June Newsletter
White Glove in the News
Digital marketing that directly drives successful client prospecting for financial advisors has become a key component for growth in a changing wealth management landscape.
The digitally-enabled marketing solutions White Glove provides are a welcome development for advisors who lack the resources, time and expertise to maintain and consistently implement impactful client engagement and lead-gen campaigns.
CEO Greg Bogich discussed with Advisor Hub how White Glove's recent merger with LeadJig + Acquire Direct will strengthen the firm's ability to drive accelerated growth for independent financial advisors and how the addition of Derek Janis as Chief Marketing Officer will help White Glove expand its market reach and boost its digital presence.
Read the full conversation at AdvisorHub.
Where to Connect with White Glove
White Glove's Blog of the Month
Unlocking Profits with Podcasts in the Financial Industry
In recent years, there has been a seismic shift in the way we consume information, and one medium that has surged to the top is podcasting. With over 98 million weekly listeners in the US alone, it's become the go-to platform for on-demand education and entertainment. But what about the financial industry?
Learn how podcasts are reshaping the financial landscape today.
FAST Podcast — Financial Advisor Strategy Talks: New Episodes Available
Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood
This episode of the FAST Podcast Candace and Dean welcome David Wood, the Founder of Gateway Financial Partners. The conversation explores the future of the financial services industry and the opportunities it presents.
Listen to episode 40 here. ??
The Role of a Brand Evangelist in the Financial Industry with Diana Cabrices
Diana Cabrices joins this episode of the FAST Podcast to reveal the secrets of being a Financial Brand Evangelist. Learn how Brand Evangelists help companies energize their brand to not only boost advisor awareness, but also drive leads and foster engagement.
领英推荐
Listen to episode 39 here. ??
White Glove Success Stories
Hear what a White Glove client had to say:
"My first workshop was a huge success. I had 32 households attend and I have 20 meeting requests out of it. Thank you again for all your support and guidance! I'm looking forward to the next one." - Stephen L.
Seminar Smarts in Sixty Seconds
Host over 40,000 educational seminars and guess what you learn?
Which topics drive the most return on investment. ??
Learn why the two topics Diana talks about in this video consistently:
?? Draw in the biggest crowds
?? Compel event attendees to talk with the advisor 1-1 after the event
?? Set up advisors to provide tremendous value and convert more prospects into clients
Advisor Insights on the Go
Let's talk about something often overlooked: the emotional value that financial advisors bring to their clients. ??
Financial advisors build relationships with their clients that often span years. During that time, you develop a deep understanding of their lives, goals, and yes, even their anxieties and fears. You become more than just financial planners; you become trusted confidantes.
Supporting your clients emotionally is just as important as supporting them financially. You listen to their concerns, guide them through challenging decisions and celebrate their successes.
Thanks for the reminder, Dean! ??
Fractional Chief Evangelist | Growth Educator to Financial Advisors | Keynote Speaker | WealthTech's "Hype Woman" | ThinkAdvisor Luminary | InvestmentNews Rising Star
9 个月SO. MUCH. VALUE. All in one newsletter. ???? Always appreciate how you highlight what will help advisors grow!