SigMa Podcast

The job market looks a bit different than it did a few years ago and many advisors are struggling to find talented employees. To help us navigate the hiring process we have invited Lori Miller onto the show. She is the VP of Talent Solutions at FIG, where she assists her clients in the best hiring and retention practices. The market is competitive right now but it's not always the highest paying job that will attract the best employees. About Lori Miller: Lori has over 20 years of recruiting experience but has found her passion in finance. At FIG's Talent Solutions she matches clients with the potential employees they need to grow their business. ​LinkedIn: https://www.linkedin.com/in/lori-miller-952b399b [https://www.linkedin.com/in/lori-miller-952b399b] Key Moments: 1:50 – Introducing Lori 4:22 – Her role at FIG 7:46 – New hiring trends 10:38 – Communicating to potential employees 12:12 – Flexibility as employers 13:13 – Sign-on bonuses & making offers 16:03 – The interview process 18:55 – How long does it take to find employees? 20:35 – An ideal client for Lori 25:00 – Employee retention strategies 33:14 – What makes talent solutions different 37:34 – Final comments from Lori Contact: FIG Talent Solutions: https://www.figmarketing.com/#!/TalentSolutions figsymposium.com [https://web.cvent.com/event/b3005839-3e0b-4252-a230-000452d6149f/summary?rp=00000000-0000-0000-0000-000000000000]

There is no doubt that business owners have hectic schedules and work tirelessly to maintain what they have created. However, it is vital to take a step back and create an exit plan for the business that you have put all of your effort into. Dave Hostetler sits down with us today to discuss how he helps financial advisors put together an exit plan and some steps you should take now if you want to reitre in the near future. About Dave Hostetler: Dave is the Vice President Of Strategic Development at FIG. Over his career, Dave has coached over 400 advisors and their teams. He enjoys being a resource for financial professionals and has a passion for helping them grow their business through his strong service ethic. ​LinkedIn: https://bit.ly/2Soc5En [https://bit.ly/2Soc5En] Dave's Article: https://bit.ly/3j5ZsJc [https://bit.ly/3j5ZsJc] Key Moments: 1:21 - Dave’s Background 3:28 - What Kind Of Coaching Did Dave Do? 4:45 - Common Topics That Are Brought Up 6:23 - Is Remote Work Still Popular? 7:17 - Finding Talent 10:26 - Current Environment For Succession & Exit Planning 11:56 - Why Is The Demand So High? 15:42 - If An Advisor Is Looking To Retire In The Near Future, Where Do They Start? 21:55 - Making Your Business More Valuable 25:41 - How Often Should You Update The Data? 27:57 - What Is Surge? 32:26 - Who Is An Ideal Client? 33:26 - Next Continuity/Succession Planning Program 35:52 - Final Thoughts Contact: The FIG Sales Symposium: figsymposium.com [https://web.cvent.com/event/b3005839-3e0b-4252-a230-000452d6149f/summary?rp=00000000-0000-0000-0000-000000000000] Josh's Email: Josh.Martin@figmarketing.com [Josh.Martin@figmarketing.com] Shawn's Email: Shawn.Sigler@figmarketing.com [Shawn.Sigler@figmarketing.com]

There is no word, or phrase to encompass how much our lives were impacted by the COVID-19 Pandemic. Life as we knew it was completely thrown out the window and we had to pivot and adjust to a more virtual world. But within the chaos, some exciting new developments were born. We invite Monica Breeding to the show to discuss how digital marketing took off since the pandemic and some tips on how to effectively use this area of marketing for your practice. 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, as well as interpret market trends to make the best decisions for FIG. LinkedIn: https://www.linkedin.com/in/monica-breeding-30160b47/ [https://www.linkedin.com/in/monica-breeding-30160b47/] Key Moments: 1:27 - Monica’s Role At FIG 4:30 - How Digital Marketing Has Evolved 10:19 - Different Ways To Market Online 16:33 - Changes Since 2020 17:48 - Creating Facebook Ads 20:54 - Tracking Your Marketing Initiatives 24:35 - Perfecting Your Webinars 29:19 - Ways To Get Registration Numbers Up 33:31 - Having A Nurturing Process In Place Helps The Success Rate Of The Webinars 35:43 - The Advantages Of Live Events 38:12 - Measuring Results With Live Events 40:36 - What Monica Has Observed In The Live Event Landscape 44:52 - Using An Integrated Approach Contact: The FIG Sales Symposium: figsymposium.com [https://web.cvent.com/event/b3005839-3e0b-4252-a230-000452d6149f/summary?rp=00000000-0000-0000-0000-000000000000] Josh's Email: Josh.Martin@figmarketing.com [Josh.Martin@figmarketing.com] Shawn's Email: Shawn.Sigler@figmarketing.com [Shawn.Sigler@figmarketing.com]

