Month: November 2022

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

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.

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

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.