syn·di·cate | \ ˈsin-di-kət
Definition: an association of persons officially authorized to undertake a duty or negotiate business.
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.
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.
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.
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.
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.
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.
Grow your financial planning business with Covisum's suite of software products.
Covisum® is a growing financial tech company. They find significant gaps in financial understanding and build software solutions to help advisors and financial institutions grow and improve lives through better retirement decisions. With their proven process, advisors are able to streamline their practices, offer actionable insights and utilize successful marketing tactics. Covisum powers some of the nation’s largest financial planning institutions and serves more than 20,000 financial advisors.
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.
Advisor Research Group
ARG is an independent information service for financial advisors and investment professionals.
Are you currently involved in content marketing as part of growing your practice?
If you understand the significant impact this concept is making but lack the time and money to invest in this process, the Advisor Research Group can help.
ARG offers over 850 downloads on any topic in your industry to keep your clients up to date with your offerings and to keep your name top of mind. Articles that you can customize and re-brand on topics ranging from; What is Critical Illness Insurance to the top 5 investment myths of our time. All in a format you can edit, add your voice to, re-brand, post on your website or social media outlets or email.
World class financial information.
Founded in 2003, Knowledge Bureau™ is a widely respected financial education institute and publisher which has welcomed thousands of students from the various financial services to its online and in-class programs.
Knowledge Bureau provides competency-based training leading to a variety of credentials: certification, diplomas and designations. Proficiency in personal, corporate, trust, business, strategic giving and estate planning are amongst the areas of specialization available. Their designates are re-licensed annually based on meeting requirements for continuing education and adhere to professional Standards of Conduct.