Ep 9: The Evolution Of A Top 1% Firm with Jim Brogan

Advisor Development Show with Karl Hoover

Aug 4 2021 • 50 mins

Today we welcome on noted Jim Brogan, founder of Brogan Financial in Knoxville, Tennessee. This dedicated Vols fan has enjoyed plenty of success in the financial world throughout his 20-year career. Not only does he oversee his business as the CEO, Jim also dedicates a lot of his time to providing financial education in the classroom and across different mediums for people across his region. His passion and expertise are evident through his day-to-day work and we hope to share some of that with you today.

About our guest: https://broganfinancial.com/member/jim-brogan-mba/

What we discuss on this episode:

2:53 - Top 3 Tennessee Volunteer Athletes

7:33 - How Jim Got Into The Business

9:15 - Importance Of Early Planning

10:51 - Developing His Organization

13:55 - FIG Talent Solution

16:16 - Jim’s Turning Point

20:42 - Wake Up Call

21:01 - Paradigm Shift

26:05 - Continuing College Courses Throughout The Pandemic

32:43 - Impact of COVID

40:42 - More Living Radio Show

45:19 - Partnership With FIG

46:37 - Life Lesson

47:21 - Favorite Episode Of Smokin’ With Jim?

Contact Karl: