Food for Thought

See what’s cooking at White Glove
Jun 24, 2024

Unlocking Higher Open Rates for your Email Newsletters

Email remains a powerful tool to connect with clients & nurture relationships in email newsletters. Learn key email strategies below.

Jun 3, 2024

Is Summer a Slow Time for Building Relationships? Here's Why You're Wrong

These warm summer months hold untapped potential to strengthen your bonds with clients. Unlock the secrets below!

May 20, 2024

Mental Health Awareness Month: Let's Talk Money, Let's Talk Mind

Your financial health is a HUGE part of your overall well-being. Learn how financial advisors can be partners in financial wellness.

May 6, 2024

Unlocking Profits with Podcasts in the Financial Industry

Podcasting has become the go-to platform for on-demand education & entertainment. Learn how podcasts are reshaping the financial landcsape.

Apr 15, 2024

Clients Crave Communication: Don't Lose Them to Silence!

Discover how advisors can prioritize communication to build stronger relationships, reduce client churn & achieve better financial outcomes.

Apr 1, 2024

Financial Literacy Month: Empowering Clients to Discuss Money with their Children

Advisors play a key role in a family's financial well-being. Empower your clients to have open conversations about money with their kids.

Mar 11, 2024

Power Up Your Practice: How Financial Advisors Can Master LinkedIn

How can you, as a financial advisor, maximize the potential of LinkedIn? Explore some key strategies below.

Feb 19, 2024

Super Seminar Tips & Tricks: 5 Lessons from the Super Bowl

What does football and seminar marketing have in common? Surprisingly, quite a bit! Explore Frank Maselli's lessons from the Super Bowl.

Feb 6, 2024

The Keys to Successful In-Person Events with Greg Bogich

Greg Bogich discuss how he and his team have unlocked the power of seminars, giving advisors opportunities to make a lasting impression.

Feb 5, 2024

The Looming Advisor Exodus: Why Firms Must Invest in the Next Generation

What can firms do to survive & thrive in the changing landscape? The answer is simple, yet often overlooked: invest in your junior reps.

Jan 23, 2024

Performance-Based Marketing — The Smart Way to Outsource for FA's

Discover why performance-based marketing is a game-changer for advisors seeking targeted, effective marketing without financial uncertainty.

Jan 8, 2024

Transforming Employees into Brand Advocates

Ignite your company's social presence! Unleash key tips on transforming employees into genuine brand advocates below.

Dec 18, 2023

Niching Down as a Financial Advisor for Client Loyalty and Growth

Unlocking a niche market is a crucial strategy for advisors seeking success. Delve into the key steps for pinpointing your niche below.

Dec 4, 2023

The Power of Prospect-to-Client Close Ratios in Financial Services

Why should close ratios be a priority when your firm is successfully attracting leads? We've got the answers below.

Nov 20, 2023

Referrals vs. Seminar Marketing: An Advisor’s Success Story

Financial advisors face a fundamental choice when it comes to growing their practices. Explore referrals vs. seminar marketing below.

Nov 6, 2023

Scaling Your Firm: The Case for Hiring Sub-Reps

Uncover the five essential ways sub-reps can significantly bolster your firm's capabilities and expand your financial advisory business.

Oct 23, 2023

Unlocking Success: Seminar Marketing Strategies for Financial Advisors

Discover how to stand out in the seminar market and generate a return on investment with our 4 best practices.

Oct 9, 2023

Financial Trends to Consider in Your Year-End Strategy

Explore prominent trends that can help your clients significantly impact their financial wellness and outlook for the remainder of 2023.

Sep 25, 2023

Automating Financial Advice: Finding the Right Balance

Advisors are facing the challenge of balancing the benefits of automation w/ the need for human involvement. Explore the benefits of both.

Sep 11, 2023

Building Trust to Convert High-Net-Worth Clients

Wondering how to fortify your perception & create impactful first impressions with prospects? Diana shares 3 solutions for forging trust.

Aug 21, 2023

The Psychology of Money: Insights for FAs

Explore the key psychological concepts that financial advisors should understand to make you a well-rounded and impactful advisor.

Aug 7, 2023

Mastering Modern Marketing: Unleashing Your Revenue Potential

Explore the best practices needed to master your marketing and drive revenue potential for your advisory business.

