Appointments for Financial Advisors | 1 on 1 Workshops
1:1 Educational Sessions, Done Better and Done-For-You. Introducing Done-For-You 1:1 Workshops!
Fast Forward to Conversations, Without Ever Picking Up the Phone or Sending a Single Prospecting Email
Stop chasing leads, save time and convert warm, pre-qualified prospects faster without any additional work.
- Skip right to a conversation with our 100% Done-For-You service that generates new prospects, qualifies them and books 1:1 informational, topic-based workshops directly to your calendar.
- With performance-based pricing, you only pay for the qualified prospects who attend.
- Sit back as we do all the work to schedule and, including a personalized virtual greeter, warmly tee you up as the expert so that all you need to do is show up to the 1:1 educational workshop.
Over $850K Average AUM
Per Attendee
“After doing 15 1:1 Workshops last month, we tracked an average of $850K AUM and have set up follow ups with over half of the attendees. I am so excited about this program.”
— Brandon M. (Advisor)
As a professional advisor, you know there is a huge difference between a lead and a conversation. This service removes the need for chasing leads and instead supplies informational sessions with high-intent hand-raisers. Speak directly with individuals who are ready to meet with a qualified advisor who can help answer their financial questions and achieve their wealth goals.
1:1 Educational Workshops...Done-for-You AND Guaranteed:
Pay only for qualified, confirmed AND ATTENDED. Guaranteed!
1:1 Workshops Overview
A LOT of work goes into meeting with a prospect 1:1 for the first time...it’s a process! We understand that headache, which is why we are thrilled to offer 1:1 Workshops, allowing you and your prospects to go straight to an intimate 30-minute educational workshop, without you ever having to send any marketing communications to them yourself. Below are the perks of 1:1 Workshops.
Generate Conversations, Not Leads
Never settle for buying a “lead” again – leverage White Glove’s proprietary Done-For-You system to generate 1:1 personal informational workshops.
Arm yourself with White Glove’s robust marketing program to skip the dreaded lead process and get straight to speaking with interested, qualified individuals.
Plus, with a virtual greeter, the conversation is warm. The virtual greeter will welcome the attendee, prepare them for the conversation and tee up the introduction to the expert!
Qualified Prospects. Done-For-You
“We’ve had four 1:1 Workshops so far, all of whom scheduled follow-up appointments. In total, we saw more than $17 million in assets with the Estate Planning 1:1 Workshops.” – Brandon M.
There are individuals who have questions now and are looking to meet with an advisor right away. With White Glove 1:1 Workshops, you’re able to completely streamline connecting with them and provide them with the topic-specific education they’re looking for, much like you can in group workshops. Affording qualified prospects with that valuable opportunity will only strengthen their trust in you!
With 1:1 Workshops, we ensure you’re connected with the quality you desire. Once we generate your new leads, we ask them a series of qualifying questions and book only those who qualify directly onto your calendar. Qualifying questions gauge things like…
Pay Only for Performance
Guaranteed Qualified
To be considered qualified, a lead must complete, at minimum, one round of qualifying in order to meet with you.
Guaranteed Confirmed
We text, email and call your qualified prospects to ensure they are prepared for the informational session and also use these touchpoints as an opportunity to collect more information on the prospect.
Guaranteed Attended
We guarantee attendance at our 1:1 Workshops, you only pay for the qualified prospects who attend. They don’t show, you don’t pay!
Guaranteed Plus Profiles
You will receive additional 3rd party enriched data for all the attendees profiles in your Advisor Portal. In addition, we give you all the data we receive for those who do not confirm or attend for free!
Best in Class Features
Completely Done-For-You
No need to worry about learning a new scheduling platform. Your dedicated White Glove representative does the heavy lifting for you. Your only job is to manage your calendar, making sure you're prepared to meet with your high-intent hand-raisers at the time and date scheduled. White Glove books the 1:1 Workshop directly on your calendar, providing all the information about your prospect in the calendar invite, including their plans for retirement, estimated assets and other financial information.
Dedicated Workshop Concierge
Each 1:1 Workshop includes a dedicated virtual greeter to deliver a warm introduction and verify attendance as well as a concierge to resolve any needed technical issues. We make sure the workshop is set up for success! You will be introduced as the expert and our virtual platform lets you meet face to face with your attendee, allowing you to connect and start building a relationship.
PLUS Profile Financial Information
To effectively educate your attendee, it's crucial that you know their financial situation and retirement plans. With 1:1 Workshops, all that information is included for you so you're able to make powerful connections. We provide all qualifying data PLUS append 3rd party data to their profile where available.
What Financial Advisors, RIAs and Wealth Managers are Saying
“With running my first 1:1 Workshop, I met a prospect with $4 million in assets and we are through our follow-up meeting. I have already gotten a verbal commitment.”
— Mason G.
Free your staff from chasing leads. You could spend thousands of dollars per year having your staff track down ready-to-meet prospects. You could also spend money on leads who never meet with you…OR, you could choose 1:1 Workshops – Guaranteed and Done-For-You.
One Flat Rate Per Attendee
Get all contact info and qualifying data for everyone who registers, including those who were qualified but did not attend. Pay only for attendees – no-shows are FREE!
Informational Topics Currently Available for 1:1 Workshops:
Minimum of five guaranteed attendees per order.
Guaranteed attendees will be booked for the following month.
Must be able to support attendees from multiple states.
Get Started Today.
Frequently Asked Questions
How is a 1 on1 Workshop different than a webinar or seminar?
A webinar/seminar is a “Group Workshop” with more than one attendee. With a 1on1 Workshop, only one household is present, this allows you to virtually meet “eye to eye” and answer attendee’s questions directly.
What is a no-show?
A ‘no-show’ is when we qualify and confirm the workshop but the attendee does not show up. If this is the case, another workshop will be created. You are NOT charged unless there is attendance.
What’s the purpose of a Virtual Greeter?
Your virtual greeter shows up to the 1on1 Workshop video call prior to the advisor, helps the prospect get more comfortable, resolve any tech issues and answer any questions, then delivers the warm introduction to the advisor.
What are additional ways to ensure success?
White Glove will provide an Advisor Playbook for the 1on1 Workshop based on a proven formula of success. White Glove will review this with the advisor prior and includes a “fact finder’ component and follow up appointment request.
How do you schedule the workshops?
White Glove will coordinate with the Advisor via Calendly to book and confirm times.
How much does a 1on1 Workshop cost?
Please contact White Glove for pricing details but for now there is a minimum order monthly and orders will only be taken one-month in advance for the following month.
I do seminars and webinars. Should I do 1on1 Workshops?
It depends. If seminars and webinars work well for you, you should continue them. We have found that Group Workshops are the highest performing client acquisition program outside of a referral. 1on1 Workshops are great for those advisors who are not comfortable with group workshops, would like prospects in other areas or can be used to alternate with local group workshops at times when your local area marketing is a bit saturated.