentor and how you can find the right one. How he and his wife, Carla, have managed periods of imbalance in their lives as they worked together on their goals. The importance of shadowing when training and his process for managing that. Why he feels his relationship with FIG has been a phenomenal experience. About our guest: Get Scott’s book: CONTACT US:
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Harnessing the Power of Intentional Time Management in Entrepreneurship: A Chat with Kevin Wathey (S5E5)
08/17/2023
Harnessing the Power of Intentional Time Management in Entrepreneurship: A Chat with Kevin Wathey (S5E5)
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 from Phoenix Coyotes captain Shane Doan changed his entire outlook. Creating time and efficiency in entrepreneurship while he’s involved in multiple businesses. The four cycles of belief and how this helps entrepreneurs. Breaking down a week in 20 minute increments to get the most out of your time. What are the systems within entrepreneurship? ABOUT OUR GUEST: CONTACT US:
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Propel Your Business By Identifying Your Superpower with Kate Volman (S5E4)
08/03/2023
Propel Your Business By Identifying Your Superpower with Kate Volman (S5E4)
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 this episode: How a sales job with a chamber of commerce taught her a lot about entrepreneurship, leadership, and community and began her journey to where she is today. Why she feels it’s so important for women to go after what they want because they have the skills and talent to be tremendous leaders. The three tips she thinks are key for building online exposure for your firm. Ways to put together a successful content marketing strategy and the importance of starting small and being consistent. How she took her superpower and turned it into a newsletter called Massive Optimism. Ways Floyd can help financial professionals grow their practice. About our guest: Sign up for her newsletter: Get Kate’s book Do What You Love: Get in touch with Karl and get more content:
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Become a Magnet for Attracting Leads Through Social Selling with Jamie Shanks (S5E3)
07/20/2023
Become a Magnet for Attracting Leads Through Social Selling with Jamie Shanks (S5E3)
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 The differences he sees working with small businesses versus Fortune 500 companies. 38:55 Why past customers are the key to opening more doors. 24:41 What it would be like for a financial professional working with Jamie. 28:39 About our guest: Get Jamie’s Social Selling book: Get Jamie’s SPEAR Selling book: CONTACT US: https://advisordevelopmentshow.com/
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How to Take Advantage of the Employee Retention Credit in 2023 with Catherine Tindall (S5E2)
07/06/2023
How to Take Advantage of the Employee Retention Credit in 2023 with Catherine Tindall (S5E2)
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? 13:22 Here’s how the credit is calculated. 18:85 Here’s the best way to learn more about the program. 20:50 How she’s learned to restrict her dopamine response to be more satisfied with less. 30:42 About our guest: See if your company is eligible: Top 5 ERC Mistakes to Avoid: CONTACT US:
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Finance, FinTech, and Fatherhood with Derek Notman (S5E1)
06/15/2023
Finance, FinTech, and Fatherhood with Derek Notman (S5E1)
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 is and why is it valuable to business owners. (20:45) How the podcast was born out of COVID. (26:14) How to be the best dad you can be while building an amazing business. (30:42) The REBL Dads movement and the goals behind it. (34:53) The one life lesson that Derek wants to leave you with. (39:18) Connect with Derek: Contact Us:
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S4 E7: Make More Money & Do More Good with Derrick Kinney
04/20/2023
S4 E7: Make More Money & Do More Good with Derrick Kinney
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 money and using it to do good, and we hope you enjoy this discussion as much as we did. Here’s some of what you’ll learn from this episode: Why he decided to give up his successful financial planning business for a new venture. (2:32) The creative way he found to differentiate himself from other advisors in his area? (5:43) One huge thing he learned about how to present his job and his business. (14:31) The three good money levers – what are they and how do we use them? (21:10) The 7-step Good Money framework and how it’s different from other financial strategies. (30:35) Derrick explains investing like a four-lane highway. (38:14) What you give is just as important as what your business is making. (42:52) Get the first five chapters of his book for free: ABOUT OUR GUEST: CONTACT US:
