Tag: Fast Podcast

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Turning Your Online Testimonials into an Evergreen Source of Digital Referrals with Brian Thorp (Ep. 6)

Turning Your Online Testimonials into an Evergreen Source of Digital Referrals with Brian Thorp (Ep. 6)

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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 marketing to grow their business. Whether you’re SEC or state-registered, your questions will be answered with guidance on how you can make the most of this historic opportunity if you have the green light and suggestions on how to compete on an uneven playing field if you don’t.

3 Learning Objectives or Takeaways for Advisors from this Podcast: 

  • The importance of establishing effective policies and procedures for testimonials and the tools and resources available to assist in their preparation
  • Understanding the pros, cons, benefits, and risks of collecting and promoting testimonials on various online review platforms, and/or your own advisory firm website
  • Gain practical and proven ideas for tactfully collecting and thoughtfully promoting testimonials to compliantly grow your business, including tips for delivering even more effective seminars and webinars

Wealthtender Promo:

When you visit Wealthtender as an advisor, you’ll find a lot of great information out there to learn more about the various benefits that are available to advisors in our community.

If you sign up with the code glove we’re happy to offer 50% off the first two months for any advisors that are listening to this podcast.

Resources:

Connect with Lara Galloway: 

Connect with Brian Thorp: 

About Brian: 

Brian Thorp is the founder and CEO of Wealthtender, an industry-leading digital marketing service dedicated to helping financial advisors get more clients online at an affordable monthly cost. Brian founded Wealthtender in 2019 after a 22-year career with Invesco where he led the US national account team responsible for wealth management firm partnerships representing over $100 Billion in assets under management. 

On a personal note, Brian and his wife call Houston, Texas home, though their digital nomad lifestyle experiments have taken them to Mexico, Miami, and their next step — Santa Monica. 

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Double Your Business in Three Years or Less (Ep. 5)

Double Your Business in Three Years or Less (Ep. 5)

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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 at the measuring tools used in vetting the advisors he works with and the methodologies top producers in North America have used to gain success.

Dan and Lara discuss:

  • Proven tools for measuring character strengths and grit
  • The 3 confidences of top producers 
  • Setting a growth plan and the four methodologies of prospecting
  • The science of referability

Resources:

Website: Advice2Advisors 

Connect with Client: 

LinkedIn: Daniel Collison 

About our Guest: 

Dan has over thirty years of experience in the financial services industry, having worked for many years as a practitioner. His primary focus and passion has been on the education and development of financial advisors with a specific emphasis on ensuring a comprehensive, holistic approach to financial planning. Dan has developed and delivered hundreds of programs for training, mentoring, and coaching advisors of all tenure – using a combination of positive psychology coaching and goal-centered coaching. He regularly presents seminars and keynote addresses to prospects, clients, advisors, and management teams. Dan teaches Personal Financial Management in the MBA Program at Schulich School of Business, York University, and is the acclaimed author of The Financial Advisor’s Guide to Excellence, Carswell Publishing. His forthcoming book, Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors, will be out early next year.  

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

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

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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.

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