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@example.com
Ep 28: 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.
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?
Ep 27: Making the Most Out of Your Marketing Plan
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
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
Ep 26: 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: https://www.logictrac.net/
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
Ep 25: 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.
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
Ep 24: 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: https://www.alphastarcm.com/
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
Ep 23: 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: https://www.youtube.com/c/StrongLYFE
Strong Family Financial: https://www.strongfamilyfinancial.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