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

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

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

Dave's Article: 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

Josh's Email: Josh.Martin@figmarketing.com

Shawn's Email: 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/

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

Josh's Email: Josh.Martin@figmarketing.com

Shawn's Email: Shawn.Sigler@figmarketing.com