أفضل بودكاسات Karl Hoover (2024)

1
Building Your Referral Base Through Humility & Helping People with Gary Reed (S5E7) 50:35

7M ago50:35

50:35

Growing referrals and expanding the business organically is a goal for every financial advisor, and our guest today has developed a program in his practice that is responsible for the majority of his company’s bottom line revenue. We’re excited to welcome on Gary Reed, president and founder of Reed Financial Group in Georgia, to the show. He’s buil…

1
The Art of Scaling a Business with Scott Moore (S5E6) 56:53

8M ago56:53

56:53

Today we welcome in an incredibly successful advisor with over 30 years of experience who has built a business with his family at the forefront. Scott Moore is the founder of Moore’s Wealth Management and someone we know really well through his work with the Financial Independence Group. Scott's mastery in scaling a financial practice over three de…

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Harnessing the Power of Intentional Time Management in Entrepreneurship: A Chat with Kevin Wathey (S5E5) 43:28

8M ago43:28

43:28

Entrepreneurship and personal life can often seem like a challenging juggling act. In this show, we had the opportunity to delve deep into this topic with Kevin Wathey, an entrepreneur who has brilliantly mastered the art of balancing life and business. His journey, filled with inspiring experiences and innovative strategies, has taught him how to …

1
Propel Your Business By Identifying Your Superpower with Kate Volman (S5E4) 54:22

9M ago54:22

54:22

Today’s guest helps businesses of all sizes become the best version of themselves. Kate Volman is the CEO of Floyd Consulting, author of Do What You Love, and has more than 15 years of consulting experience with businesses and executives. Our goal is to make our advisor audience and other professionals better at what they do in all facets of the bu…

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Become a Magnet for Attracting Leads Through Social Selling with Jamie Shanks (S5E3) 35:49

9M ago35:49

35:49

Today’s guest is someone that we has found great success in sales and building businesses. Jamie Shanks is a world-leading Social Selling expert and author who has pioneered this space. He’s trained thousands of professionals throughout his career and today he’s going to provide some of that expertise to us. Here’s some of what you’ll learn from th…

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How to Take Advantage of the Employee Retention Credit in 2023 with Catherine Tindall (S5E2) 26:54

10M ago26:54

26:54

Catherine Tindall, CPA and partner at Dominion Enterprise Services. Their business is a specialty tax advisory practice so we’ve asked her to join just to share her insights on the Employee Retention Credit. We want to make sure business owners in our industry understand how to take advantage of this generous credit program before time runs out. He…

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Finance, FinTech, and Fatherhood with Derek Notman (S5E1) 42:19

10M ago42:19

42:19

We’re excited to kickoff season five with a bright mind in the financial industry and someone who has built multiple successful businesses. Derek Notman is a Certified Financial Planner and founder of Intrepid Wealth Partners but that only scratches the surface of who he is. Here’s some of what you’ll learn from this episode: Derek’s journey into t…

1
S4 E7: Make More Money & Do More Good with Derrick Kinney 51:59

1y ago51:59

51:59

In this episode, we’re thrilled to have Derrick Kinney, author of Good Money Revolution, on the show to talk about his huge career shift just a few years ago. As you’ll hear on the show, it all began by asking himself this: What can I do to be a better spouse, father, and business owner? From there, he realized being a financial advisor wasn’t high…

1
S4 E6: Fixed Indexed Annuities and Creating Guaranteed Income in Difficult Markets with Wes Tanner 30:52

1y ago30:52

30:52

Today we turn our attention back on financial planning and a product that many investors are curious about during a down market: fixed indexed annuities. To help us understand this investment better, we’ve invited Wesley Tanner, Vice President of Annuity for both Financial Independence Group and Team Hoover. Here’s some of what you’ll learn from th…

1
S4 E5: How the Simple Act of Appreciation Can Change Your Life & Business with Mr. Thank You 56:10

1y ago56:10

56:10

The small business world can be cutthroat and competitive, but that doesn’t mean we have to forego kindness and gratitude. Today’s guest, John Israel aka Mr. Thank You, has built his brand around the art of appreciation. He joins us today to share his philosophy and how he helps individuals and companies apply this concept to their business to buil…

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S4 E4: The Keys to Strategic Growth with Dr. Gerry Herbison 46:30

1y ago46:30

46:30

We’re excited today to welcome on someone that has tremendous insight into business growth and personal development. Dr. Gerry Herbinson, ChFC®, CFP®, CASL®, CLF® is an Executive Business Coach with the Carson group and one of the leaders in our industry. During his career, he’s developed a specialty in management, leadership and development by stu…

1
S4 E3: Taking Your Brand to the Next Level with Jeremy Weber 53:49

1y ago53:49

53:49

No matter what profession you’re in, there’s never been a better time (or more important time) to independently build your own brand. Financial advisors might not see that as a priority to their business, but building a brand can increase credibility and awareness for the work you do. With this in mind, we’ve invited a marketing expert onto the sho…

