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/