Dean Thurman, financial advisor and co-founder of White Glove, breaks down his reasons as to why he loves financial advisors.
When we say that we love our advisors, we truly mean it. Unlike most marketing companies in the financial industry, White Glove is actually founded by financial advisors who started in the trenches, discovered a marketing strategy that worked, and wanted to help their peers come to the same success.
Dean Thurman, financial advisor and co-founder of White Glove, breaks down his reasons as to why he loves financial advisors and has dedicated his career to helping them thrive.
Advisors have passion:
“You aren’t selling a product or an investment. You are just talking to people about what they really want to know- and you love it! You talk about dollar cost averaging and their 401K. How to save for their child’s education, or how much money they will need for retirement. Your passion is to help.”
Advisors are driven:
“Many advisors started off like I did. Between the cold calls, door-to-door sales, and mass mailers, we have dedicated our lives to bring financial awareness. That is why I love this industry. We are determined.”
Advisors are educators:
“Advisors help educate regular people who want to know what they were never taught in school. Other than physical and mental health, there’s nothing more important than your financial health. It’s very complex. It’s dynamic. It’s intimidating. And it’s private. Financial advisors navigate these waters to help educate those who need it, and I think that is notable.”
Advisors build communities:
“There has never been a more important time to get yourself out there as a professional and help those communities that need information about their finances. People have switched jobs. Maybe they are switching homes and moving across the country. So many different dynamic changes, and they need to speak with financial advisors. Our advice is so important right now, and with our help, we can better our communities.”
Advisors need help, too:
“There are other marketing companies out there- but the people who run those other companies are not financial advisors. They don’t know the pain points. They don’t know what it’s like to be in the trenches. They don’t know how difficult it is to talk to Mr. and Mrs. Smith out in the audience in becoming your client and trusting you with their life savings and their child’s college care. They don’t know what that’s like to turn a complete stranger into somebody that trusts you with all their money. But we do. And we want to help you.”
To learn more about the history of White Glove and why the company was built by advisors, for advisors, you can listen to Dean or click here for more information.