FAST Podcast - Financial Advisor Strategy Talks

FAST Podcast - Financial Advisor Strategy Talks


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

November 23, 2022

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.