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 mom

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,

Estate planning isnt just about money; its about protecting assets, ensuring a smooth wealth transfer and shaping your legacy for future generations. Our guest on todays episode challenges the stat

Are you tired of the same old holistic and fiduciary buzzwords in financial services branding? Our guest on todays episode urges you to break free from industry cliches and find inspiration for y

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 persona

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 busi

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

Feeling overwhelmed and on the verge of burnout? Youre not alone, especially in the demanding world of financial advising. In this episode, our guest shares her top hacks and efficiencies that contri

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.

Today, we highlight a parallel between the past and the present, where financial advisors initially hesitated to delve into tax matters because they werent accountants, just as they are now hesitant