July Newsletter
White Glove's Annual Host University Event
When: October 2-4
Where: Clearwater, Florida
Curious about the marketing strategies top advisors are excelling at?
Seminars are THE ultimate tool to grow your financial advisory business. Join us at our annual event, Host University, and master the art of hosting successful seminars.
At Host University, we focus solely on peer-to-peer education. No product pitches, no motivational speakers — just practical insights from fellow advisors.
Learn from top advisors who excel at filling their pipeline, converting leads to prospects, turning those prospects into clients, and keeping clients satisfied for the long haul!
Even better, your ticket includes a $500 dollar credit towards seminar marketing, making it an investment that truly pays off.
Don't miss this invaluable opportunity!
Join us today ?? https://hubs.la/Q02xyD7s0
Where to Connect with White Glove
White Glove's Upcoming Webinars
6 Tips to Nail your Next Estate Planning Seminar with Diana Cabrices
Date: Thursday, July 18th
Time: 1 pm ET
Description: Consumers have decided — estate planning is one of the top services they want to work with their financial advisor on. Gone are the days of estate planning solely owning the process; the need for advisors to educate their clients (and especially their prospects!) on the topic has arrived.
In this webinar, Diana Cabrices will teach you 6 of the most important tips to nail your next estate planning seminar: the why, the what, the how, and more. Don't miss out on this proven playbook that will take your business to the next level.
Save your spot here: https://hubs.la/Q02F4X1v0
Already booked? Register anyway and we'll send you a copy of the recording and our slides.
White Glove's Blog of the Month
Unlocking Higher Open Rates for your Email Newsletters
Email remains a powerful tool to connect with clients and nurture relationships in email newsletters when done correctly.
The truth is many advisor newsletters face dismal open rates. Your insights and expertise aren't reaching the intended audience, hindering client engagement and trust.
But how do you ensure your financial newsletter gets opened and engaged with inboxes overflowing? The answer lies in optimization! Implementing a few key strategies can unlock significantly higher open rates for your financial advisor's email newsletters.
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FAST PODCAST — Financial Advisor Strategy Talks: New Episodes Available
Choosing the Right Path: Individual Practitioner or Multi-Advisor Business with Dean and Candace
There is no right or wrong way to develop a career as an advisor; it’s about finding what is right for you.?Candace and Dean discuss the major inflection points in a financial advisor’s career and the different paths one can take within the industry.
The Secrets to Making a Stellar First-Impression with Patrick Durst
Patrick shares insights on mastering the first-time appointment, emphasizing how crucial it is to decide on your desired perception and target audience. This conversation reveals strategies to transform leads into loyal clients.
White Glove Success Stories
Hear what a White Glove client had to say:
Seminar Smarts in Sixty Seconds
One of the best ways advisors can quickly differentiate themselves from other advisors is by using GAP LANGUAGE.
Gap language is a communication technique that allows you to essentially "place a gap wedge" between you and your competitors.
In the world of financial advice, one size does NOT fit all.
This gives advisors the perfect opportunity to highlight their uniqueness against the advisor down the street (and the status quo of advisors!).
?? In this video, Diana Cabrices shares a quick example of how you can use gap language during your next presentation — be it on a webinar or in-person at a seminar.
You can also use gap language to differentiate:
?? Your service model
?? Your service offerings
?? Your specializations and niche market
At White Glove, we consistently teach our advisor hosts how to stand out from the rest with tips like these.