Optimized Advisor Podcast

Optimize Your Connection: Building Trust and Emotional Engagement in Seminar Marketing with Lara Galloway

Episode Summary

Part 2 with Lara Galloway: In this episode Scott was joined by Lara Galloway virtually to discuss building trust and emotional connection in the seminar marketing world. At the time of recording, Lara was the SVP of Channel Management at White Glove, where she leveraged 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. Now, Lara is the Chief Marketing Officer at Goldstone Financial Group. Her 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 significance of connecting with clients on an emotional level, understanding their needs, and building trust through education and rapport. Best practices for both physical and digital workshops, highlighting the value of engaging the audience, asking questions, and using polls to foster interaction. The upcoming wealth transfer from boomers to Gen X and women, emphasizing the need for advisors to adapt their approach to connect with these demographics. The role of ongoing communication, such as drip campaigns and social media content, in nurturing client relationships and staying top of mind.

Episode Notes

Part 2 with Lara Galloway:

In this episode Scott was joined by Lara Galloway virtually to discuss building trust and emotional connection in the seminar marketing world. At the time of recording, Lara was the SVP of Channel Management at White Glove, where she leveraged 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. Now, Lara is the Chief Marketing Officer at Goldstone Financial Group.

Her 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 significance of connecting with clients on an emotional level, understanding their needs, and building trust through education and rapport.
Best practices for both physical and digital workshops, highlighting the value of engaging the audience, asking questions, and using polls to foster interaction.
The upcoming wealth transfer from boomers to Gen X and women, emphasizing the need for advisors to adapt their approach to connect with these demographics.
The role of ongoing communication, such as drip campaigns and social media content, in nurturing client relationships and staying top of mind.

Connect with Scott on LinkedIn
Connect with Lara on LinkedIn

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