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Syndicate

noun
syn·​di·​cate | \ ˈsin-di-kət

Definition: an association of persons officially authorized to undertake a duty or negotiate business.

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What’s the duty of the White Glove Syndicate?

The White Glove Syndicate is comprised of industry powerhouses whose services are designed to help you grow your business.

Why does White Glove vouch for this group of industry experts?

White Glove Co-Founders Dean Thurman and Mike Thurman have used the Syndicate members’ services to grow their financial practice, which currently has half a billion in assets under management. Dean and Mike selected these Syndicate members based on their expertise and ability to deliver real results. We believe so strongly in what these companies have to offer that we formed the White Glove Syndicate so other financial advisors can reap the same rewards.

White Glove Syndicate members:

Bill Good Marketing

Drawing on 40 years of experience, Bill Good Marketing is the preeminent leader in practice management for financial advisors who want to thrive and grow their business.

The Bill Good Marketing System is a computer-based, client marketing, prospecting and practice management system comprised of over 200 best practices. That number spans everything advisors need to generate and close more prospects, build a team, save time and money and take client relationships to the next level.

Learn more about Bill Good Marketing →

ReminderMedia

Generate Referrals.

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.

Learn more about ReminderMedia →

Frank Maselli

Frank Maselli is hands-down the most renowned expert in the seminar industry.

Frank wrote the seminar industry bible – Seminars: The Emotional Dynamic Advanced Presentations Skills for Financial Professionals (4th Edition).

Frank is not only a best-selling author – he’s also a speaker, trainer and personal coach. He will transform your business in ways no other speaker can. Frank is a true expert in helping advisors find new clients and new assets, generate referrals, build a team, strengthen client relationships, communicate their unique value and enjoy their work.

When you host seminars with White Glove, you’ll receive free access to Frank’s training and resources.

Learn more about Frank Maselli →

Bucket Planning by Jason Smith

Financial Planning Training

Jason Smith 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. His 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.

Learn more about Jason Smith →

Advisorist

If you're an insurance, financial or tax professional looking to get the latest techniques in lead generation, sales and marketing, then Advisorist is for you.

Advisorist is the fastest growing community of financial-based marketers who want to learn the skills they need to start, grow and scale. The Advisorist team are experts in teaching how to leverage digital marketing to significantly grow a business.

Advisorist offers new training and lessons each month to help companies do everything from creating digital marketing funnels, to attracting higher net worth clients, to selling more powerfully…and much more.

Learn more about Advisorist →

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.

Learn more about Tom Hegna →

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:

  1. Train financial professionals on an individual and corporate level to become knowledgeable recognized leaders in the retirement marketplace.
  2. 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.

Learn more about Ed Slott and Company →

The National Social Security Advisor Certificate Program

Get Certified.

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.

Learn more about the NSSA →

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.

Learn more about Broadridge Advisor Solutions →

Horsesmouth

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.

Learn more about Horsesmouth →