White Glove

Curious about the marketing strategies top advisors are excelling at? Eager to discover the lessons they wish they had learned sooner about attracting the right clients? Want to know how they patched the gaps in their processes that were draining money, time, leads, and — most importantly — clients? Welcome to Host University. Here, we focus solely on peer-to-peer education. No product pitches, no motivational speakers — just valuable insights from your peers. Learn from successful advisors who have figured out how to fill their pipeline, convert leads to prospects, turn those prospects into clients and keep those clients satisfied for the long haul. Register before 7/31 for our earlybird discount of just $499 per attendee: https://hubs.la/Q02xyD7s0

Estate planning is all the rage right now. 💣 Left and right advisors are being told to incorporate estate planning solutions within their businesses. Of course, there's a reason for this. But with the term "estate planning" carrying a highly legal connotation, it often scares some advisors away (and overlooks the essential strategic input/financial expertise that advisors bring to the process). ❓ So exactly what IS an advisors role in estate planning? Join our Chief Evangelist, Diana Cabrices, on Thursday, July 18th at 1 pm ET and finally rid yourself of uncertainty while gaining the clarity you need to start differentiating your firm with estate planning. Save your spot here: https://hubs.la/Q02FPqNG0 And because marketing is everything (what's a great service if no one knows about it?).... We’ll also teach you 6 solid tips to nail your next estate planning seminar! 🎤 ⤵ Here's a 3-part breakdown of what we'll cover: 1️⃣ - What is an advisor's role in estate planning? (hint: most if not all of you are already doing this!) 2️⃣ - Why the time is now to position yourself as an educator on estate planning (and why seminars are PERFECT for this) 3️⃣ - 6 proven tips to nail your next estate planning seminar and create a fresh pipeline of prospective clients for your firm This isn't another webinar telling you WHY estate planning is important — we’re going to teach you HOW to get started with marketing this important value-add. Save your spot for our 7/18 webinar here: https://hubs.la/Q02FPqNG0 Already booked? Register anyway and we’ll send you a copy of the recording and our slides.

Industry events are essential for expanding your knowledge and learning valuable tips to grow your business. 🧠 Host University stands out from the rest because it offers insights based on robust data and extensive trial and error from your peers in the financial industry. At Host University, you won’t get a sales pitch. ❌ Instead, you’ll experience a two-day immersive experience surrounded by advisors who excel at hosting events and will teach you exactly how to succeed. You’ll leave with actionable tips and tools to maximize your seminar marketing ROI. What’s even better? Your ticket includes a $500 credit towards seminar marketing, making it an investment that pays off. 💵📈 Don’t miss out on this valuable opportunity! Join us today via the link below 👇 https://hubs.la/Q02xyD7s0 Diana Cabrices

🇺🇸✨ Happy Independence Day from White Glove! ✨🇺🇸 Whether you’re enjoying fireworks, a barbeque or a quiet moment with loved ones, we hope your day is filled with joy and celebration. #4thOfJuly #IndependenceDay #CelebrateFreedom #America

This week, we are taking a break from the FAST Podcast to enjoy some much-needed time with friends and family. Financial advisors like you deserve some rest too! 🇺🇸🎆 But don’t worry, we will be back next week with an episode all about practice management. We’ll discuss the different types of advisors: Do you want to be a solo practitioner? Do you want to run a small ensemble with one partner or a few support staff? Or do you envision something bigger? We’ll cover the pros and cons of each approach in this episode! Enjoy this well-deserved break, and we’ll see you back here next Wednesday.

The financial landscape is changing, and clients are actively seeking advisors who can guide them through the estate planning process. This isn’t just for estate planning attorneys anymore. Financial advisors are increasingly expected to be a trusted resource for clients navigating this crucial aspect of their financial well-being. Need proof? Look at this incredible success story from one of our hosts: Out of 26 attending households at a recent seminar event, 19 of them booked appointments! Estate planning can be a powerful tool to help your clients achieve their financial goals and protect their loved ones.

A successful seminar always begins with a strong first impression. How do you enter the room? How do you present yourself? What are you doing to make yourself likeable? Listen to our guests’ strategies on making a positive first impression. You might find that a little humor can help make people feel more comfortable. Catch up on the full episode below if you haven’t already! 👇 https://lnkd.in/gF_Kx3Bb Patrick Durst, CFP® Candace Byrnes

Advisors have many ways to connect with clients and nurture relationships, one of which is through email newsletters. When done correctly, newsletters can be an excellent resource. However, with people’s inboxes overflowing, how can you cut through the noise? With a few tweaks, you can transform your client newsletters into a client engagement powerhouse. Explore our latest blog for key tips on getting your newsletters opened and read. https://lnkd.in/gyvscZ35

Hello summer! ☀️ Our team had a blast taking a break from our desks to soak up the sun, play some games and eat delicious sliders. 🍔 What’s your favorite way to celebrate the season? #teambuilding #companyculture #summerfun

Did you know that people can form an impression of you in as little as one-tenth of a second? ⏱️ That's why making a good first impression with your prospects is so important. But how do you make a positive impression in that short amount of time? In this episode of the FAST Podcast, we talk to Patrick Durst, CFP® about his insights on mastering the first-time appointment. He'll teach you how to project confidence, make a strong connection and transform your leads into loyal clients. 🤝 Tune in today! 🎙️🎧 https://lnkd.in/gF_Kx3Bb #FASTPodcast #financialplanning #appointment #prospecting #client #advisor #financialmarketing #seminarmarketing