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S4 E6: Fixed Indexed Annuities and Creating Guaranteed Income in Difficult Markets with Wes Tanner
04/06/2023
S4 E6: Fixed Indexed Annuities and Creating Guaranteed Income in Difficult Markets with Wes Tanner
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 are Wesley’s thoughts on pay for performance? (21:55) What Wes is looking for when he’s sorting through all the new investment options to make sure clients are getting the best? (22:47) What does he expect rates to do in the near future? (27:43) If you have annuity questions for Wesley, you can email him here: [email protected] ABOUT OUR GUEST: CONTACT US:
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S4 E5: How the Simple Act of Appreciation Can Change Your Life & Business with Mr. Thank You
03/16/2023
S4 E5: How the Simple Act of Appreciation Can Change Your Life & Business with Mr. Thank You
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 first created, which later became the Mr. Thank You project. (6:39) How he gets the most out of client appreciation events. (16:26) The VAL framework and why it’s so important. (23:23) The art of appreciative leadership and how it helps us increase loyalty, connection, and profit. (32:49) Why the question, “How do you treat that for which you are grateful?” will change your life. (47:14) ABOUT OUR GUEST: CONTACT US:
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S4 E4: The Keys to Strategic Growth with Dr. Gerry Herbison
03/02/2023
S4 E4: The Keys to Strategic Growth with Dr. Gerry Herbison
We’re excited today to welcome on someone that has tremendous insight into business growth and personal development. Dr. Gerry Herbinson, ChFC®, CFP®, CASL®, CLF® is an Executive Business Coach with the Carson group and one of the leaders in our industry. During his career, he’s developed a specialty in management, leadership and development by studying top performers across the country. He brought that experience to Carson and helped develop and write about half of the online courses during his first year on the job. Here’s some of what you’ll learn from this episode: How he went from being an advisor to sales and then into coaching. (2:28) Who is Carson Wealth and why are they different than other firms? (5:40) What’s behind the growth at Carson Coaching compared to the rest of the industry? (14:47) The secret to hiring success. (18:17) How does employee engagement play into return on investment for firms? (24:15) Developing an organizational chart by firm size. (30:53) His biggest life lesson is ‘don’t be afraid to grow.’ (42:11) To get in touch with Dr. Gerry Herbison, ABOUT OUR GUEST: CONTACT US:
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S4 E3: Taking Your Brand to the Next Level with Jeremy Weber
02/16/2023
S4 E3: Taking Your Brand to the Next Level with Jeremy Weber
No matter what profession you’re in, there’s never been a better time (or more important time) to independently build your own brand. Financial advisors might not see that as a priority to their business, but building a brand can increase credibility and awareness for the work you do. With this in mind, we’ve invited a marketing expert onto the show today to share brand strategies and identify the areas where advisors should focus. Jeremy Weber is the Director of Brand Strategy Services at the Brand Builders group, where he’s focused on building personal brands and his work has supported best-selling authors, celebrity influencers, and even a Shark Tank investor. Here’s some of what you’ll learn from this episode: How a public sector job early in his career led him into the entrepreneurial world. (4:44) What is Brand Builders all about? (13:48) The top mistakes that people make when trying to build a brand. (19:51) Getting to a deeper level by telling your story. (22:39) Explaining the three goals they have for branding. (27:47) What they do to assist financial advisors in building their brand. (35:55) The one life lesson he would share. (49:58) If you want to take advantage of a free brand strategy call, ABOUT OUR GUEST: CONTACT US:
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S4 E2: Creating Superfans for Your Business with Brittany Hodak
02/02/2023
S4 E2: Creating Superfans for Your Business with Brittany Hodak