Feb 26, 2024

Building a Memorable Brand: How Financial Advisors Can Stand Out

Explore the reasons why your wealth management brand matters and how it can help you differentiate yourself in a crowded market.

Jul 10, 2023

The Tortoise and the Hare: The Balance Between Client Retention and Prospecting

Explore the domino effect of success from recruiting and retaining clients.

Jun 26, 2023

The Vital Role of Financial Advisors: Nurturing and Engaging Clients

Explore the reasons why nurturing & engaging your clients is crucial for advisors and the long-term financial success of their clients.

Jun 5, 2023

The Power of Video: How Financial Advisors Can Reach Prospective Clients on Their Terms

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.

May 22, 2023

Maximizing Client Referrals: Celebrating Client Life Milestones as a Winning Strategy for Financial Advisors

Advisors can maximize referrals by celebrating life milestones in a thoughtful way. Learn how to implement this strategy into your business.

May 8, 2023

Maximizing Summer: How Financial Advisors Can Benefit From Rebroadcasting Webinars

Summer is a slower time for many businesses, including financial firms. Learn how rebroadcasting webinars can help grow your business.

Apr 24, 2023

Bridging the Gap: How Financial Advisors can Reach the Next Generation of Investors

Explore strategies to effectively reach the next-gen of investors & provide them with guidance they need to achieve their financial goals.

Apr 10, 2023

Nurturing Leads with Artificial Intelligence: A Game-Changer for Financial Advisors

Artificial Intelligence can be a game-changer for financial advisors, follow these 5 tips to leverage AI for nurturing leads.

Mar 28, 2023

Do Well by Doing Good: Making an Impact During Financial Literacy Month

In uncertain economic times, your insights are more important than ever. Explore impactful ways you can get involved in your community.

Mar 13, 2023

Lead to Mislead: The Costly Mistake of Financial Advisors Buying Leads

Looking for new ways to attract clients & grow your business? Explore why financial advisors should think twice before buying leads.

Feb 20, 2023

Unlocking the Power of Referrals: Why Advisors Need to Prioritize their Referral Game

Referrals are valuable for Financial Advisors, follow these 6 best tips to secure valuable referrals and drive the growth of your business.

Feb 6, 2023

Mastering the LinkedIn Algorithm in 2023

Learn key takeaways from the LinkedIn algorithm and how to maximize your visibility and impact on the platform.

Jan 23, 2023

Turning Testimonials into an Endless Source of Digital Referrals

Learn how to compliantly leverage the power of testimonial marketing to establish trust and build rapport with potential clients.

Dec 26, 2022

Best Practices for Mastering Your Presentation

Learn best practices to help you master your presentation and take your skills to the next level.

Dec 12, 2022

Building Client Trust Through Empathy

Learn how to harness your empathy and cultivate it into cementing stronger connections with clients.

Nov 28, 2022

The Top Benefits of Hosting a Webinar

Learn how to take your marketing to the next level through educational webinars.

Nov 14, 2022

The Push for Financial Literacy: Why People Need Advisors

In times of uncertainty, your insight is more important than ever. It's time to spread your knowledge through educational workshops.

Oct 31, 2022

Advisor Education for Continued Growth

Learn how to access quick tips from some of the best minds in the industry on demand.

Oct 17, 2022

How Financial Advisors can Benefit from Marketing Estate Planning

Hesitant to tackle the subject of estate planning? Explore why you should incorporate it into your seminar marketing model.

Oct 4, 2022

Are You on Track to Hit Your Q4 Goals?

Q4 is here! Ensure you are on track to hit your goals by taking these steps.

Sep 26, 2022

Graphic Design Tips for the Busy Advisor

Avoid common graphic design mistakes when building your brand to elevate your marketing.

Aug 29, 2022

3 Tips for Creating Original Marketing Ideas

Train your brain to generate unique marketing concepts with these simple techniques.

Aug 15, 2022

Make Your Email Subject Line Stand Out

Don’t get lost in the inbox. Start crafting your email subject lines a little more creatively.

Aug 8, 2022

Content is NOT One and Done

Don’t waste content! Put a twist on your old work using these techniques.

Aug 1, 2022

Avoid Going to Spam

Ensure your emails find their way to your audience's mailbox by using these techniques.

Jul 25, 2022

What is Curated Content, and How Can Advisors Benefit from It?

Your marketing doesn’t always have to reinvent the wheel. Try curated content instead!

