Monthly Archives: August 2020

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Episode 4 – A Deep Dive Into 2020 Retirement Tax Planning – With Guest Ed Slott

In the current virtual landscape, retirement tax rules are changing frequently, as are the ways that advisors are educating their clients. 

Guest Ed Slott shares his insight about recent tax changes in this virtual financial industry, and discusses how advisors can better lead clients when it comes to their 2020 retirement tax planning decisions.

In this episode, you will learn:

  • How the virtual environment has helped advisors spread their reach across the country
  • Why advisors need to be proactive with retirement and tax-related rules 
  • How to use financial technology efficiently
  • What is Regulation Best Interest (RegBI) and how Ed Slott’s seminars can help you understand
  • The most important rules advisors should be educating clients on
  • And more!

Tune in to learn about 2020 retirement tax changes with guest Ed Slott! 

Resources: White Glove | Ed Slott and Company, LLC

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Episode 3 – How a set of advisors used their success to change the face of advisor marketing

With the rise of social media and technology, it’s no secret that the seminar and marketing industry has seen great success. 

Join this episode of Be Advised – Leading with Value as WhiteGlove’s Brad Swineheart and Mike Thurman discuss the growth of WhiteGlove, and how advisors can better prepare and succeed at educating their seminar audience.

In this episode, you will learn:

  • Secrets behind how to launch a new practice successfully  
  • How to train seminar representatives for a higher audience engagement 
  • Why it’s important to have a powerful intro and outro for your seminar
  • How high market volatility benefits the seminar and education field
  • And more!

Tune in to learn how to use these proven techniques to see massive growth! 

Resources:  Brad Swineheart | Mike Thurman | WhiteGlove