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Education Workshop Audience Targeting

White Glove is an expert at assessing audience demand, and every seminar or webinar topic is chosen with a specific audience in mind.

There are several groups of audiences, including baby boomers and those moving toward early retirement, those looking into Social Security and Medicare, early investors and prime pros as well as those who are interested in family needs. Each of these audiences comes with a subset of topics your advisors can choose from.

Baby Boomers

  • Taxes in Retirement
  • Retirement Income Planning
  • Annuities and Life Insurance

Social Security/Medicare

  • Social Security Planning
  • Medicare Planning
  • Fixed Income Annuities

Early Investors/Prime Pros

  • 401(k) Planning
  • Financial Planning
  • Wealth Investment Strategies 

Family Needs

  • Estate Planning
  • College Planning
  • Long-Term Care/Insurance
  • Divorce Planning

White Glove has many educational topics tested for the right audience for the right adviser.  Through tens of thousands of marketing events, we can provide feedback to the most appropriate educational workshop topic for your success!

White Glove Education Workshop Audience Targeting for Financial Professionals

White Glove has an array of educational topics advisors can choose from when hosting a seminar or webinar with us. Each topic attracts different crowds based upon their unique financial situation and needs. Similarly, each topic attracts a different type of advisor based upon their expertise, knowledge, wants and skill set(s). Through hosting tens of thousands of events, we have perfected the process for helping our clients choose the most appropriate topic for their success. 

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! With our Done-For-You and Quadruple Guaranteed live seminars and webinars, we take all the risk. Our clients only pay after their event and only for performance (attendees), not for our effort or spend. Our proprietary targeted marketing generates local prospects who are ready to learn and interested in the specific topic we have determined (with our client’s input) will work best.

If an advisor is interested in reaching those in early retirement or the baby boomer demographic, we may suggest hosting an event that covers taxes in retirement, retirement income planning or annuities and life insurance. If they would like to target those who are looking for more information on Social Security or Medicare, we can do that! Another popular area is family planning, this includes estate planning, college planning, long-term care/insurance planning and divorce planning. White Glove also offers topics for clients who are looking to reach early investors or prime pros. These topics cover 401(k) and Roth IRA planning, financial planning and wealth investment strategies.

At the end of the day, White Glove truly has something for every type of advisor and we work with them to determine exactly what solution(s) works best for them. We don’t win unless our clients do! This means we do everything in our power to help them keep their pipeline of business growing and flowing. If you’re interested in determining which topic would work best for you, contact us today! 

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