FAST Podcast - Financial Advisor Strategy Talks White Glove

This episode marks a fresh start for the FAST Podcast as we welcome new co-hosts, Dean and Candace! Tune in to get acquainted and hear their exciting vision for the show moving forward.  

Dean, a seasoned financial advisor, brings real-world experience and insightful education to the table. Candace, a marketing and design expert, sheds light on why marketing is crucial for financial advisor growth. Together, they aim to deliver valuable and actionable content on practice management, specifically tailored to financial advisors’ needs.  

But it’s not all business! Get ready for some key takeaways, a peek into Dean’s embarrassing early career mishaps and much more. Don’t miss it!  

 

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 to ask your question.  

 

Connect with Dean Thurman:  

LinkedIn: Dean Thurman 
White Glove 
InvestWise Financial
Connect with Candace Byrnes: 

LinkedIn: Candace Byrnes 
White Glove 

In a heartfelt solo episode, our podcast host announces her departure from White Glove after six wonderful years. She reflects on her journey, the challenges that shaped her and the most impactful moments. But this isn’t the end, it’s a new chapter! She’ll also share what’s next for the FAST Podcast.  

Don’t miss this farewell episode! 

 

Connect with Lara Galloway:  

LinkedIn: Lara Galloway 
White Glove 

New to the town and lacking established connections, our guest craved a space filled with people genuinely interested in learning about financial planning. Seminars became his platform for connection, and he emphasizes that anyone can master them with preparation.   

Joining us today is Kurt Stahl, President at Gulf Coast Financial Planning LLC, who shares his journey of building a successful practice centered around seminar marketing.  

The key to a successful seminar, according to Kurt, lies in effectively linking the chosen subject matter to a broader financial planning framework. He advises presenters to frame their talks in a way that compels attendees to seek personalized guidance to solidify their financial well-being.  

Ultimately, Kurt’s journey exemplifies the power of seminars not only as a marketing tool but also as a platform for building lasting relationships and providing genuine value to clients.   

In this episode, you’ll learn key concepts on:  

Building genuine connections with prospects 
Mastering seminar marketing 
Attracting your targeted audience 
Becoming a captivating presenter 
And more! 

 

Connect with Lara Galloway: 

LinkedIn: Lara Galloway 
White Glove 

Connect with Kurt Stahl: 

LinkedIn: Kurt Stahl 
Gulf Coast Financial Planning 
 

About our Guest:  


Kurt Stahl graduated from the University of Virginia with a degree in Economics and worked over the years as a mortgage banker and a stockbroker in Washington DC, Chicago, and San Francisco. In 2000, he left the United States to work for an investment banking firm across China, Indonesia, Thailand, and Australia for six years. Later, he moved to Saint Petersburg, Russia where he lived for eight years and worked for an American private equity firm (www.jensen.ru) that owns and operates office, industrial, retail, and multi-unit residential property.  

  
As Director of Sales and Leasing for a billion-dollar portfolio of strategically-located properties across Russia’s second largest city, Kurt was able to have many very fascinating interactions and negotiations with prominent Russian businessmen, oligarchs, and gangsters.  
In 2014, Kurt returned to the United States and took a position as a subadvisor within a Sarasota, Florida financial advisory firm. When he passed his Certified Financial Planner designation, Kurt started his own firm, Gulf Coast Financial Planning in March of 2017.  

Estate planning isn’t just about money; it’s about protecting assets, ensuring a smooth wealth transfer and shaping your legacy for future generations. Our guest on today’s episode challenges the status quo of estate planning, highlighting its importance and advocating for change.  

Financial advisors often overlook estate planning due to challenges like complexity and client resistance. Technology can overcome these obstacles, making it more accessible and engaging.  

Joining us today is Tim White, Co-Founder of Wealth.com, who emphasizes that estate planning is a crucial element of financial planning that shouldn’t be neglected. Regardless of wealth, estate planning holds value for families of all backgrounds. It helps secure their future and ensures their wishes are carried out. The traditional referral-based approach to estate planning can be inefficient. Wealth.com integrates technology into estate planning for a smoother, speedier experience for advisors and clients.    

