Get introductions, not just leads. Marketing Done-For-Advisors. We do all the work; you focus on showcasing your authenticity, building trust and credibility to better win new clients or generate referrals. Free up your time and resources via our end-to-end Done-For-You marketing platform from client introductions and appointments to nurturing and referrals.
Get in front of better clients with reliable, data-driven targeting capabilities combined with premium, best-in-class marketing with an average 6:1 return on marketing spend. Done with No Risk. Financial Advisor group and individual educational seminars and webinars, appointments and introductions - Pay only for performance - attendees or appointments.
Get in front of better clients with reliable, data-driven targeting capabilities combined with premium, best-in-class marketing with an average 6:1 return on marketing spend. Done with No Risk. Financial Advisor group and individual educational seminars and webinars, appointments and introductions - Pay only for performance - attendees or appointments.
Services
White Glove Co-Founders Dean Thurman and Mike Thurman are financial advisors by trade. They relied on the "old school" method of seminar marketing to grow their business for many years. They created print invitations and mailed them to people in an area where they wanted to host an educational seminar.
White Glove Co-Founders Dean Thurman and Mike Thurman are financial advisors by trade. They relied on the "old school" method of seminar marketing to grow their business for many years. They created print invitations and mailed them to people in an area where they wanted to host an educational seminar.
Leave the work to us! White Glove does all the heavy lifting-meaning you can focus on growing your business and not being an event planner. End-to-end Concierge Support dedicated to your success-including support before, during and after your webinar. Social Impression Management to help you dominate your market and build brand credibility and awareness.
White Glove seminar services are truly one of a kind. When we say we're the leader and pioneer in our space, we mean it. We created the first and only done-for-you seminar planning program that's completely powered by digital marketing. AND that's built on a pay-for-performance model. Our seminar hosts only pay for households who attend.
White Glove Webinars allow advisors to grow their business from their laptop - entirely online. Only White Glove provides compliant end-to-end setup, coaching & marketing of financial webinars - backed by our industry-leading Quadruple Guarantee. We'll handle all the technical aspects, while you focus on delivering a presentation that showcases you as a credible authentic educator.
Reviews (10)
Kevin McKenna
Dec 25, 2021
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Thorne Daimler
Jul 19, 2021
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Beware!
I was looking for a new marketing strategy for 2021 and saw the services provided by WhiteGlove. It is a high cost per webinar attendee but I figured it would be worth it if they could bring in individuals from the high net worth zip codes I asked them to target. In summary, they only delivered TWO attendees out of 18 that were in my eight target zip codes. I even got some attendees that were hours away.
Their service and process from start to finish is really quite good. But the end product, delivering good prospects, falls flat. Almost all of the risk falls on the client's shoulders
I was looking for a new marketing strategy for 2021 and saw the services provided by WhiteGlove. It is a high cost per webinar attendee but I figured it would be worth it if they could bring in individuals from the high net worth zip codes I asked them to target. In summary, they only delivered TWO attendees out of 18 that were in my eight target zip codes. I even got some attendees that were hours away.
Their service and process from start to finish is really quite good. But the end product, delivering good prospects, falls flat. Almost all of the risk falls on the client's shoulders
Elizabeth Galicia-Pigg
Jun 04, 2021
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The company we ordered our chair from had problems getting ahold of White Glove. When we finally talked to someone, we scheduled for last Friday between 2-6pm for delivery. They were no call no shows last Friday. We called again and they supposed to be here today Wednesday May 5th between 9-1pm. Called at 12:15pm to see where they were. They then changed the appointment from 1-2pm Said they would call 30 minutes before they arrived. At 2pm no one had called no one is here. Then less than 30 minutes after the last phone call they finally arrived. With no phone call letting us they were coming. The
Randy Rondberg
Aug 09, 2019
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Finally, a company that can actually fill the room! We've held 5 workshops with White Glove, and they consistently put prospects in the seats better than direct mail ever did. Enough of the people coming to the workshops are qualified that this has become our biggest lead source. White Glove has been great to work with and we anticipate booking regular workshops in 2019.
Kurt Stahl
Sep 26, 2018
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I went out on my own as an independent Certified Financial Planner in the spring of 2017 and I've used White Glove Workshops exclusively for my company's marketing. With Natalie Grassi's help, I've tripled my business in 2018. I could never have done this without White Gloves Workshops. They do all the work to fill my seminars and I just show up to speak. It's been amazing. I can't recommend them enough.
Melanie Rozental
Jun 26, 2018
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Finally, somebody had come up with a system that puts qualified leads in my workshops. We have had 4 seminars and we are very happy with the results. Once you set up what your firm needs, it is totally automatic. They do all the marketing, confirmation calls and establish the relationship with the venue. All you have to do is be prepared and put on your best game. Highly recommend!!
Nikki Little
Jan 05, 2018
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I am an employee at White Glove Workshops, and I love working for this forward-thinking company! Leadership embraces innovation, experimentation and creativity at all levels across the company. Whether you've been here for one month or two years, you're empowered to share your ideas and to be part of new and exciting ventures. There are plenty of growth opportunities. It's a great place to work!
Autumn Washington
Oct 10, 2017
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Eleanor Krzyzaniak
Aug 27, 2017
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I am an employee of White Glove Workshops, and I am exceedingly grateful for the opportunities offered through this company. On a daily basis I encounter our leadership team and receive encouragement, support, and guidance in achieving my career goals. WGW is a thriving work community that presents endless opportunities for ambitious individuals that seek advancement amid a stimulating team of co-workers. Your talents will be recognized, your limits will be pushed- learning, growth, and development are all key components of this welcoming atmosphere.
Danielle Dennis
Jun 25, 2017
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White Glove Workshops is the greatest place to grow as an individual in the digital marketing industry. The owners are very accepting of new ideas and are always providing encouragement to all team members. I am a new employee and already feel so in place here. White Glove Workshops is extremely innovative and will always keep you on your toes!
