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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:  https://advisordevelopmentshow.com/

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 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 All Points Media, data-driven marketing, Elevate marketing platform, and more!     More about All Points Media: https://www.figmarketing.com/#!/MarketingBranding   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:  https://advisordevelopmentshow.com/

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: https://www.logictrac.net/   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:  https://advisordevelopmentshow.com/

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:  https://www.lonebeacon.com/   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:  https://advisordevelopmentshow.com/

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: https://www.alphastarcm.com/   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:  https://advisordevelopmentshow.com/

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: https://www.youtube.com/c/StrongLYFE   Strong Family Financial: https://www.strongfamilyfinancial.com/   Contact: Asaleh@stronglyfe.com   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:  https://advisordevelopmentshow.com/

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:  https://advisordevelopmentshow.com/  

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:  https://leadingresponse.com/   MORE INFORMATION:  https://advisordevelopmentshow.com/

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: http://advisordevelopmentshow.com/episodes/   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

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 Carolina and started his business, Chapter One Films. 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: https://bit.ly/3eOFKOV   More about our guest: https://chapteronefilms.biz/   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 

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: http://advisordevelopmentshow.com/podcast/ep-18-the-value-of-life-insurance/2381/   More about our guest: https://www.teamhoover.figmarketing.com/team-members-1/andrew   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

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 looking for in jobs now? It might be different than it was a few years ago. Join us today as Lori shares her insight and tips for FIG advisors.   Get additional information: http://advisordevelopmentshow.com/podcast/ep-17-hiring-practices-with-the-director-of-talent-solutions/2373/   More about our guest: https://www.figmarketing.com/#!/TalentSolutions   What we discuss today:  2:18 – Introducing Lori 4:36 – How did she get into the business? 7:01 – How does Talent Solutions work? 11:05 – Strategies Lori uses 14:16 – How has Covid changed hiring? 17:40 – Positions harder to fill 20:27 – Tips from Lori

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 avid promoter of seminars and webinars, Mark's insights will be indispensable to any advisor looking to grow their marketing impact.   Get additional information: https://advisordevelopmentshow.com/podcast/ep-16-marketing-practices-with-mark-gaffney-of-m-e-g-services/2351/   More about our guest: https://markedwardgaffney.com/meg-team/   What we discuss today:  1:40 – Welcome to the Show Mark 2:34 – Who is your favorite band? 4:07 – How did you get in the business? 7:02 – What is M.E.G.? 11:10 – Data-driven practices & sharing information 13:48 – Three marketing funnels 14:55 – Live events and webinars 19:04 – Database marketing 23:33 – Brand development  26:49 – Reaching our audience 30:40 – Topics for live events 34:35 – Seminar best practices 40:20 – Connecting with M.E.G. 44:25 – Life lesson with 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 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 by using multiple avenues to reach clients and potential clients.    Get additional information: https://advisordevelopmentshow.com/podcast/ep-15-marketing-trends-with-retirement-inside-out/2367/   What we discuss today:  1:50 – Karl’s backstory and FIG model 8:52 – Working with the local market 13:27 – Development and coaching advisors 19:27 – Client referrals and digital marketing 23:46 – Affinity Group & Tip of the Triangle

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 address stress. We go in-depth on some of his ideas and techniques for a healthier and happier career and personal life.   Get additional information: https://advisordevelopmentshow.com/podcast/ep-14-finding-balance-with-doctor-travis-parry/2345/   What we discuss today:  1:32 – Welcome Dr. Travis Parry 2:41 – His favorite guitar player 4:05 – ‘Achieving Balance’ book 6:59 – His experience as a financial professional 12:48 – Stress vs balance 14:00 – The myth of balance 16:49 – Finding priorities 18:46 – Setting S.M.A.R.T. Goals 20:40 – Viewing values 24:21 – The myth of productivity as a ‘magic pill’ 28:00 – Using your calendar 33:00 – The myth of personal development 39:58 – Fear vs faith 42:55 – Make time method 46:37 – One life lesson

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 personal and financial level.      Read and learn more: http://advisordevelopmentshow.com/podcast/ep-13-providing-an-excellent-client-experience/2338/   Learn more about our guest: https://www.cornerstonevegas.com/who-we-are/#team   What we discuss:  1:45 – Favorite thing to cook? 2:10 – Favorite Lakers player 2:56 – How he got into the business 5:39 – Role at Cornerstone Las Vegas 9:11 – What makes Cornerstone different? 12:10 – Fixed index annuities 15:44 – Structured notes 21:10 – Software and technology  26:00 – Trends in marketing 27:22 – Ambassador program 28:55 – Partnership with FIG 31:20 – Share a life lesson 

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: https://www.tomjameseurope.com/DuncanHam?__cf_chl_jschl_tk__=pmd_GC9lhUjfCPckrxcPJlIrLcoGYzOK1cAKp_ngsVm6EKQ-1630078613-0-gqNtZGzNAdCjcnBszQi9    What we discuss on this episode:  1:27 – Welcome Duncan 4:22 – How he got into clothing sells   7:30 – What makes Tom James Different 11:45 – Why what you wear affects the subconscious 16:35 – Dressing for leadership 18:12 – Clothing staples for financial professionals 26:11 – Colors sending signals 28:45 – Clothing budget 30:46 – New trends 39:00 – Tips on packing 44:00 –  Share a life lesson   Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/

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 results, and the trends that happening now.   About our guest: https://www.lonebeacon.com/who-we-are/    Key Points:  1:26 – Welcome in John    2:51 – Favorite thing about Boston 3:48 – Favorite Red Sox player 4:45 – The year Boston broke the World Series curse 6:33 – How he got into the business   10:57 – Scope of services they offer   14:44 – Nurturing your prospect list 20:38 – Why branding is critical 25:58 – Strengths Weaknesses Opportunities Threats (SWOT) 32:26 – Website as the central hub 38:44 – Better customer analytics   46:00 – Marketing automation   50:18 – Trends in financial services marketing   53:00 – Partnership with FIG     Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/

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 great sports franchises and he joins us to talk about success, his favorite memories, and much more.   About our guest: https://www.packers.com/team/front-office-roster/jon-eric-sullivan   What we discuss on this episode:  2:26 – Top 3 favorite football players   5:38 – How his football career began   8:23 – How he got into the front office for the NFL 11:34 – What makes Green Bay different from other teams?    13:18 – How he structures the day   16:45 – Favorite schools     19:03 – Work-Life Balance   21:48 – Interaction with players   26:05 – Looking back on the Super Bowl    32:15 – Relying on the team for success   35:04 – Championship mentality   37:33 – Most challenging and rewarding part of the job   40:14 – If you could take back one play and re-run it   43:01 – Share a life lesson     Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/

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 passion and expertise are evident through his day-to-day work and we hope to share some of that with you today.   About our guest: https://broganfinancial.com/member/jim-brogan-mba/    What we discuss on this episode:  2:53 - Top 3 Tennessee Volunteer Athletes 7:33 - How Jim Got Into The Business 9:15 - Importance Of Early Planning 10:51 - Developing His Organization 13:55 - FIG Talent Solution 16:16 - Jim’s Turning Point 20:42 - Wake Up Call 21:01 - Paradigm Shift 26:05 - Continuing College Courses Throughout The Pandemic 32:43 - Impact of COVID 40:42 - More Living Radio Show 45:19 - Partnership With FIG 46:37 - Life Lesson 47:21 - Favorite Episode Of Smokin’ With Jim?   Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/