Tag: Coaching

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)

By |

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.

 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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

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

By |

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Archives

Categories