We need coaches in many different parts of our lives, not just on the field. From financial coaches to life coaches, having someone there with the enthusiasm, expertise, and most importantly empathy to guide us can change the trajectory of our lives. Today, we have invited Martin Rooney the founder of Training for Warriors on the show. We will be discussing his journey and the things he has discovered about teaching and learning from others. More about our guest: https://www.trainingforwarriors....
Sep 24, 2021•37 min
The financial industry has seen tremendous growth in the past few decades and with this has come many changes in the market. Joining us today is Karl Hoover, the Senior Vice President at FIG. With more than 2 decades in the field, his insight and passion have allowed him to help many independent financial advisors utilize tools to grow their practice. During our conversation today, we‘ll discuss FIG’s coaching strategies and programs, digital marketing, and more. More about our guest: https://ww...
Sep 17, 2021•27 min
Today, Gina Pascucci, the Chief Marketing Officer at Icon Trust, is joining us to discuss the importance of trusts for financial advisors and clients. Gino is changing the field of trust management by ensuring his company doesn't compete directly with advisors but instead works in tandem with them to create holistic plans for their clients and their families. Instead of relying on trusts through the bank, independent trust administrators can provide a relationship-based service with better custo...
Sep 10, 2021•25 min
With only a few months left in 2021, we thought it would be the perfect time to discuss key strategies to consider implementing in your 2022 business plan. Using data to effectively grow your business can be a lot harder than it sounds. So today, Tom is going to detail the steps you need to take to reach your 2022 goals. Key Points: 2:00 – Using data 6:43 – What’s your cost per lead? 7:47 – Cost per attendee 8:15 – Cost per appointment 11:03 – Cost to acquire 12:20 – Hire a junior advisor 17:37 ...
Sep 03, 2021•25 min
Today we welcome on Dan McDonald, CFP, CLU, ChFC, Senior Vice President of RIA Insurance Solutions. His team works with all forms of RIAs to provide a wide array of insurance solutions. We invited him on to share details of those different product offerings and explain how their company works with a variety of business models to provide the best insurance solutions for RIAs and their clients. About our guest: https://www.ria-insurancesolutions.com/ Key Points: 1:40 – Welcome in Dan 2:50 – Who is...
Aug 27, 2021•39 min
Our guest today is Tony Parish, CFA®, CQF, who is the Chief Investment Officer at Alphastar Capital Management. As you can guess, he’s keenly tapped into what’s happening in all corners of finance and we’ve invited him on to share a bit of his insight. During this conversation, he’ll provide a great perspective on the economy during the first half of 2021, give his thoughts on Bitcoin, and share some insight into precious metals. It’s a thorough breakdown on where things are right now that we fe...
Aug 20, 2021•26 min
Today’s guest is Dwayne Black, SVP and COO of Shutterfly, who brings a wealth of experience and business acumen to the show. We’ll talk all things big business and what he looks at from a leadership perspective, how he identifies and manages talent, and key business principles that he’s used throughout his career. There’s no doubt today’s conversation will resonate with independent financial professionals as well as small and medium-sized business owners. About our guest: https://www.shutterflyi...
Aug 13, 2021•28 min
Today we welcome Kevin Lozer, CFP®, co-founder of Holisitiplan tax software. We love what his team is doing because of how important tax planning has become for financial advisors, and this software allows you to scale the process in a comprehensive and efficient manner. Find out why more than 2,300 firms have already subscribed in the first two years, how this software works, and what the future of the industry could look like. Learn more about Holistiplan: https://www.holistiplan.com/ Key Mome...
Aug 06, 2021•29 min
Fresh off a trip to Las Vegas, co-CEOs Mike Mullan, Biran Williams, and Jim Cooper join the podcast to review our largest event to date in the Sales Symposium and we’ll share some of the cool things we rolled out there. Plus, these business leaders will share their view of where the industry is headed and what’s in store for FIG and its partners. About the FIG leadership team: https://www.figmarketing.com/#!/FIGStory#anchor_figLead ership Key Moments: 2:04 – Themes from Las Vegas 5:39 – Spending...
Jul 30, 2021•36 min
The retirement landscape is continually shifting and changing as the years go by. Each generation of retirees have new challenges and hurdles to overcome. As we are introduced to these problems, new products are developed to try and address these needs. We invite David Blanchett to the show today to discuss some of the new financial products that are on the rise and what resources advisors can tap into in order to learn about these products. About David Blanchett: David Blanchett is the Managing...