In this show, Shawn and Josh sit down with Kamila Elliott to discuss her recent selection as the Chair-Elect of the Certified Financial Planner Board. They also talk about fiduciary rules and roles, industry debates and solutions, as well as the future of CFP designations and education. About Kamila Elliott: Kamila Elliott has over two decades of experience in financial planning and investment assistance. Elliott has recently been named the chair-elect of the Certified Financial Planners Board, becoming the first female African American to serve in the position. CFP Website: https://www.cfp.net/about-cfp-board/board-of-directors/kamila-elliott [https://www.cfp.net/about-cfp-board/board-of-directors/kamila-elliott] Key Moments: 2:01 - Insight Into What Kamila Is Working On Right Now 4:13 - Kamila Shares Her Past Experience Leading To Her Current Position Today 8:40 - Why Kamila Believes The Financial Knowledge She Shares Is Important To Make Known To All Consumers 11:28 - Kamila Discusses Her Upcoming Role As Chair-Elect For The Board Of Certified Financial Planners 13:40 - How The CFP Certification Is Different 18:02 - The Evolution Of The Education For CFP, And Where It’s Going Next 19:57 - Advice For Someone On The Fence About Getting Their CFP Designation 25:34 - Between Fee-based And Fee Only, Which Is In The Best Interest Of The Client? 26:17 - What’s On The Horizon For CFP’s Marketing Efforts In 2020 And Beyond Contact: The FIG Sales Symposium: figsymposium.com [https://web.cvent.com/event/b3005839-3e0b-4252-a230-000452d6149f/summary?rp=00000000-0000-0000-0000-000000000000] Josh's Email: Josh.Martin@figmarketing.com [Josh.Martin@figmarketing.com] Shawn's Email: Shawn.Sigler@figmarketing.com [Shawn.Sigler@figmarketing.com]

Taxes have been a hot topic in the industry, especially with a new presidential administration that has talked about raising the current tax rates. It’s imperative 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 his Power Of Zero marketing program and how they may be able to help you improve your practice when it comes to the subject of taxes and leads. About David McKnight: David is a bestselling author, known most notably for writing The Power Of Zero. Many financial professionals loved this book and its principles, so David has launched his own Power Of Zero program. This program aims to train advisors with the Power Of Zero methods and help them execute them correctly to better serve their clients. Insurance News Article: https://bit.ly/3k1GFgv [https://bit.ly/3k1GFgv] David's Website: https://www.powerofzero.com/ [https://www.powerofzero.com/] David's Podcast: https://www.powerofzero.com/podcast/ [https://www.powerofzero.com/podcast/] Email: david@powerofzero.com Quick Hits: 2:52 - What’s The Power Of Zero (POZ)? 5:12 - What’s Different In Tax-Free Income for Life? 7:28 - Outlining Other Opportunities 9:10 - Where To Get The Book? 9:47 - The Automated Prospect Journey 16:15 - Consulting With A Client That’s On The Fence 23:27 - Successful Advisors Using The POZ Paradigm 29:29 - Why David Built POZ To What It Is Today 31:31 - Closing Thoughts Contact: The FIG Sales Symposium: figsymposium.com [https://web.cvent.com/event/b3005839-3e0b-4252-a230-000452d6149f/summary?rp=00000000-0000-0000-0000-000000000000] Josh's Email: Josh.Martin@figmarketing.com [Josh.Martin@figmarketing.com] Shawn's Email: Shawn.Sigler@figmarketing.com [Shawn.Sigler@figmarketing.com]