White Glove

Curious about the marketing strategies top advisors are excelling at? Eager to discover the lessons they wish they had learned sooner about attracting the right clients? Want to know how they patched the gaps in their processes that were draining money, time, leads, and — most importantly — clients? Welcome to Host University. Here, we focus solely on peer-to-peer education. No product pitches, no motivational speakers — just valuable insights from your peers. Learn from successful advisors who have figured out how to fill their pipeline, convert leads to prospects, turn those prospects into clients and keep those clients satisfied for the long haul. Register before 7/31 for our earlybird discount of just $499 per attendee: https://hubs.la/Q02xyD7s0

Estate planning is a hot topic for clients, and you’re already equipped to be their guide. Don’t miss out on this chance to position yourself as a trusted resource on a subject your clients care about. Estate planning goes beyond the realm of attorneys, and financial advisors can play a crucial role in helping clients achieve their legacy goals. Join us TODAY at 1 pm ET as Diana Cabrices will help you understand your unique role in estate planning and equip you with 6 powerful tips to deliver exceptional seminars that convert! Can’t attend live or already booked? Register anyway and we’ll send you a recording of the session. While you’ll miss the live magic, we’ll make sure you don’t miss the advice! https://hubs.la/Q02F4X1v0

When navigating your financial advisor career path, it’s common to ask yourself: Am I on the right track? Where could I improve? What are my peers doing? The reality is, there’s no one-size-fits-all approach to carving out your financial advising career. If you haven’t already, listen to this episode of the FAST Podcast as Dean and Candace explore the key inflection points you’ll encounter and the diverse routes within the industry. Dean might just provide the answers to those burning questions! Listen now 👉 https://lnkd.in/d9pkiNDq

You're told to educate, not sell. But how do you make the pivot? From educator to advisor, Diana Cabrices covers 3 ways you can position yourself as an "advisor-for-hire" when wrapping up a seminar or webinar in the video below. Hint: SO much of building trust quickly with your audience rides on how you open your workshop. Beyond the opening, the advisors must find ways to drive relatability between themselves and their audiences. This is key. 🔑 Because no one wants to hand over the key to their money house if they don't feel connected to you. It's a relationship business, after all. In today's episode of Seminar Smarts, Diana shares a few strategies that stand the test of time when it comes to accelerating connection and relatability in business. 📹👇 Want to master the pivot? Check out this month's Seminar Smarts video below! #seminarsmarts #financialeducator #financialadvisor #seminarmarketing #webinarmarketing #marketing #financialservices #wealthmanagement

Our July Monthly Digest is your one-stop shop for Host University information, upcoming webinars, fresh FAST Podcast episodes, insightful blog posts and more! Read below. ⬇️

As a financial advisor, your time is valuable. ⏰ You should be spending it building strong relationships with clients, developing financial plans and helping them achieve their financial goals. Dean shares his insights on the ideal timing for hiring support staff in your career, the key personality traits to look for and more! Thanks, Dean!

We're #hiring a new Digital Marketing Specialist in Troy, Michigan. Apply today or share this post with your network.

There’s no one-size-fits-all path to financial advisor success! This episode, Dean Thurman and Candace Byrnes dive into the key inflection points you’ll face in your career and the diverse paths you can take within the industry. Thinking about going solo or building a team? We explore the pros and cons of both individual practice and running a multi-advisor business. The most important takeaway? Finding the right fit and working with great people! Tune into the FAST Podcast today. ⬇️ 🎙️ https://lnkd.in/d9pkiNDq

Estate planning is all the rage right now. 💣 Left and right advisors are being told to incorporate estate planning solutions within their businesses. Of course, there's a reason for this. But with the term "estate planning" carrying a highly legal connotation, it often scares some advisors away (and overlooks the essential strategic input/financial expertise that advisors bring to the process). ❓ So exactly what IS an advisors role in estate planning? Join our Chief Evangelist, Diana Cabrices, on Thursday, July 18th at 1 pm ET and finally rid yourself of uncertainty while gaining the clarity you need to start differentiating your firm with estate planning. Save your spot here: https://hubs.la/Q02FPqNG0 And because marketing is everything (what's a great service if no one knows about it?).... We’ll also teach you 6 solid tips to nail your next estate planning seminar! 🎤 ⤵ Here's a 3-part breakdown of what we'll cover: 1️⃣ - What is an advisor's role in estate planning? (hint: most if not all of you are already doing this!) 2️⃣ - Why the time is now to position yourself as an educator on estate planning (and why seminars are PERFECT for this) 3️⃣ - 6 proven tips to nail your next estate planning seminar and create a fresh pipeline of prospective clients for your firm This isn't another webinar telling you WHY estate planning is important — we’re going to teach you HOW to get started with marketing this important value-add. Save your spot for our 7/18 webinar here: https://hubs.la/Q02FPqNG0 Already booked? Register anyway and we’ll send you a copy of the recording and our slides.

Industry events are essential for expanding your knowledge and learning valuable tips to grow your business. 🧠 Host University stands out from the rest because it offers insights based on robust data and extensive trial and error from your peers in the financial industry. At Host University, you won’t get a sales pitch. ❌ Instead, you’ll experience a two-day immersive experience surrounded by advisors who excel at hosting events and will teach you exactly how to succeed. You’ll leave with actionable tips and tools to maximize your seminar marketing ROI. What’s even better? Your ticket includes a $500 credit towards seminar marketing, making it an investment that pays off. 💵📈 Don’t miss out on this valuable opportunity! Join us today via the link below 👇 https://hubs.la/Q02xyD7s0 Diana Cabrices