Learn how to access quick tips from some of the best minds in the industry on demand.
Time is every advisor's most precious resource, which is why the Financial Advisor Strategy Talks (FAST) Podcast was created — a new way for you to conveniently access advisor education on demand.
Tune in every other week as we cover topics geared toward your success as a financial advisor. You'll hear tips of the trade from guest hosts, including problem-solving techniques, proven growth strategies, and so much more!
Check out some highlights:
Episode 1: Tips You Need to Grow Your Business
Are you trying to find your target audience? Do you want to learn ways to better connect with them? Take a listen to episode one with Lara Galloway, the SVP of Financial Education at White Glove.
In this podcast, Lara reveals the best practices for reaching your clients in today's environment.
"They're just exhausted with trying every new thing out there. This is who it's for —people who want to connect with their communities and understand that education is everything. If you empower people to make good financial decisions, when it's time for them to start executing those decisions, when they realize they're in over their heads and need a professional to help them — they'll call you because you were their educator."
When it comes to webinars and seminars, Lara explains how the pandemic has completely changed the game and what White Glove has learned will benefit you and your business.
Episode 2: Advocating for Financial Advisors in Today's Digital World
You set up your own financial advising business, and things have been going well... but now things have changed. The best practices that led you to success 20 years ago may not work today. What are the solutions to client acquisition in this new world of digital connection?
Listen to episode two with Larry Roth, Managing Partner at RLR Strategic Partners and CEO of White Glove. Larry has been in the financial services industry for more than 30 years, is a current and past board member of many widely respected organizations, and has served as CEO of two of the largest independent firms in the industry. Throughout his career, he has experienced how the landscape has changed.
"Financial advisors – and their clients – are, on average, approaching 60 years old," he said. "And now it's about finding and acquiring new clients through alternative ways."
"You're going to do that with social media," Larry said. "You don't really need to meet twenty 30-year-olds in order to get a client…you need to get in front of a large number of them and let them find you. It's not as difficult as you might think."
Throughout the episode, Larry shares wisdom on why every advisor should focus on growth, how consistent engagement with clients leads to significant results, the importance of a holistic approach to advising, and more.
Portable Education for Financial Advisors
White Glove was built by advisors for advisors, which is why we are so passionate about advisor education and success. Subscribe now to the FAST Podcast and listen when you're on the road or taking a lunch break and start growing your business today!