(844) 949-9497

Flood Your Calendar
with Premium Clients...
And Keep Them For Life

Fully outsourced, end-to-end premium marketing & client retention services. Designed for financial, insurance and legal advisors that want to crush sales goals and get their time back.

Discover why THOUSANDS of advisors have trusted their marketing client retention to White Glove's fully compliant and premium full-service team.

17,268

Events

1,000+

Successful Clients

401,432

Client Introductions


Premium Done-For-You

No piecemeal approaches. “White Glove” means you receive unrivaled, award-winning service on your ENTIRE client acquisition and retention process... so you can focus on what you do best.


End to End Marketing Solutions

Our comprehensive selection of products and services arm you with everything you need to thrive at each step of the pipeline. From education and prospecting all the way through client retention and engagement.


Results Driven

Deep industry experience with a tailored approach, combined with our unparalleled triple guarantee, enables us to closely align with our clients' goals and deliver optimal returns.


'Perfect Fit' Clients

Through educational content, data-driven targeting, and timely communications, we find and pair the right prospect with the right advisor at the right time. .

Financial Advisors, RIAs and Wealth Managers Love White Glove

“Since working with White Glove, basically every dollar we invest with White Glove, we received a nine or 10 dollar return.”

— Paul Bufty

The Financial Group of Philadelphia

“I've done 4 events, and so far I've brought in 1.2 million dollars in assets. From my last event, I have 6 million dollars pending at this point.“

— Milo Milosevich

Safe Money Solutions

“They take you through the whole process from beginning to end, and that's what I love about it.”

— Stephen Dellelo

Retirement Income Strategies

“They really take the load off my back so I can focus on what I do best.”

— Sam Dixon

Oxford Advisory Group

COVID-19 got you quarantined? Come out strong.

Meet new prospects online with high ROI Virtual Seminars.

See How It Works

Done For You Services

Live Seminars

Leverage the power of educational seminars through the only 100% done-for-you, triple guaranteed seminar planning and digital marketing program.

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NEW

Virtual Seminars

Present to a virtual audience from anywhere with a laptop and wifi… Our Done-For-You Virtual Seminar allows advisors to grow their business from their laptop - entirely online.

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Full compliance coverage in the US and Canada.

More than 200 professional service companies all across the United States and Canada depend on us to help them grow their business.

We’re neutral when it comes to the companies we work with in the financial space - meaning we are not affiliated with one specific FMO, IMO, RIA or Broker-Dealer.

Our name says it all.

Providing a “white glove” experience is woven into our DNA. Being part of our tribe means you get the special attention and (dare we say) meticulous service you would expect from a company named White Glove.

This type of white glove service didn’t exist when our co-founders, Dean Thurman and Mike Thurman, were hosting educational seminars. So they created it. Since we’re the only advisor built and advisor owned seminar marketing company, we innately understand the challenges financial advisors face when it comes to planning and executing seminars… and then staying top-of-mind with attendees and those who registered but didn’t attend after the seminar.

Learn more about Dean and Mike’s story here →

The only turn-key, risk-free, hands-free, triple guaranteed way to grow your practice through educational seminars.

Don’t pay for empty seats. You only pay for households that attend – after the seminar.

We book a venue, digitally market the workshop, manage registrations, make confirmation calls, send reminder emails and provide you with the presentation.

As the pioneers of a 100% done-for-you, triple guaranteed seminar planning and digital marketing program, we have the in-house expertise to transform your business through educational seminars.

Guaranteed registrations, guaranteed attendees and guaranteed success.

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Let’s work together.

Interested in learning more about how White Glove can help grow your practice? Click the button below to get started.

Recent News

How a Small Town Advisor Has Used White Glove Virtual Seminars to Bring in $2.5 Million in AUM in Less Than Four Weeks

How a Small Town Advisor Has Used White Glove Virtual Seminars to Bring in $2.5 Million in AUM in Less Than Four Weeks

We’d be naive to say that we could have never expected a pandemic to hit, but for a pandemic to hit and affect all facets of life the way COVID-19 has…that’s…

marketing May 18, 2020
[NASDAQ] Cracking the Code to Virtual Seminars During Social Isolation

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(Original Article on Nasdaq: https://www.nasdaq.com/articles/cracking-the-code-to-virtual-seminars-during-social-isolation-2020-04-22) Leading your firm through…

marketing May 4, 2020
White Glove Hires Digital Transformation Executive, Evan Kramer, as CEO

White Glove Hires Digital Transformation Executive, Evan Kramer, as CEO

Fast-growing company aims to bolster service offerings and reach through strategic hire BIRMINGHAM, Mich., March 9, 2020 – White Glove, a seminar planning company…

marketing May 4, 2020