Truly Done For You Financial Workshops

Our workshops allow you to do well by doing good. Let us do all the work for you while you concentrate on doing what you do best, providing financial advice to your clients.

Only Pay
For Those Who
Actually Attend

Only Pay
For Those Who
Actually Attend

White Glove is an advisor-built, advisor-owned marketing services company dedicated to helping growth-minded financial professionals attract, connect, and engage with quality leads. Our core service offerings of lead-generating workshops, lead nurturing, and client engagement solutions remove the stress from marketing and free up time to allow advisors to do what they do best — service clients.

01

Pay After your Event

Pay after your event with no up-front costs to you as an advisor

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02

Results-Based Pricing

Results-based pricing so you only pay for those who actually attend

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03

New Client Guarantee

Guaranteed* new client when you host your workshop with us

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Event Communication

Maximize Impact with Your Dedicated Team

Your dedicated team will help plan your workshop, from venue coordination to impactful digital marketing campaigns. We ensure seamless pre-event communication and leverage effective post-event conversion campaigns for maximum impact. Partnering with White Glove allows you to focus on delivering an exceptional experience to your attendees.

TruChoice

Advisors:

Get

Started Today!

Speak to your Executive Marketing Consultant today to get started!

Features

Let White Glove work for you

Nurture new leads and engage current clients with proprietary, industry-specific content all developed by our in-house content team.

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100% Done-for-You

Time is a limited resource, don’t spend it worrying about complex marketing platforms – that’s our job.

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Maximize your ROI

Pair lead generation efforts with lead nurturing to make the most of your marketing spend.

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Impress (and retain) clients

Ensure current clients feel valued, respected, and cared for with meaningful communications.

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Turn old leads into clients

Re-engage dormant leads with compelling and ongoing content.

Testimonial
Kevin S.
Financial Advisor
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“I've been working with White Glove for over a year, having scheduled 10 seminars with them. They're wonderful to work with, and the events have all been quite rewarding.

It's nice to be able to count on them to fill the room with willing listeners and be able to connect with clients that truly want my help.

I've had a 3 or 4 to 1 return on investment over that time and I strongly recommend using White Glove to boost your seminar marketing.”

*Terms Apply – Speak to your Executive Marketing Consultant about guarantees