In this episode, you’ll learn critical concepts on: 

Disrupting the traditional referral-based approach 
Overcoming hurdles in promoting estate planning 
Modern solutions for financial advisors 
Revolutionizing the estate planning process 
And more! 

 

Connect with Lara Galloway: 

LinkedIn: Lara Galloway 
White Glove 

Connect with Tim White 

LinkedIn: Tim White 
Wealth.com 

About our Guest:  

Tim is a highly accomplished sales and business development fintech executive, with a strong track record of managing global partnerships and cultivating strategic relationships.  


Prior to co-founding Wealth.com, Tim served as Chief Partnership Officer at Emailage, a global fraud prevention provider. Under Tim’s leadership, channel revenue stream. As part of Tim’s responsibilities, he cultivated the company’s strategic relationships, including with LexisNexis Risk Solutions, a RELX company, which subsequently acquired Emailage in 2020. 

Are you tired of the same old “holistic” and “fiduciary” buzzwords in financial services branding? Our guest on today’s episode urges you to break free from industry cliches and find inspiration for your brand in unexpected places. Think beyond the suits and charts — what resonates with your target audience in the real world? 

But it’s not just about ditching the jargon. This episode is packed with actionable tips for building a modern financial services brand. 

Joining us today is Johnny Sandquist, CEO of Three Crowns Marketing, who emphasizes the importance of modern digital experiences by investing in interactive websites and engaging video content to capture and retain audience attention. To enhance your website’s effectiveness, it’s crucial to communicate who your firm helps and how clients can benefit. Johnny recommends leveraging your testimonials to establish social proof, building trust and credibility among potential clients.  

In this episode, you’ll learn key concepts on:  

Harnessing social proof 
Avoiding buzzword overuse 
Drawing inspiration beyond finance 
Embracing the digital age 
And more! 

 

Connect with Lara Galloway: 

LinkedIn: Lara Galloway 
White Glove 

Connect with Johnny Sandquist 

LinkedIn: Johnny Sandquist 
Three Crowns Marketing 

Today, we delve into the heart of financial planning with our guest, who advocates for an approach beyond numbers and charts. Our conversation revolves around aligning life and money, creating personalized and value-driven advice for clients, and adapting to the evolving financial planning landscape.  

Joining us today is Dr. Preston Cherry, Founder and President of Concurrent Financial Planning, who emphasizes helping clients live their best lives by aligning their money with their goals. This episode is a must-listen for any financial advisor seeking to elevate their practice and build client relationships.  

Forget cookie-cutter solutions. Advisors need to personalize their approach, catering to individual values, goals and unique circumstances. But the landscape is shifting. The upcoming wealth transfer and generational shifts demand adaptability from financial advisors. Dr. Cherry sounds the alarm for modernization in the field, urging advisors to embrace technology and new approaches to elevate the advice experience.  

In this episode, you’ll learn key concepts on:  

Building lasting relationships with clients 
Embracing technology to enhance the advice experience 
Adapting to change in the financial industry 
Crafting a personalized strategy that helps clients achieve their dream life 
And more! 

 

Connect with Lara Galloway: 

LinkedIn: Lara Galloway 
White Glove 

Connect with Preston Cherry: 

LinkedIn: Preston Cherry 
Concurrent Financial Planning 

About our Guest: 

Dr. Cherry is the Founder & President of Concurrent Financial Planning, Head of the Financial Planning Program, and Director of the Charles Schwab Center for Personal Financial Planning at the UW — Green Bay. Preston specializes in empowering individuals to share stories that inform their financial resources and life’s design to achieve financial wellness and freedom that cultivates life wholeness. Preston has over 15 years of financial services and academic experience. Preston has been cited by the New York Times, the Wall Street Journal, CNBC, and Yahoo Finance.