FAST Podcast - Financial Advisor Strategy Talks

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

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 [https://www.linkedin.com/in/deanthurman/]  White Glove [https://www.whiteglove.com/]  InvestWise Financial [https://www.investwisefinancial.com/]     Connect with Candace Byrnes:  LinkedIn: Candace Byrnes [https://www.linkedin.com/in/candace-byrnes-696ab0194/]  White Glove [https://www.whiteglove.com/]    Register for Host University: Host University [https://hubs.la/Q02FQxSt0]

The Secrets to Making a Stellar First-Impression with Patrick Durst (Ep. 41)

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 [https://www.linkedin.com/in/deanthurman/]  * White Glove [https://www.whiteglove.com/]  * InvestWise Financial [https://www.investwisefinancial.com/]  Connect with Candace Byrnes:  * LinkedIn: Candace Byrnes [https://www.linkedin.com/in/candace-byrnes-696ab0194/]  * White Glove [https://www.whiteglove.com/]  Connect with Patrick Durst:  * LinkedIn: Patrick Durst [https://www.linkedin.com/in/patrick-durst-cfp%C2%AE-19899068/]  * LifeMark Securities Corp [https://www.lifemark.com/]    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.

Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood (Ep. 40)

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 [https://www.linkedin.com/in/deanthurman/]  * White Glove [https://www.whiteglove.com/]  * InvestWise Financial [https://www.investwisefinancial.com/]  Connect with Candace Byrnes:  * LinkedIn: Candace Byrnes [https://www.linkedin.com/in/candace-byrnes-696ab0194/]  * White Glove [https://www.whiteglove.com/]  Connect with David Wood:  * LinkedIn: David Wood [https://www.linkedin.com/in/davidhwood/]  * Gateway Financial Partners [https://mygfpartner.com/]    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.

The Role of a Brand Evangelist in the Financial Industry with Diana Cabrices (Ep. 39)

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 [https://www.linkedin.com/in/deanthurman/]  * White Glove [https://www.whiteglove.com/]  * InvestWise Financial [https://www.investwisefinancial.com/]  Connect with Candace Byrnes:  * LinkedIn: Candace Byrnes [https://www.linkedin.com/in/candace-byrnes-696ab0194/]  * White Glove [https://www.whiteglove.com/]  Connect with Diana Cabrices:   * LinkedIn: Diana Cabrices [https://www.linkedin.com/in/dianacabrices/]  * Diana Cabrices Consulting [https://dianacabrices.com/]     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.

The Inside Scoop of a Game-Changing Merger with Alex Hug (Ep. 38)

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 [https://www.whiteglove.com/fast-podcast] to ask your question.     Connect with Dean Thurman:   * LinkedIn: Dean Thurman [https://www.linkedin.com/in/deanthurman/]  * White Glove [https://www.whiteglove.com/]  * InvestWise Financial [https://www.investwisefinancial.com/]  Connect with Candace Byrnes  * LinkedIn: Candace Byrnes [https://www.linkedin.com/in/candace-byrnes-696ab0194/]  * White Glove [https://www.whiteglove.com/]  Connect with Alex Hug  * Acquire Direct + Leadjig [https://www.leadjig.com/]