40 episodes

Welcome to the FAST Podcast — Financial Advisor Strategy Talks with Dean Thurman and Candace Byrnes. Listen in as they provide advisors with an opportunity to hear from some of the best minds in the business. Follow along to learn quick tips to help you grow your business — from gaining new leads to keeping current clients engaged and everything in between.

FAST Podcast - Financial Advisor Strategy Talks White Glove

    • Business
    • 5.0 • 1 Rating

Welcome to the FAST Podcast — Financial Advisor Strategy Talks with Dean Thurman and Candace Byrnes. Listen in as they provide advisors with an opportunity to hear from some of the best minds in the business. Follow along to learn quick tips to help you grow your business — from gaining new leads to keeping current clients engaged and everything in between.

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

    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 
    White Glove 
    InvestWise Financial 

    Connect with Candace Byrnes: 

    LinkedIn: Candace Byrnes 
    White Glove 

    Connect with Diana Cabrices:  

    LinkedIn: Diana Cabrices 
    Diana Cabrices Consulting  


     

    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.  

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

    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 to ask your question.  

     

    Connect with Dean Thurman:  

    LinkedIn: Dean Thurman 
    White Glove 
    InvestWise Financial 

    Connect with Candace Byrnes 

    LinkedIn: Candace Byrnes 
    White Glove 


    Connect with Alex Hug 

    Acquire Direct + Leadjig 

    • 42 min
    New Hosts & Fresh Takes with Dean Thurman and Candace Byrnes (Ep. 37)

    New Hosts & Fresh Takes with Dean Thurman and Candace Byrnes (Ep. 37)

    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 

    • 36 min
    Farewell Episode! What's Next for the FAST Podcast? with Lara Galloway (Ep. 36)

    Farewell Episode! What's Next for the FAST Podcast? with Lara Galloway (Ep. 36)

    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 

    • 7 min
    The Power of Connection: How Seminars Fueled Business Success with Kurt Stahl (Ep. 35)

    The Power of Connection: How Seminars Fueled Business Success with Kurt Stahl (Ep. 35)

    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.  

    • 26 min
    Modernize Your Practice: How Technology Can Breathe New Life into EP with Tim White (Ep. 34)

    Modernize Your Practice: How Technology Can Breathe New Life into EP with Tim White (Ep. 34)

    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. 

    • 23 min

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