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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/

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/

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 incredible insight on balancing work and life.   About our guest: https://elysearcher.com/   What we discuss on this episode:  1:45 – Background on Elyse 6:28 – Differences between males and females 11:45 – Past experiences affecting sales 15:17 – Female view of money 17:52 – Having empathy 20:12 – Surprising factor that can impact earnings 23:14 – Building trust and gaining confidence 27:22 – Her favorite systems for sales follow-ups 32:03 – Being authentic 37:18 – Thoughts on money and happiness 43:06 – Work-life balance   Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/

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 Kevin Beauchamp, Vice President and Director of Strategic Partnerships, and find out what makes this business an enduring success.   About our guest: https://www.schechterwealth.com/team/kevin-beauchamp/    What we discuss on this episode:  1:56 - How Kevin Got Into The Business 4:52 - Story Behind Schechter Wealth 7:55 - Knowledge Tagline 8:31 - Investment Philosophy 10:33 - Private Capital Offering 12:44 - Advanced Life Insurance Design 18:04 - Making The Transition To Life Insurance 20:46 - Partnership Process 28:45 - Examples Of Cases 31:27 - Example Of Partnering With A Financial Professional 42:12 - Win-Win Situation 47:00 - Working With FIG 49:19 - Life Lesson 50:34 - 2007 Appalachian State Vs Michigan   Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/  

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 professionals can benefit from video storytelling on their websites and share tips on how advisors can tell their "Value Story". About Kindra Hall: Kindra is the Chief Storyteller Officer at Success Magazine. She's an entrepreneur and the best-selling author of the book "Stories That Stick." Website: https://kindrahall.com/ Book: https://www.storiesthatstick.com/ Success Magazine: https://www.success.com/ Key Moments: 0:37 - Karl previews the interview. 1:55 - Kindra Hall interview begins. 2:44 - How Kindra became a national champion storyteller. 4:49 - Kindra underscores how important "The Founder's Story" is for every company. 8:19 - How advisors can leverage their "Value Story". 14:37 - Tips for advisors who want to integrate video marketing into their practices. 18:58 - Is video marketing an expectation now? 21:02 - Kindra shares some ideas for entrepreneurs who are just starting their business journey. 25:28 - Asks Kindra to outline what she personally would look for in a financial professional. Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/

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 concept of Brain Science and the positive results that his practice has gained from using this method.   About Chris Abeyta: Chris actually launched into the financial services industry after getting laid off. Finances were an interest of his for a long time, but this obstacle set his dream into motion and inspired him to work for himself. Chris is one of the owners who helped launch Accelerated Wealth, and is also the author of Retirement Confidence In An Uncertain World.   What we discuss on this episode:  3:56 - How Chris Got In The Business 6:46 - Retirement Confidence In An Uncertain World 14:24 - Transition To Assets Under Management 16:31 - One Of The Greatest Benefits 19:05 - Brain Science 25:01 - The Checklist 29:49 - Results On Closing Ratios & Bottom Line 33:40 - Engagement Letter 35:54 - How To Attract Higher Net Worth Clients 38:24 - How To Get Started With Brain Science 41:19 - History With FIG 42:48 - Chris’s Life Lessons   Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/

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 US to delving into the best practices for financial professionals to fish for new clients. You'll also hear discussion about what financial professionals and investors alike should focus on in today's fast-changing financial world. About Michael Kitces: Michael is the Publisher, Editor-In-Chief, and Chief Financial Planning Nerd at Kitces.com. He's also the head of planning and strategy at Buckingham Wealth Partners and the co-founder of several additional ventures in the financial services space. He's also the host of the Financial Advisor Success Podcast. Website: https://www.kitces.com/ Podcast: https://www.kitces.com/podcast/ Buckingham: https://buckinghamadvisor.com/ Key Moments: 0:37 - Show starts and Karl previews the interview 2:05 - Michael Kitces interview begins 3:03 - What's behind the "Kitces Blue"? 6:11 - Michael reflects on how marketing for financial professionals has changed during the Coronavirus pandemic. 11:26 - Should you try to be everywhere you possibly can from a marketing perspective? 17:37 - Is there a nationwide retirement dilemma facing us today? 27:10 - Michael looks back at an old 60 Minutes segment that painted an inaccurate picture of the financial services industry and what it takes to be prepared for retirement, and the lessons that can be learned from that today. Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/

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 Dustin West: Before Dustin got in the financial services industry, he held a position at a corporate job that felt a little too comfortable. He then took a leap of faith and accepted a position at Accelerated Wealth, where his first office was located in a garage. There were many opportunities to quit along the way, but Dustin kept following his passion with the support of his wife Toni. The company has since flourished and Dustin led a company-wide education program on the Myers-Briggs inventory tool in order to connect on a deeper level with their prospects. Which is a big factor in the company’s explosive growth.   Key moments:  2:01 - How Dustin Got Into The Business 3:31 - Garage Days 5:19 - The Journey Into Myers-Briggs 9:41 - Implementing Myers-Briggs Within The Business 11:37 - Myers-Briggs In Layman's Terms 13:01 - Breaking Down The Preferences 18:02 - Outward Traits To Look For 20:40 - Continuation Of Explaining The Preferences 24:09 - Sales Process 26:09 - Examples Of Traits Found In Sales Process 29:15 - Covering Both Preference Types 33:00 - Have Other Financial Advisors Adopted This Method? 36:26 - Getting Started 38:42 - What Does The Partnership Look Like With FIG? 42:01 - Dustin’s Life Lesson   Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/

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 throughout the years, the importance of how you treat other people, and many more life lessons he's learned along the way. Key Moments:  3:27 - Building & Maintaining A Culture 4:30 - What Keeps Bill Coming To Work Instead Of Retiring 6:04 - Art Facility 8:41 - How To Handle The Volume Of A Growing Business 10:03 - How The Insurance-Based Landscape Changed 13:49 - What Were Some Of The Biggest Challenges? 17:26 - Treat Others How You Want To Be Treated 18:46 - Regulation In The Industry 20:54 - Transition Of Leadership 26:18 - What Business Decision Would Bill Change? 2838 - Preparing Clients For What’s Next 31:26 - Being Prepared In Business & In Life 33:56 - What Integrity Means To FIG 35:50 - Making Decisions With Integrity 36:42 - Bill’s Life Lessons 43:44 - Change Is Inevitable Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/

It's time for the first episode of the Advisor Development Show with Karl Hoover. This one's a quickie to introduce you to Karl and talk about what to expect on future episodes of the program. Key Moments: 0:47 - Show start 1:30 - Karl shares a little bit about his role at FIG 2:25 - Karl talks about his professional journey before working with FIG and gives you a peek into his personal life 3:47 - Why do this podcast? And what you can expect going forward Be sure to check out the next episode with the show's first guest, Bill Cain. Contact Karl: 800-527-1155 teamhoover@figmarketing.com https://www.teamhoover.figmarketing.com/