Financial Advisors:

Present to a virtual audience from anywhere with a laptop and wifi…

The White Glove Done-For-You Virtual Seminar allows advisors to grow their business from their laptop - entirely online. Only White Glove provides compliant end-to-end setup, coaching & marketing of virtual financial seminars - backed by our industry-leading Triple Guarantee.

 

AS SEEN ON

crains-det copy
fa-mag copy
forbes-logo
top-advisor
nasdaq-logo
  • No upfront investment - ever

You don’t pay until we perform because you only pay for who shows up. No more guess-work budgeting or ‘pray and spray’ marketing.

 

  • End-to-end concierge service

Your truly ‘White Glove’ experience doesn’t stop at just our marketing power. You’ll get tech coaching and setup, "in-event" support and post-event follow up.

 

  • Vigilantly Compliant and Trusted by Industry Leaders

When you partner with White Glove, you can have peace of mind knowing we’re trusted by over 90+ Broker Dealers, FMOs, IMOs and carriers in the US and Canada. SEC, FINRA, FFIEC, FTC, IIROC, MFDA, FCA coverage.

 

 

 

“ Our first set of virtual events was four weeks ago and we've already got two people who have inked paper to bring assets totaling over $2.5 million. ” 

 

– Brad Gotto, Financial Advisor

 

 

You've known us for creating over 10,000 high-converting financial seminars, backed by our industry-leading triple guarantee.

 

Now, introducing you to the Virtual Seminar experience - all done for you.

 

Still Triple Guaranteed.

 

computer copy
checkmark-1
Get concierge support that lives up to our name.
Let us go above and beyond for you to ensure your Virtual Seminar goes off without a hitch. That means technical support before and during the webinar for both you and the attendees.
checkmark-1
Get appointments with highly engaged prospects prior to your seminar.
With the surge in demand for financial services, people are are seeking immediate assistance. We've built a system to allow registrants to request a conversation with you even before your event.
checkmark-1
All the heavy lifting... done for you.
We take care of everything including marketing, platform setup and registrant follow-up, all you need to do is flip open your laptop and present!
checkmark-1
Rest easy with Performance-Based Pricing.
Skip the upfront costs and only pay for those that actually attend your virtual event.

 

You're protected with the White Glove

Triple Guarantee

 

✔  Guaranteed Registrants

Expect to have your pipeline filled with registrations a short time after welcoming you as a private client. We handle it all and guarantee results.

 

✔  Guaranteed Attendees

You’ll present to the desired number of attendees you asked for, or get 100% credit on registrants short of your request. No games or gimmicks.

 

✔  "New Client" Guarantee

We guarantee you’ll get at least ONE new client from your virtual seminar with us. If you don’t, we’ll do another one, on the house.

 

 

 

Financial Advisors, RIAs and Wealth Managers Love White Glove

 

 

bufty
“Since working with White Glove, basically every dollar we invest with White Glove, we received a nine or 10 dollar return.”
Paul Bufty, The Financial Group of Philadelphia
milo
"I've done 4 events, and so far I've brought in 1.2 million dollars in assets. From my last event, I have 6 million dollars pending at this point."
Milo Milosevich, Safe Money Solutions

Presentations Your Prospects Will Love

(With more on the way!)

 

Taxes in Retirement 567
Taxes in Retirement 567
5.0
based on 2,200+ Facebook reviews

 

Overview of the different tax buckets. Examples: Non-qualified, tax deferral, traditional IRA, Roth IRA and capital gains.

Social Security 567
Social Security 567
4.9
based on 800+ Facebook reviews

 

Overview of the many different ways the audience can file for their Social Security benefits and how significant the differences are.

Estate Planning 567
Estate Planning 567
5.0
based on 200+ Facebook reviews

 

Overview of the pros and cons of having a will, durable power of attorney, living will, trust or passing away intestate.

 

Comprehensive Features to Help You Succeed

 

 

 

Triple Guaranteed

Done-For-You

Pay-per-attendee pricing w/ no upfront costs

✔

Success Guarantee

 ✔

Full registration guarantee

100% credit on registrants short of your request

N/A

Registrations are free.
Optional investable asset sticker ✔
Data-driven event marketing ✔
Reminder e-mails and texts ✔
Access to user-friendly platform ✔
Confirmation calls ✔
Live moderated chat ✔
Live webinar management and concierge support ✔

Calendly link (if supplied)

 ✔

Post-event attendance report

 ✔

Pre-event appointment setting

 Call for details.

 

 

 

You're not alone in this. We've got your back.

Our team is built to deliver a true "white glove" experience unlike any you've experienced before.

 

 

 

Average rating:

(based on 201 reviews collected directly from client surveys)

 

Our team, located in Birmingham, MI, is dedicated to ensuring that our clients have everything they need for an event – before, during and after. Working with us means we always have your back.


"One of my favorite things about working with White Glove is the full automation. From A to Z they take care of you, they have input the entire time. I work with my internal coach all the time, she helps me a ton. White Glove really takes the load off my back so I can focus on what I do best, and that’s meeting with people."

— Sam Dixon

Get started with Virtual Seminars.

Call 844-949-9497

or fill out the form and we'll get in touch with you ASAP.

 
844-949-9497 | © 2023 All Rights Reserved.