White Glove Offers a Casual Space to Help Financial Advisors Network and Gain a Competitive Edge in Virtual Advising

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White Glove leadership hosts recurring virtual happy hours to help advisors de-stress and navigate growing their business during a pandemic.

As financial advisors gradually discover ways to practice and market themselves virtually, White Glove is on the leading edge of community education and online seminar planning, having already successfully facilitated hundreds of Virtual Seminars for their clients between April and May alone. To help advisors across the US and Canada further navigate the online seminar landscape, they recently launched ‘Beers & Best Practices’, a recurring virtual happy hour hosted by White Glove leadership where they invite a handful of advisors to unwind with cocktails (optional) and join in on in the discussion of what’s working with Virtual Seminars, what isn’t and to be directly available to answer questions that will help guests host successful online events.

“Many advisors have already begun hosting educational webinars to help their communities and connect with prospects,” says CEO Evan Kramer. “But the problem with webinars, is that when advisors do them on their own or hire the wrong marketing partner, they’re typically on their own with solving technology issues, handling registrants, engaging their audience and many other crucial factors. With White Glove, this isn’t the case. Each Virtual Seminar comes complete with Concierge Support to tackle tech issues in real time. We take care of the registration process and the communication around it. We equip our Hosts with the techniques they need to compel their audience from beginning to end. And using data from hundreds of completed Virtual Seminars, we even know which days of the week garner the best attendance rates.”

Some of the primary areas of focus during previous Beers & Best Practices have been follow-up communication, sustaining attendee engagement, powerful opening and closing techniques and which strategies best motivate attendees to schedule appointments. White Glove currently offers Triple Guaranteed Virtual Seminars, well-suited for advisors who are new to seminar marketing, as well as a Done-For-You model, which is designed for advisors who have some experience with hosting seminars but want more premium add-ons.

“Almost as soon as venues began closing back in March, we launched Virtual Seminars, then planning for Beers & Best Practices came soon after,” says Kramer. “For some, webinars are second nature, but for many, they’re still an entirely new concept. Yes, we knew some clients would be early adopters who would dive into going virtual right away, but we knew it would be a stressful transition for others who are not as familiar with technology. What better way to answer these questions and relieve some of that stress than to invite a group of 20 advisors to have a couple drinks and talk shop?”

Having generated positive feedback from the dozens of advisors who have already attended, White Glove plans to further develop Beers & Best Practices and move it into their new White Glove University program later this summer.

To learn more about White Glove, visit whiteglove.com, and to discover how to join the next
Beers & Best Practices meeting, call 844-949-9497 or email info@whiteglove.com

About White Glove
White Glove offers premium, end-to-end, done-for-you marketing services for financial advisors that allows them to grow their books of business while empowering them to focus on what they do best.

From providing A-Z marketing solutions, including in-person and Virtual Seminars, that arm their clients with everything they need to thrive at each step in the pipeline, to applying a results-driven ethos that closely aligns with client goals and delivers optimal results, White Glove is committed to finding and pairing the right prospects with the right professionals, at the right time. For more information, visit http://www.whiteglove.com.

Kaiti Horn, Lead B2B Communications Specialist

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