(844) 949-9497

Done-For-You Educational Workshop Features

Only White Glove does it all for professional advisors. Whether you’re hosting a seminar or webinar, we handle everything from pre to post-event. Advisors report a 6:1 average return on marketing with our Done-For-You events!


  • White Glove analyzes local area demand and determines the optimal day and time for events.
  • Expert marketing based on data science and third party data to identify target prospects.
  • Pre-event confirmation calls, emails and texts to registrants. Pre-event appointment setting is also available for webinars.


  • Live seminar venue logistics all Done-For-You.
  • Dedicated Concierge Support for all webinars.
  • Ability to manage attendees in real time for any event to ensure success.


  • Done-For-You appointment setting.
  • Free post-event marketing automation.
  • Ability to remarket events via social and email.

White Glove Done-For-You Product Features for Financial Professionals

Our Done-For-You features go beyond removing financial advisors and other service professionals from the work—they ensure we are providing amazing results. Our goal is to help clients fill their calendars with appointments to ultimately convert seminar or webinar attendees into clients. With this in mind, we designed our Done-For-You features to focus on the importance of conversion.

Before an event occurs, we work hard to attract the ideal attendees and to get our clients as prepared as possible to deliver a successful presentation. We rely on expert marketing, data science and third party data to remove the guesswork from the marketing process. If a client is hosting a webinar, they have the ability to take advantage of pre-event appointment setting. We also facilitate all the pre-event communication with attendees, including emails, calls and texts—increasing the likelihood that they’ll attend.

Once it is time for an event, we provide our clients with all the tools they need to succeed. This includes live webinar management, webinar Concierge Support, presentations that are proven to educate and convert as well as sales and closing training. These Done-For-You features help improve engagement, get our clients more appointments and provide troubleshooting and tech support so an event can carry on worry-free.

After a client hosts their event, we provide them with a post-event attendance report, a post-event debrief and we also offer post-event marketing and appointment nurturing. These features are geared towards converting attendees into clients, as well as improving performance. 

At the end of the day, White Glove truly is a partner. We are constantly innovating and improving our features to get our clients consistent and impressive results. White Glove is so committed to providing our clients with these results that it’s woven into our pricing structure! Remember, we take on all the risk and our clients pay after their event and only for performance (attendees), not for our effort or spend. We don’t win unless our clients are gaining and retaining clients! Contact us today to see how our Done-For-You features can take your practice to the next level.

Get Started Today.

Call  844-949-9497

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