Tag: Financial Planner

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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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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Success After Succession: Maximizing the Value of Your Business (Ep. 8)

Success After Succession: Maximizing the Value of Your Business (Ep. 8)

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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 importance of preparing for the eventual transition of leadership and how it can mean the difference between the continued success or failure of your business long after you step down.

Join us as we discuss succession planning with our special guest Phillip Ackers, an expert in the field with over 35 years of experience. Phillip, Founder, and Principal at Lakeshore Performance Limited will share his knowledge on the essential elements of a strong succession plan and the key steps advisors should take to ensure they maximize the value of their business. 

In this episode, you’ll learn: 

  • How to incorporate a comprehensive succession plan into your practice and why it’s crucial for long-term success
  • The importance of shifting away from a transactional approach
  • The consequences of neglecting succession planning and how to safeguard your business from potential risks
  • And more!

Connect with Phillip Ackers: 

About Phillip Ackers: 

Phil is the principal and founder of Lakeshore Performance Limited – a company focused on helping firms and advisors address their key issues and challenges.  

With over 35 years in the financial services industry, Phil has worked with firms and advisors in Canada and the U.S., helping them unlock their potential. Phil has worked with advisors focused on developing both their insurance and wealth businesses right through to those who are in the private bank.

Phil is a CPA and has his MBA, which assists in applying a pragmatic and business lens focused on creating efficiencies and profitability.

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