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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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Apr 20, 2022

On today’s episode, the Founder of Windows of Opportunity and the Logic Trac system joins us to discuss how he’s helping advisors increase their revenue and how they can change the lives of their clients in a positive and impactful way. Coach Bill started Windows of Opportunity to teach advisors about marketing, lead generation, and growing their business.

His mission then expanded with Logic Trac, which helps individuals make logical decisions in the emotional field of investing and financial services. Engaging clients should be about using logic instead of fear or strong-arming. Join us today as we explore using facts and logic within your sales process to improve lead generation and business growth. 

Learn more about Logic Trac:



1:58 Favorite food dish?

2:40 – Windows of Opportunity and Logic Trac

6:39 – Language in marketing materials

9:45 – Facts and logic in sales

13:53 – Checklist exercise

18:36 – Process is critical

21:54 – Our definition of critical

25:45 - Getting commitment at first appointment

32:00 – We are not losing people

35:14 – Coaching and strategic partnership

40:53 – How do you get involved?

44:22 How to get in touch directly