Customers are the lifeblood of any business and owners are always searching for ways to generate interest and build loyalty. Today’s guest has built her own brand around filling this need. is an award-winning entrepreneur, author, and customer experience speaker. Her work has appeared on some of the largest media platforms in the world and you might even have seen her on Shark Tank. Brittany is an expert at helping businesses turn their customers into loyal fans and she wrote about it in a brand new book called If you’ve been looking for ways to connect with clients and prospects, this episode should give you a lot to think about. Here’s some of what you’ll learn from this episode: How she became passionate about consumer behavior and brand loyalty. (4:43) How she got casted on Shark Tank and what that experience was like. (9:30) Brittany explains her brand and how she’s built it. (13:35) The role that story-telling plays in brand-building. (21:55) The intersection of the customer experience and the employee experience. (25:49) A detailed explanation of the SUPER framework she’s created. (33:07) A life lesson she picked up from her 3-year-old son. (37:13) ABOUT OUR GUEST: GET MORE INFORMATION:
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S4 E1: A Conversation with Carson Group’s Jamie Hopkins on Coaching, Goals, and His New Book
01/19/2023
S4 E1: A Conversation with Carson Group’s Jamie Hopkins on Coaching, Goals, and His New Book
We’re kicking off season four of the podcast with a guest we’re excited to spend some time with. Jamie Hopkins ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP® is the Managing Partner of Wealth Solutions at Carson Group as well as a writer, researcher and educator, and over his career he’s become a media go-to expert on retirement income planning and tax law. Here’s some of what you’ll learn from this episode: How his life changed at 8 years old when his dad died unexpectedly. (4:13) His experience with Carson Group and the role he’s taken on. (9:36) The philosophy of Carson Coaching and what they strive to provide advisors. (15:00) What the designations behind his name mean to him and the one designation he would recommend. (19:07) The qualities you should look for in a financial coach. (24:04) What the process for Carson Coaching looks like and what you can expect for each service level. (27:13) What his experience has been like hosting the Framework podcast and which guests he’s really enjoyed. (35:21) The details behind his new book, Find Your Freedom. (40:38) The life lesson Jamie wants to share today. (45:44) ABOUT OUR GUEST: GET MORE INFORMATION:
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S3 E11: Tax Planning with the Power of Zero
08/17/2022
S3 E11: Tax Planning with the Power of Zero
Over the past 20 years, David McKnight has helped put thousands of Americans on the road to a zero percent tax bracket and has received national recognition for his work. He mentors hundreds financial professionals across the country who specialize in the Power of Zero retirement approach, and if you’ve spent anytime in this industry, you’ve likely seen or heard him discuss this program he’s built. Today he joins the show to share his journey, explain his philosophy on taxes, and break down the trajectory our country is on in terms of tax rates. Here’s some of what you’ll learn from this episode: Why a speech from President Bill Clinton sparked his interest in debt and launched this journey. (3:32) David’s definition of the Power of Zero and what it means to him. (8:27) Why it’s so important to take advantage of the historically tax environment in and how you do that. (12:23) The role that life insurance plays in the Power of Zero plan.(17:32) Annuities have been a great tool for guaranteeing income in retirement but be careful not to make these mistakes.(25:13) How an advisor can get involved in his program if they’re interested. (35:55) The relationship FIG and POZ have shared through the years. (37:30) What’s the most important thing David thinks advisors should focus on. (39:06) ABOUT OUR GUEST: MORE INFORMATION:
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S3 E10: The Authentic Story of Struggle and Success with Marques Ogden
08/03/2022
S3 E10: The Authentic Story of Struggle and Success with Marques Ogden
