Advisor Development Show with Karl Hoover
Business & Economics Podcasts
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 teamhoover@figmarketing.com
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 teamhoover@figmarketing.com
Location:
United States
Description:
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 teamhoover@figmarketing.com
Language:
English
Episodes
Ep 30: Leadership Learned Through a Decorated Naval Career
6/15/2022
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...
Duration:00:45:09
Ep 29: Faith-Based Planning Strategies with Crystal Clear Finances
6/1/2022
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...
Duration:00:44:56
Ep 28: Taking Ownership of Your Career with NFL Coach Pete Hoener
5/18/2022
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...
Duration:00:54:10
Ep 27: Making the Most Out of Your Marketing Plan
5/4/2022
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 into three teams: corporate meetings and events, internal marketing, and advisor marketing. Marketing is here to make phones ring and they make...
Duration:00:35:43
Ep 26: Facts and Logic in Marketing and Sales
4/20/2022
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...
Duration:00:48:04
Ep 25: Using First Party Data with Lone Beacon
4/6/2022
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...
Duration:00:39:21
Ep 24: Becoming an Integrated Advisor with Alphastar
3/16/2022
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...
Duration:00:39:24
Ep 23: Business Growth Practices with Strong Family Financial
3/2/2022
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...
Duration:00:40:39
Ep 22: Advanced Planning with a FIG Strategist
2/16/2022
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...
Duration:00:27:52
Ep 21: Data Driven Marketing with Leading Response
2/2/2022
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...
Duration:00:32:00
Ep 20: Offering Customized Insurance with the President of IPCG
1/19/2022
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...
Duration:00:21:25
Ep 19: Video Marketing with Greg Prinz, Founder of Chapter One Films
1/5/2022
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 connect with their target audience and expand their reach.
A few years ago, Greg moved to North...
Duration:00:33:13
Ep 18: The Value of Life Insurance
12/15/2021
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...
Duration:00:40:59
Ep 17: Hiring Practices with the Director of Talent Solutions
12/1/2021
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 that match your company's culture. COVID has changed the job market a lot, what are people...
Duration:00:25:42
Ep 16: Marketing Practices with Mark Gaffney of M.E.G. Services
11/17/2021
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 discuss the importance of live events, using data-driven marketing, and brand development. As an...
Duration:00:46:19
Ep 15: Marketing Trends with Retirement Inside Out
11/3/2021
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 throughout the years. From referrals to webinars you need to stay on top of marketing trends...
Duration:00:27:00
Ep 14: Finding Balance with Dr. Travis Parry
10/20/2021
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 advisor like many of us, but since then he has gone on an educational journey to learn how to...
Duration:00:51:15
Ep 13: Providing an Excellent Client Experience with Cornerstone Wealth Management
10/6/2021
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 seminars, and keeping up to date on trends, they are making meaningful connections on a...
Duration:00:33:51
Ep 12: Dressing for Success with Duncan Ham
9/15/2021
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 those around us, our business, and our success.
About our guest: ...
Duration:00:47:44
Ep 11: Building a Financial Machine with the Help of Lone Beacon
9/1/2021
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 elite institutions across the country. Join us as we learn more about their processes, their...
Duration:00:55:44