FEATURE

Staying Top of Mind with Brigitte Gillis (Ep. 4)



As an advisor, what does staying top of mind mean to you?

By leveraging the power of marketing automation and targeted content, nurturing leads and engaging current clients has never been easier. 

In this week’s episode, we have one of White Glove’s very own — Brigitte Gillis. Brigitte drives the growth and development of lead nurturing and client engagement programs at White Glove. These programs have been created to help financial professionals uncover more opportunities and turn prospects into clients — completely hands-free.

Listen to this week’s episode to hear Brigitte share marketing strategies to help you stay top of mind with your prospects.

Brigitte and Lara discuss:

  • The importance of strategic lead nurturing and client engagement
  • Why do prospects take specific actions and what do they respond to
  • Why she is passionate about understanding the needs and desires of her audience
  • How advisors can leverage marketing automation tools to convert leads

Resources:

About our Guest: 

Brigitte Gillis is a member of White Glove, and she has spent her entire career focused on consumer behavior. Brigitte drives the growth and development of White Glove’s lead nurturing and client engagement programs. She’s very passionate about helping advisors turn prospects into clients completely hands-free. Brigitte’s focus is finding her target audience, why they take specific actions, and what they respond to. She is passionate about understanding the needs and desires of her target audience and she excels at delivering the best in class user experience at White Glove.

Currently, Brigitte is working to design and build relationships through educational content to help financial professionals uncover more opportunities.


FEATURE

Busy Was Killing Me with Allyson Lewis (Ep. 3)



What does “being busy” mean to you? 

Being busy is worn by many like a badge of honor, but does it actually produce the results we set out for? Or, is there a better way?

In this week’s episode, Lara brings on our guest Allyson Lewis, CEO and founder of The 7 Minute Life, a step-by-step productivity and time management program, and a globally recognized author and speaker, as she shares three proven strategies for success in productivity and time management.

As a time strategy and productivity expert with 30 years of experience in the financial service industry including 24 years with Morgan Stanley, Allyson figures out what changes are needed and works with individuals, teams, companies, and entrepreneurs sharing groundbreaking strategies revolutionizing corporate cultures.

Today Allyson is sharing those insights with listeners.

Allyson discusses: 

  • The value of time and how to leverage your day even with limited hours 
  • How to have a clear compelling story that relates to clients
  • How to be intentional about reaching your highest human potential
  • Where “The 7 Minute Life” idea originated from

Resources:

Connect with Allyson Lewis: 

Connect with Lara Galloway: 

About Our Guest:  

Allyson Lewis has worked in the financial services industry for 31 years Including 24 years at Morgan Stanley and seven years at Merrill. She’s the author of five books that have been translated into four languages and has sold over 130,000 copies. Her YouTube channel has over 2.1 million minutes watched and she is a globally recognized author and speaker. Allyson’s clients have included Kellogg’s, Morgan Stanley, Northern Trust, and the FBI.

She’s been a guest on CNN and Bloomberg Information TV. Her work has been seen in Investors Business Daily, Advisor Today, the Los Angeles Times, the Chicago Times and FAST Company.

Currently, Allyson stands as the CEO and Director of Learning and Innovation at The 7 Minute Life, a time management training company. 


FEATURE

Advocating for Financial Advisors: A Talk With Larry Roth (Ep. 2)



Technology is changing the way advisors must communicate and connect with their clients. How are you keeping up with this growing digital-demand?

We’re back with another episode of the FAST Podcast – Financial Advisor Strategy Talks. 

This week we’re featuring Larry Roth, White Glove’s Interim CEO and board member, a managing partner at RLR Strategic Partners, and an accomplished investment banker and entrepreneur. Larry shares thoughtful insight on the financial service industry’s changing landscape and how advisors can expect to harness and deepen client relations through new digital means. 

Larry discusses: 

  • How technology is changing the way advisors must connect with clients and how to adapt your business model to the new digital-era
  • How consistent engagement with your clients can bring big results to your business
  • Why providing holistic financial advice increases your business valuation 
  • What he has seen as some of the biggest growth opportunities in the industry
  • …And so much more!

Connect with Larry Roth: 

Connect with Lara Galloway: 

About our Guest:  

Larry Roth is managing partner of RLR Strategic Partners Consultancy and M&A advisory firm affiliated with Berkshire Global Advisors. Larry serves RLR’s clients by leveraging the expertise and relationships built over time as a CEO of some of the largest independent firms in the industry, including AIG advisor group and Cetara Financial Group. He’s a current and past board member of widely respected public and private entities, an investment banker who has structured dozens of value, creating transactions and an entrepreneur who has personally acquired early stage retail, financial advice, businesses, and grown them to achieve highly successful liquidity events. Currently Larry serves as a board member of White Glove and interim CEO.


FEATURE

Advisors, Get Ready to Learn the Tips You Need To Grow Your Business with Lara Galloway (Ep.1)



Welcome to the inaugural episode of the FAST Podcast — Financial Advisor Strategy Talks with 

Lara Galloway, head of advisor education programs at White Glove.

This week, Lara highlights her years of experience as a trainer, educator, and coach while detailing her role at White Glove as a subject matter expert. Lara shares the firm’s mission in helping and educating advisors to succeed and grow their business from gaining new leads to keeping current clients engaged and everything in between.

Lara discusses: 

  • The beginnings of White Glove and what is its primary purpose
  • The value of podcasts and their role in helping advisors grow and maintain their business 
  • Reasons she’s so passionate about educating others
  • The digitalization of the financial advising industry
  • Must-know advice for advisors looking to expand and develop their practice 
  • Her definition of success  
  • And more!

Resources:

Connect with Lara Galloway: 

 About Your Host: 

Education is at the core of every role in Lara Galloway’s career. From 12 years of experience running her own coaching and consulting business to her role as SVP of Financial Education at White Glove, Lara dedicates her life to educating others to help them meet their personal and professional goals.

At White Glove, Lara drives the growth and development of Enlighten 567’s financial wellness program — designed to bring free financial education to families across the United States. She’s also passionate about helping advisors excel by delivering valuable resources that allow them to expand their education and continuously learn new strategies for growth.