You might know Marques Ogden as the football player who enjoyed a five-year NFL career, but he’s completely re-wired himself since leaving the league. Today, you’ll find Marques leaving his footprint all across the business world as an inspirational keynote speaker, podcast host, business coach and consultant, and best-selling author. We were able to catch up with him recently to pick his brain on some of the areas where he’s really excelled and hopefully glean a little wisdom along the way. Once you hear his journey and all of the lows he had to experience before reaching the highs, you’ll have a better appreciation for all he’s accomplished. Here are a few of the things you’ll learn on this show: His journey from a football player to successful businessman, which included a struggle with drugs and alcohol, a successful business taken down by his ego, and even a job as a custodian making $8.25/hour. (2:45) How self-absorption and putting too much energy into external factors lead to self-destruction. (10:09) Why he places such an emphasis on true collaboration and teamwork in his business and how he made diversity a priority. (15:39) What does being authentic mean to him and why is that so important in sales and marketing. (23:39) Learn more about Marques Ogden and his current ventures: Visit us online and connect here:
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S3 E9: Staying Truly Independent with Co-Chief Executive Officer at FIG
07/06/2022
S3 E9: Staying Truly Independent with Co-Chief Executive Officer at FIG
The Co-Chief Executive Office at Financial Independence Group joins us today to discuss his journey to a leadership role, how FIG gives advisors a competitive advantage and much more about the future of advising at FIG. Mike began his tenure at FIG in 2002 after graduating from UNC Chapel Hill. Starting in the trenches as an annuity consultant, he quickly developed a passion for helping advisors better serve their clients. With his team, Mike helps to drive the strategic vision that better equips our financial professionals to thrive in the financial industry. TIMESTAMPS: 3:05 – Favorite TV show as a kid? 7:03 – FIG is a family 8:37 – What makes FIG different? 9:54 – We are still small but successful 12:38 – What is the future of the FMO and IMO Field? 15:40 – Our growing tech team 17:31 – Better serving our clients 20:29 – The next 100 years 23:55 – A life lesson MORE INFORMATION:
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S3 E8: Leadership Learned Through a Decorated Naval Career
06/15/2022
S3 E8: Leadership Learned Through a Decorated Naval Career
Today we’re taking a break from the financial services industry and turning our attention to leadership. There aren’t many places where you’ll find better examples of this than our military, where officers are some of the best leaders in the world. Let us introduce you to Navy Commander Charlie Hoover. From Navy flight instructor to commanding officer, Hoover’s incredible journey is one to be celebrated and recorded, which we will do on this episode. Find out what it was like to land a jet on an aircraft carrier, what it took to be awarded high honors in the Navy, his two favorite flight stories, and lessons in leadership. TIMESTAMPS: 1:41 – Welcome Charlie 2:51 – Favorite fishing story 4:21 – Journey to earning Navy wings 17:25 – Flight instructor in Penscola 19:34 – First solo flight on aircraft carrier 24:52 – Night landing 27:40 – Becoming a great leader 30:12 – Differences between props and jets 33:43 – Winning the Naval Battle “E” Award 37:55 – Two favorite flight stories 43:02 – Hoover shares a life lesson MORE INFORMATION:
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S3 E7: Faith-Based Planning Strategies with Crystal Clear Finances
06/01/2022
S3 E7: Faith-Based Planning Strategies with Crystal Clear Finances
Today we welcome the founder and CEO of Crystal Clear Finances to the show to share her passion for financial planning and education. Crystal and her business have a very unique way of constructing portfolios by using life insurance and faith-based investing, and that separates her from other professionals. Plus, you’ll get to learn more about how Crystal utilizes the Circle of Wealth system. Along with planning, Crystal Clear Finances has a clear and successful marketing strategy that we’ll discuss as well. If you want to get a better idea of how to move prospects through the sales funnel, you’ll want to listen to what Crystal has to say on the show. TIMESTAMPS: 1:41 – Welcome in Crystal 2:09 – Favorite running race memory 5:09 – Her financial journey 9:17 – How she leverages public events 11:42 – Moving people through the sales funnel 15:31 – A new strategy they’re using 17:43 – How she views life insurance 22:00 – Proper mixture of assets 24:29 – Circle of Wealth system 29:43 – Her Instagram show 32:19 – What is Faith-Based Investing 37:11 – The partnership with Crystal Clear 41:37 – One life lesson ABOUT OUR GUEST: MORE INFORMATION:
