Leveraging Workshops to Grow Your Clientele With Lara Galloway

NAIFA's Advisor Today Podcast Series

Lara Galloway is the SVP of Channel Management at White Glove, a marketing and management firm helping financial advisors connect and engage with quality leads. Lara collaborates with White Glove’s Resource Partners to provide educational resources to financial advisors on marketing practices, practice management, and presentation skills. She is also the host of White Glove’s FAST Podcast, featuring industry leaders who have discovered the secret to success.

In this episode…

Many financial advisors excel at their jobs yet struggle to maintain longevity with clients. Why? Because they don't know how to get in front of the right people. What do you need to do as a financial advisor to get more quality leads into your pipeline?

Lara Galloway recommends providing financial education workshops. Gathering qualified prospects to glean from your expertise is a marketing technique to expand your client base. How you advertise your seminars can determine the success of your workshop initiative. Knowing what your target client is interested in is a framework for what material to include in your seminars — and which topics to avoid. Organizing workshops is a strategic way to build your professional credibility and connect with potential clients.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Lara Galloway, SVP of Channel Management at White Glove, to discuss how financial advisors can leverage workshops to grow their clientele. Lara shares how White Gloves serves financial professionals, knowing when to incorporate development coaching, and the mistakes financial advisors make when organizing a workshop.