Gaining Perspective

The Keys to Successful In-Person Events


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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 Resources
Here 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/gregbogich
  • FPA 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 
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Gaining PerspectiveBy Advisor Perspectives

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