FAST Podcast - Financial Advisor Strategy Talks

There is no right or wrong way to develop a career as a financial advisor; it's about finding what is right for you.   In this episode, Candace and Dean discuss the major inflection points in a financial advisor's career and the different paths one can take within the industry. They explore the pros and cons of being an individual practitioner or operating a multi-advisor business, as well as the...

In this episode of the FAST Podcast, we dive into the art of making a stellar first impression with our guest, Patrick Durst.    Patrick shares insights on mastering the first-time appointment, emphasizing how crucial it is to decide on your desired perception and target audience. This conversation reveals strategies to transform leads into loyal clients.    You'll also discover one of Patrick's s...

This episode of the FAST Podcast Candace and Dean welcome David Wood, the Founder of Gateway Financial Partners. David's experience spans across several decades, marking him as a leader, and accomplished entrepreneur, and an influential figure in the financial landscape.    The conversation explores the future of the financial services industry and the opportunities it presents. David discusses th...

Diana Cabrices, Founder of Diana Cabrices Consulting, joins this episode of the FAST Podcast to reveal the secrets of being a Financial Brand Evangelist .      Learn how Diana uses education and problem-solving to not only boost advisor awareness, but also drive leads and foster engagement.    This episode is for you if:   You're a financial advisor looking to stand out from the crowd   You want t...

This episode Candace and Dean welcome Alex Hug, the CEO of Acquire Direct and Co-Founder of Leadjig .    They discussed the strategic merger between Leadjig and White Glove and how the two companies are aligned in terms of vision, culture and founder mentality to propel their businesses forward .   Beyond the merger, you'll hear a compelling conversation between two industry leaders on:   Adapting...

This episode marks a fresh start for the FAST Podcast as we welcome new co-hosts, Dean and Candace! Tune in to get acquainted and hear their exciting vision for the show moving forward.    Dean, a seasoned financial advisor, brings real-world experience and insightful education to the table. Candace, a marketing and design expert, sheds light on why marketing is crucial for financial advisor growt...

In a heartfelt solo episode , our podcast host announces her departure from White Glove after six wonderful years. She reflects on her journey, the challenges that shaped her and the most impactful moments. But this isn't the end, it's a new chapter! She'll also share what's next for the FAST Podcast.    Don't miss this farewell episode!     Connect with Lara Galloway:     LinkedIn: Lara Galloway...

New to the town and lacking established connections, our guest craved a space filled with people genuinely interested in learning about financial planning. Seminars became his platform for connection, and he emphasizes that anyone can master them with preparation .     Joining us today is Kurt Stahl, President at Gulf Coast Financial Planning LLC, who shares his journey of building a successful pr...

Estate planning isn't just about money ; it's about protecting assets, ensuring a smooth wealth transfer and shaping your legacy for future generations. Our guest on today's episode challenges the status quo of estate planning, highlighting its importance and advocating for change.    Financial advisors often overlook estate planning due to challenges like complexity and client resistance. Technol...

Are you t ired of the same old "holistic" and "fiduciary" buzzwords in financial services branding? Our guest on today's episode urges you to break free from industry cliches and find inspiration for your brand in unexpected places. Think beyond the suits and charts — what resonates with your target audience in the real world?   But it's not just about ditching the jargon. This episode is packed w...

Today, we delve into the heart of financial planning with our guest , who advocates for an approach beyond numbers and charts. Our conversation revolves around aligning life and money, creating personalized and value -driven advice for clients, and adapting to the evolving financial planning landscape.    Joining us today is Dr. Preston Cherry, Founder and President of Concurrent Financial Plannin...

The harsh reality of the industry is that 90% of financial advisors throw in the towel within five years. Our guest sheds light on the power of seminars as a key marketing strategy for building a business that booms, not busts.   Joining us today is Dean Thurman, Co-Founder of White Glove and InvestWise Financial, who reveals the power of face-to-face interaction. Forget cold calls and unreliable...

This episode is tailored for financial advisors seeking to build their team with the right sub reps. The biggest mistake? Relying solely on personality when hiring, rather than digging into long-term goals, knowledge and cultural compatibility.  Joining us today is Jonathon Duncan, Co-Founder and President at Advisor Seekers, who reveals the key mistakes advisors make when recruiting, highlighting...

Feeling overwhelmed and on the verge of burnout? You're not alone, especially in the demanding world of financial advising. In this episode, our guest shares her top hacks and efficiencies that contribute to thriving in the industry.   First things first: ditch the chaos and embrace efficiency. Many advisors waste time and resources on building brand awareness without a corresponding return on inv...

Today, we unravel the essence of social proof and its pivotal role for financial advisors. The key takeaway — is a stellar website, compelling brand messaging and content that establishes credibility. The goal? Move people from skeptics to fans.  Stay tuned as we emphasize the need for ongoing engagement. Financial advisors take note — consistently educate your potential clients, demonstrating an...

Today, we highlight a parallel between the past and the present, where financial advisors initially hesitated to delve into tax matters because they weren't accountants, just as they are now hesitant to venture into estate planning due to the misconception that they must be lawyers.   The financial advisory industry has been traditionally slow to embrace change. However, firms are gradually realiz...

Today, we dive into the art of personal branding and effective communication in the financial advisory business.  In the saturated landscape of financial services, standing out requires more than a typical sales pitch. Our guest, Deirdre Van Nest, Founder of Crazy Good Talks, believes in debunking the conventional approach of merely showcasing services. Instead, champion the power of authentic sto...

Today, we discuss the dynamic role that sub-reps and lead generation strategies, such as educational workshops, play in helping advisors scale their firms. Central to this growth strategy is empowering sub-reps through comprehensive training specifically tailored for various platforms like seminars and webinars. Our esteemed guest, Jeff Grail, Co-Founder and SVP of Strategic Partnerships at White...

Financial advisors often follow traditional methods and teachings in their profession. However, it's crucial to recognize that the conventional approach may not always prioritize the most effective communication with clients. It's time to shift in perspective, where advisors focus on delivering the right message and guidance to truly benefit their clients.   The initial introduction meeting with a...

Healthcare and finance are two essential pillars of our society that are inextricably linked, often in ways we may not fully understand. Today, we explore the intersection of these two vital sectors.   It's not news that healthcare ranks high among individuals' financial worries. After all, the saying "If I don't have my health, I don't have my wealth" holds a lot of truth. The costs associated wi...

Estate planning can be a difficult conversation to have, but it's important to start the conversation early. Commendably, your clients have taken the step to address the inevitable topic of mortality. Recognizing the emotional weight of this discussion, you can assure your clients that while it may be daunting, crafting a well-thought-out plan is indispensable to ensure their wishes are meticulous...

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...

Advisors strive to provide their clients with valuable and accurate financial guidance, but occasionally, the information they present fails to strike a chord with the end client. While financial advisors may find themselves enthusiastic about showcasing charts and graphs depicting products and returns, clients often require something more tangible and easily understandable to truly grasp their fi...

It's vital not to lose sight of the importance of human interaction and personalized guidance in the financial industry. Human-first financial guidance emphasizes the significance of building relationships, understanding individual needs and tailoring solutions accordingly. Financial advisors who prioritize the human aspect of their profession can provide empathetic support, establish trust and of...

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...