Tag: Marketing

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Investing in Trust: Connecting with Women and Next-Gen Investors with Julie Johnson (Ep. 21)

Investing in Trust: Connecting with Women and Next-Gen Investors with Julie Johnson (Ep. 21)

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Establishing trust and fostering meaningful connections lie at the core of every successful financial advisor’s practice. Younger generations and women seek reassurance about their financial future, particularly regarding a secure retirement. A financial advisor’s utmost responsibility is to guide them on the path toward lasting financial security. 

In this episode, we explore the pivotal role of emotional engagement alongside Julie Johnson, President and Chief Engagement Officer of XY Communication. Undoubtedly, trust emerges as the defining element that can either propel or hinder a financial advisory business. Central to this trust is forging and nurturing robust client relationships where clients are valued and cared for. 

Together, they shed light on the projected shift in wealth ownership. By 2030, 65% of women and individuals under 55 expect to hold investable assets. Considering this landscape, the significance of emotional engagement and relationship building becomes even more pronounced for financial advisors looking to cater to a diverse and growing clientele. 

In this episode, you’ll learn key concepts on:

  • Building trust and connection with women and next-gen investors
  • Cultivating lasting relationships with your clients
  • Crafting thoughtful questions to unveil your clients’ needs, aspirations and worries
  • 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: 

Connect with Julie Johnson

Host University 2023:

About our Guest: 

Julie Johnson started her career in 1996 as a rookie with Smith Barney in Denver. By 2007 she and her team managed over $1B in AUM. They moved their team and every client, including pensions, foundations, 401k’s, family offices and ultra HNW individuals, to UBS in the fall of 2007, and then came 2008…

Having obtained her CFP and CIMA designations, Julie was named SVP with UBS. Her team received Barron’s top advisor and top team awards during her tenure. On multiple occasions, she was invited to speak at national conferences and consult on practice management, sales and business development and relationship management. In 2016 Julie received her Behavioral Finance Certification and began her career as a full-time certified coach, consultant, public speaker and facilitator. She was engaged in consulting with boards, management, advisors, and teams and speaking at esteemed national conferences such as Barron’s and Fidelity, as well as several regional conferences, both in person and virtually, with FPA, Forbes, Morgan Stanley, Wealth Management, UBS, Ameriprise, BNY Mellon, to name a few. 

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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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Staying Top of Mind with Brigitte Gillis (Ep. 4)

Staying Top of Mind with Brigitte Gillis (Ep. 4)

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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 nurturing and client engagement programs at White Glove. These programs have been created to help financial professionals uncover more opportunities and turn prospects into clients — completely hands-free.

Listen to this week’s episode to hear Brigitte share marketing strategies to help you stay top of mind with your prospects.

Brigitte and Lara discuss:

  • The importance of strategic lead nurturing and client engagement
  • Why do prospects take specific actions and what do they respond to
  • Why she is passionate about understanding the needs and desires of her audience
  • How advisors can leverage marketing automation tools to convert leads

Resources:

About our Guest: 

Brigitte Gillis is a member of White Glove, and she has spent her entire career focused on consumer behavior. Brigitte drives the growth and development of White Glove’s lead nurturing and client engagement programs. She’s very passionate about helping advisors turn prospects into clients completely hands-free. Brigitte’s focus is finding her target audience, why they take specific actions, and what they respond to. She is passionate about understanding the needs and desires of her target audience and she excels at delivering the best in class user experience at White Glove.

Currently, Brigitte is working to design and build relationships through educational content to help financial professionals uncover more opportunities.

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Advocating for Financial Advisors: A Talk With Larry Roth (Ep. 2)

Advocating for Financial Advisors: A Talk With Larry Roth (Ep. 2)

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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 Partners, and an accomplished investment banker and entrepreneur. Larry shares thoughtful insight on the financial service industry’s changing landscape and how advisors can expect to harness and deepen client relations through new digital means. 

Larry discusses: 

  • How technology is changing the way advisors must connect with clients and how to adapt your business model to the new digital-era
  • How consistent engagement with your clients can bring big results to your business
  • Why providing holistic financial advice increases your business valuation 
  • What he has seen as some of the biggest growth opportunities in the industry
  • …And so much more!

Connect with Larry Roth: 

Connect with Lara Galloway: 

About our Guest:  

Larry Roth is managing partner of RLR Strategic Partners Consultancy and M&A advisory firm affiliated with Berkshire Global Advisors. Larry serves RLR’s clients by leveraging the expertise and relationships built over time as a CEO of some of the largest independent firms in the industry, including AIG advisor group and Cetara Financial Group. He’s a current and past board member of widely respected public and private entities, an investment banker who has structured dozens of value, creating transactions and an entrepreneur who has personally acquired early stage retail, financial advice, businesses, and grown them to achieve highly successful liquidity events. Currently Larry serves as a board member of White Glove and interim CEO.

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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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