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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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Jun 1, 2022

Today we welcome the founder and CEO of Crystal Clear Finances to the show to share her passion for financial planning and education. Crystal and her business have a very unique way of constructing portfolios by using life insurance and faith-based investing, and that separates her from other professionals. Plus, you’ll get to learn more about how Crystal utilizes the Circle of Wealth system.

Along with planning, Crystal Clear Finances has a clear and successful marketing strategy that we’ll discuss as well. If you want to get a better idea of how to move prospects through the sales funnel, you’ll want to listen to what Crystal has to say on the show.



1:41 – Welcome in Crystal

2:09 – Favorite running race memory

5:09 – Her financial journey

9:17 – How she leverages public events

11:42 – Moving people through the sales funnel

15:31 – A new strategy they’re using

17:43 – How she views life insurance

22:00 – Proper mixture of assets

24:29 – Circle of Wealth system

29:43 – Her Instagram show

32:19 – What is Faith-Based Investing

37:11 – The partnership with Crystal Clear

41:37 – One life lesson