Category: Finance

FEATURE
Unlock the Power of Estate Planning: Navigating Taboo Conversations & Crafting a Lasting Legacy with Lara Galloway (Ep. 18)

Unlock the Power of Estate Planning: Navigating Taboo Conversations & Crafting a Lasting Legacy with Lara Galloway (Ep. 18)

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Overcoming hesitation when it comes to estate planning is completely understandable. Given its intricate and legal nature, it is common for advisors to approach the topic tentatively, which is exactly why you should incorporate it into your seminar marketing model. 

In this captivating episode with Lara Galloway, SVP of Channel Management at White Glove, you will discover the profound significance of estate planning and gain insights on how to navigate these crucial yet often taboo conversations with your clients and their families.

Additionally, the episode will cover effective strategies for crafting a compelling next generation succession plan, enabling you to secure the loyalty and trust of the future generation. As you assist your clients in building and expanding their wealth, it becomes imperative to discuss the destination of their legacy once they’re gone. Don’t miss out on this discussion that will empower you to enhance your practice and provide even greater value to your clients.

In this episode, you’ll learn: 

  • How to navigate challenging conversations surrounding estate planning
  • Strategies for capturing the next generation of investors
  • Proven tactics for attracting and retaining individuals who haven’t yet established an estate plan
  • An exclusive invitation to White Glove’s Annual Host University — an extraordinary event that promises to transform your marketing perspective
  • And more!

 

Connect with Lara Galloway:

Host Univeristy:

About our Host: 

As SVP of Channel Management, Lara drives collaboration between White Glove’s Resource Partners, expanding industry reach and providing financial professionals with educational resources to aid their success. Lara leverages her experience as an accomplished entrepreneur and business coach, helping both White Glove’s employees and clients hone their speaking and selling skills while also offering insights on practice management.

 

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Mastering Business Ownership as a Financial Advisor with Brad Gotto (Ep. 17)

Mastering Business Ownership as a Financial Advisor with Brad Gotto (Ep. 17)

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In this episode, we are joined by Brad Gotto, the owner of Fiat Wealth Management, a reputable fiduciary and holistic financial planning firm with a special focus on tax planning based in Wayzata, Minnesota. With his unwavering commitment to mentorship, education and guidance, Brad empowers advisors to take their careers to the next level through his meticulous, deliberate high-touch, high-education approach. 

Notably, Brad’s expertise extends beyond his role as a business owner and financial planner. As a financial speaker, trainer and mentor, he is responsible for delivering exceptional content to fellow advisors, focusing on the key elements required to expand their business and establish a strong professional foundation. By sharing his insights and strategies, Brad empowers advisors to effectively educate their clients, enabling them to make informed decisions with confidence. 

In this episode, you’ll learn about: 

  • How to excel as a business owner and a financial advisor
  • Investing time away from day-to-day operations to enhance and grow your business
  • Practical insights that have an impact on effectively managing your business
  • Harnessing the power of intentionality to shape and cultivate a strong organizational culture
  • And much more!

 

Resources:

Connect with Brad:

White Glove’s Host University 2023:

About our Guest: 

Brad Gotto is the Owner of Fiat Wealth Management, a fiduciary, fee only financial planning firm located in Wayzata, Minnesota. They are a holistic firm with a special focus on tax planning. People always ask about the name. Why Fiat…? In economic textbooks, the term ‘fiat currency’ is loosely defined as ‘faith-based currency.’ The U.S. dollar is today a fiat currency, meaning that it has no physical backing, such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. Trust is the bedrock of the work at Fiat Wealth Management.

Brad is also a national financial speaker, trainer, and mentor, who is responsible for delivering high-quality content to financial advisors regarding the elements required to expand business opportunities on a virtual level. He also provides mentorship to financial advisors to create educational content to present to prospective and current clientele. To learn more about Brad visit fiatwm.com.

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Unmasking the Emotional Side of Money with Christine Luken (Ep. 16)

Unmasking the Emotional Side of Money with Christine Luken (Ep. 16)

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Understanding the intersection of emotions, finance, and human behavior is crucial for professionals in the advisory field.

In this episode, Lara Galloway features special guest and Founder of the Financial Dignity® Movement and Coach, Christine Luken. Together, they delve into their shared fascination with the realm of behavioral finance, shedding light on how their respective roles in financial advising have greatly profited from the realization that money is intricately tied to our emotions.