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S3 E6: Taking Ownership of Your Career with NFL Coach Pete Hoener
05/18/2022
S3 E6: Taking Ownership of Your Career with NFL Coach Pete Hoener
Winning a football game is a lot like winning in business, there are a lot of parallels between these two industries and we are going to explore those similarities today with our guest, sports legend and NFL Coach, Pete Hoener. Working for teams like the 49ers, Cardinals, Carolina Panthers, and more, Pete has worked with various football stars to improve their skills and resilience in the game. Overcoming obstacles is something both NFL professionals and business owners face. On today’s episode, Pete will break down his journey to the NFL, the lessons he’s learned working in this industry, leadership characteristics, and more. TIMESTAMPS: 2:54 – Who’s the most interesting player you’ve worked with? 5:38 - Overcoming obstacles 6:54 – What was your journey to the NFL like? 11:37 – Working with stars 12:49 – What characteristics do you look for? 18:01 – Example of leaders in the game 19:15 – How do you train to be the best? 22:23 – Continuing to get better and taking ownership 24:32 – Being accountable to your teammates 28:41 – What’s the day in the life of a coach like? 32:33 – Characteristics of a good team 36:13 – What was it like going to the Super Bowl? 39:27 - How did you develop a winning culture? 42:09 – Managing through losses and expectations 47:00 – What are your favorite NFL players of all time? 50:12 – What plays would you take back in your career? 52:25 – How are you taking accountability? MORE INFORMATION:
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S3 E5: Making the Most Out of Your Marketing Plan
05/04/2022
S3 E5: Making the Most Out of Your Marketing Plan
The Director of Marketing at FIG’s marketing agency, joins us on today’s episode to unpack marketing trends and strategies independent advisors need to be aware of when it comes to gaining leads. Tom is helping FIG advisors make the most out of their marketing plans and the money they put into those plans. His department is blended into three teams: corporate meetings and events, internal marketing, and advisor marketing. Marketing is here to make phones ring and they make sure an advisor's process is efficient and effective. Every financial business is different, Tom and his team believe in customization that matches those differences. Join us today as we further explore a, data-driven marketing, Elevate marketing platform, and more! More about All Points Media: TIMESTAMPS: 1:33 – Favorite TV show as a kid 2:22 – What is All Points Media? 3:46 – How does their process work? 5:58 – Our process versus competitors 9:09 – Data-driven best practices 11:31 – Custom marketing tracker 13:14 – Headspace and data 15:15 – Elevate marketing platform 18:13 – You need many funnels 20:15 – Enhancing a business 22:29 – Metrics of key performance 27:54 – Having one more appointment stick 30:18 – Marketing trends you should be aware of 34:00 – One life lesson from Tom MORE INFORMATION:
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S3 E4: Facts and Logic in Marketing and Sales
04/20/2022
S3 E4: Facts and Logic in Marketing and Sales
On today’s episode, the Founder of Windows of Opportunity and the Logic Trac system joins us to discuss how he’s helping advisors increase their revenue and how they can change the lives of their clients in a positive and impactful way. Coach Bill started Windows of Opportunity to teach advisors about marketing, lead generation, and growing their business. His mission then expanded with Logic Trac, which helps individuals make logical decisions in the emotional field of investing and financial services. Engaging clients should be about using logic instead of fear or strong-arming. Join us today as we explore using facts and logic within your sales process to improve lead generation and business growth. Learn more about Logic Trac: TIMESTAMPS: 1:58 – Favorite food dish? 2:40 – Windows of Opportunity and Logic Trac 6:39 – Language in marketing materials 9:45 – Facts and logic in sales 13:53 – Checklist exercise 18:36 – Process is critical 21:54 – Our definition of critical 25:45 - Getting commitment at first appointment 32:00 – We are not losing people 35:14 – Coaching and strategic partnership 40:53 – How do you get involved? 44:22 – How to get in touch directly MORE INFORMATION:
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S3 E3: Using First Party Data with Lone Beacon
