March Newsletter
White Glove in the News:
White Glove is excited to name Jeff Bajorek as Chief Sales Officer. Bajorek joins White Glove with a wealth of experience, having spent the past nine years as an independent sales consultant, trainer, and speaker, primarily assisting professional service films. Prior to his consultancy work, he excelled as a top performer in the medical device industry, underscoring his commitment to results-driven performance.
"We are thrilled to welcome Jeff to our team as Chief Sales Officer," said Greg Bogich, CEO of White Glove. "His expertise and passion for sales excellence will play a pivotal role in driving our growth strategy forward as we continue to enhance our services and support for financial advisors."
To learn more, read the full press release here.
Upcoming Webinar: How Advisors Can Win New Clients With Tax-Focused Webinars With Holistiplan and White Glove April 2nd
Here's what we'll cover: Webinars as a financial advisor growth strategy continue to prove themselves highly beneficial in casting a wide net on prospects to reach. But what happens when advisors combine this marketing method with a topic that everyone needs help with, tax planning? Meet the marketing match made in heaven: taxes & webinars.
In this session, hear from tax-planning technology expert Torie Happe with Holistiplan and advisor marketing educator Diana Cabrices with White Glove on the power of this dynamic duo for financial advisors looking to grow their businesses.
Stay tuned for registration details!
Where to Connect with White Glove
FAST Podcast — Financial Advisor Strategy Talks: New Episodes Available
Marketing Tips for the Modern FinServ Firm with Johnny Sandquist
Join Lara and Johnny as they emphasize the importance of modern digital experiences by investing in interactive websites and engaging video content to capture and retain audience attention.
Listen to episode 33 here ??
领英推荐
Modernize Your Practice: How Technology Can Breathe New Life into EP with Tim White
Estate planning is about protecting assets, ensuring a smooth wealth transfer and shaping your legacy for future generations. Tim challenges the status quo of Estate Planning, highlighting its importance and advocating for change.
Listen to episode 34 here ??
White Glove Success Stories
Hear what a White Glove client had to say:
"First time host — ended up booking 19 appointments out of 22 attendees. The sticky note method was a huge help in getting these booked!" -Melissa P.
Seminar Smarts in Sixty Seconds
Sometimes, small changes in your words lead to BIG results in your seminar conversion rates! If you really want to move your attendees to take that next step and commit to meeting with you on-on-one, consider these quick tips from Diana Cabrices below. ??
White Glove Employee Spotlight
This month, we're shining a spotlight on Alicia, our Super MVP!
Alicia consistently goes above and beyond. Not only does she excel in her regular duties, but she's always willing to lend a helping hand, even for tasks outside her role. Her positive attitude and collaborative spirit are infectious, making her a valuable asset to our team.
Thank you for everything you do! Your contributions are truly appreciated.