In this episode, you’ll learn:  

  • Christine’s personal journey with money: the catalyst behind her entry into the financial landscape, her drive to acquire financial knowledge, and her expertise in the realm of behavioral finance
  • Developing a balance between wise money management and emotional intelligence
  • Mastering your voice of reason over your voice of emotion
  • How to become self-aware of your personal money story
  • And much more!

 

Connect with Christine Luken: 

About our Guest: 

Ready to master your money and become a financial success? Then you need Christine Luken, the Financial Dignity® Coach in your corner!

As the Founder of the Financial Dignity® Movement & a Certified Financial Counselor, Christine has coached hundreds of high earning professionals to pay off staggering amounts of debt and massively increase their net worth over the past fourteen years.

Christine’s three books, Money is Emotional, Manage Money Like a Boss, & Financial Dignity® After Divorce, have landed her over 100 podcast, TV, and radio interviews, establishing her as the authority on money and emotions.

When she’s not coaching clients from her office in Cincinnati, you can find this Certified Divorce Specialist & member of the Financial Therapy Association curled up with a good book, a fluffy cat, and a strong cup of coffee.

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Unveiling the Secrets to Engaging Next-Gen Investors and Leveraging the Great Wealth Transfer with Maddie Mitchell (Ep. 15)

Unveiling the Secrets to Engaging Next-Gen Investors and Leveraging the Great Wealth Transfer with Maddie Mitchell (Ep. 15)

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The burning question that’s on every advisor’s mind: How can I effectively connect with the next generation of investors?

In a world where technology and digital presence reign supreme, it’s more important than ever to build authentic relationships with the Millennials and Gen Z, who are poised to become the next wave of investors. 

In this must-listen episode, Lara Galloway sits down with Maddie Mitchell, Marketing Director at White Glove, to uncover the actionable strategies that can help advisors build a strong digital presence and establish credibility with this elusive demographic.

  • What next-gen investors look for while vetting financial professionals
  • The type of content that they find most compelling and engaging
  • The importance of proactively connecting with your existing clients’ heirs
  • How your digital footprint (online reviews, social media, etc.) factors into the decisions of next-gen investors
  • And more

Resources:

Connect with Maddie Mitchell:

About our Guest: 

Maddie Mitchell is an experienced marketing strategist, content creator, and social media specialist. As Director of Marketing at White Glove, she spearheads the B2B marketing strategy and collaborates with industry leaders to deliver educational resources and tools for financial professionals. Maddie is driven by her passion for empowering advisors to achieve their goals for growth through strategic marketing and the spread of financial education. 

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Be Credible So You Can Be Incredible: Establishing Yourself as an Authority with Mike Saunders (Ep. 14)

Be Credible So You Can Be Incredible: Establishing Yourself as an Authority with Mike Saunders (Ep. 14)

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Does your audience pay close attention when they see your name on a presentation, workshop, or meeting agenda? Do potential clients perceive you as a credible subject matter expert when they search for your name online?

To answer “yes” to both questions, it’s imperative to proactively establish yourself as a respected authority in your industry — solidifying your reputation and expertise to command attention, gain trust and drive meaningful connections with your audience. 

In this episode, Lara Galloway engages in an illuminating discussion with Mike Saunders, a best-selling author, business coach and authority positioning expert. Together, they reveal powerful and practical strategies that financial advisors can implement right away to establish themselves as trusted authorities in their industry. By leveraging their expertise, these techniques allow advisors to forge deeper connections with clients and prospects, ultimately leading to greater success and a thriving business. 

Get ready to discover a wealth of knowledge in this episode as you learn how to:

  • Establish an evergreen digital footprint through the creation of “authority positioning assets”
  • Boost your content marketing efforts with maximum impact and minimal time investment
  • Leverage client interactions as invaluable opportunities to boost credibility and strengthen client relationships
  • Harness authority positioning to establish yourself as a recognized expert to make it effortless for clients to refer and advocate for you
  • And more!

Take advantage of the chance to transform your business and become a trusted authority in your industry. Tune in now to gain the insights you need for success!

Resources:

Connect with Mike Saunders: 

About our Guest: 

Mike Saunders, MBA, is a speaker, a best-selling author of four books, and a successful business coach and authority positioning expert. He is an adjunct marketing professor at several Universities and is a member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business and Career Coaches.

Through his podcast, Influential Entrepreneurs with Mike Saunders, MBA, Mike has interviewed hundreds of industry experts and thought leaders. As an Authority Marketing Strategist, Mike helps business owners build their authority and expertise to enhance their competitive advantage. He is passionate about empowering financial professionals to become THE Trusted Advisor with indestructible authority with a done-for-you Authority Positioning Portfolio® of permanent assets on the world’s most powerful platforms.