04/06/2022
S3 E3: Using First Party Data with Lone Beacon
On today’s episode, we are joined by a pioneer at Lone Beacon who is revolutionizing their marketing platform with a turnkey digital solution. Mike has helped develop one of the leading independent advisor marketing tools in the industry. As financial professionals and advisors, we often want to attract the right type of clients. Lone Beacon is assisting advisors to expand their reach within their target markets. We’ll be discussing what Mike is seeing in the market, the value of first-party data, Lone Beacon’s relationship with FIG, and more on today’s show. Lone Beacon: TIMESTAMPS: 1:29 – Last show you binge-watched? 3:10 – Journey to lone beacon 4:28 – Working with lone beacon 5:45 – The efficiencies of direct mail 9:04 – Shared list and first-party data 10:51 – Challenges we are seeing 12:07 – Lone Beacon and FIG partnership 17:04 – Intelligence dashboard 21:48 – Everyone is moving to video 24:06 – Lead aggregation study 29:32 – The other 99% 33:31 – Getting to the next level 36:15 – Respectfully question everything MORE INFORMATION:
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S3 E2: Becoming an Integrated Advisor with Alphastar
03/16/2022
S3 E2: Becoming an Integrated Advisor with Alphastar
Alphastar Capital Management is a FIG partner and registered investment advisor firm, that started nearly 10 years ago as they recognized the convergence of wealth management and insurance. Strategically they run portfolios, manage risk, and help advisors focus on what they’re great at - developing relationships with their clients. They are truly helping the next generation of advisors become integrated advisors. On today’s episode, Sean, the Chief Sales officer at Alphastar Capital Management joins us to discuss his journey to Alphastar, risk protection, structured notes, unique solutions for wealthy clients, and more. Alphastar Capital Management: TIMESTAMPS: 1:34 – Most common app you use? 1:59 – Special family traditions 2:45 – His journey to Alphastar 7:24 – What is Alphastar? 8:57 – What strategies do they use? 12:18 – How is Betashield different? 16:42 – 5 different portfolios 17:36 – Protecting your clients 18:32 – Structured notes 20:59 – Getting into an overpriced market 22:34 – Addressing taxes and real estate 28:20 – Providing better income solutions 30:00 – What makes Alphastar different? 33:34 – Being a partner with Alphastar 34:33 – Developing a strong mindset MORE INFORMATION:
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S3 E1: Business Growth Practices with Strong Family Financial
03/02/2022
S3 E1: Business Growth Practices with Strong Family Financial
If you are just getting into the financial industry we highly recommend working with a coach or experienced professional like the people at Strong Family Financial. The market has been rapidly changing over the past few years and it’s not an easy business professionally or personally, having a guiding hand can mean the difference between success and failure. On today’s episode, we welcome the Vice President of Strong Family Financial, Allie. Strong Family has had explosive growth over the past few years in recruiting and production. Allie is going to share his experience, advice, and best practices that he has learned throughout this growth. Strong Lyfe Podcast: Strong Family Financial: Contact: TIMESTAMPS: 2:30 – Allie’s favorite dinner dish 4:38 – Favorite sports team of all time 5:57 – Background and journey 8:22 – Growth and struggles during covid 10:09 – Strong Family background 15:41 – Strong Lyfe podcast 16:37 – The culture Strong Lyfe creates 20:28 – What kind of training is involved? 24:39 – Importance of your attitude 30:23 – Implementing YouTube and Tiktok 32:30 – YouTube #2 search engine 33:29 – Being educated and teaching 35:00 – Live every day being grateful 36:43 – Being grateful and being humble MORE INFORMATION:
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S2 E11: Advanced Planning with a FIG Strategist
02/16/2022
S2 E11: Advanced Planning with a FIG Strategist
