All White Glove Solutions Bundled into ONE Platform.
Keep your pipeline full and your calendar booked.
Stay top of mind so your prospects, think of you often!
Get more clients with consistent communication.
Grow your brand awareness with advisor training.
The power of White Glove solutions, bundled into ONE. A Done-for-You service that gets you more leads, appointments, and clients!
Learn tips, tricks, and strategies from financial advisors.
Discover new solutions to enhance your client experience.
Gain inspiration from Marketing pros and industry experts.
Upcoming and past White Glove sponsored events.
Coaching designed to help you convert more leads into clients.
White Glove and our solutions are made by advisors, for advisors.
Our blend of accomplished leadership is what makes us stand out from our competition.
Latest news about our company, team, products, and solutions.
Do you think you and White Glove are the perfect match?
Do you want to get more leads, more appointments and more clients with White Glove?
Advisors are facing the challenge of balancing the benefits of automation w/ the need for human involvement. Explore the benefits of both.
Wondering how to fortify your perception & create impactful first impressions with prospects? Diana shares 3 solutions for forging trust.
Explore the key psychological concepts that financial advisors should understand to make you a well-rounded and impactful advisor.
Explore the best practices needed to master your marketing and drive revenue potential for your advisory business.
Explore the reasons why your wealth management brand matters and how it can help you differentiate yourself in a crowded market.
Explore the domino effect of success from recruiting and retaining clients.
Explore the reasons why nurturing & engaging your clients is crucial for advisors and the long-term financial success of their clients.
Video is a great tool to connect with your audience in a way that is personal & engaging. Learn best ways to utilize video in your practice.
Advisors can maximize referrals by celebrating life milestones in a thoughtful way. Learn how to implement this strategy into your business.
Summer is a slower time for many businesses, including financial firms. Learn how rebroadcasting webinars can help grow your business.
Explore strategies to effectively reach the next-gen of investors & provide them with guidance they need to achieve their financial goals.
Artificial Intelligence can be a game-changer for financial advisors, follow these 5 tips to leverage AI for nurturing leads.
In uncertain economic times, your insights are more important than ever. Explore impactful ways you can get involved in your community.
Looking for new ways to attract clients & grow your business? Explore why financial advisors should think twice before buying leads.
Referrals are valuable for Financial Advisors, follow these 6 best tips to secure valuable referrals and drive the growth of your business.
Learn key takeaways from the LinkedIn algorithm and how to maximize your visibility and impact on the platform.
Learn how to compliantly leverage the power of testimonial marketing to establish trust and build rapport with potential clients.
Learn best practices to help you master your presentation and take your skills to the next level.
Learn how to harness your empathy and cultivate it into cementing stronger connections with clients.
Learn how to take your marketing to the next level through educational webinars.
In times of uncertainty, your insight is more important than ever. It's time to spread your knowledge through educational workshops.
Learn how to access quick tips from some of the best minds in the industry on demand.
Hesitant to tackle the subject of estate planning? Explore why you should incorporate it into your seminar marketing model.
Q4 is here! Ensure you are on track to hit your goals by taking these steps.
Avoid common graphic design mistakes when building your brand to elevate your marketing.
Train your brain to generate unique marketing concepts with these simple techniques.
Don’t get lost in the inbox. Start crafting your email subject lines a little more creatively.
Don’t waste content! Put a twist on your old work using these techniques.
Ensure your emails find their way to your audience's mailbox by using these techniques.
Your marketing doesn’t always have to reinvent the wheel. Try curated content instead!
Make marketing easier by having a solid plan and effective resources for your content.
There is more to estate planning than just drafting legal documents, and financial advisors should be part of the process.
If your practice is seeing a slowdown due to summer festivities, use these suggestions to keep business moving forward.
Discussion with White Glove’s co-founders about the most pressing financial issues today
How to turn new leads into your next clients by showing them some love.
Cut through the noise with these workshop saturation tips.
Take a dive into the world of Gen Z to learn about their financial habits and motivations.
Marketing to new leads can be tricky, but these best practice tips from Mike Ashley, SVP of Product Operations, are sure to help!
With inflation hitting a 40-year high, financial advisors may have a unique opportunity to reach new clients and engage with lost clients.
You have 7 seconds to make a first impression. Are you making the biggest impact?
Navigate how to present credibility to a new audience without crossing the line into arrogance.
Whether your audience is a room full of people or a client reading an email, the goal is to make a connection. Try these helpful tips.
