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AttracT • Connect • Engage

Stress-Free Marketing
for Financial Advisors

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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.

Stonewood Advisors: Lock in $5 OFF per Attending Household
Results-based Pricing

Only pay for those who actually attend

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.

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Starting at $249 per attending household
  • Booking of top-performing educational venues
  • Marketing to fill the room
  • Reminder calls, texts and emails to all registrants
  • Presentation tools and coaching
White Glove Risk-Free Webinar Icon


Starting at $249 per attending household
  • Webinar training with personalized feedback
  • Marketing to fill your virtual room
  • Reminder calls, texts and emails to all registrants
  • Professionally run webinar technology

Get in front of qualified leads and keep them!

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$5 OFF
per Attending Household
Nurture and Engage

Hands-free marketing built for advisors

Dedicated Concierge
Social Media
Branded Content
Client Engagement
Facebook Live
Appointment Setting
FINRA Reviewed Drip Campaigns
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Let White Glove work for you

Nurture new leads and engage current clients with proprietary, industry-specific content all developed by our in-house content team.

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100% Done-for-You

Time is a limited resource, don’t spend it worrying about complex marketing platforms – that’s our job.

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Maximize your ROI

Pair lead generation efforts with lead nurturing to make the most of your marketing spend.

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Impress (and retain) clients

Ensure current clients feel valued, respected, and cared for with meaningful communications.

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Turn old leads into clients

Re-engage dormant leads with compelling and ongoing content.

Financial Advisor Coach
Industry Pioneer

Advisor Built.
Advisor Owned.

White Glove is an industry pioneer in seminar marketing and the only advisor marketing company that guarantees* the success of its clients. We are dedicated to helping growth-minded financial professionals attract, connect and engage with quality leads.

Attract • Connect • Engage

We Do ALL the Work for You


Pay After your Event

Pay after your event with no up-front costs to you as an advisor

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Results-Based Pricing

Results-based pricing so you only pay for those who actually attend

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New Client Guarantee

Guaranteed* new client when you host your workshop with us

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White Glove Quote

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.

Kurt Stahl Financial Advisor
Kurt S.
Financial Advisor

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!

Chris T.
President and Senior Advisor

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.

Paul B.
Financial Advisor
The White Glove Why

The Industry Pioneer in Digital Seminar Marketing

  • Trusted by over 10,000 advisors across the nation
  • Over half a million client introductions, resulting in over $100B of opportunity for advisors to grow their business
  • The ONLY seminar marketing company that guarantees the success of its clients

Get Started Today!

Speak to an Executive Marketing Consultant today to get started!

*Terms Apply – Speak to your Executive Marketing Consultant about guarantees