Advisor Development Show with Karl Hoover
80 episodes - English - Latest episode: 7 months ago - ★★★★★ - 4 ratingsThe 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 protected]
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Episodes
Building Your Referral Base Through Humility & Helping People with Gary Reed (S5E7)
September 21, 2023 09:00 - 50 minutes - 46.7 MBGrowing 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...
The Art of Scaling a Business with Scott Moore (S5E6)
September 07, 2023 09:00 - 56 minutes - 52.7 MBToday 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 we...
Harnessing the Power of Intentional Time Management in Entrepreneurship: A Chat with Kevin Wathey (S5E5)
August 17, 2023 09:00 - 43 minutes - 40.4 MBEntrepreneurship 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 st...
Propel Your Business By Identifying Your Superpower with Kate Volman (S5E4)
August 03, 2023 09:00 - 54 minutes - 50.4 MBToday’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 me...
Become a Magnet for Attracting Leads Through Social Selling with Jamie Shanks (S5E3)
July 20, 2023 09:00 - 35 minutes - 33.4 MBToday’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 g...
How to Take Advantage of the Employee Retention Credit in 2023 with Catherine Tindall (S5E2)
July 06, 2023 09:00 - 26 minutes - 25.3 MBCatherine 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 ow...
Finance, FinTech, and Fatherhood with Derek Notman (S5E1)
June 15, 2023 09:02 - 42 minutes - 58.7 MBWe’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 the financial industry without really knowing what he wanted to where he is now. (4:53) What is Couplr and how does it help generate l...
S4 E7: Make More Money & Do More Good with Derrick Kinney
April 20, 2023 09:02 - 51 minutes - 48 MBIn 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 on the list and that’s where the Good Money brand began. Join us for an extremely insightful conversation that will leave you with a long li...
S4 E6: Fixed Indexed Annuities and Creating Guaranteed Income in Difficult Markets with Wes Tanner
April 06, 2023 09:02 - 30 minutes - 28.7 MBToday 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 this episode: How much has this landscape changed from 20 years ago? (5:28) How illustrated returns are presented and handled with prof...
S4 E5: How the Simple Act of Appreciation Can Change Your Life & Business with Mr. Thank You
March 16, 2023 09:00 - 56 minutes - 51.9 MBThe 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 build loyalty and increase revenue. Here’s some of what you’ll learn from this episode: How a single question from his wife made him change ...
S4 E4: The Keys to Strategic Growth with Dr. Gerry Herbison
March 02, 2023 10:02 - 46 minutes - 43 MBWe’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 studying top performers across the country. He brought that experience to Carson and helped develop and write about half of the online courses d...
S4 E3: Taking Your Brand to the Next Level with Jeremy Weber
February 16, 2023 10:02 - 53 minutes - 49.7 MBNo 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 show today to share brand strategies and identify the areas where advisors should focus. Jeremy Weber is the Director of Brand Strategy Services...
S4 E2: Creating Superfans for Your Business with Brittany Hodak
February 02, 2023 10:00 - 40 minutes - 55.9 MBCustomers 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 world and you might even have seen her on Shark Tank. Brittany is an expert at helping businesses turn their customers into loyal fans and she wr...
S4 E1: A Conversation with Carson Group’s Jamie Hopkins on Coaching, Goals, and His New Book
January 19, 2023 10:00 - 48 minutes - 45.1 MBWe’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 law. Here’s some of what you’ll learn from this episode: How his life changed at 8 years old when his dad died unexpectedly. (4:13) His ex...
S3 E11: Tax Planning with the Power of Zero
August 17, 2022 09:00 - 42 minutes - 39.7 MBOver 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 seen or heard him discuss this program he’s built. Today he joins the show to share his journey, explain his philosophy on taxes, and break d...
Ep 33: Tax Planning with the Power of Zero
August 17, 2022 09:00 - 42 minutes - 39.7 MBOver 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 seen or heard him discuss this program he’s built. Today he joins the show to share his journey, explain his philosophy on taxes, and break d...
S3 E10: The Authentic Story of Struggle and Success with Marques Ogden
August 03, 2022 18:10 - 34 minutes - 32.5 MBYou 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 to catch up with him recently to pick his brain on some of the areas where he’s really excelled and hopefully glean a little wisdom along the wa...
Ep 32: The Authentic Story of Struggle and Success with Marques Ogden
August 03, 2022 18:10 - 34 minutes - 32.5 MBYou 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 to catch up with him recently to pick his brain on some of the areas where he’s really excelled and hopefully glean a little wisdom along the wa...
Ep 31: Staying Truly Independent with Co-Chief Executive Officer at FIG
July 06, 2022 11:32The 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 quickly developed a passion for helping advisors better serve their clients. With his team, Mike helps to drive the strategic vision that better...
S3 E9: Staying Truly Independent with Co-Chief Executive Officer at FIG
July 06, 2022 11:32 - 27 minutes - 26.1 MBThe 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 quickly developed a passion for helping advisors better serve their clients. With his team, Mike helps to drive the strategic vision that better...
Ep 30: Leadership Learned Through a Decorated Naval Career
June 15, 2022 09:00 - 45 minutes - 42 MBToday 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 officer, Hoover’s incredible journey is one to be celebrated and recorded, which we will do on this episode. Find out what it was like to land a jet...
S3 E8: Leadership Learned Through a Decorated Naval Career
June 15, 2022 09:00 - 45 minutes - 42 MBToday 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 officer, Hoover’s incredible journey is one to be celebrated and recorded, which we will do on this episode. Find out what it was like to land a jet...