Jul 18, 2022

Quick Advisor Content Marketing Tips

Make marketing easier by having a solid plan and effective resources for your content.

Jun 20, 2022

3 Reasons Why Financial Advisors Should Be Marketing Estate Planning

There is more to estate planning than just drafting legal documents, and financial advisors should be part of the process.

Jun 13, 2022

How Advisors can get Ahead During the Slow Season

If your practice is seeing a slowdown due to summer festivities, use these suggestions to keep business moving forward.

Jun 6, 2022

Top Industry Trends

Discussion with White Glove’s co-founders about the most pressing financial issues today

May 23, 2022

4 Tips to Make Your New Leads Feel Loved

How to turn new leads into your next clients by showing them some love.

May 16, 2022

How to Combat Workshop Market Saturation

Cut through the noise with these workshop saturation tips.

May 9, 2022

Capturing the Value of Gen Z

Take a dive into the world of Gen Z to learn about their financial habits and motivations.

Apr 25, 2022

4 Best Practices When Marketing to Leads

Marketing to new leads can be tricky, but these best practice tips from Mike Ashley, SVP of Product Operations, are sure to help!

Apr 18, 2022

3 Inflation Statistics Every Financial Advisor Should Know

With inflation hitting a 40-year high, financial advisors may have a unique opportunity to reach new clients and engage with lost clients.

Apr 4, 2022

The First 7 Seconds

You have 7 seconds to make a first impression. Are you making the biggest impact?

Mar 28, 2022

How To Show Credibility Without Bragging

Navigate how to present credibility to a new audience without crossing the line into arrogance.

Mar 21, 2022

3 Tips to Connect with Your Audience

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.

Mar 14, 2022

How To Show Clients You Love Them

Your clients choose you as their trusted advisor. Show them how much you appreciate their trust.

Mar 7, 2022

What NOT To Say During a Workshop

Avoid these common workshop mistakes and deliver your audience a meaningful, educational experience.

Feb 28, 2022

Quick Tips – Converting Attendees to Appointments

As a company that has always specialized in workshops, we know a thing or two about converting workshop attendees into booked appointments.

Feb 21, 2022

3 Tips to Make Your Power Close More Powerful

The purpose of a workshop Power Close is to get your audience excited to book an appointment with you.

Feb 14, 2022

Why Advisors are at the Heart of White Glove

Dean Thurman, financial advisor and co-founder of White Glove, breaks down his reasons as to why he loves financial advisors.

Dec 21, 2021

Starting Your New Year with a Holistic Marketing Approach

All of these marketing approaches can be helpful — but what is your end game?

Dec 7, 2021

5 Easy Ways to Stay Top of Mind

Are you leaving money on the table? If you aren’t nurturing and engaging with your leads and clients, the answer is yes.

Dec 2, 2021

How Financial Advisors Can Use Roth Conversions to Add Value

Every year, retirement income planning seems to get more and more complicated.

Nov 23, 2021

3 Effective Ways Financial Advisors Can Generate QUALITY Leads

When you purchase leads from a third-party company, do you know what you are actually purchasing?

Nov 12, 2021

7 Growth Hacks to Grow Your Practice in Two Years

Dean attributes much of his success to these 7 growth hacks that his office has put into place over the last few years.

Jul 13, 2021

Do You Need To Focus On Differentiation?

For most people, money for money’s sake is not living the best life you can.

Jun 16, 2021

White Glove Hires New Vice President of Marketing and Vice President of Group Workshops Products

White Glove is a tech-enabled marketing services company dedicated to helping financial advisors grow their business.

Apr 12, 2021

Four Potential Tax Changes Advisors Need To Prepare For

President Biden has outlined a substantial tax plan that includes many changes that could significantly affect retirees.

Mar 15, 2021

[NASDAQ] Leading Financial Services Professionals Shared Ten Ways You Can Thrive in 2021

Prospecting, selling and closing are always going to have their challenges, and the global pandemic only magnified them.

Feb 10, 2021

How White Glove is Pioneering Captive Marketing

Unique and ongoing changes in the financial landscape paired with an unprecedented need to adapt to new technological practices.

Jan 21, 2021

New SEC Amendments – What Do They Mean for Advisors?

Since the adoption of the Investment Advisers Act of 1940, the investment advisory industry as a whole has evolved drastically.

Dec 18, 2020

Financial Advisors: Stop Waiting for the “Old Normal” – It’s Not Coming!

