Preferred Partner Program
While White Glove offers a plethora of done-for-you marketing services for advisors, we recognize that sometimes our clients may have needs outside of our specialties. That’s why we have Preferred Partners. Our preferred partners are trusted and vetted companies who provide our clients with industry-leading technology and services.
Through the beautiful American Lifestyle magazine that clients can customize with their branding and send to their contacts, ReminderMedia helps professionals stand out from competitors, generate referrals and foster repeat customers. All ReminderMedia needs is a photo and list of contacts to get started.
ReminderMedia services a variety of industries, included real estate, finance, insurance, dental and others.
The Bucket Plan® Training Program
Financial Planning Training
The Bucket Plan provides financial planning training programs and proven, turnkey processes to help advisors shift their focus away from selling financial products to providing holistic, best interest advice. Their financial planning training, coaching and IP development organization is led by financial advisors, coaches and business leaders who are committed to taking a holistic approach to advising.
Tom Hegna: CLU, ChFC, CASL
Tom Hegna is an economist, author, industry speaker and retirement expert. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert!
The retired Lieutenant Colonel and former First Vice President at New York Life has delivered more than 5,000 seminars on his signature “Paychecks and Playchecks” retirement approach, helping Baby Boomers and seniors optimize their retirement strategy.
Tom is a master at captivating crowds while offering simple, yet powerful advice that can change peoples’ lives – he has the unique ability to amp up a crowd, make people laugh and simplify complex financial problems using easy-to-understand stories and ideas.
Whether you’re a financial, real estate or legal professional, Tom is a wonderful resource to go to if you’re looking to enhance your presentation skills. You can also find a large portion of his knowledge in his five books, which you can learn more about here.
Ed Slott and Company
If you're in the finance industry, then you've likely heard of Ed Slott.
Known as “America’s IRA Experts,” Ed Slott and Company is the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media across the country. They neither sell nor endorse any particular financial product. Ed Slott and Company works to:
- Train financial professionals on an individual and corporate level to become knowledgeable recognized leaders in the retirement marketplace.
- Answer retirement savers’ most important questions and continually provide practical, applicable and easy-to-understand information on IRA, retirement, tax and financial planning topics.
The company educates financial advisors, CPAs, attorneys, insurance agents and more on the complexities of IRAs so they are better equipped to navigate their clients through tax and distribution planning, necessary to achieve financial security. They provide various training programs and educational resources, including Ed Slott’s IRA Advisor monthly newsletter, Ed Slott’s 2-Day IRA Workshop or on-demand eSeminar Series and Ed Slott’s Elite IRA Advisor Group — their highest level of advisor education.
The National Social Security Advisor Certificate Program
White Glove has a created a strategic partnership with Marc Kiner, founder of the National Social Security Association (NSSA®). The NSSA Certificate Program is a nationally recognized standard of competent and ethical Social Security planning education and training. Professional advisors who earn the NSSA Certificate benefit society by helping individuals and couples improve their financial security during retirement years through maximization of Social Security benefits.
The knowledge obtained through the NSSA Certificate Program, in conjunction with adherence to the NSSA standards of excellence, continuing education and access to ongoing support, enables those who earn the Certificate to perpetually stay at the top of their game for Social Security consulting.
Broadridge Advisor Solutions
As a division of Broadridge, a global fintech leader, Broadridge Advisor Solutions (BAS) is the premier provider of advisor marketing solutions designed to help advisors find new prospects, retain and grow business with existing clients and increase referrals, all while optimizing their advisor practice.
With more than 30 years of industry experience, BAS serves more than 125,000 advisors. The company offers a vast array of marketing tools and programs, including content for marketing collateral and custom-built websites.
Advisors looking for full presentation content support head straight to Horsesmouth.
Horsesmouth helps advisors reach new clients and guide them through their biggest financial life decisions. They combine financial education, marketing and technology to help advisors engage and empower their clients and communities. Presentations are at the heart of their Savvy Series of client education programs. Advisors use these programs to develop new technical skills and help clients with critical decisions around Social Security, Medicare, college planning, IRA planning, generational planning, caregiving, cybersecurity, tax planning, and more. White Glove offers its advisor clients a special discount on select Horsesmouth programs.
Premium Estate Planning Software
Yourefolio is the most complete, yet simple to use estate and legacy planning software available today for estate planners to digitally plan with their clients and beneficiaries from beginning to end.
Partner with excellence.
Advice2Advisors believes that financial advisors require world-class training, mentoring and coaching to compete and succeed in today’s hyper-competitive environment. For over 25 years, they have been helping advisors gain the knowledge and confidence to grow and flourish in all aspects of their professional lives. Their programs incorporate the latest technologies and utilize cutting-edge social media trends, providing new ways to deliver results effectively and creatively.