You can now enjoy our professional advice and insight wherever you are and more importantly, on your own time.
We're excited to introduce the FAST Podcast — Financial Advisor Strategy Talks with our host Lara Galloway, SVP of Financial Education at White Glove!
In a heartfelt solo episode, our podcast host announces her departure from White Glove after six wonderful years. She reflects on her journey, the challenges that shaped her and the most impactful moments.
Estate planning is about protecting assets, ensuring a smooth wealth transfer & shaping your legacy for future generations. Our guest on today’s episode challenges the status quo of EP, highlighting its importance & advocating for change.
Joining us today is Johnny Sandquist, CEO of Three Crowns Marketing, who emphasizes the importance of modern digital experiences by investing in interactive websites and engaging video content to capture and retain audience attention.
Joining us today is Dr. Preston Cherry, Founder and President of Concurrent Financial Planning. This episode is a must-listen for any financial advisor seeking to elevate their practice and build client relationships.
Joining us today is Dean Thurman, Co-Founder of White Glove and InvestWise Financial, who reveals the power of face-to-face interaction. Forget cold calls and unreliable referrals. Dean champions seminars as the most effective marketing tool.
Joining us today is Jonathon Duncan, Co-Founder and President at Advisor Seekers, who reveals the key mistakes advisors make when recruiting, highlighting the importance of self-evaluation and understanding your own value proposition.
Joining us today is Libby Greiwe, the Efficient Advisor Podcast Host and Advisor Coach, who emphasizes the significance of assembling the right team and implementing time-saving hacks to enhance overall efficiency.
Chris Hall, VP of Business Development and Strategic Partnerships at Estate Guru, believes estate planning can serve as a powerful bridge to establish connections and ensure the continuity of financial advisory relationships within families.
In the saturated landscape of financial services, standing out requires more than a typical sales pitch. Our guest, Deirdre Van Nest, Founder of Crazy Good Talks, believes in debunking the conventional approach of merely showcasing services.
Our esteemed guest, Jeff Grail, Co-Founder and SVP of Strategic Partnerships at White Glove, emphasizes the criticality of adapting your training methodology to ensure success across these varied mediums.
Lara sits down with Brendan Frazier, the founder of Wired Planning, to discuss the two questions you should ask your clients during your intro meeting: What prompted this meeting? And why now?
In this episode, we sit down with Christine Simone, CEO and Founder of Caribou, a software solution for the financial industry, to discuss how to slash the hidden incentives in the healthcare industry to support smarter financial decision-making.
In this episode, we sit down with Charles McClenaghan, a distinguished attorney at McClenaghan Law Group, to delve into the significance of estate planning and the art of cultivating enduring relationships with your clients.
In this episode, Lara is joined by Alison Susko, Vice President of Community at Asset Map. Drawing from her extensive 15 years in the financial technology industry, Alison brings a wealth of knowledge to this discussion.
Lara is joined by Ross Marino, CFP®, CeFT®, an esteemed financial advisor with over 30 years of experience. As an author, social entrepreneur and founder of Transitus Wealth Partners, Ross brings a wealth of knowledge to the discussion.
Overcoming hesitation when it comes to estate planning is completely understandable. Given its intricate and legal nature, it is common for advisors to approach the topic tentatively, which is exactly why you should incorporate it into your...
In this episode, we are joined by Brad Gotto, the owner of Fiat Wealth Management, a reputable fiduciary and holistic financial planning firm with a special focus on tax planning based in Wayzata, Minnesota.
In this episode, Lara Galloway features special guest and Founder of the Financial Dignity® Movement and Coach, Christine Luken. Together, they delve into their shared fascination with the realm of behavioral finance.
In this episode, Lara Galloway sits down with Maddie Mitchell, Marketing Director at White Glove, to uncover the actionable strategies that can help advisors build a strong digital presence and establish credibility with this elusive demographic.
In this episode, Lara Galloway engages in an illuminating discussion with Mike Saunders, a best-selling author, business coach and authority positioning expert.
In this episode, we are thrilled to welcome two experts in the field, Meg Hanington, EPC, and Genevieve E. Thayer, EPC, co-founders of Beacon Partners.
Are you aware of the largest yet least understood risks facing American savers today? Legislative risk, closely related to tax risk, is a threat that cannot be ignored.
Despite progress in recent years, the financial services industry remains a challenging environment for women due to its male-dominated nature. But Sheryl Hickerson took action to break down these barriers by creating Females and Finance.
This week's guest, a financial industry specialist, keynote speaker, and coach, Frank Maselli, shares the Harbor Pilot Paradigm — a memorable analogy he crafted that highlights an advisor’s role as a specialist guide for the retirement journey.
In our latest episode, we delve into the importance of preparing for the eventual transition of leadership and how it can mean the difference between the continued success or failure of your business long after you step down.
Women are accumulating more and more wealth at a faster pace than ever before. Despite this, a recent study shows that women are still vastly underserved in the financial community.
With the new SEC Marketing Rule in effect, online reviews will now play an influential and growing role in the decision-making process among consumers preparing to hire financial advisors.
Welcome to the inaugural episode of the FAST Podcast — Financial Advisor Strategy Talks with Lara Galloway, SVP of financial education at White Glove.
We see the podcast as an effective tool to help advisors grow and continue their education by delivering valuable tips from some of the top minds in the industry.
Here at White Glove, we recognize that time is every advisor's most precious resource, which is why the episodes are presented in a quick, interview-style format, making advisor education convenient, portable, and on-demand.
At White Glove, Lara drives the growth and development of Enlighten 567’s financial wellness program — designed to bring free financial education to families across the United States. She’s also passionate about helping advisors excel by delivering valuable resources that allow them to expand their education and continuously learn new strategies for growth.
Our Done-for-You workshops allow you to focus on what you do best – advising your clients!
White Glove is truly Done-for-You. We book and manage your venue, we fill the room with leads, we track and report stats, we do all the heavy lifting.
With our performance-based pricing, you can relax – Pay after your event and only for those who attend.
