White Glove

Curious about the marketing strategies top advisors are excelling at? Eager to discover the lessons they wish they had learned sooner about attracting the right clients? Want to know how they patched the gaps in their processes that were draining money, time, leads, and — most importantly — clients? Welcome to Host University. Here, we focus solely on peer-to-peer education. No product pitches, no motivational speakers — just valuable insights from your peers. Learn from successful advisors who have figured out how to fill their pipeline, convert leads to prospects, turn those prospects into clients and keep those clients satisfied for the long haul. Register before 7/31 for our earlybird discount of just $499 per attendee: https://hubs.la/Q02xyD7s0

Time and time again, our hosts rave about the immense value they gain about seminar marketing from Host University. But don’t just take our word for it — listen to the glowing testimonials from last year’s attendees below! ⬇️ The markets are high, and your competitors are retiring, abandoning clients more and more every day. There has never been a better time to market your practice using seminars. Come learn how from the best in the country! Register here: https://hubs.la/Q02xyD7s0

Tired of the same old sales pitches and motivational speeches at financial advisor conferences? White Glove’s annual Host University is designed to equip you with the tools and insights to achieve massive growth and success with seminar marketing through peer-to-peer learning. Check out our latest blog for an inside look at why Host University stands out, a preview of our agenda and testimonials from past attendees who can’t stop raving about the value they received! Read more: https://lnkd.in/dfj9qPtu

Estate planning is a hot topic for clients, and you’re already equipped to be their guide. Don’t miss out on this chance to position yourself as a trusted resource on a subject your clients care about. Estate planning goes beyond the realm of attorneys, and financial advisors can play a crucial role in helping clients achieve their legacy goals. Join us TODAY at 1 pm ET as Diana Cabrices will help you understand your unique role in estate planning and equip you with 6 powerful tips to deliver exceptional seminars that convert! Can’t attend live or already booked? Register anyway and we’ll send you a recording of the session. While you’ll miss the live magic, we’ll make sure you don’t miss the advice! https://hubs.la/Q02F4X1v0

When navigating your financial advisor career path, it’s common to ask yourself: Am I on the right track? Where could I improve? What are my peers doing? The reality is, there’s no one-size-fits-all approach to carving out your financial advising career. If you haven’t already, listen to this episode of the FAST Podcast as Dean and Candace explore the key inflection points you’ll encounter and the diverse routes within the industry. Dean might just provide the answers to those burning questions! Listen now 👉 https://lnkd.in/d9pkiNDq

You're told to educate, not sell. But how do you make the pivot? From educator to advisor, Diana Cabrices covers 3 ways you can position yourself as an "advisor-for-hire" when wrapping up a seminar or webinar in the video below. Hint: SO much of building trust quickly with your audience rides on how you open your workshop. Beyond the opening, the advisors must find ways to drive relatability between themselves and their audiences. This is key. 🔑 Because no one wants to hand over the key to their money house if they don't feel connected to you. It's a relationship business, after all. In today's episode of Seminar Smarts, Diana shares a few strategies that stand the test of time when it comes to accelerating connection and relatability in business. 📹👇 Want to master the pivot? Check out this month's Seminar Smarts video below! #seminarsmarts #financialeducator #financialadvisor #seminarmarketing #webinarmarketing #marketing #financialservices #wealthmanagement

Our July Monthly Digest is your one-stop shop for Host University information, upcoming webinars, fresh FAST Podcast episodes, insightful blog posts and more! Read below. ⬇️

As a financial advisor, your time is valuable. ⏰ You should be spending it building strong relationships with clients, developing financial plans and helping them achieve their financial goals. Dean shares his insights on the ideal timing for hiring support staff in your career, the key personality traits to look for and more! Thanks, Dean!

We're #hiring a new Digital Marketing Specialist in Troy, Michigan. Apply today or share this post with your network.

There’s no one-size-fits-all path to financial advisor success! This episode, Dean Thurman and Candace Byrnes dive into the key inflection points you’ll face in your career and the diverse paths you can take within the industry. Thinking about going solo or building a team? We explore the pros and cons of both individual practice and running a multi-advisor business. The most important takeaway? Finding the right fit and working with great people! Tune into the FAST Podcast today. ⬇️ 🎙️ https://lnkd.in/d9pkiNDq