show episodes
 
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 ...
 
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show series
 
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…
 
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 …
 
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 …
 
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 offi…
 
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 …
 
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 i…
 
The Director of Marketing at FIG’s marketing agency, All Points Media 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…
 
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 b…
 
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 ass…
 
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 h…
 
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 an…
 
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 cliente…
 
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 wi…
 
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. Th…
 
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 bran…
 
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 th…
 
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.…
 
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 …
 
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 F…
 
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.…
 
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 k…
 
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 …
 
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 appetit…
 
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 …
 
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 dif…
 
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 incredi…
 
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 Kev…
 
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 profession…
 
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 c…
 
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 …
 
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 …
 
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 through…
 
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…
 
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