Jul 23, 2021•31 min•Ep. 30
2020 really solidified the idea that technology is here to stay. We need to embrace this mindset and find the most efficient use of technology as it relates to our businesses. We invite Arron Price to today’s show. Arron will discuss how technology relates to relevancy and product development and some helpful tips for advisors that are looking to expand their horizon in this area. About Arron Price: Arron Price is the Chief Operating Officer at FIG. He originally joined FIG in 2013 as a Software...
Jul 16, 2021•28 min•Ep. 29
As we go through life, we will encounter many peaks and valleys. At times it can be easy to give up on a goal, or a dream you have, but you must persevere to achieve greatness. We invite Marques Ogden to today’s show and he will talk about the importance of being resilient and finding a purpose. About Marques Ogden: Before Marques was a speaker, he was in the NFL for 5 years. He played for 5 years as an offensive lineman with the Titans, Bills, Ravens and Jaguars. He went on to launch a construc...
Jul 09, 2021•22 min•Ep. 28
Tom sits down with Alana Kohl who is the President and Founder of AdvisorPR. We discuss how AdvisorPR helps financial advisors develop their brand, create and curate content for their clients, and much more on today's show. About Alana Kohl: Alana is the President and Founder of AdvisorPR. AdvisorPR is dedicated to serving the marketing communications needs of financial services professionals. Being exclusively dedicated to the financial industry since 2005, the team have built our team, service...
Jul 02, 2021•38 min•Ep. 27
In this episode, Tom speaks with Brad Swineheart of White Glove about using data metrics and tracking what are the best ways for advisors to work with their clients. He shares some of the upcoming projects that White Glove is incorporating into their business model, and how they hope to bring a simpler approach to a chaotic industry for financial professionals. About Brad Swineheart: Brad is the Senior Vice President of Business Development at White Glove, an industry leader in innovating ways o...
Jun 25, 2021•36 min•Ep. 26
The medical field is continuously making progress and breakthroughs with medicine and just an overall understanding of how the body works. This is why people live so much longer today. While living longer is a good thing, you may have an accident that causes you to have to stay in a long term care facility at some point in your life. Alecia Barnette joins us on today’s show and discusses why you need to be prepared for a long term care event and the consequences of failing to plan. About Alecia ...
Jun 18, 2021•25 min•Ep. 25
As time goes on, people are growing less concerned with staying loyal to a particular brand. Consumers and clients want to feel more connected to brands on a personal level. Samantha Russell has spent a lot of her time developing marketing strategies that focus on this authentic way to attract clients and she will share some of these ideas with Tom today. About Samantha Russell: Samantha is the Chief Evangelist at FMG Suite & Twenty Over Ten. Russell uses her extensive digital, content and socia...
Jun 11, 2021•34 min•Ep. 24
Over the past year, we saw the havoc that COVID-19 caused all across the globe. The media would broadcast the number of those who passed due to this disease and how many hospitals were at their max capacity. These factors caused a huge surge in life insurance sales and inquiries. But like many things, the more a product grows, the more changes we start to see in that arena. Dave Henry talks to Tom today on what he has witnessed over the past year, what changes have been made, and what's on the h...
Jun 04, 2021•34 min•Ep. 23
Today's podcast is going to be a little bit different than our usual interviews. We sit down with FIG's Senior Marketing Strategist Alisa Agnew to review the epiodes of the podcast we have done so far. We talk about the high points of each interview, some common traits we have observed, and what's on the horizon for FIG. Key Moments: 1:19 - Looking Back On Starting The Podcast 4:18 - Michael Kitces 6:00 - Kindra Hall 9:45 - Colin Branch 10:57 - Matt Woodford 11:40 - David Drummond 15:48 - Sheryl...
May 28, 2021•47 min•Ep. 22
Tom sits down with Wendy Burk to talk about how the past year has impacted the travel industry. Wendy also discusses how her team shifted their focus once travel restrictions took place, as well as lessons they learned for the future. Other topics also include advice for business owners looking to book corporate trips and how retirees should approach traveling. About Wendy Burk: Wendy is the CEO and Founder of Cadence Travel, a full-service corporate travel management group. With over 30 years o...
May 21, 2021•39 min•Ep. 21
In this episode, Tom speaks with Ryan Sterling about why he decided to shift his company to an independent standing. They also discuss Ryan's interest in getting younger professionals interested in their financial plans and how he separates himself from other financial companies. About Ryan Sterling: Ryan is the Founder of Future You Wealth, an independent financial company that is helping both young and established professionals achieve financial peace through wealth management. Company Website...
