Education and Training for Advisor Success... All in One.
Take advantage of advisor training through webinars, guides, templates, tips, and so much more. Participate in local events, network with the community, and grow your brand awareness with White Glove University.
As part of our monthly events, you’ll have access to the Advisor Roundtable, which will present you with the opportunity to connect with peers and our founders (who are advisors themselves) to learn and share best practices. (The strategies shared here could cover your investment alone!) Attend live or catch a replay at your convenience.
Access a comprehensive library of resources including guides, templates, checklists, scripts, and more! You’ll learn highly actionable strategies that have been researched and proven to help financial advisors grow their practices and improve their skills quickly.
We go beyond just seminars, webinars, and presentation skills. As a member, you’ll gain access to content covering useful tech tools, practice management and mindset mastery.
Get direct insight on how other successful advisors are presenting their workshops. Take tips and tricks from these sample presentations and turn them into your own secret workshop weapon.
When it comes to focused, rapid improvement, there are few methods, if any, that rival a 1:1 approach. With decades of experience, workshop and practice management mastermind Frank Maselli has truly mastered the art of building rapport, providing value and turning prospects into loyal clients. Frank will help you optimize your strengths and conquer your weaknesses – ultimately leading to significantly improved event results, from appointment setting to conversion.