FA Marketing Firm White Glove Simplifies Pricing

Michael Madden, Contributing Editor & Research Analyst, Wealth Solutions Report

Educational Events And Social Media-Focused Firm Streamlines Pricing Structure To Enhance Value In Helping Financial Advisors Generate, Capture Client Leads

Financial advisor marketing company White Glove announced a simplified, all-inclusive pricing structure designed to better serve financial professionals and enhance the value of its solutions. The new structure will reduce risk to users, provide a guarantee and include free training and additional services.

Gary Bailey, EVP, Head of Sales at Birmingham, Michigan-based White Glove, said, “We recognized that our models, while comprehensive, were complex in terms of pricing and add-ons. This new streamlined, all-inclusive approach is more cost-effective, making our educational seminars and webinars an even more valuable part of an overall marketing strategy.”

Gary Bailey, EVP, Head of Sales, White Glove

The change incorporates results-based pricing, which will reduce risk at registration for standard workshops by covering all upfront costs, as well as reducing risk for attendees by requiring payment only for those who attended and after – rather than prior to – the event. The firm will guarantee that an advisor gains a new client within 120 days of the event or receives professional coaching and a free workshop. 

Half A Million Client Introductions Facilitated

Bailey said, “We serve more than 10,000 advisors across the country and have made over half a million client introductions that include over $100 billion of opportunity for our clients to grow their books of business. We wouldn’t guarantee our results if we didn’t believe our solutions weren’t effective.”

The pricing covers additional free services including a virtual training platform with classes, webinars, guides and advisor roundtables; customized text, phone call and email follow-ups for leads up to 45 days after a workshop; and contact and wealth data on workshop absentees.

“We have truly perfected our craft to create a data-driven marketing approach that helps professional advisors grow their practices by generating and closing the best quality prospects,” said Bailey. “Our lead generation and client engagement solutions have become trusted by thousands of financial professionals.”

Multiple practice management experts have predicted significant continued growth opportunities for financial advisors who successfully transition back to in-person prospective client marketing events. This was an area of business development that stalled during the pandemic, as financial advisors were forced to abandon in-person marketing activities in favor of digital solutions, according to a past study by Fidelity. Since then, in-person client prospecting events by financial advisors have come roaring back. 

White Glove is a portfolio company of Rockbridge Growth Equity, a private equity firm.

Michael Madden, Contributing Editor & Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com

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