Tag: Thought Leader

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)

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. 

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

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

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.