Solutions for Success

Discover new solutions to enhance your client experience and accelerate growth.

Advice2Advisors

Guided by the leadership of Daniel Collison, an industry expert and author of two books -- The Financial Advisor's Guide to Excellence (2015) and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors (2023) -- we've built a solid foundation for success that puts us at the forefront of advisor coaching.  Dan is a Trust and Estate Practitioner (TEP) and has coached thousands of financial advisors in growing their businesses through estate planning.  

Advisors with White Glove receive a $250 discount off a 60-minute Estate Planning Coaching session with Daniel Collison by using the WHITEGLOVE coupon code.

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Asset Map

A scalable software as a process (SaaP), to help financial professionals, who lead with advice, collect, visualize and analyze client household facts in order to provide holistic guidance in minutes not hours. Adopted by thousands of professionals worldwide, Asset-Map consistently proves that clients want more consumable interactive experiences from their advisors, and firms of advisors who use Asset-Map report significant lifts to their revenue while providing client's delight.

We’ve partnered with White Glove to offer an exclusive 10% discount! You can also get a 30-day, risk-free trial of Asset-Map to see how you can boost client retention and increase revenue with the industry's leading financial engagement software.

Join thousands of financial advisors mapping their clients’ full financial picture to help them make better decisions.

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Ed Slott

Ed Slott and Company is the nation's leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media across the country. We neither sell nor endorse any particular financial product. We are an educational company working to:
1. Train financial professionals on an individual and corporate level to become knowledgeable recognized leaders in the retirement marketplace; and
2. Answer retirement savers’ most important questions and continually provide practical and easy-to-understand information on IRA, retirement, tax and financial planning topics. 
Advisors with White Glove can receive a $300 discount off of Ed Slott’s 2-Day IRA Workshop, Instant IRA Success, by using the code “WHITEGLOVE”. Visit www.irahelp.com/2-day for more information.

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EncorEstate Plans

EncorEstate Plans enables the trusted financial advisor to fix the broken estate planning experience by providing the technology and support needed to end client procrastination. Our software and team provide beautiful visual estate plan summaries and enable advisors to facilitate uncovering and updating out of date estate plans in minutes.  Encore is the only end to end estate planning platform 100% committed to enabling the advisor to deliver the best estate planning experience available.

Use Code: FriendofWhiteGlove for 50% off your first Will or Trust Based Estate Plan with us.

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Estate Guru

Estate Guru is the “best in class” estate plan document platform for financial professionals. Our turn-key solution simplifies and streamlines the process of putting a sound estate plan in place. Proprietary software paired with a nationwide network of attorneys means no more overly simplified, risky documents from a DIY solution. Advisors can finally control the client experience and get documents from a lawyer at a fraction of the usual price. You can even get paid for your non-lawyer role if you choose.

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NAIFA

The National Association of Insurance and Financial Advisors is the preeminent membership association for the multigenerational community of financial professionals in the United States. NAIFA members subscribe to a strong Code of Ethics and represent a full spectrum of financial services practice specialties, and work with families and businesses to help Americans improve financial literacy and achieve financial security. NAIFA provides producers a national community for advocacy, education and networking along with awards, publications and leadership opportunities to allow members to differentiate themselves in the marketplace. As part of NAIFA’s advocacy efforts, members in every congressional district advocate on behalf of producers and consumers at the state, interstate and federal levels. Discover the benefits of belonging by becoming a member!

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Nitrogen Wealth

Nitrogen is the world’s first growth platform for wealth management firms. Our powerful suite of tools enables you to confidently navigate the journey from prospect to meeting and from meeting to loyal client, while staying true to your fiduciary duty. Nitrogen revolutionized how financial advisory firms grow with the launch of Riskalyze in 2011 and the invention of the Risk Number®️, built on a Nobel Prize-winning academic framework. Today, Nitrogen includes a proven formula for gathering and winning assets, powerful risk alignment, ongoing client engagement, in-depth analytics and research, light planning, and beyond. Join thousands of firms using Nitrogen to experience unparalleled growth and maximize your firm’s success.

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ProudMouth

ProudMouth is the world’s leading influence accelerator for financial advisors. We provide the talent, tools, and training to empower, enable and equip them for competitive advantage in the expertise economy. Our clients include Adri Miller-Heckman, Christine Luken, Kimberly Griego-Kiel, Larry Heller, and other recognized authorities who now rely on the “pull" of influence instead of the “push” of advertising to fuel their business growth.

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Reminder Media

Are you looking for a turn-key solution for consistently connecting with your clients? That's what ReminderMedia is the best in the world at. With our personally branded magazine service we give you your own beautiful 48 page professionally produced magazine, brand it to your business, and mail a new issue out to your top contacts on autopilot every other month! It's an incredibly powerful and cost-effective way to not only effectively nurture relationships with your clients but also their families and the next generation. With ReminderMedia, you can enhance client engagement, increase referrals, and ultimately grow your business. White Glove clients can sign up for 67% off the setup fee.

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Stonewood

Ready to transform your practice? Stonewood Financial has the tools (and training) to get you there. We take the industry's most powerful tax story and deliver it through lead gen tools, seminar and webinars, books, tax analysis software, and custom client reports.

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Three Crowns

Three Crowns Marketing is an award-nominated branding and digital media agency exclusively serving financial services. Our team of financial marketing experts fuels the industry’s most forward-thinking companies with custom, people-centered marketing strategies that include dynamic websites, end-to-end podcast production, and SEO-driven content to enhance organic growth. Founded in 2018, Three Crowns is based in Omaha, NE and serves clients nationwide. White Glove subscribers receive a 5% discount on all services.

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Wealthtender

Wealthtender is an essential digital marketing platform for advisors to get found online and convert more prospects into clients. By joining Wealthtender, advisors strengthen their SEO and gain exposure to a rapidly growing consumer audience. Nearly 500,000 people visited wealthtender.com in the last 12 months looking for financial guidance. Wealthtender is the #1 find-an-advisor directory online and the industry's first SEC-compliant financial advisor review platform. White Glove clients can sign up with coupon code GLOVEVIP at checkout for a 50% discount on the first two months of any subscription plan.

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