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 …
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 …
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 …
Although the advisory business has been around for many years, the concept of true succession planning has not been. Many advisors treat it like an event as opposed to a plan, but the process must be thoughtful, deliberate, and focused on maximizing value and on the client. In our latest episode, we delve into the …
Women are accumulating more and more wealth at a faster pace than ever before. Despite this, a recent study shows that women are still vastly underserved in the financial community. In this episode of the FAST podcast, our featured guest is Todd Fithian, Co-Founder, and CEO of The Legacy Companies, a revolutionary training and coaching …
With the new SEC Marketing Rule in effect, online reviews will now play an influential and growing role in the decision-making process among consumers preparing to hire financial advisors. In this episode hosted by Lara Galloway, featuring Brian Thorp, founder of Wealthtender, you will learn how advisors can successfully and compliantly get started with testimonial …
Not just any advisor can double their business in 3 years or less. Are you willing to find out what it takes? In this week’s episode, we sit down with industry expert and managing partner at Advice2Advisors, Dan Collison, to discuss what it takes for advisors to achieve this goal. Dan shares a comprehensive look …
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 …
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 …
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 …