The Keys to Successful In-Person Events
Listen now
Description
As advisors are striving for that truly personal touch with their clients (and how much more personal can you get than eye-to-eye), there is increased interest in more in-person prospecting events. My guest today will discuss how he and his team have unlocked the power of seminars, giving advisors and firms opportunities to make a lasting impression and turn intrigued prospects into clients. Additionally, as people are getting so much spam through their email and on their cell phones, he will share how to gain mindshare in a meaningful way. Show ResourcesHere is a link for more information about Greg and White Glove: White Glove's website- https://www.whiteglove.com/ Greg’s LinkedIn- https://www.linkedin.com/gregbogichFPA research: New Study Reveals Psychological Factors Hindering Growth for Financial Advisers- https://www.financialplanningassociation.org/press-room/releases-announcements/fpa-janus-henderson-adviser-growth-research  Equities are the building blocks of any successful portfolio. Advisors must understand the best way to wield equities if they want to succeed. Join VettaFi and other industry-leading experts on Wednesday, MARCH 13 for their “Equity Symposium!” Register for Free at etftrends.com/webcasts/equities-symposium-2024
More Episodes
This is a bittersweet moment.  We are recording this on April 26, and April 30 will be my final day at VettaFi, after which I will no longer be associated with the Advisor Perspectives publication. This will be the final episode of the nearly 500 that I have hosted for the Gaining Perspective...
Published 04/30/24
Tax-management strategies are crucial for clients, and they need today’s most sophisticated tools to relieve the tax burden for their clients. In this episode, my guest will dive into those strategies, such as tax-loss harvesting, and will explain how tax technology plays a significant role in...
Published 04/30/24
Published 04/30/24