Post-COVID, some clients and prospects will welcome going back to in-person, but many will find they still prefer the online experience.

Dec 22, 2020

Top 6 Trends for Financial Advisor Marketing in 2021

Market changes have come even faster this year as we’ve lived through a once-in-a-lifetime pandemic.

Apr 29, 2021

9 Proven Ways to Achieve High-Converting Webinars

Evidence proves there are superior strategies and tactics when it comes to effectively converting webinar attendees into appointments.

Nov 30, 2020

Captive Marketing – The Trend for 2021 and Beyond

In its simplest sense, captive marketing is a blend of marketing tactics to showcase professionals as trusted, credible thought leaders.

Nov 19, 2020

More Advisors Shifting to Social Impression Management in 2021

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.

Oct 20, 2020

8:1 Marketing ROI: How a Small Town Advisor Is Using Webinars to Grow

The consistent success Diorio has experienced in his three webinars has motivated him to schedule webinars for the rest of 2020.

Oct 9, 2020

Finding Success With Done-For-You Webinars

White Glove, along with our clients, have been working tirelessly since March to find success with webinars.

Oct 1, 2020

4 Tricky Appointment Setting Objections and How to Approach Them

After hosting more than 4,000 workshops of his own, financial seminar expert Frank Maselli narrowed down the four most common objections.

Oct 6, 2020

Advisor Webinars: Hidden Truths (Part II)

Whether it’s managing technology hiccups or ensuring you have an engaging, digestible presentation – we’ve got you covered.

Sep 3, 2020

Advisor Webinars: Hidden Truths (Part I)

In this 3-part blog series, we'll give you a clear idea of what we mean by done-for-you.

Aug 26, 2020

This Simple Strategy Turned 20 Webinar No-Shows Into an 8:1 ROI

With a little extra time and creativity, we’re seeing some clients maximize the value of no-shows with financial advisor seminars.

Aug 17, 2020

8 Tactics Top Financial Advisors Use to Avoid Webinar Drop-Off and Drive Appointments

Over the past few months, Webinars have evolved from a “nice-to-have” lead generation strategy to a “must-have” tactic.

May 18, 2020

How a Small Town Advisor Has Used White Glove Virtual Seminars to Bring in $2.5 Million in AUM in Less Than Four Weeks

While many industries have been forced to a grinding halt, other industries have never been busier.

May 5, 2020

[NASDAQ] Cracking the Code to Virtual Seminars During Social Isolation

How do you re-design your firm to effectively communicate, enhance productivity and stay agile during times of crisis and uncertainty?

Jul 30, 2019

The Q&A – Should it Be Part of Your Next Seminar?

The Q&A is a highly debated and often feared practice associated with hosting seminars.

Jul 23, 2019

Why Advisors Need to Get Smart on Estate Planning

Many financial advisors avoid hosting estate planning seminars for a number of reasons.

Jul 15, 2019

Becoming a Local Thought Leader With Educational Workshops [Podcast Interview]

White Glove Co-Founder Mike Thurman appeared on the BMO Global Asset Management Better Conversations. Better Outcomes.

Jun 18, 2019

How to Grow Your Business By Focusing on Relationships

No matter how good you are at managing wealth, at the end of the day, you’re running a business.

Jun 13, 2019

Tips For Turning Seminar Prospects into Clients [Plus a Free Download]

Your path to growth depends on following up and following through.

May 20, 2019

White Glove Honored as a 2019 Michigan 50 Companies to Watch

We are thrilled to announce that White Glove has been recognized as a 2019 Michigan 50 Companies to Watch!

May 11, 2019

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

To help you with your preparation, here are 10 important questions…as well as the answers we at White Glove (WG) would give you.

Dec 29, 2017

White Glove 2017 Accomplishments

In our second full year of business, we experienced astronomical growth as a company.

Mar 29, 2018

Forbes Names White Glove Seminars a “Leading Educational Resource For Those Nearing Retirement”

At White Glove, we pride ourselves on planning, coordinating and digitally promoting seminars.

May 29, 2018

White Glove Brings Seminar Planning Services to Canadian Finance Professionals

Our goal is to help Canadian finance professionals utilize seminar marketing as a powerful tool to educate.

Jul 29, 2018

Real Estate Seminar Secrets

Your happy clients know, like and trust you because you provide them information and wisdom that comes from your experience and expertise.