Brad Swineheart’s guide to gender inclusion in financial advice
July 15, 2021
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.
Local 4 Detroit
Birmingham company creates ‘Office Olympics’ to help welcome staff back to work
July 13, 2021
A company in Birmingham is using the Olympics to make the return to the office a little bit smoother.
Did you see three men run through downtown Birmingham with a torch? Here's why.
July 13, 2021
White Glove in downtown Birmingham kicked off its return to the office with the beginning of an office Olympics.
The Model FA: Guest Shareables
April 20, 2021
Brad Swineheart on Developing Credibility, Presence, and Humanity Online
The Advisor Lab
A Guide to Webinar Marketing: Topics, Trends, Tactics
April 19, 2021
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.
Advisor Virtual Resilience Series - Virtual Conference
August 4, 2020
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.
Cracking the Code to Virtual Seminars During Social Isolation
April 22, 2020
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.
A Masterclass for Advisors on Turning Complexity Into Simplicity
April 2, 2020
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.
Top Articles in 2019 From the Institute for Innovation Development
January 21, 2020
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.
Women in Finance Series
September 13, 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: Expect the Unexpected
August 7, 2019
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.
Financial Planning Association
Producing Educational Seminars that Move the Needle
July 25, 2019
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.
Michigan Business Network
Michigan 50 Companies To Watch | White Glove
May 7, 2019
In a lead-up to 2019's Michigan Celebrates Small Business Gala Celebration Jeffrey Mosher spoke with several winning companies from this cycle.
Getting Advisors Set Up For Seminars
April 18, 2019
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.
The Art And Science Of Client Engagement
April 14, 2019
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.
Converting Digital Marketing Into Guaranteed Outcomes
February 15, 2019
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.”
Easy Agent Pro
Seminar Lead Generation – This is how you get listings
January 31, 2019
Seminar lead generation. No, not lead generation seminars. We’re talking about using a seminar to get listings and make connections here.
White Glove Expands Leadership Team
January 23, 2019
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.
Insurance News Net
White Glove Workshops Hires Former NPC CEO John Johnson
January 15, 2019
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.
Detroit Free Press
These guys created a new business and went from 4 to 100 employees in 3 years
December 16, 2018
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.
Crain's Detroit Business
How to create content that stands out
November 27, 2018
Think about what catches your eye.
Building Bonds With Borrowers via Educational Workshops
October 15, 2018
The housing market today is akin to the gold rush of the mid-1800s, with many prospective home buyers – and not necessarily enough inventory.
How advisors can transform their marketing strategies
October 9, 2018
Finding ways to stand out from the crowd is getting increasingly difficult, and advisors are being forced to get creative
Digital marketing firm expands services into Canada
August 16, 2018
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.
Real Estate Magazine
White Glove Workshops helps agents host seminars for first-time buyers
July 10, 2018
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.
White Glove Adds New Member to Advisory Board
December 7, 2021
RLR Strategic Partners Managing Partner, Larry Roth, Joins White Glove Advisory Board
White Glove Adds Bloomin' Brands to Customers Educational Workshop at Restaurant Venues
November 16, 2021
White Glove customers receive discounts and increased location flexibility through partnership.
White Glove Partners with America's IRA Expert Ed Slott to Provide New Workshop Topic
September 30, 2021
Fast-growing company aims to strengthen their group workshop product for financial advisors through strategic partnership.
White Glove Hires New Vice President of Marketing and Vice President of Group Workshops Products
June 16, 2021
Fast-growing company aims to strengthen marketing efforts and their group workshop products through strategic hiring of industry veterans
White Glove and Chalice Network Announce Partnership Providing Guaranteed, Qualified Client Introductions to Chalice Members
April 26, 2021
White Glove and Chalice Network are proud to announce a partnership which ensures Chalice Network members access to all White Glove services including the newly launched and currently sold out 1:1 Workshops.
White Glove Announces New Groundbreaking Marketing Products for Advisors at Annual Host University
March 4, 2021
Webinar Master Class and guaranteed appointments are now available to help professional advisors grow their business and succeed with virtual events
White Glove Launches Proprietary Technology to Accelerate Advisor Workshop Performance
December 10, 2020
Green Zone Technology now available to help financial professionals, attorneys and other professional advisors identify more affluent areas and reduce market saturation.
White Glove Adds Appointments as Its Fourth Guarantee to Further Stand Behind Advisors’ Seminar and Webinar Event Performance
October 19, 2020
Now Quadruple Guaranteed, White Glove educational workshops continue to prove higher return on marketing for financial advisors.
Inc. Magazine Unveils Its Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000
August 24, 2020
White Glove Ranks No. 846 on the 2020 Inc. 5000 With Three-Year Revenue Growth of 97 Percent
White Glove Launches Comprehensive Product to Help Financial Advisors Optimize Seminar Marketing Results
July 21, 2020
White Glove University now available to help eliminate common pain points associated with hosting webinars and live seminars
White Glove Offers a Casual Space to Help Financial Advisors Network and Gain a Competitive Edge in Virtual Advising
June 15, 2020
White Glove leadership hosts recurring virtual happy hours to help advisors de-stress and navigate growing their business during a pandemic.
White Glove Leads the Way For Financial Advisors With Virtual Seminar Solutions During the COVID-19 Crisis
March 24, 2020
Web-based products now available to provide real-time expertise and guidance in the midst of volatile markets due to coronavirus pandemic