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Go beyond client and prospect engagement to convert...it’s time to captivate!

Captivating Advisor

Captivating your market means investing in dominated awareness within your local sphere to not just generate leads, but to convert.

Here are some resources to help you create captive prospects:

  1. Listen to industry experts on our podcast: Be Advised: Leading with Value.
  2. Read key tactics and strategies that are shaping the industry with our blog: Sharing the Spotlight.
  3. Watch feedback from actual advisors who are in the trenches, seeing success and overcoming obstacles.

Featured Content

Four Potential Tax Changes Advisors Need To Prepare For

How To Build Your Personal Brand and Credibility in the Virtual World – With David DeCelle

In the Trenches: Brad Gotto


Providing tremendous value to clients and prospects is one of the best ways to win them over. Lead with value and remember that it’s not all about sales. This is a relationship business, so focus on what you can GIVE before asking what you can get – be a Go-Giver! See what we mean and listen to industry experts sharing what is working today on BeAdvised: Leading with Value.

August 19, 2020 WG Team

Start Integrating that Voice of the Client – With Julie Littlechild

September 2, 2020 WG Team

Cracking The Code to Investing in Success – With Chip Munn

December 9, 2020 WG Team

A Tactical Approach to Business Development – With Duncan MacPherson


It’s only sometimes about you. Our blog series, Sharing the Spotlight, means offering a broader scope of what’s working in the financial world, even if it’s sharing insights from other credible sources. Join us as we share the spotlight with other industry thought leaders to provide captivating content through our blog series Sharing the Spotlight.

9 Proven Ways to Achieve High-Converting Webinars

Four Potential Tax Changes Advisors Need To Prepare For

New SEC Amendments – What Do They Mean for Advisors?


No one knows what works better than those who do it every day. What takes that to the next level, is being likeable and speaking to people in their own language. In this video series, we interview advisors who are seeing success and learn what is working for them and what is not. Check out the WG video series In the Trenches.

Kelly Campbell: In the Trenches

Mark Brownstein: In the Trenches

Adam Cmejla: In The Trenches