Your clients choose you as their trusted advisor. Show them how much you appreciate their trust.
Avoid these common workshop mistakes and deliver your audience a meaningful, educational experience.
As a company that has always specialized in workshops, we know a thing or two about converting workshop attendees into booked appointments.
The purpose of a workshop Power Close is to get your audience excited to book an appointment with you.
Dean Thurman, financial advisor and co-founder of White Glove, breaks down his reasons as to why he loves financial advisors.
All of these marketing approaches can be helpful — but what is your end game?
Are you leaving money on the table? If you aren’t nurturing and engaging with your leads and clients, the answer is yes.
Every year, retirement income planning seems to get more and more complicated.
When you purchase leads from a third-party company, do you know what you are actually purchasing?
Dean attributes much of his success to these 7 growth hacks that his office has put into place over the last few years.
For most people, money for money’s sake is not living the best life you can.
White Glove is a tech-enabled marketing services company dedicated to helping financial advisors grow their business.
President Biden has outlined a substantial tax plan that includes many changes that could significantly affect retirees.
Prospecting, selling and closing are always going to have their challenges, and the global pandemic only magnified them.
Unique and ongoing changes in the financial landscape paired with an unprecedented need to adapt to new technological practices.
Since the adoption of the Investment Advisers Act of 1940, the investment advisory industry as a whole has evolved drastically.
Post-COVID, some clients and prospects will welcome going back to in-person, but many will find they still prefer the online experience.
Market changes have come even faster this year as we’ve lived through a once-in-a-lifetime pandemic.
Evidence proves there are superior strategies and tactics when it comes to effectively converting webinar attendees into appointments.
In its simplest sense, captive marketing is a blend of marketing tactics to showcase professionals as trusted, credible thought leaders.
When it comes to keeping you and your services top-of-mind with current clients and potential prospects, you need to be in the right spaces.
The consistent success Diorio has experienced in his three webinars has motivated him to schedule webinars for the rest of 2020.
White Glove, along with our clients, have been working tirelessly since March to find success with webinars.
After hosting more than 4,000 workshops of his own, financial seminar expert Frank Maselli narrowed down the four most common objections.
Whether it’s managing technology hiccups or ensuring you have an engaging, digestible presentation – we’ve got you covered.
In this 3-part blog series, we'll give you a clear idea of what we mean by done-for-you.
With a little extra time and creativity, we’re seeing some clients maximize the value of no-shows with financial advisor seminars.
Over the past few months, Webinars have evolved from a “nice-to-have” lead generation strategy to a “must-have” tactic.
While many industries have been forced to a grinding halt, other industries have never been busier.
How do you re-design your firm to effectively communicate, enhance productivity and stay agile during times of crisis and uncertainty?
The Q&A is a highly debated and often feared practice associated with hosting seminars.
Many financial advisors avoid hosting estate planning seminars for a number of reasons.
White Glove Co-Founder Mike Thurman appeared on the BMO Global Asset Management Better Conversations. Better Outcomes.
No matter how good you are at managing wealth, at the end of the day, you’re running a business.
Your path to growth depends on following up and following through.
We are thrilled to announce that White Glove has been recognized as a 2019 Michigan 50 Companies to Watch!
To help you with your preparation, here are 10 important questions…as well as the answers we at White Glove (WG) would give you.
In our second full year of business, we experienced astronomical growth as a company.
At White Glove, we pride ourselves on planning, coordinating and digitally promoting seminars.
Our goal is to help Canadian finance professionals utilize seminar marketing as a powerful tool to educate.
Your happy clients know, like and trust you because you provide them information and wisdom that comes from your experience and expertise.
Learn more about how we can help you achieve your mission-critical priorities.
Take a peek at what’s cooking at White Glove.