Ep 29: Faith-Based Planning Strategies with Crystal Clear Finances
June 01, 2022 09:00 - 45 minutes - 41.8 MBToday 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 Crystal utilizes the Circle of Wealth system. Along with planning, Crystal Clear Finances has a clear and successful marketing strategy that we’...
S3 E7: Faith-Based Planning Strategies with Crystal Clear Finances
June 01, 2022 09:00 - 45 minutes - 41.8 MBToday 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 Crystal utilizes the Circle of Wealth system. Along with planning, Crystal Clear Finances has a clear and successful marketing strategy that we’...
S3 E6: Taking Ownership of Your Career with NFL Coach Pete Hoener
May 18, 2022 09:00 - 54 minutes - 50.3 MBWinning 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 ep...
Ep 28: Taking Ownership of Your Career with NFL Coach Pete Hoener
May 18, 2022 09:00 - 54 minutes - 50.3 MBWinning 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 ep...
Ep 27: Making the Most Out of Your Marketing Plan
May 04, 2022 09:00 - 35 minutes - 33.4 MBThe 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...
S3 E5: Making the Most Out of Your Marketing Plan
May 04, 2022 09:00 - 35 minutes - 33.4 MBThe 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...
Ep 26: Facts and Logic in Marketing and Sales
April 20, 2022 09:00 - 48 minutes - 44.8 MBOn 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 finan...
S3 E4: Facts and Logic in Marketing and Sales
April 20, 2022 09:00 - 48 minutes - 44.8 MBOn 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 finan...
S3 E3: Using First Party Data with Lone Beacon
April 06, 2022 09:00 - 39 minutes - 36.7 MBOn 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-pa...
Ep 25: Using First Party Data with Lone Beacon
April 06, 2022 09:00 - 39 minutes - 36.7 MBOn 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-pa...
S3 E2: Becoming an Integrated Advisor with Alphastar
March 16, 2022 10:00 - 39 minutes - 38.6 MBAlphastar 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 Manag...
Ep 24: Becoming an Integrated Advisor with Alphastar
March 16, 2022 10:00 - 39 minutes - 38.6 MBAlphastar 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 Manag...
Ep 23: Business Growth Practices with Strong Family Financial
March 02, 2022 10:00 - 40 minutes - 37.8 MBIf 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...
S3 E1: Business Growth Practices with Strong Family Financial
March 02, 2022 10:00 - 40 minutes - 37.8 MBIf 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...
S2 E11: Advanced Planning with a FIG Strategist
February 16, 2022 10:00 - 28 minutes - 28.2 MBHow 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 clientele with more complicated assets. So, what is the best way to provide these services? Jeremy has over two decades of experience in estate and bus...
Ep 22: Advanced Planning with a FIG Strategist
February 16, 2022 10:00 - 28 minutes - 28.2 MBHow 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 clientele with more complicated assets. So, what is the best way to provide these services? Jeremy has over two decades of experience in estate and bus...
S2 E10: Data Driven Marketing with Leading Response
February 02, 2022 10:00 - 33 minutes - 46.3 MBIf 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 with FIG, Leading Response focuses both on digital and mail marketing, thinking outside the box to help advisors grow their lead generation. To th...
Ep 21: Data Driven Marketing with Leading Response
February 02, 2022 10:00 - 33 minutes - 46.3 MBIf 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 with FIG, Leading Response focuses both on digital and mail marketing, thinking outside the box to help advisors grow their lead generation. To th...
S2 E9: Offering Customized Insurance with the President of IPCG
January 19, 2022 10:00 - 22 minutes - 33.9 MBOn 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. These services ensure your clients have the opportunity to shop around coverages with an added level of service and client experience. On today’s ...
Ep 20: Offering Customized Insurance with the President of IPCG
January 19, 2022 10:00 - 22 minutes - 33.9 MBOn 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. These services ensure your clients have the opportunity to shop around coverages with an added level of service and client experience. On today’s ...
Ep 19: Video Marketing with Greg Prinz, Founder of Chapter One Films
January 05, 2022 10:00 - 33 minutes - 33.2 MBAs 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 branding and storytelling, allowing advisors to connect with their target audience and expand their reach. A few years ago, Greg moved to North Caro...
S2 E8: Video Marketing with Greg Prinz, Founder of Chapter One Films
January 05, 2022 10:00 - 33 minutes - 33.2 MBAs 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 branding and storytelling, allowing advisors to connect with their target audience and expand their reach. A few years ago, Greg moved to North Caro...
S2 E7: The Value of Life Insurance
December 15, 2021 10:00 - 41 minutes - 40.3 MBLife 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 the way. He understands the products, tax processes, and changing laws and litigations surrounding life insurance. It can certainly be a different...
Ep 18: The Value of Life Insurance
December 15, 2021 10:00 - 41 minutes - 40.3 MBLife 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 the way. He understands the products, tax processes, and changing laws and litigations surrounding life insurance. It can certainly be a different...
Ep 17: Hiring Practices with the Director of Talent Solutions
December 01, 2021 10:00 - 25 minutes - 37.7 MBIn 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 look...
S2 E6: Hiring Practices with the Director of Talent Solutions
December 01, 2021 10:00 - 25 minutes - 37.7 MBIn 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 look...
S2 E5: Marketing Practices with Mark Gaffney of M.E.G. Services
November 17, 2021 14:55 - 46 minutes - 42.7 MBIn 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...
Ep 16: Marketing Practices with Mark Gaffney of M.E.G. Services
November 17, 2021 14:55 - 46 minutes - 42.7 MBIn 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...