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Building a Powerhouse Network with Meg Hanington and Genevieve E. Thayer (Ep. 13)

Building a Powerhouse Network with Meg Hanington and Genevieve E. Thayer (Ep. 13)

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Imagine being able to scale your business to new heights faster than you ever thought possible. By forging strong relationships with like-minded individuals — you have the power to expand your network and tap into the collective knowledge of industry leaders. 

In this episode, we are thrilled to welcome two experts in the field, Meg Hanington, EPC, and Genevieve E. Thayer, EPC, co-founders of Beacon Partners. They will share their vast knowledge and experience on the critical importance of networking with specialized professionals and reveal strategies to help you build a powerhouse network that can change the trajectory of your career or business. 

In this episode, you’ll learn:

  • How to identify and find the right specialists to serve your clients’ every need
  • Strategies to boost your credibility and gain referrals from industry professionals
  • Tried-and-true methods for forging a diverse and sustainable network
  • And much more!

Success is not defined by doing everything on your own. The power of community and partnership may surprise you. 

Connect with Lara Galloway: 

Connect with Meg Hanington, EPC, and Genevieve E. Thayer, EPC: 

About our Guests: 

Co-founder Meg Hanington spent a number of years working at Merrill Lynch in finance, asset management technology, and product management. She now supports independent financial advisors to identify their barriers, get off autopilot and help them to build their “ideal” practice through coaching, consulting, emotional quotient programs, and aligning their people with purpose. Meg’s unique ability to listen and understand her client’s goals and implement a workable solution for achieving them has been a recipe for success. 

With nearly 20 years of experience as an operations expert in the financial services industry, Genevieve’s background includes extensive compliance, technology, and client relationship management. She excels at designing solutions to improve processes and building efficiencies in to the day-to-day operations of an organization. As an executive and leadership coach, she encourages her clients to challenge the “status quo” and think beyond their current barriers to effectively and honestly implement meaningful changes for themselves and their organizations. 

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Assessing Your Brand: Go Undercover to Get Ahead with Alana Kohl (Ep. 12)

Assessing Your Brand: Go Undercover to Get Ahead with Alana Kohl (Ep. 12)

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When was the last time you took an honest assessment of your brand? If you haven’t taken the steps already this year, now is the time to assess your brand for what it is.  As you move forward in 2023 and beyond, there are several checkpoints to consider that will help you achieve long-term benefits from your business-building efforts.  

To lay the foundation for your future success, it all starts with a truthful evaluation of your brand, which is essentially your reputation. In this episode, Lara Galloway is joined by Alana Kohl, the Founder of AdvisorPR®, accomplished brand consultant, communication strategist, and publicist to discuss why and how advisors should go “undercover” to assess their brand.

In this episode, you’ll learn:

  • The three components of building a sharable brand to establish a competitive advantage in the marketplace
  • Why advisors should conduct a thorough analysis of their competitors’ marketing efforts
  • The importance of brand differentiation 
  • How to apply the four brand assessment questions to your own experience
  • And much more!

Resources:

Connect with Alana Kohl: 

About our Guest: 

Alana Kohl is the founder of AdvisorPR® and an accomplished brand consultant, communications strategist, and publicist. Established in 2005, AdvisorPR is exclusively dedicated to serving financial professionals and organizations’ comprehensive marketing communications needs.  

Through innovative turnkey PR programs and a proven approach to media relations, the AdvisorPR team has been able to skillfully and systematically secure substantive media placements for its clients through every market and economic cycle and across diverse media platforms, including local, national, and industry outlets. 

Alana’s leadership has been pivotal in shaping and supporting some of the industry’s most significant evolutions—from communication strategies surrounding economic and legislative changes to guiding advisors to establishing independent brands and launching thought leaders to new levels of success.

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Protecting Your Clients’ Financial Futures: The Impact of Legislative Risk with Becky Swansburg (Ep. 11)

Protecting Your Clients’ Financial Futures: The Impact of Legislative Risk with Becky Swansburg (Ep. 11)

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Attention Financial Advisors,

Are you aware of the largest yet least understood risks facing American savers today? Legislative risk, closely related to tax risk, is a threat that cannot be ignored. While tax risk refers to the level of taxation we experience in retirement compared to today, legislative risk is the risk Congress holds when altering rules and regulations that affect our retirement plans.

