Food for
Thought

See what’s cooking at White Glove
Food for Thought

Check out what's cooking at White Glove

June 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.

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.

April 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.

April 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.

February 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.

January 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.

January 8, 2024

Transforming Employees into Brand Advocates

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

December 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.

December 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.

November 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.

November 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.

October 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.

October 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.

September 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.

September 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.

August 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.

August 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.

February 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.

July 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.

June 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.

June 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.

April 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.

April 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.

March 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.

January 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.

December 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.

December 12, 2022

Building Client Trust Through Empathy

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

November 28, 2022

The Top Benefits of Hosting a Webinar

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

October 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.

September 26, 2022

Graphic Design Tips for the Busy Advisor

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

August 29, 2022

3 Tips for Creating Original Marketing Ideas

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

August 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.

August 8, 2022

Content is NOT One and Done

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

July 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!

April 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!

December 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?

November 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?

December 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.

November 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.

October 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.

October 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.

September 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.

August 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.

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?

July 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.

June 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 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.

July 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.