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S4 E2: Creating Superfans for Your Business with Brittany Hodak 40:22

1y ago40:22

40:22

Customers are the lifeblood of any business and owners are always searching for ways to generate interest and build loyalty. Today’s guest has built her own brand around filling this need. Brittany Hodak is an award-winning entrepreneur, author, and customer experience speaker. Her work has appeared on some of the largest media platforms in the wor…

1
S4 E1: A Conversation with Carson Group’s Jamie Hopkins on Coaching, Goals, and His New Book 48:49

1+ y ago48:49

48:49

We’re kicking off season four of the podcast with a guest we’re excited to spend some time with. Jamie Hopkins ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP® is the Managing Partner of Wealth Solutions at Carson Group as well as a writer, researcher and educator, and over his career he’s become a media go-to expert on retirement income planning and tax l…

1
S3 E11: Tax Planning with the Power of Zero 42:44

1+ y ago42:44

42:44

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…

1
S3 E10: The Authentic Story of Struggle and Success with Marques Ogden 34:53

1+ y ago34:53

34:53

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 …

1
S3 E9: Staying Truly Independent with Co-Chief Executive Officer at FIG 27:52

2y ago27:52

27:52

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 …

1
S3 E8: Leadership Learned Through a Decorated Naval Career 45:11

2y ago45:11

45:11

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…

1
S3 E7: Faith-Based Planning Strategies with Crystal Clear Finances 45:01

2y ago45:01

45:01

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 …

1
S3 E6: Taking Ownership of Your Career with NFL Coach Pete Hoener 54:19

2y ago54:19

54:19

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…

1
S3 E5: Making the Most Out of Your Marketing Plan 35:50

2y ago35:50

35:50

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…

1
S3 E4: Facts and Logic in Marketing and Sales 48:15

2y ago48:15

48:15

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…

1
S3 E3: Using First Party Data with Lone Beacon 39:25

2y ago39:25

39:25

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…

1
S3 E2: Becoming an Integrated Advisor with Alphastar 39:23

2y ago39:23

39:23

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…

1
S3 E1: Business Growth Practices with Strong Family Financial 40:37

2y ago40:37

40:37

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…

1
S2 E11: Advanced Planning with a FIG Strategist 28:00

2y ago28:00

28:00

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…

1
S2 E10: Data Driven Marketing with Leading Response 33:43

2y ago33:43

33:43

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…

1
S2 E9: Offering Customized Insurance with the President of IPCG 22:48

2+ y ago22:48

22:48

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…

1
S2 E8: Video Marketing with Greg Prinz, Founder of Chapter One Films 33:29

2+ y ago33:29

33:29

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…

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S2 E7: The Value of Life Insurance 41:12

2+ y ago41:12

41:12

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…

1
S2 E6: Hiring Practices with the Director of Talent Solutions 25:38

2+ y ago25:38

25:38

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.…

1
S2 E5: Marketing Practices with Mark Gaffney of M.E.G. Services 46:35

2+ y ago46:35

46:35

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 …

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S2 E4: Marketing Trends with Retirement Inside Out 26:57

2+ y ago26:57

26:57

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…

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S2 E3: Finding Balance with Dr. Travis Parry 50:57

2+ y ago50:57

50:57

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.…

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S2 E2: Providing an Excellent Client Experience with Cornerstone Wealth Management 33:36

2+ y ago33:36

33:36

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…

1
S2 E1: Dressing for Success with Duncan Ham 47:45

2+ y ago47:45

47:45

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 …

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S1 E11: Building a Financial Machine with the Help of Lone Beacon 55:42

2+ y ago55:42

55:42

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…

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S1 E10: Creating a Championship Mentality in Business with Jon-Eric Sullivan 44:48

2+ y ago44:48

44:48

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 …

1
S1 E9: The Evolution Of A Top 1% Firm with Jim Brogan 50:51

2+ y ago50:51

50:51

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…

1
S1 E8: Lessons From Renowned Mentor Elyse Archer for Elite Female Sales Professionals 51:58

3y ago51:58

51:58

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…

1
S1 E7: How To Harness 80 Years Of Knowledge with Kevin Beauchamp 53:02

3y ago53:02

53:02

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…

1
S1 E6: Stories That Stick With Kindra Hall 31:44

3y ago31:44

31:44

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…

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S1 E5: How To Use Brain Science To Improve Your Practice With Chris Abeyta 49:16

3y ago49:16

49:16

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…

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S1 E4: Embracing Self-Advocacy With Michael Kitces 33:41

3y ago33:41

33:41

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 …

1
S1 E3: Using The Myers-Briggs System To Build Client Relationships With Dustin West 47:57

3y ago47:57

47:57

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 …

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S1 E2: Leading A Life & Business With Integrity - A Chat With Bill Cain 48:23

3+ y ago48:23

48:23

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…

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S1 E1: Meet Karl Hoover & What To Expect On This Show 5:50

3+ y ago5:50

5:50

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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