Present to a virtual audience from anywhere with a laptop and wifi…
The White Glove Done-For-You Virtual Seminar allows advisors to grow their business from their laptop – entirely online. Only White Glove provides compliant end-to-end setup, coaching & marketing of virtual financial seminars – backed by our industry-leading Triple Guarantee.
AS SEEN ON
No upfront investment – ever
You don’t pay until we perform because you only pay for who shows up. No more guess-work budgeting or ‘pray and spray’ marketing.
End-to-end concierge service
Your truly ‘White Glove’ experience doesn’t stop at just our marketing power. You’ll get tech coaching and setup, “in-event” support and post-event follow up.
Vigilantly Compliant and Trusted by Industry Leaders
When you partner with White Glove, you can have peace of mind knowing we’re trusted by over 90+ Broker Dealers, FMOs, IMOs and carriers in the US and Canada. SEC, FINRA, FFIEC, FTC, IIROC, MFDA, FCA coverage.
“ Our first set of virtual events was four weeks ago and we’ve already got two people who have inked paper to bring assets totaling over $2.5 million. ”
– Brad Gotto, Financial Advisor
You’ve known us for creating over 10,000 high-converting financial seminars, backed by our industry-leading triple guarantee.
Now, introducing you to the Virtual Seminar experience – all done for you.
Still Triple Guaranteed.
Get concierge support that lives up to our name.
Let us go above and beyond for you to ensure your Virtual Seminar goes off without a hitch. That means technical support before and during the webinar for both you and the attendees.
All the heavy lifting… done for you.
We take care of everything including marketing, platform setup and registrant follow-up, all you need to do is flip open your laptop and present!
Get appointments with highly engaged prospects prior to your seminar.With the surge in demand for financial services, people are seeking immediate assistance. We’ve built a system to allow registrants to request a conversation with you even before your event.
Rest easy with Performance-Based Pricing.
Skip the upfront costs and only pay for those that actually attend your virtual event.
You're protected with the White Glove
Expect to have your pipeline filled with registrations a short time after welcoming you as a private client. We handle it all and guarantee results.
You’ll present to the desired number of attendees you asked for, or get 100% credit on registrants short of your request. No games or gimmicks.
“New Client” Guarantee
We guarantee you’ll get at least ONE new client from your virtual seminar with us. If you don’t, we’ll do another one, on the house.
Financial Advisors, RIAs and Wealth Managers Love White Glove
``Since working with White Glove, basically every dollar we invest with White Glove, we received a nine or 10 dollar return.``
— Paul Bufty
The Financial Group of Philadelphia
``I've done 4 events, and so far I've brought in 1.2 million dollars in assets. From my last event, I have 6 million dollars pending at this point.``
— Milo Milosevich
Safe Money Solutions
Presentations Your Prospects Will Love
(With more on the way!)
Overview of the different tax buckets. Examples: Non-qualified, tax deferral, traditional IRA, Roth IRA and capital gains.
Overview of the many different ways the audience can file for their Social Security benefits and how significant the differences are.
Comprehensive Features to Help You Succeed
Pay-per-attendee pricing w/ no upfront costs
Full registration guarantee
100% credit on registrants short of your request
Registrations are free.
|Optional investable asset sticker||✔|
|Data-driven event marketing||✔|
|Reminder e-mails and texts||✔|
|Access to user-friendly platform||✔|
|Live moderated chat||✔|
|Live webinar management and concierge support||✔|
Calendly link (if supplied)
Post-event attendance report
Pre-event appointment setting
|Call for details.|
You're not alone in this. We've got your back.
Our team is built to deliver a true "white glove" experience unlike any you've experienced before.
(based on 201 reviews collected directly from client surveys)
Our team, located in Birmingham, MI, is dedicated to ensuring that our clients have everything they need for an event – before, during and after. Working with us means we always have your back.
“One of my favorite things about working with White Glove is the full automation. From A to Z they take care of you, they have input the entire time. I work with my internal coach all the time, she helps me a ton. White Glove really takes the load off my back so I can focus on what I do best, and that’s meeting with people.”