Home Search
White Glove - search results
If you're not happy with the results, please do another search
White Glove And Wealthtender Partner To Unlock Power Of Testimonial Marketing For Financial Advisors
After 60+ years of regulatory prohibition, the SEC now permits financial advisors to ask their clients for testimonials that can be published online to...
White Glove Launches Turnkey Estate Planning Solution
With an estimated $68 trillion in wealth moving from Baby Boomers to younger generations in coming decades, the demand for estate planning services is...
White Glove Simplifies Pricing as Demand for Services Grows
Detroit-based White Glove, a tech-enabled marketing company that specializes in client acquisition and engagement for financial advisors,launched a simplified, all-inclusive pricing structure.
The company focuses...
DWN Publisher Notes For 12/5/23
Friends, this week we begin a new 5-part series on AI in Finance. Uncomfortable with this paradigm-shifting technology? You won't be after you educate yourself on these real-world uses for finance professionals in this series. READ UP!
Advisor Tech Talk (Week of 12/4/23)
We’re not just howling into the wind when it comes to next generation technology—the future is now.
For financial advisors, reading about...
Publisher Notes For 5/10/23
Friends, we're going to be rolling out a major new blockchain education initiative in the coming weeks and we want your participation, too! Check out Steve Lupien's interview today in my "Fintech & Philosophy" zoomcast to learn more and look for more info on this world-changing initiative in the coming weeks!! READ UP!
Publisher Notes For 3/8/23
Friends, Daylight Savings Time comes to us this weekend. As we "spring ahead", so, too, does the news & thought leadership in fintech, wealthtech & digital assets, all right here. READ UP! | Cindy Taylor, Publisher
As Focus Turns to Organic Growth Over M&A, Wealth Managers Combining Digital Engagement and...
With M&A markets much less frothy this year compared to recent prior years, many wealth management firms have shifted their focus to organic growth in the form of recruiting more financial advisors and helping existing advisors win more client relationships.
How the Pandemic Changed In-Person Events – For the Better
The conferences and events came to an abrupt halt in March 2020 as the COVID-19 pandemic brought travel – and spending – to a...
Publisher Notes For 1/17/23
Friends, politics & markets are heating up in the new year, but the digital wealth space is just hitting its stride and we've got so much new thought leadership & sector news (+deals) to report on this week! READ UP!