Jul 22, 2024

Host University: A Financial Advisor's Ultimate Seminar Marketing Learning Experience

Host-U is the event to attend to master your presentation skills, develop new closing techniques & turn every event into a success!

Taya Bailey

Financial advisors face a unique challenge: staying ahead of the curve in an ever-evolving industry. White Glove’s annual Host University event addresses this need, providing you with tools and insights to unlock explosive growth and success with seminar marketing.

Why Host University is Different

Host University isn’t your ordinary event. Forget sales pitches and motivational speakers. Our sessions offer direct access to seasoned advisors and a chance to engage with the best, boosting your knowledge and professional network.  Hear from advisors just like you who went from struggling to thriving via seminars!

What to Expect

We cover various topics tailored to help you master the workshop system, enabling you to achieve more with your marketing spend. One of the unique aspects of Host University is the focus on peer-to-peer education.

You’ll participate in action-packed sessions where you can learn directly from your peers in the financial industry. This approach fosters a collaborative learning environment and ensures that the insights shared are based on extensive trial and error.

Casino Night

Not only will you experience extensive learning, but you'll also have a lot of fun too! Join us for Casino Night, an exciting evening where dinner, games, and prizes seamlessly blend with valuable learning opportunities. It's the perfect environment to relax, connect and gain insights while enjoying the thrill of the game.

Hear From Your Peers Why YOU Should Attend

Seminars are THE best way to grow your financial advisory business, making Host University the event to attend to master your presentation skills, develop new closing techniques and turn every seminar into a success!

Time and time again, our hosts rave about the immense value they gain from Host University. But don‘t just take our word for it — listen to the glowing testimonials from last year’s attendees below.

A Glimpse of Our Sessions

Here’s a sneak peek at some of the exciting sessions we have lined up for you:

The Power of Two: Explore the Merger of Two Marketing Powerhouses

Discover how the merger of two industry giants at the end of 2023 unlocks more value, flexibility and, ultimately, more production for you.

Why Seminars? Unpacking the Success of Seminar Marketing

Discover why seminars are the ultimate strategy for attracting more clients and growing your book of business. Join our expert panel to learn how seminars provide unparalleled control and the highest ROI for financial advisors. With an average lifetime client value of $100k, seminars can significantly boost your client acquisition and overall success when executed effectively

Live Presentation: Proven Seminar Techniques in Action

Experience the impact of a well-executed seminar first-hand. Join us for a live presentation where one of our successful hosts will demonstrate proven strategies for engaging clients and driving production. Watch and learn as they showcase techniques that have yielded incredible results, providing you with insights on how to implement these tactics in your own practice. This session is a unique opportunity to see effective seminar strategies in action and understand their real-world application.

Mastering the Pivot and Call to Action

It’s not easy pivoting the conversation from educational content to topics that drive interest in becoming your client. Even harder is asking them to schedule the first meeting. Find out how to make this easy and successfully fill your lobby.

Acquisition Strategies: From Free Consultation to Forever Client

Now that you have someone sitting in your office, how can you ensure they become a loyal client? In this session, our expert speaker will share proven strategies for converting prospects into long-term clients and increasing your production. Learn what works, what doesn’t, and gain actionable insights to enhance your client acquisition process.This is your chance to get all your questions answered and refine your approach to building lasting client relationships.

How to Turn No-Shows into Engaged Prospects

When someone registers for an event but doesn’t show up, they become an amazing opportunity to re-engage and bring them under management despite missing the first opportunity to meet. Learn how to unlock these assets!

Selecting High-Impact Seminars for Your Business

There are several different types of seminars you can employ to grow your business. Hear about the best subjects to get attendees, as well as the pros and cons of each in bringing more assets under management.

Catapult Your Portfolio: One Advisor’s Path to Million-Dollar AUM Growth

Curious what the journey has been like for one of your peers that was struggling with seminars and growth, but now adds millions of dollars of AUM each year to their portfolio? You’ll love hearing how one of the best in the business strapped a rocket ship to their growth!

Measure What Matters: Maximize Your ROI

Investing time, money, and resources into your business growth plan without understanding the ROI can be stressful. Learn how to measure the results of your efforts and use that analysis to maximize your results from start to finish.

Lessons Learned: A Candid Conversation with a Top Advisor

At the end of the day, one of the best ways to learn for the future is to hear how your peers struggled and the obstacles they overcame so you can avoid the same hurdles.Join a panel of top advisors who use seminars to ensure they are growing year over year.Hear their stories, learn their strategies, and get your questions answered in this candid conversation.

Join us at Host University

Don’t miss this opportunity to invest in your future. Register for Host University 2024 and join a transformative experience that will equip you with the knowledge, connections, and strategies to become a high-performing financial advisor.

