Our workshops allow you to do well by doing good. Let us do all the work for you while you concentrate on doing what you do best, providing financial advice to your clients.
White Glove offers lead-generating workshops, lead nurturing, and client engagement solutions all in the pursuit of eliminating stress and freeing up time so you can spend more of it advising your clients.
Nurture new leads and engage current clients with proprietary, industry-specific content all developed by our in-house content team.
Time is a limited resource, don’t spend it worrying about complex marketing platforms – that’s our job.
Pair lead generation efforts with lead nurturing to make the most of your marketing spend.
Ensure current clients feel valued, respected, and cared for with meaningful communications.
Re-engage dormant leads with compelling and ongoing content.
Finally, tried out an Estate Planning seminar from the angle of Documents = your lawyer, Strategies = your financial advisor – White Glove filled the seats with above average net worth prospects and we booked 71% of the attendees.
Nurture & Engage offers everything I need for my business. I have received very positive feedback about my email newsletters and existing clients have increased their investments with me!
Every dollar we invest in White Glove, we receive about a 9:1 dollar return. If I can suggest anything to any financial advisor - make a commitment for at least 6 to 10 workshops.
Speak to an Executive Marketing Consultant today to get started!
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