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  • Choosing the Right Path: Individual Practitioner or Multi-Advisor Business with Dean and Candace (Ep. 42)

    Choosing the Right Path: Individual Practitioner or Multi-Advisor Business with Dean and Candace (Ep. 42)
    2024/07/10
    There is no right or wrong way to develop a career as a financial advisor; it’s about finding what is right for you. In this episode, Candace and Dean discuss the major inflection points in a financial advisor’s career and the different paths one can take within the industry. They explore the pros and cons of being an individual practitioner or operating a multi-advisor business, as well as the importance of finding the right fit and working with good people. Connect with Dean Thurman: LinkedIn: Dean Thurman White Glove InvestWise Financial Connect with Candace Byrnes: LinkedIn: Candace Byrnes White Glove Register for Host University: Host University
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    47 分
  • The Secrets to Making a Stellar First-Impression with Patrick Durst (Ep. 41)

    The Secrets to Making a Stellar First-Impression with Patrick Durst (Ep. 41)
    2024/06/19
    In this episode of the FAST Podcast, we dive into the art of making a stellar first impression with our guest, Patrick Durst. Patrick shares insights on mastering the first-time appointment, emphasizing how crucial it is to decide on your desired perception and target audience. This conversation reveals strategies to transform leads into loyal clients. You’ll also discover one of Patrick’s standout tactics: offering customized reports as a complimentary service to the community, a powerful method for lead generation. Don’t miss this episode packed with practical advice and proven techniques. Tune in to the FAST Podcast today and unlock Patrick Durst’s secrets to success! Connect with Dean Thurman: LinkedIn: Dean Thurman White Glove InvestWise Financial Connect with Candace Byrnes: LinkedIn: Candace Byrnes White Glove Connect with Patrick Durst: LinkedIn: Patrick Durst LifeMark Securities Corp About our Guest: Patrick Durst is a Certified Financial Planner at Front Range Financial with extensive experience in constructing income generating portfolios in addition to sustainable retirement portfolios for pre-retirees all around the country. In addition to being a CFP, Patrick is Series 6, 7, 63, 66 securities-licensed and holds multiple insurance licenses. He uses a consultative approach when interviewing clients to understand their goals, wishes, and concerns. Applying his years of expertise, he then helps individuals develop comprehensive retirement plans that accomplish their objectives in a prudent and sustainable way.
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    41 分
  • Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood (Ep. 40)

    Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood (Ep. 40)
    2024/06/05
    This episode of the FAST Podcast Candace and Dean welcome David Wood, the Founder of Gateway Financial Partners. David’s experience spans across several decades, marking him as a leader, and accomplished entrepreneur, and an influential figure in the financial landscape. The conversation explores the future of the financial services industry and the opportunities it presents. David discusses the changes happening in the industry and the factors driving growth and opportunity for financial advisors. He highlights the consolidation of firms, the need for financial advice, and the impending retirement of a third of the industry. The conversation also delves into the challenges and options for advisors looking to retire or transition their practice, including selling, merging, or partnering with other firms. The importance of providing a good client experience and leveraging technology is emphasized. Connect with Dean Thurman: LinkedIn: Dean Thurman White Glove InvestWise Financial Connect with Candace Byrnes: LinkedIn: Candace Byrnes White Glove Connect with David Wood: LinkedIn: David Wood Gateway Financial Partners Get to know our Guest: David Wood, a pioneer in the financial services industry, established Gateway Financial Partners in 1994, which he continues to steer as the Chief Visionary Officer. Wood’s experience spans across several decades, marking him as a leader, an accomplished entrepreneur, and an influential figure in the financial landscape. He possesses an innate ability to identify growth opportunities and is committed to delivering innovative strategies that elevate the success of independent practices.
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    47 分
  • The Role of a Brand Evangelist in the Financial Industry with Diana Cabrices (Ep. 39)

    The Role of a Brand Evangelist in the Financial Industry with Diana Cabrices (Ep. 39)
    2024/05/22
    Diana Cabrices, Founder of Diana Cabrices Consulting, joins this episode of the FAST Podcast to reveal the secrets of being a Financial Brand Evangelist. Learn how Diana uses education and problem-solving to not only boost advisor awareness, but also drive leads and foster engagement. This episode is for you if: You’re a financial advisor looking to stand out from the crowd You want to attract new clients and build stronger relationships You’re curious about the power of content marketing in the financial industry And so much more! Connect with Dean Thurman: LinkedIn: Dean Thurman White Glove InvestWise Financial Connect with Candace Byrnes: LinkedIn: Candace Byrnes White Glove Connect with Diana Cabrices: LinkedIn: Diana Cabrices Diana Cabrices Consulting Get to know our Guest: Throughout Diana’s wealthtech journey, she has represented brands with solutions spanning the advisor tech gamut, including marketing, branding, recruiting, M&A, succession planning, small business benefits and more. She has held roles in sales, partnerships, marketing, enterprise development, consulting and customer success, allowing her to gain a well-rounded understanding of wealthtech growth needs from a widened growth lens.
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    31 分
  • The Inside Scoop of a Game-Changing Merger with Alex Hug (Ep. 38)

