Chris Hobart is the CEO and founder of Hobart Financial Group in Charlotte, North Carolina and has worked extensively in the field of financial management since 2002.
Chris is a Registered Financial Consultant (RFC®), Investment Advisor Representative (IAR), and Chartered Senior Financial Planner (CSFP). He was acknowledged as one of the nation’s top independent financial advisors by leading industry publication, Senior Market Advisor Magazine, in 2008.
Chris will take you inside a practice that has skyrocketed from $9 million to over $48 million in annual assets gathered. A sole producer supported only by a few key staff, Chris spent the early portion of his career doing what many do: working harder and harder, grinding out additional hours each year to achieve results. Then, in 2009, he began employing a number of powerful systems, doubling his annuity production in under 12 months and tacking on over $200,000 in target premium life insurance in one month alone. He absolutely crushed it in 2012 with over $20.1M in annuity premium and $28.7M in new AUM, and he’s poised to make 2014 his best year yet.
Chris brings in-depth knowledge of how to effectively harness local and national media to reinforce your position as the go-to advisor in your given market. He has been a featured guest on CNBC, Fox Business and CBS and is a regular guest on WCNC’s “Charlotte Today.” He has been quoted in The Wall Street Journal, Reuters, The Associated Press, MSN Money, The Charlotte Observer, Men’s Health, Kiplinger, Market Watch, The Street, USA Today, The New York Times and Forbes Magazine among others, and he brings a wealth of experience in putting these outlets to work for you.
Robert Grace is the founder and president of Grace Advisory Group in Fort Meyers, Florida, with over 40 years experience in the financial services industry. He is a Chartered Life Underwriter, Chartered Financial Consultant, Registered Financial Consultant, Certified Financial Educator, attorney, television and radio personality and author.
Bob joined Advisors Excel in 2008. Hovering around $16 million in annual annuity business and struggling to grow any further given his existing systems and practices, he really wanted to build a franchise model with associate producers. With Advisors Excel’s help, he has developed an enhanced business model with associate producers—completely skyrocketing his production. In fact, he became Advisors Excel’s #1 producer for two years in a row, writing over $42 million in 2011. In 2012, he advanced even further to $61 million in annuity premium. Bob now has six offices and eight associate producers within his franchise and wrote over $63 million in annuity premium business in 2013!
Rob Russell began his career with a Fortune 500 company by building and developing some of the most cutting–edge, multi-million dollar financial systems in use today.
If you’ve ever used the web to search for the lowest gas prices at your local convenience store or used some form of loyalty reward card, chances are Rob had a hand in that technology. However, Rob wanted to focus his career on making a positive difference in others’ lives, and in 2003, he co-founded Russell & Company with his father, Ron Russell. The results ever since have been astounding. Russell & Company wrapped up 2013 with over $57 million in combined annuity and securities business and has cemented their position as one of the most elite financial services firms throughout the Great Lakes region.
Rob is a frequent contributor to FOX Business, CNBC and The Wall Street Journal. His TV appearances have also been broadcasted internationally in over 60 different countries. Locally, he co-hosts a live weekly radio show with Curv Miller on News Talk Radio WHIO 1290AM and 95.7FM.His much anticipated book, Retirement Rescue, was released with rave reviews in late 2012.
Skilled in many facets of the game, Rob’s greatest talent may be his knack for quickly establishing and deepening relationships with ideal clients. Russell & Company’s attention to detail in this regard is second to none, and the proof is in the fact that the vast majority of the new business they generate is from existing clients – by way of cross-selling opportunities and personal introductions.
Joel Johnson is the founder of Johnson Brunetti – an elite retirement planning firm serving retirees, families and small business owners throughout Connecticut.
Joel entered the financial services industry as a stock broker in 1989 with a regional Wall Street firm located in Florida. By 1993, he had added comprehensive insurance planning to his practice, and in 2002, he earned his Certified Financial Planner designation. Joel has worked in the both the Wall Street brokerage sales model as well as the Insurance Agency sales model, and in 2003, he began training for a large Met Life agency, teaching estate, tax and business planning. In 2004, seeking the freedom that comes with true independence, Joel founded an independent practice, marketing primarily through seminars. Joel has a comprehensive and well-rounded approach to understanding and meeting client needs. He is a Certified Financial Planner® and Investment Advisor Representative holding Series 6, 7, 63 and 65 licenses and is a constant student of financial markets, products and strategies. His knowledge is both diverse and deep and greatly appreciated by his clients and the media throughout his region.