Advisor Development Show with Karl Hoover Karl Hoover

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 built a culture around his business and created superfans that keep referring more and more ideal clients to him. Today we’ll learn more about how he’s been so successful building trust and nurturing relationships and leave you with some strategies you can implement into your business now.
Best of all, Gary has a model office here at the Financial Independence Group and is a coach for our advisors, which means all of his best practices are available to our Elevate FIG members.
 
About our guest: https://www.reedfinancialgroup.net/theteam                    
                                    
CONTACT US: https://advisordevelopmentshow.com/ 

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 decades is something we can all learn from, and we’ll dive into his systems and processes that now allow him to work a small fraction of the week without interruptions in the business.
 
Here’s some of what you’ll learn from this episode:
With five children and 13 grandchildren, they enjoy a lot of family traditions but he’ll share some special ones around the holidays. How he began in this business in his 40s and took a big financial risk to start his own company. He tells us more about his book and why it’s so valuable for advisors. Why he believes in having a great mentor and how you can find the right one. How he and his wife, Carla, have managed periods of imbalance in their lives as they worked together on their goals. The importance of shadowing when training and his process for managing that. Why he feels his relationship with FIG has been a phenomenal experience.   
 
About our guest: https://mooreswealthmanagement.com/our-process/#meetfounder
Get Scott’s book: https://www.amazon.com/NEXT-Blueprint-Million-Dollar-Financial-Services/dp/1088514634
CONTACT US: https://advisordevelopmentshow.com/ 
 

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 effectively manage time and boost efficiency in his entrepreneurial pursuits.
Here’s some of what you’ll learn from this episode:
The story of his mom’s battle with cancer and how it took him to a very dark place in life. How a call from Phoenix Coyotes captain Shane Doan changed his entire outlook. Creating time and efficiency in entrepreneurship while he’s involved in multiple businesses. The four cycles of belief and how this helps entrepreneurs. Breaking down a week in 20 minute increments to get the most out of your time. What are the systems within entrepreneurship?  
ABOUT OUR GUEST: https://www.kevinwathey.com/
CONTACT US: https://advisordevelopmentshow.com/ 
 

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 business and Kate will provide plenty of value to help with that. As she talks about on the show, her superpower is massive optimism and her message today is loaded with positive outlooks and actionable items you can take away immediately.
 
Here’s some of what you’ll learn from this episode:
How a sales job with a chamber of commerce taught her a lot about entrepreneurship, leadership, and community and began her journey to where she is today. Why she feels it’s so important for women to go after what they want because they have the skills and talent to be tremendous leaders.
The three tips she thinks are key for building online exposure for your firm. Ways to put together a successful content marketing strategy and the importance of starting small and being consistent. How she took her superpower and turned it into a newsletter called Massive Optimism. Ways Floyd can help financial professionals grow their practice.  
About our guest: https://katevolman.com/
Sign up for her newsletter: http://massiveoptimism.com/
Get Kate’s book Do What You Love: https://www.amazon.com/Do-What-You-Love-Creative/dp/1635823331?pd_rd_w=gslWX&content-id=amzn1.sym.f5690a4d-f2bb-45d9-9d1b-736fee412437&pf_rd_p=f5690a4d-f2bb-45d9-9d1b-736fee412437&pf_rd_r=EQWJE3KH41SQBBWKPKXS&pd_rd_wg=wBVvL&pd_rd_r=f86b2570-f8ac-47e4-8b84-f9903fc37b02&pd_rd_i=1635823331&psc=1&linkCode=sl1&tag=katevolman02-20&linkId=e234c5b93e03b66656aaa43a45554f84&language=en_US&ref_=as_li_ss_tl
Get in touch with Karl and get more content: https://advisordevelopmentshow.com/ 

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 this episode:
What is SPEAR Selling and how do you take advantage of this in your business? 7:56 How the Social Selling book lays the groundwork for everything else.  12:36 How should you work storytelling into your sales process? 15:33 The differences he sees working with small businesses versus Fortune 500 companies. 38:55 Why past customers are the key to opening more doors. 24:41 What it would be like for a financial professional working with Jamie.  28:39  
About our guest: https://salesforlife.com/author/jamie-shanks/
 
Get Jamie’s Social Selling book: https://www.amazon.com/Social-Selling-Mastery-Scaling-Marketing/dp/B06XWGKDF3/?_encoding=UTF8&pd_rd_w=wZimL&content-id=amzn1.sym.ed85217c-14c9-4aa0-b248-e47393e2ce12&pf_rd_p=ed85217c-14c9-4aa0-b248-e47393e2ce12&pf_rd_r=144-9313027-4640316&pd_rd_wg=ZWX8r&pd_rd_r=bc2538d3-b667-45e2-8e6a-cc3d0c1f3467&ref_=aufs_ap_sc_dsk
 
Get Jamie’s SPEAR Selling book: https://www.amazon.com/SPEAR-Selling-ultimate-Account-Based-professional-ebook/dp/B07MFG178W
 
CONTACT US: https://advisordevelopmentshow.com/
 

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.
 
Here’s some of what you’ll learn from this episode:
What is the employee retention credit? 2:50 How many people are helping business owners with this tax credit?  7:56 When the credit officially phases out and who is eligible? 13:22 Here’s how the credit is calculated. 18:85 Here’s the best way to learn more about the program. 20:50 How she’s learned to restrict her dopamine response to be more satisfied with less. 30:42  
 
About our guest: https://dominiones.com/
See if your company is eligible: https://ctindall884762.typeform.com/to/nl6hAWN2
Top 5 ERC Mistakes to Avoid: https://dominiones.com/for-business-owners/
CONTACT US: https://advisordevelopmentshow.com/