May Newsletter
White Glove in the News
Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem
A discussion with White Glove CEO Greg Bogich and CMO Derek Janis
The article from Digital Wealth News discusses the challenges faced by financial advisors in generating leads and how White Glove, a company that organizes seminars and other education events, has merged with TouchFuse, a provider of marketing automation technology, to address these challenges.
The merger between White Glove and TouchFuse creates a unique entity that offers both cutting-edge technology and traditional marketing solutions to financial advisors. This allows advisors to target high-net-worth clients and nurture existing relationships, all in one place.
This article also highlights the importance of personalization and building trust with potential clients. White Glove and TouchFuse believe that high-touch, personalized marketing campaigns will be a key trend in the future of financial advisor marketing.
To learn more, read the full DWN article here.
Where to Connect with White Glove
White Glove's Blog of the Month
Clients Crave Communication: Don't Lose Them to Silence!
Did you know three in four advised clients considered leaving their financial advisor in 2023? That is a scary statistic, but the reason might surprise you. It is not about bad investment performance (although that would not help). It is all about communication, or more precisely, the lack thereof.
Discover how advisors can prioritize communication to build stronger relationships, reduced client churn and achieve better financial outcomes.
FAST Podcast — Financial Advisor Strategy Talks: New Episodes Available
The Inside Scoop of a Game-Changing Merger with Alex Hug
This episode Candace & Dean welcome Alex Hug, the CEO of Acquire Direct & Co-Founder of Leadjig. They discussed the strategic merger between Leadjig & White Glove & how the two companies are aligned in terms of vision, culture and founder mentality.
Listen to episode 38 here. ??
领英推荐
New Hosts & Fresh Takes with Dean Thurman and Candace Byrnes
This episode marks a fresh start for the FAST Podcast as we welcome new co-hosts, Dean and Candace! Tune in to get acquainted and hear their exciting vision for the show moving forward.
Listen to episode 37 here. ??
White Glove Success Stories
Hear what a White Glove client had to say:
"I have used White Glove for 5 years. They are extremely good at providing quality prospects while limiting the workload on myself and my team. The White Glove team goes above and beyond for their clients. They do business the right way and I am super thankful for them and recommend them big time!" - Reid M.
Seminar Smarts in Sixty Seconds
Financial advisors, you're hosting great webinars, sharing valuable knowledge and building relationships in your community. That's fantastic. But the end goal is to convert those engaged attendees into loyal contents, right?
This month's Seminar Smarts tip tackles exactly that with the mini-consult, aka the Foot-in-the-Door technique. ????
Here's how it works: After your webinar, offer attendees a complimentary 20-minute mini-consult. ??
Advisor Insights on the Go
You poured your heart (and budget) into marketing, but the results?are slow.?We hear you! It's tempting to chase quick wins.
But what if your clients were worth more than a single sale?
??Take Dean's example, as he explains the power of CLIENT LIFETIME VALUE.
Imagine a client who invests $500,000 and generates $5,000 annually for 15-20 years. That's lifetime value in action — six figures (and beyond) from just ONE CLIENT. ??
Think referrals, upsells and a long-term relationship. The opportunities are endless.
Next time you crave instant results, focus on building lifetime value.
Thanks, Dean!