White Glove and TouchFuse, which includes the LeadJig, Prospectix and Acquire Direct businesses, announced today the merger of the two companies, creating a full-service, omni-channel marketing services company focused exclusively on financial advisors.

Webinars and online meetings undoubtedly offer convenience, bridging gaps imposed by time constraints and geography. Yet, the essence of trust and rapport often demands more time and touchpoints to achieve conversions virtually.

Marketing services firm White Glove announced that Diana Cabrices will assume the role of Chief Evangelist, growing the firm’s brand and educating the firm’s advisors on how to best leverage its workshop system and marketing services to engage clients and prospects.

Mike Thurman, Co-Founder of White Glove, an advisor marketing company specializing in turnkey client acquisition and engagement services including seminars, webinars, workshops, social impression management, podcasts, and other digital media.

Consider this: It costs between five to seven times more to acquire a new client than to serve an existing one. Firms that increase customer retention by 5% can see profits rise by 25%.

Marketing And Lead-Generation Services Firm Teams With SEC-Compliant Online FA Review Platform To Generate Leads And Conversions.

It’s not an uncommon occurrence: a recent Gallup study found just 46% of Americans have a will. That’s an unfortunate, but unsurprising statistic as some find the topic to be uncomfortable or morbid.

Discussions With Orion On ChatGPT And AI’s Future In Wealthtech, White Glove On Digital Tools For Lead Generation, Hubly Launches Partner Workflows

Business Development Leaders From White Glove, Docupace And Berthel Fisher Describe Organic Growth Initiatives For 2023 Through Uncertain Markets

Business Development Leaders From White Glove, Docupace And Berthel Fisher Describe Organic Growth Initiatives For 2023 Through Uncertain Markets

The financial advisor marketing company White Glove launched its web-based Estate Planning in a Box toolkit.

Wealth management and wealthtech firms are more effectively bringing together traditional and digital lead gen strategies as organic growth becomes priority one again.

With an estimated $68 trillion in wealth moving from Baby Boomers to younger generations in coming decades, the demand for estate planning services is bound to explode.

White Glove, a marketing company specializing in lead generation, lead nurturing and client engagement services for financial advisors, had long delivered customized programs and support for advisors running in-person recruitment and educational programs.

Detroit-based White Glove, a tech-enabled marketing company that specializes in client acquisition and engagement for financial advisors, launched a simplified, all-inclusive pricing structure.

White Glove, FMG, SmartAsset Take Different Paths in Driving New Clients to FAs

Welcome to our best financial services innovation articles and thought leadership discussions that the Institute for Innovation Development (IID) developed throughout 2021.

Digital client prospecting and marketing are here to stay, spurred by the pandemic but reinforced by the promise of scalability

In this episode, Christine Shaw is joined by Brad Swineheart, senior vice president of business development at White Glove, a tech-enabled marketing services company dedicated to helping financial advisers grow their business. Christine and Brad discuss the importance of male allyship and how Brad uses his platform to create a more gender-inclusive industry.

White Glove in downtown Birmingham kicked off its return to the office with the beginning of an office Olympics.

A company in Birmingham is using the Olympics to make the return to the office a little bit smoother.

Brad Swineheart on Developing Credibility, Presence, and Humanity Online

In this episode, we sit down with Brad Swineheart, the VP of Business Development at White Glove. We dive deep into webinars in this episode - including why they make sense, what topics you should be covering, how you should be distributing, and what differentiates a good webinar from a bad one.

This article continues the Institute’s new series on Virtual Engagement Leaders and recent virtual events to examine and learn from their design and delivery experiences.

Leading your firm through a dire external crisis, addressing the heightened concerns of your clients, and continuing a business growth dynamic all combine into a very challenging calculus.

The coronavirus pandemic requires not just an outreach of phone calls, emails and video chats but also carefully constructed messaging that helps advisors truly connect with their clients and prospects.

Let's take a moment to review some of the best financial services innovation articles and discussions that the Institute for Innovation Development developed throughout 2019.

According to financial-planning.com, women currently control 51% – or $14 trillion – of personal wealth in the United States…yet most advisors continue to focus on building relationships with men.

Hosting educational seminars is one of the most effective ways to establish a relationship with people who need your financial advice and expertise, and in turn, grow your business.

For planners new to the profession, building a book of business from scratch and establishing themselves as an authoritative and credible source for their clients and community can be among the most daunting tasks.

In a lead-up to 2019's Michigan Celebrates Small Business Gala Celebration Jeffrey Mosher spoke with several winning companies from this cycle.

Seminars have long been a way for financial advisors to deepen client relationships and grow their business. But the logistics behind them can be grinding and time-consuming.

At a rather unique financial services industry conference I recently attended, I was stricken by the level of discussions and trainings going on around what it meant to truly engage and connect with your clients and prospects.

We increasingly have become digital denizens—online retail vs. stores, Facebook vs. letters, Google vs. newspapers—creating this new massive wave of personal information we charmingly call “Big Data.”

Seminar lead generation. No, not lead generation seminars. We’re talking about using a seminar to get listings and make connections here.

White Glove Workshops, a digital marketing company specializing in planning, managing and promoting educational seminars for professionals in multiple industries announced John Johnson as managing director of business development and Paul Gazda as director of marketing.

White Glove Workshops, a digital marketing company specializing in planning, promoting and managing educational seminars for professionals in the finance, insurance, real estate and legal industries, has hired former National Planning Corporation CEO and president John C. Johnson as managing director of business development.

Let’s go back to the late '90s and early 2000s. We’ve been financial advisers for more than 25 years, and we grew our practice through educational seminars. Our passion is teaching the public how to prepare for successful retirement. Retirement planning is not something you learn in school, and it’s not easy figuring out all the nuances if you aren’t a financial planner.

Think about what catches your eye.

The housing market today is akin to the gold rush of the mid-1800s, with many prospective home buyers – and not necessarily enough inventory.

Finding ways to stand out from the crowd is getting increasingly difficult, and advisors are being forced to get creative

White Glove Workshops, a digital marketing company specializing in designing and delivering seminars for professionals in finance, insurance, health care, real estate and law, is looking north—to Canada.

White Glove Workshops, a digital marketing company specializing in planning, managing and promoting educational seminars for professionals in finance, insurance, healthcare, real estate and the legal profession, has expanded its service offerings to Canada.