May 14, 2021•37 min•Ep. 20
We have a special edition of the podcast today! Instead of a regular podcast recording, this discussion took place at an Elevate event in Chicago, where Tom was a guest speaker. He chats with Monica Breeding about how the pandemic has affected marketing, some best practices for digital marketing, and what we can expect moving forward. About Monica Breeding: Monica is the Senior Vice President of Advisor Marketing at Financial Independence Group. With over eight years in the industry, she helps b...
May 07, 2021•1 hr•Ep. 19
In this episode, Tom speaks with Erica Pauley about how important it is for advisors and financial professionals to track data to best serve their clients. They also discuss how Erica’s company is helping coach these advisors, and what trends she has noticed in the past year when it comes to data and analytics. About Erica Pauley: Erica is the founder of Track That Advisor, a company that utilizes numbers to better serve and coach advisors. Through this data-driven approach, financial profession...
Apr 30, 2021•36 min•Ep. 18
In this episode, Tom sits down with Jamie Hopkins to discuss the growing world of retirement planning, and how it will continue to change going forward for future retirees. Jamie also breaks down his role as a Retirement Research Director and how he expects the market to change from his recent research. About Jamie Hopkins: Motivated by a personal tragedy in his own life, Jamie made it his goal to help people not only better understand their retirement but also help them set up safer plans they ...
Apr 23, 2021•35 min•Ep. 17
On this Episode Tom takes a different approach, sitting down with fitness expert Devan Kline. They tie in how your fitness can help guide decisions you make in the business world, and how a good physical state of mind can lead to a more productive workplace and success. About Devan Kline: Kline is the Co-Founder and CEO of Burn Bootcamp, a national fitness franchise that continues to grow across the country, with over 300 locations. Company Website: https://burnbootcamp.com/ Key Moments: 2:34 - ...
Apr 16, 2021•33 min•Ep. 16
When buying life insurance, it’s important to find a policy that is a great fit for your family and financial plan. However, there are many life insurance policies out there that take a one-size-fits all approach. The team at Schechter®wants to find a policy that is custom to you by utilizing advanced insurance planning concepts and strategies. Kevin Beauchamp & Jordan Smith from Schechter® join us on today’s show to break down what advanced insurance planning is and what situations you can use ...
Apr 09, 2021•28 min•Ep. 15
Tom gets the chance to talk with Pat Quinn from Advance Your Reach, a company that recently partnered with FIG. They discuss how AYR helps build better communicators, and the basic steps everyone should be taking when it comes to better sharing your message. About Pat Quinn: From performing magic tricks, to eventually becoming a high school math teacher, Pat got first-hand experience learning how important communication is in the world. Now serving as a presentation coach at Advance Your Reach, ...
Apr 02, 2021•29 min•Ep. 14
In this episode, Tom discusses the world of market metrics and analytics with Jeremy Lyons, and how Cornerstone implements that data into their work. They also discuss what Cornerstone has learned over the last year and how they hope to continue their success in 2021. About Jeremy Lyons: Once the owner of a construction business, Jeremy now serves as the Director of Marketing at Cornerstone Wealth Management. He analyzes market trends and metrics to identify where Cornerstone can better serve it...
Mar 26, 2021•39 min•Ep. 13
In this episode, Tom sits down with his friend and realtor Phil Puma to learn his perspective as a small business owner. They also discuss Phil’s predictions for the housing market over the next 18 months, as well as building connections and growing a business. About Phil Puma: Phil is the founder of Puma and Associates, one of the largest privately-held independent real estate agencies in the Carolinas. Company Website: pumahomes.com Key Moments: 2:34 - Phil Shares Insight Into His Background &...
Mar 19, 2021•32 min•Ep. 12
Monica joins Tom to explain how her team customizes marketing plans for financial professionals in FIG’s Elevate program. She also shares what she has observed over the last year through trendy marketing techniques and how professionals can navigate the virtual world of working with consumers About Monica Breeding: Monica is the Senior Vice President of Advisor Marketing at Financial Independence Group. With over eight years in the industry, she helps bring new and innovative ideas to marketing,...
Mar 12, 2021•34 min•Ep. 11
Taxes have been a hot topic in the industry, especially with a new presidential administration that has talked about raising the current tax rates and all of the stimulus money that has gone out over the past year. We need to be proactive in our financial planning and that’s why we bring in David McKnight to today’s show. David talks to us about why the Power Of Zero is more relevant than ever, ways they have adapted to the pandemic, and much more. About David McKnight: David is a bestselling au...
Mar 05, 2021•28 min•Ep. 10