It’s time to take action by gaining a deeper understanding of these risks. In this episode, Lara Galloway is joined by Becky Swansburg, an accomplished author, retirement savings expert, and CEO of Stonewood Financial, to discuss how legislative, tax, and longevity risks can affect your portfolio and retirement planning. 

Don’t let these risks catch you off guard. Arm yourself with knowledge and prepare for the future of your clients’ retirement plans. Tune in to this episode now.

In this episode, you’ll learn: 

  • The knowledge needed to mitigate the effects of legislative risk
  • How to safeguard your clients’ retirement plans from potential disruption due to tax changes
  • Best practices for ensuring your client’s assets are protected
  • How to assist your clients in diversifying their market risk
  • And much more!

 

Connect with Becky Swansburg:

About our Guest: 

Becky Swansburg is an accomplished author, retirement savings expert, nationally-recognized speaker, and CEO of Stonewood Financial. Prior to joining Stonewood, Becky headed communications for economic development organizations, U.S. congressmen, and government agencies. Currently, she trains independent financial advisors across the country on incorporating tax-efficient income planning and new holistic strategies into their practices.

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Woman and Finance: Shattering the Glass Ceiling with Sheryl Hickerson (Ep. 10)

Woman and Finance: Shattering the Glass Ceiling with Sheryl Hickerson (Ep. 10)

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Despite progress in recent years, the financial services industry remains a challenging environment for women due to its male-dominated nature. But Sheryl Hickerson took action to break down these barriers by creating Females and Finance. 

With a community of over 4,100 members, her organization is revolutionizing the industry through its mission to make financial services a more welcoming profession for women. Hickerson’s unwavering dedication to empowering female professionals has forever changed the lives of many.

In this episode, Lara Galloway is joined by Sheryl to discuss how she has paved her way in this industry as an entrepreneur, networker, educator, and leader and how the community she built from the ground up is inspiring change.

In this episode, you’ll learn:

  • The inspiring story behind Females and Finance
  • The most significant voids in the industry and why addressing them is critical
  • Lessons learned from leading the community
  • Actionable strategies for supporting women in the industry
  • And much more!

Connect with Sheryl Hickerson:

About our Guest: 

An award-winning, international speaker on social and digital marketing strategies for financial services organizations, Sheryl Hickerson founded Females and Finance, a private online membership organization supporting women in financial services and financial technology. Their industry rally cry called The Fearless Pledge was introduced in 2022 to support the hiring, mentoring, training, and advancement of 100,000 women in the profession by 2025.

Membership today is more than 4,100 professionals with no signs of letting up. After 30 years in financial services, Sheryl has dedicated her professional life to promoting better networking and diversity initiatives within the financial services community.

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The Harbor Pilot Analogy: Your Role in Navigating the Waters of Retirement With Frank Maselli (Ep. 9)

The Harbor Pilot Analogy: Your Role in Navigating the Waters of Retirement With Frank Maselli (Ep. 9)

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Analogies are a powerful tool that can be used to simplify and enhance your clients’ understanding of complex subjects. 

This week’s guest, a financial industry specialist, keynote speaker, and coach, Frank Maselli, shares the Harbor Pilot Paradigm — a memorable analogy he crafted that highlights an advisor’s role as a specialist guide for the retirement journey. 

Listen in as Frank explains how the role of a harbor pilot, guiding ships through dangerous waters until they reach safe harbor, directly relates to the work financial advisors do for their clients. He provides a detailed overview of the analogy and resources for advisors looking to bring fresh and relatable perspectives to their clients and prospects. 

In this episode, Frank delves into:

  • The importance of using analogies to effectively communicate complex financial concepts to clients
  • The benefits of using the Harbor Pilot Analogy
  • Practical tips and tools for incorporating the Harbor Pilot Analogy into workshops, seminars, and one-on-one client meetings
  • The origin of his inspiration for this unique concept
  • .…And more!

Don’t miss out on this valuable insight from Frank Maselli. Tune in now!

Resources:

Connect with Frank Maselli:

About our Guest: 

Frank Maselli is a 3X best-selling author, award-winning keynote speaker, and coach in the financial services industry.

For over thirty years, Frank has helped thousands of financial professionals grow and enjoy their businesses with modern skills that resonate with today’s clients. His programs are founded on a deep expertise in human psychology, and he is renowned for his cutting-edge thinking and electrifying delivery.

Currently, Frank speaks nationally at every level, from branch offices to stadium-sized meetings. He also offers one-on-one customized coaching and serves as one of White Glove’s Premier Coaches.

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