FAST Podcast - Financial Advisor Strategy Talks
Welcome to the FAST Podcast — Financial Advisor Strategy Talks with Lara Galloway, head of advisor education programs at White Glove. Lara provides advisors with an opportunity to hear from some of the best minds in the business. Follow along to learn quick tips to help you grow your business — from gaining new leads to keeping current clients engaged and everything in between.
Episodes
September 13, 2023 • 28 mins
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 …
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August 23, 2023 • 25 mins
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 …
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August 9, 2023 • 44 mins
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 …
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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 …
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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 offer a more …
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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 …
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June 14, 2023 • 28 mins
In this episode, we are joined by Brad Gotto, the owner of Fiat Wealth Management, a reputable fiduciary and holistic financial planning firm with a special focus on tax planning based in Wayzata, Minnesota. With his unwavering commitment to mentorship, education and guidance, Brad empowers advisors to take their careers to the next level through …
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May 24, 2023 • 37 mins
Understanding the intersection of emotions, finance, and human behavior is crucial for professionals in the advisory field. In this episode, Lara Galloway features special guest and Founder of the Financial Dignity® Movement and Coach, Christine Luken. Together, they delve into their shared fascination with the realm of behavioral finance, shedding light on how their respective …
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The burning question that’s on every advisor’s mind: How can I effectively connect with the next generation of investors? In a world where technology and digital presence reign supreme, it’s more important than ever to build authentic relationships with the Millennials and Gen Z, who are poised to become the next wave of investors. In …
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Does your audience pay close attention when they see your name on a presentation, workshop, or meeting agenda? Do potential clients perceive you as a credible subject matter expert when they search for your name online? To answer “yes” to both questions, it’s imperative to proactively establish yourself as a respected authority in your industry …
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April 12, 2023 • 39 mins
Imagine being able to scale your business to new heights faster than you ever thought possible. By forging strong relationships with like-minded individuals — you have the power to expand your network and tap into the collective knowledge of industry leaders. In this episode, we are thrilled to welcome two experts in the field, Meg …
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March 22, 2023 • 32 mins
When was the last time you took an honest assessment of your brand? If you haven’t taken the steps already this year, now is the time to assess your brand for what it is. As you move forward in 2023 and beyond, there are several checkpoints to consider that will help you achieve long-term benefits …
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Attention Financial Advisors, Are you aware of the largest yet least understood risks facing American savers today? Legislative risk, closely related to tax risk, is a threat that cannot be ignored. While tax risk refers to the level of taxation we experience in retirement compared to today, legislative risk is the risk Congress holds when …
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February 22, 2023 • 31 mins
Despite progress in recent years, the financial services industry remains a challenging environment for women due to its male-dominated nature. But Sheryl Hickerson took action to break down these barriers by creating Females and Finance. With a community of over 4,100 members, her organization is revolutionizing the industry through its mission to make financial services …
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February 8, 2023 • 18 mins
Analogies are a powerful tool that can be used to simplify and enhance your clients’ understanding of complex subjects. This week’s guest, a financial industry specialist, keynote speaker, and coach, Frank Maselli, shares the Harbor Pilot Paradigm — a memorable analogy he crafted that highlights an advisor’s role as a specialist guide for the retirement …
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January 25, 2023 • 35 mins
Although the advisory business has been around for many years, the concept of true succession planning has not been. Many advisors treat it like an event as opposed to a plan, but the process must be thoughtful, deliberate, and focused on maximizing value and on the client. In our latest episode, we delve into the …
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January 11, 2023 • 27 mins
Women are accumulating more and more wealth at a faster pace than ever before. Despite this, a recent study shows that women are still vastly underserved in the financial community. In this episode of the FAST podcast, our featured guest is Todd Fithian, Co-Founder, and CEO of The Legacy Companies, a revolutionary training and coaching …
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December 28, 2022 • 32 mins
With the new SEC Marketing Rule in effect, online reviews will now play an influential and growing role in the decision-making process among consumers preparing to hire financial advisors. In this episode hosted by Lara Galloway, featuring Brian Thorp, founder of Wealthtender, you will learn how advisors can successfully and compliantly get started with testimonial …
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December 14, 2022 • 24 mins
Not just any advisor can double their business in 3 years or less. Are you willing to find out what it takes? In this week’s episode, we sit down with industry expert and managing partner at Advice2Advisors, Dan Collison, to discuss what it takes for advisors to achieve this goal. Dan shares a comprehensive look …
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November 23, 2022 • 23 mins
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 …
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