Register here.

Taya Bailey

More Posts

Host University: A Financial Advisor's Ultimate Seminar Marketing Learning Experience

Host University Event

Financial advisors face a unique challenge: staying ahead of the curve in an ever-evolving industry. White Glove’s annual Host University event addresses this need, providing you with tools and insights to unlock explosive growth and success with seminar marketing.

Why Host University is Different

Host University isn’t your ordinary event. Forget sales pitches and motivational speakers. Our sessions offer direct access to seasoned advisors and a chance to engage with the best, boosting your knowledge and professional network.  Hear from advisors just like you who went from struggling to thriving via seminars!

What to Expect

We cover various topics tailored to help you master the workshop system, enabling you to achieve more with your marketing spend. One of the unique aspects of Host University is the focus on peer-to-peer education.

You’ll participate in action-packed sessions where you can learn directly from your peers in the financial industry. This approach fosters a collaborative learning environment and ensures that the insights shared are based on extensive trial and error.

Casino Night

Not only will you experience extensive learning, but you'll also have a lot of fun too! Join us for Casino Night, an exciting evening where dinner, games, and prizes seamlessly blend with valuable learning opportunities. It's the perfect environment to relax, connect and gain insights while enjoying the thrill of the game.

Hear From Your Peers Why YOU Should Attend

Seminars are THE best way to grow your financial advisory business, making Host University the event to attend to master your presentation skills, develop new closing techniques and turn every seminar into a success!

Time and time again, our hosts rave about the immense value they gain from Host University. But don‘t just take our word for it — listen to the glowing testimonials from last year’s attendees below.

A Glimpse of Our Sessions

Here’s a sneak peek at some of the exciting sessions we have lined up for you:

The Power of Two: Explore the Merger of Two Marketing Powerhouses

Discover how the merger of two industry giants at the end of 2023 unlocks more value, flexibility and, ultimately, more production for you.

Why Seminars? Unpacking the Success of Seminar Marketing

Discover why seminars are the ultimate strategy for attracting more clients and growing your book of business. Join our expert panel to learn how seminars provide unparalleled control and the highest ROI for financial advisors. With an average lifetime client value of $100k, seminars can significantly boost your client acquisition and overall success when executed effectively

Live Presentation: Proven Seminar Techniques in Action

Experience the impact of a well-executed seminar first-hand. Join us for a live presentation where one of our successful hosts will demonstrate proven strategies for engaging clients and driving production. Watch and learn as they showcase techniques that have yielded incredible results, providing you with insights on how to implement these tactics in your own practice. This session is a unique opportunity to see effective seminar strategies in action and understand their real-world application.

Mastering the Pivot and Call to Action

It’s not easy pivoting the conversation from educational content to topics that drive interest in becoming your client. Even harder is asking them to schedule the first meeting. Find out how to make this easy and successfully fill your lobby.

Acquisition Strategies: From Free Consultation to Forever Client

Now that you have someone sitting in your office, how can you ensure they become a loyal client? In this session, our expert speaker will share proven strategies for converting prospects into long-term clients and increasing your production. Learn what works, what doesn’t, and gain actionable insights to enhance your client acquisition process.This is your chance to get all your questions answered and refine your approach to building lasting client relationships.

How to Turn No-Shows into Engaged Prospects

When someone registers for an event but doesn’t show up, they become an amazing opportunity to re-engage and bring them under management despite missing the first opportunity to meet. Learn how to unlock these assets!

Selecting High-Impact Seminars for Your Business

There are several different types of seminars you can employ to grow your business. Hear about the best subjects to get attendees, as well as the pros and cons of each in bringing more assets under management.

Catapult Your Portfolio: One Advisor’s Path to Million-Dollar AUM Growth

Curious what the journey has been like for one of your peers that was struggling with seminars and growth, but now adds millions of dollars of AUM each year to their portfolio? You’ll love hearing how one of the best in the business strapped a rocket ship to their growth!

Measure What Matters: Maximize Your ROI

Investing time, money, and resources into your business growth plan without understanding the ROI can be stressful. Learn how to measure the results of your efforts and use that analysis to maximize your results from start to finish.

Lessons Learned: A Candid Conversation with a Top Advisor

At the end of the day, one of the best ways to learn for the future is to hear how your peers struggled and the obstacles they overcame so you can avoid the same hurdles.Join a panel of top advisors who use seminars to ensure they are growing year over year.Hear their stories, learn their strategies, and get your questions answered in this candid conversation.

Join us at Host University

Don’t miss this opportunity to invest in your future. Register for Host University 2024 and join a transformative experience that will equip you with the knowledge, connections, and strategies to become a high-performing financial advisor.

Register here.