Building Trust to Convert High-Net-Worth Clients
The Psychology of Money: Insights for FAs
Mastering Modern Marketing: Unleashing Your Revenue Potential
Building a Memorable Brand: How Financial Advisors Can Stand Out
The Tortoise and the Hare: The Balance Between Client Retention and Prospecting
The Vital Role of Financial Advisors: Nurturing and Engaging Clients
The Power of Video: How Financial Advisors Can Reach Prospective Clients on Their Terms
Maximizing Client Referrals: Celebrating Client Life Milestones as a Winning Strategy for Financial Advisors
Maximizing Summer: How Financial Advisors Can Benefit From Rebroadcasting Webinars
Bridging the Gap: How Financial Advisors can Reach the Next Generation of Investors
Nurturing Leads with Artificial Intelligence: A Game-Changer for Financial Advisors
Do Well by Doing Good: Making an Impact During Financial Literacy Month
Lead to Mislead: The Costly Mistake of Financial Advisors Buying Leads
Unlocking the Power of Referrals: Why Advisors Need to Prioritize their Referral Game
Mastering the LinkedIn Algorithm in 2023
Turning Testimonials into an Endless Source of Digital Referrals
Best Practices for Mastering Your Presentation
Building Client Trust Through Empathy
The Top Benefits of Hosting a Webinar
The Push for Financial Literacy: Why People Need Advisors
Advisor Education for Continued Growth
How Financial Advisors can Benefit from Marketing Estate Planning
Are You on Track to Hit Your Q4 Goals?
Graphic Design Tips for the Busy Advisor
3 Tips for Creating Original Marketing Ideas
Make Your Email Subject Line Stand Out
Content is NOT One and Done
Avoid Going to Spam
What is Curated Content, and How Can Advisors Benefit from It?
Quick Advisor Content Marketing Tips
3 Reasons Why Financial Advisors Should Be Marketing Estate Planning
How Advisors can get Ahead During the Slow Season
Top Industry Trends
4 Tips to Make Your New Leads Feel Loved
How to Combat Workshop Market Saturation
Capturing the Value of Gen Z
4 Best Practices When Marketing to Leads
3 Inflation Statistics Every Financial Advisor Should Know
The First 7 Seconds
How To Show Credibility Without Bragging
3 Tips to Connect with Your Audience
How To Show Clients You Love Them
What NOT To Say During a Workshop
Quick Tips – Converting Attendees to Appointments
3 Tips to Make Your Power Close More Powerful
Why Advisors are at the Heart of White Glove
Starting Your New Year with a Holistic Marketing Approach
5 Easy Ways to Stay Top of Mind
How Financial Advisors Can Use Roth Conversions to Add Value
3 Effective Ways Financial Advisors Can Generate QUALITY Leads
7 Growth Hacks to Grow Your Practice in Two Years
Do You Need To Focus On Differentiation?
White Glove Hires New Vice President of Marketing and Vice President of Group Workshops Products
9 Proven Ways to Achieve High-Converting Webinars
Four Potential Tax Changes Advisors Need To Prepare For
[NASDAQ] Leading Financial Services Professionals Shared Ten Ways You Can Thrive in 2021
How White Glove is Pioneering Captive Marketing
New SEC Amendments – What Do They Mean for Advisors?
Top 6 Trends for Financial Advisor Marketing in 2021
Financial Advisors: Stop Waiting for the “Old Normal” – It’s Not Coming!
Captive Marketing – The Trend for 2021 and Beyond
More Advisors Shifting to Social Impression Management in 2021
8:1 Marketing ROI: How a Small Town Advisor Is Using Webinars to Grow
Finding Success With Done-For-You Webinars
Advisor Webinars: Hidden Truths (Part II)
4 Tricky Appointment Setting Objections and How to Approach Them
Advisor Webinars: Hidden Truths (Part I)
This Simple Strategy Turned 20 Webinar No-Shows Into an 8:1 ROI
8 Tactics Top Financial Advisors Use to Avoid Webinar Drop-Off and Drive Appointments
How a Small Town Advisor Has Used White Glove Virtual Seminars to Bring in $2.5 Million in AUM in Less Than Four Weeks
[NASDAQ] Cracking the Code to Virtual Seminars During Social Isolation
The Q&A – Should it Be Part of Your Next Seminar?
Why Advisors Need to Get Smart on Estate Planning
Becoming a Local Thought Leader With Educational Workshops [Podcast Interview]
How to Grow Your Business By Focusing on Relationships
Tips For Turning Seminar Prospects into Clients [Plus a Free Download]
White Glove Honored as a 2019 Michigan 50 Companies to Watch
So How Can You Make My Next Seminar a Success? Top 10 Questions to Ask a Vendor Before You Write Them a Check for Digital Marketing
Real Estate Seminar Secrets
White Glove Brings Seminar Planning Services to Canadian Finance Professionals
Forbes Names White Glove Seminars a “Leading Educational Resource For Those Nearing Retirement”
White Glove 2017 Accomplishments
White Glove ONE Marketing Platform to get you more clients. All in one place. All done for you.