April Newsletter
White Glove in the News
White Glove is thrilled to announce the appointment of Derek Janis as Chief Marketing Officer. Janis brings a wealth of executive marketing leadership experience to his new role, a career in which his entrepreneurial spirit and deep understanding of customer needs have led to the success of various innovation startups at General Motors.
"Derek's grasp of the nuanced blend of creativity and data-driven methodologies in crafting powerful marketing strategies will be instrumental in propelling our growth strategy," said Greg Bogich, CEO of White Glove. "We anticipate his expertise will amplify our industry presence and broaden our market penetration."
To learn more, read the full press release here.
Where to Connect with White Glove
White Glove's Blog of the Month
Financial Literacy Month: Empowering Clients to Discuss Money with their Children
April is Financial Literacy Month, and what better time for financial advisors to focus on a topic that impacts generations — how to talk about money with children? Financial advisors play a crucial role in a family's financial well-being, which extends to their children's financial education.
This blog post equips you, the financial advisor, with strategies to use Financial Literacy Month as a springboard to empower your clients to have open conversations about money with their kids.
FAST Podcast — Financial Advisor Strategy Talks: New Episodes Available
The Power of Connection: How Seminars Fueled Business Success with Kurt Stahl
Join Lara and Kurt as he shares his journey that exemplifies the power of seminars not only as a marketing tool but also as a platform for building lasting relationships and providing genuine value to clients.
Listen to episode 35 here 👇
Recommended by LinkedIn
Farewell Episode! What's Next for the FAST Podcast? with Lara Galloway
In a heartfelt solo episode, our podcast host announces her departure from White Glove after six wonderful years. She reflects on her journey, the challenges that shaped her and the most impactful moments. But this isn't the end, it's a new chapter! Lara will also share what's next for the FAST Podcast.
Listen to episode 36 here 👇
White Glove Success Stories
Hear what a White Glove client had to say:
"I have hosted a total of 38 events. I average $575k in new assets per event. I have brought in a total of 21.6M AUM and an additional 6.5M from workshop referrals." -Brian A.
Seminar Smarts in Sixty Seconds
Are you tired of the same old presentation opening at your seminars? You may not be, but your audience is!
If you're a financial advisor hosting an event, giving a GREAT presentation is key. People showed up for you; you've got to show up for them.
Start with a bang, not a brag. The beginning of your workshop is not the time for a sales pitch, but it should be a conduit to your introduction later.
Stories have the power to captivate, inspire and connect. And in your workshop, they're your ticket to grabbing your attendees' attention from the very beginning. Consider sharing relatable videos, anecdotes, powerful statistics or an opening question that leaves your audience hungry for more.
👉 In this video, Diana gives you a successful opening structure you can use time and time again.
Advisor Insights on the Go
Many people wonder if financial advisors are worth the 1% annual fee. It's a valid question! But here's the thing: studies show good financial advice can add up to 3% more to your clients' returns each year. - Vanguard 📈
➡ Listen below to hear Dean Thurman break down the value advisors bring in our new advisor insights on the go! These quick tips are designed for you to easily share with your clients.