    The Inside Scoop of a Game-Changing Merger with Alex Hug (Ep. 38)
    2024/05/08
    This episode Candace and Dean welcome Alex Hug, the CEO of Acquire Direct and Co-Founder of Leadjig. They discussed the strategic merger between Leadjig and White Glove and how the two companies are aligned in terms of vision, culture and founder mentality to propel their businesses forward. Beyond the merger, you’ll hear a compelling conversation between two industry leaders on: Adapting your marketing: Discover how to meet prospects where they are and tailor strategies for different audiences. The Alex Hug story: Gain insights into Alex’s journey as a business owner and the development of Leadjig. Tech in finance: Explore the rapid adoption of technology in the financial advisor space. Ask and be Answered! Ask a question and listen in for a chance to hear it be answered on the next FAST Podcast episode with Dean and Candace! 👉 Click here to ask your question. Connect with Dean Thurman: LinkedIn: Dean Thurman White Glove InvestWise Financial Connect with Candace Byrnes LinkedIn: Candace Byrnes White Glove Connect with Alex Hug Acquire Direct + Leadjig
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    42 分
  • New Hosts & Fresh Takes with Dean Thurman and Candace Byrnes (Ep. 37)

    New Hosts & Fresh Takes with Dean Thurman and Candace Byrnes (Ep. 37)
    2024/04/24
    This episode marks a fresh start for the FAST Podcast as we welcome new co-hosts, Dean and Candace! Tune in to get acquainted and hear their exciting vision for the show moving forward. Dean, a seasoned financial advisor, brings real-world experience and insightful education to the table. Candace, a marketing and design expert, sheds light on why marketing is crucial for financial advisor growth. Together, they aim to deliver valuable and actionable content on practice management, specifically tailored to financial advisors’ needs. But it’s not all business! Get ready for some key takeaways, a peek into Dean’s embarrassing early career mishaps and much more. Don’t miss it! Ask and be Answered! Ask a question and listen in for a chance to hear it be answered on the next FAST Podcast episode with Dean and Candace! 👉 Click here to ask your question. Connect with Dean Thurman: LinkedIn: Dean Thurman White Glove InvestWise Financial Connect with Candace Byrnes: LinkedIn: Candace Byrnes White Glove
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    37 分
  • Farewell Episode! What's Next for the FAST Podcast? with Lara Galloway (Ep. 36)

    Farewell Episode! What's Next for the FAST Podcast? with Lara Galloway (Ep. 36)
    2024/04/03

    In a heartfelt solo episode, our podcast host announces her departure from White Glove after six wonderful years. She reflects on her journey, the challenges that shaped her and the most impactful moments. But this isn’t the end, it’s a new chapter! She’ll also share what’s next for the FAST Podcast.

    Don’t miss this farewell episode!

    Connect with Lara Galloway: 

    • LinkedIn: Lara Galloway

    • White Glove

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    7 分
  • The Power of Connection: How Seminars Fueled Business Success with Kurt Stahl (Ep. 35)

    The Power of Connection: How Seminars Fueled Business Success with Kurt Stahl (Ep. 35)
    2024/03/13
    New to the town and lacking established connections, our guest craved a space filled with people genuinely interested in learning about financial planning. Seminars became his platform for connection, and he emphasizes that anyone can master them with preparation. Joining us today is Kurt Stahl, President at Gulf Coast Financial Planning LLC, who shares his journey of building a successful practice centered around seminar marketing. The key to a successful seminar, according to Kurt, lies in effectively linking the chosen subject matter to a broader financial planning framework. He advises presenters to frame their talks in a way that compels attendees to seek personalized guidance to solidify their financial well-being. Ultimately, Kurt’s journey exemplifies the power of seminars not only as a marketing tool but also as a platform for building lasting relationships and providing genuine value to clients. In this episode, you’ll learn key concepts on: Building genuine connections with prospects Mastering seminar marketing Attracting your targeted audience Becoming a captivating presenter And more! Connect with Lara Galloway: LinkedIn: Lara Galloway White Glove Connect with Kurt Stahl: LinkedIn: Kurt Stahl Gulf Coast Financial Planning About our Guest: Kurt Stahl graduated from the University of Virginia with a degree in Economics and worked over the years as a mortgage banker and a stockbroker in Washington DC, Chicago, and San Francisco. In 2000, he left the United States to work for an investment banking firm across China, Indonesia, Thailand, and Australia for six years. Later, he moved to Saint Petersburg, Russia where he lived for eight years and worked for an American private equity firm (www.jensen.ru) that owns and operates office, industrial, retail, and multi-unit residential property.    As Director of Sales and Leasing for a billion-dollar portfolio of strategically-located properties across Russia’s second largest city, Kurt was able to have many very fascinating interactions and negotiations with prominent Russian businessmen, oligarchs, and gangsters.  In 2014, Kurt returned to the United States and took a position as a subadvisor within a Sarasota, Florida financial advisory firm. When he passed his Certified Financial Planner designation, Kurt started his own firm, Gulf Coast Financial Planning in March of 2017. 
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    27 分