August Newsletter
White Glove's Annual Host University Event
With so many industry events throughout the year, choosing the right one can be challenging.
Let's make it simple for you.
Ask yourself these questions:
If you answered "yes," then Host University is the perfect event for you!
We are thrilled to invite you to Host University, a unique event where financial advisors come together to learn, grow and connect. But don't just take our word for it. Hear from a past attendee in the video below ?? why Host University is an experience you won't want to miss.
Time's Ticking — Register Now!
Register today to lock in your spot at Host University and you'll receive a $500 seminar marketing credit!
Join us today ?? https://hubs.la/Q02xyD7s0
Where to Connect with White Glove
White Glove's Blog of the Month
The Value of Traditional Financial Advice in the Digital Age
The financial landscape is undergoing a massive shift, thanks partly to social media's rise and the looming $73 trillion dollar generational wealth transfer. Once dominated by traditional financial advisors, the industry is now teeming with a new breed of influencers: 'finfluencers.' These individuals have amassed huge followings by offering bite-sized financial advice, often packaged in an entertaining and relatable format.
Their rise has sparked a debate in the industry, pitting them against traditional financial advisors. As we look to the future, it's crucial to understand this shift and explore how true financial advisors can evolve to meet the needs of the next generation.
FAST PODCAST — Financial Advisor Strategy Talks: Episode Highlights Below
Marketing Tips for the Modern FinServ Firm with Johnny Sandquist - Episode 33
As we merge with Leadjig + Acquire Direct and embark on an exciting rebrand, we thought it was the perfect time to bring back a classic episode of the FAST Podcast that dives into — what else? — branding!
Branding goes far beyond just a logo; it's about defining who you are and what you want to convey. As Johnny Sandquist says, it's all about crafting your unique identity.
In this episode, we explore how to hone your messaging, develop your visual identity and pinpoint exactly where to focus your branding efforts.
Whether you're in the middle of a rebrand like us or simply looking to refresh your brand, this episode has everything you need to navigate the journey.
The Secrets to Making a Stellar First-Impression with Patrick Durst - Episode 41
It's easy to get ahead of yourself during the firsts consultation with a potential client.
You're eager to showcase all the ways you can benefit from them. While there are many approaches to this initial meeting, the most important tip is to focus on talking less and listening more.
领英推荐
Instead of diving into a sales pitch, ask insightful questions such as:
??Why are they seeking your services right now?
??What are they hoping to learn or achieve from this session?
By prioritizing listening over talking, you ensure that the potential client feels genuinely heard and valued. This approach will make them view the meeting as a productive and meaningful experience, rather than just a sales encounter.
For more insights on effective client consultations, check out this episode of the FAST Podcast.
White Glove Success Stories
Hear what a White Glove host had to say:
Seminar Smarts in Sixty Seconds
Every great movie has a memorable ending, and so should your seminars!
Today's Seminar Smarts in 60 Seconds gives you a sneak peek into "The Emotional Close" — a powerful closing technique that will win you new clients when used correctly.
The emotional close case is a technique from Frank Maselli, one of the BEST seminar coaches at White Glove, and a wildly smart, energetic keynote speaker that has helped countless advisors optimize their presentations.
In this video below, Diana Cabrices lays the foundation for the emotional close:
1?? Start your close by defining the fear your prospects likely have
2?? Show them how YOU can alleviate that fear
3?? End on a high, inspirational note that empowers them to take the next step (whether that's with you or not!)
In all our conversations with advisors, we have found that the CLOSE of their meetings, presentations, workshops is the biggest area where they need support.
When you work with White Glove, we'll teach you the full emotional close to be sure you get the most from all your seminar marketing efforts.
It works!
New Employee Spotlight
Say hello to Moe Koueifi, our newest Director of Inbound Marketing for the White Glove team! ??
Moe will work within the B2B team to aid further growth in the department. He will develop and implement strategic lead generation strategies aligned with company objectives and sales targets.
He enjoys traveling ??, working out ??? and being outdoors ???.
Please join us in giving Moe a warm welcome!