Awesome Clients. Done For Advisors.
Successful done-for-you marketing services for advisors. An easier and better way to gain and retain clients.
- Done-For-You. Free up your time and resources via our preeminent Done-For-You-as-a-service platform.
- Done Better. Get in front of better clients with reliable, data-driven targeting capabilities combined with premium, best-in-class marketing with an average 6:1 return on marketing ratio.
- Done With No Risk. Financial advisor seminars and webinars – pay only for attendees. No upfront costs. New Client & Appointment Guarantee – all via our Quadruple Guarantee (4G).
“White Glove” means unrivaled, award-winning service where we do all the work for financial and professional advisor seminar and webinar marketing, lead generation and other digital marketing. No self-service here... so you can focus on what you do best.
End to End Marketing Solutions
Our comprehensive breadth of client acquisition marketing spans from advisor seminars and webinars to leads and appointments, including complimentary branding and thought leadership marketing from social media to podcasts. White Glove is end-to-end from education and prospecting to client retention and engagement for financial advisors.
Deep financial advisor and other professional advisory industry experience with a tailored approach to align with our advisors’ performance goals. With White Glove’s unparalleled Quadruple Guarantee and pay-for-performance programs, White Glove is closely aligned with our clients' goals to 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 – whether it’s financial advisors, attorneys, insurance agents or other advisors, the social, local and mobile targeting is aligned with prospecting criteria
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
Done For You Products
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.
The only turn-key, risk-free, hands-free, quadruple guaranteed way to grow your practice through educational seminars.
Registrations at no Risk: We pay all the marketing up front. If you don’t get registrations, you owe us nothing.
Attendees at No Risk: You only pay for who shows up, and no-shows are free.
Appointment Requests Guarantee: We guarantee at least 10 appointment requests for every 50 households purchased*
New Client Guarantee: We guarantee you’ll get a new client, or you’ll get a free workshop on us.^
* Over 120 day event period and includes appointment requests pre and post event; we will credit to next event or refund 1HH for each request we fall short up to 10HH.
^ If no new client after 120 days from last event. Minimum 50 households purchased. Must complete coaching. Available one time only. Free workshop up to 20 households.
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, quadruple guaranteed seminar planning and digital marketing program, we have the in-house expertise to transform your business through educational seminars.
AS SEEN ON
Educational workshops for financial advisors, such as seminar and webinars, are often the best way to attract and gain new advisor clients. With the ability to target higher AUM investor prospects and get in front of them to build credibility, a financial advisor, or other professional advisor such as an estate planning attorney or insurance agent, can become the thought leader needed to better warm up and convert a prospect to a client. While advisor workshop seminars and webinars are tried and true top conversion marketing, there are other options for advisors such as appointments and leads. No matter what, a professional advisor or financial advisor should always consider investing in brand awareness and local thought leadership marketing such as social media, social impressions and podcasts to enhance aided awareness and conversion rates. White Glove – Awesome clients. Done for Advisors!
Let’s work together.
Interested in learning more about how White Glove can help grow your practice? Click the button below to get started.