Optimized Advisor Podcast

Mastering Seminar Marketing and Building Trust Through Estate Planning with Lara Galloway

Episode Summary

In this episode Scott was joined by Lara Galloway virtually to discuss seminar marketing and estate planning. At the time of recording, Lara was the SVP of Channel Management at White Glove, where she leverages her expertise in Business Development, Marketing, Product and Sales to build enterprise partnerships that offer financial advisors lead-generating workshops and nurturing programs to keep them in front of their clients and prospects. Since the recording, Lara changed jobs and is now the Chief Marketing Officer at Goldstone Financial Group. Lara's entrepreneurial background and 12-year tenure running her own coaching firm, where she provided advice and consulting to small business owners, make her a valuable coach to White Glove's employees and clients. In her free time, Lara enjoys baking, craft beer, hiking with her husband and kids and spending time with her dog, Tuck. In this episode you will learn the following: The importance of humanizing marketing efforts, whether in-person or virtual, and provide tips for success in both formats. Success metrics for seminar marketing are discussed, emphasizing the need for realistic expectations and continuous improvement. The scalability of workshops through automation and the importance of effective follow-up to convert leads. Dive Into White Glove's resources, such as coaching, webinars, and the Fast Podcast, to enhance seminar marketing strategies and grow one's business effectively.

Episode Notes

In this episode Scott was joined by Lara Galloway, virtually, to discuss seminar marketing and estate planning. At the time of recording, Lara was the SVP of Channel Management at White Glove, where she leverages her expertise in Business Development, Marketing, Product and Sales to build enterprise partnerships that offer financial advisors lead-generating workshops and nurturing programs to keep them in front of their clients and prospects. Since the recording, Lara changed jobs and is now the Chief Marketing Officer at Goldstone Financial Group.

Lara's entrepreneurial background and 12-year tenure running her own coaching firm, where she provided advice and consulting to small business owners, make her a valuable coach to White Glove's employees and clients. In her free time, Lara enjoys baking, craft beer, hiking with her husband and kids and spending time with her dog, Tuck.

In this episode you will learn the following:

The importance of humanizing marketing efforts, whether in-person or virtual, and provide tips for success in both formats.
Success metrics for seminar marketing are discussed, emphasizing the need for realistic expectations and continuous improvement.
The scalability of workshops through automation and the importance of effective follow-up to convert leads.
Dive Into White Glove's resources, such as coaching, webinars, and the Fast Podcast, to enhance seminar marketing strategies and grow one's business effectively.

Connect with Scott on LinkedIn
Connect with Lara on LinkedIn

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For more about White Glove click here