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/ 

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 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 leads? (14:59)
• The advantage of a warm lead and how he helps with that. (18:10)
• What Conneqtor is and why is it valuable to business owners.  (20:45)
• How the podcast was born out of COVID. (26:14)
• How to be the best dad you can be while building an amazing business. (30:42)
• The REBL Dads movement and the goals behind it. (34:53)
• The one life lesson that Derek wants to leave you with. (39:18)

Connect with Derek:

https://www.intrepidwealthpartners.com/about-us

https://www.couplr.ai/

https://www.conneqtor.co/

https://rebldads.com/

Contact Us: https://advisordevelopmentshow.com/ 

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 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 list of takeaways to improve your business as well as your personal life. Derrick has a tremendous perspective on money and using it to do good, and we hope you enjoy this discussion as much as we did.

Here’s some of what you’ll learn from this episode:

• Why he decided to give up his successful financial planning business for a new venture. (2:32)
• The creative way he found to differentiate himself from other advisors in his area?  (5:43)
• One huge thing he learned about how to present his job and his business. (14:31)
• The three good money levers – what are they and how do we use them? (21:10)
• The 7-step Good Money framework and how it’s different from other financial strategies.  (30:35)
• Derrick explains investing like a four-lane highway.  (38:14)
• What you give is just as important as what your business is making.  (42:52)

Get the first five chapters of his book for free: https://goodmoneychapters.com/

ABOUT OUR GUEST:  https://www.goodmoneyframework.com/

CONTACT US: https://advisordevelopmentshow.com/ 

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 this episode:

• How much has this landscape changed from 20 years ago? (5:28)
• How illustrated returns are presented and handled with professional clients. (14:00)
• How to de-risk a portfolio through annuities.   (16:55)
• What are Wesley’s thoughts on pay for performance?   (21:55)
• What Wes is looking for when he’s sorting through all the new investment options to make sure clients are getting the best?  (22:47)
• What does he expect rates to do in the near future? (27:43)

If you have annuity questions for Wesley, you can email him here: wesley.tanner@figmarketing.com

ABOUT OUR GUEST: https://www.figmarketing.com/#!/ProductRD/Karl-Hoover 

CONTACT US: https://advisordevelopmentshow.com/ 

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 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 his entire outlook professionally.  (2:36)
• The four steps to the gratitude project he first created, which later became the Mr. Thank You project. (6:39)
• How he gets the most out of client appreciation events. (16:26)
• The VAL framework and why it’s so important.    (23:23)
• The art of appreciative leadership and how it helps us increase loyalty, connection, and profit.  (32:49)
• Why the question, “How do you treat that for which you are grateful?” will change your life.  (47:14)

ABOUT OUR GUEST:  https://mrthankyou.com/ 

CONTACT US: https://advisordevelopmentshow.com/