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 best way to provide these services? Jeremy has over two decades of experience in estate and business planning. He is helping advisors integrate key aspects of advanced planning into their businesses. For example, if one of your clients is selling their business, this is a huge event in their life and you want to be adequately prepared. When it comes to these clients, planning is much more complicated so bringing in an expert will certainly help. TIMESTAMPS: 1:32 – Jeremey’s favorite football team 2:23 – Journey in the financial industry 2:59 – His different designations 6:27 – Part of a three-judge program 7:57 – Experience in advanced planning 9:41 – What is a CRUT? 10:52 – What is an advanced planning strategy? 12:19 – How does he work with FIG? 14:08 – Letting advisors have control 16:17 – Working with high-level cases 19:47 – Legal changes and life insurance 21:25 – Jeremy’s thoughts on 7702 22:54 – Similarities in cases 25:45 - The importance of listening MORE INFORMATION:
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S2 E10: Data Driven Marketing with Leading Response
02/02/2022
S2 E10: Data Driven Marketing with Leading Response
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 and mail marketing, thinking outside the box to help advisors grow their lead generation. To them each business is a unique scenario with its own goals and values, their marketing material should reflect that. We’ll discuss data marketing, topics for seminars, direct mail, and more. TIMESTAMPS: 1:30 – Favorite football team 2:11 – Leading Response 3:07 – Journey to Leading Response 4:46 – Why do they stand out? 5:50 – How they use data 10:19 – Marketing report 11:50 – Market saturation 14:54 – Pandemic changing direct mail 17:02 – Topics for dinner seminars 19:50 – Best practices for direct mail 24:10 – Topics to stay away from 26:40 – How to market events 28:58 – Leading Response partnership with FIG 30:14 – Removing your ego ABOUT OUR GUEST: MORE INFORMATION:
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S2 E9: Offering Customized Insurance with the President of IPCG
01/19/2022
S2 E9: Offering Customized Insurance with the President of IPCG
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 opportunity to shop around coverages with an added level of service and client experience. On today’s show, Matt and Karl will discuss, how IPCG can make you stand out in the market, maintain client retention, and add an additional revenue stream to your business. Get additional information: Timestamps: 2:00 – Favorite football team 4:05 – Favorite player of all time 4:52 – His background and journey 8:14 – Having FIG in a transition 9:06 – What is IPCG and how does it work? 11:15 – PNC and generational planning 14:19 – An additional revenue stream 16:38 – A couple of success stories 19:09 – Protecting clients against devastation
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S2 E8: Video Marketing with Greg Prinz, Founder of Chapter One Films
01/05/2022
S2 E8: Video Marketing with Greg Prinz, Founder of Chapter One Films
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 , 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 connect with their target audience and expand their reach. A few years ago, Greg moved to North Carolina and started his business, He brings marketing ideas and strategies to the table, without putting creative pressure on advisors. On today’s episode, we’ll discuss how Greg is using video to help small advisors differentiate themselves in the market, how his process works, and how video can play a role in your business. Get additional information: More about our guest: What we discuss today: 2:05 – What is his favorite sports team? 3:05 – Helping his father’s business with video 6:56 – Greg’s background and how he got into film 9:12 – How did Chapter One begin? 11:47 – The challenge of branding a small business 15:56 – How does the video branding process work? 21:01 – Traveling to an advisor’s location 22:11 – What goes into editing and why is it important? 26:35 - How should we leverage videos? 30:00 – A life lesson: your story is valuable
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S2 E7: The Value of Life Insurance
12/15/2021
S2 E7: The Value of Life Insurance
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, and changing laws and litigations surrounding life insurance. It can certainly be a differentiator in your business. Join us as we discuss the history of life insurance, its tax implications, and the benefit it has for your clients. Get additional information: More about our guest: What we discuss today: 2:48 – Favorite college football team 3:35 – Favorite NFL team 6:18 – His journey in the financial industry 8:51 – How has life insurance changed? 18:19 –7702 revision 21:03 – Life insurance as a differentiator 25:12 – Benefits to those in retirement 27:56 – Tax mitigation for clients 30:10 – Premium financing 32:43 – Advanced strategy team 35:09 – How medical works 38:52 – Enjoy the moment
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