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The 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.


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Feb 16, 2022

How 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 business planning. He is helping advisors integrate key aspects of advanced planning into their businesses. For example, if one of your clients is selling their business, this is a huge event in their life and you want to be adequately prepared. When it comes to these clients, planning is much more complicated so bringing in an expert will certainly help. 



1:32 – Jeremey’s favorite football team

2:23 – Journey in the financial industry

2:59 – His different designations

6:27 – Part of a three-judge program

7:57 – Experience in advanced planning

9:41 – What is a CRUT?

10:52 – What is an advanced planning strategy?

12:19 – How does he work with FIG?

14:08 – Letting advisors have control

16:17 – Working with high-level cases

19:47 – Legal changes and life insurance

21:25 – Jeremy’s thoughts on 7702

22:54 – Similarities in cases

25:45 - The importance of listening