FAST Podcast - Financial Advisor Strategy Talks White Glove

There is no right or wrong way to develop a career as a financial advisor; it’s about finding what is right for you. 

In this episode, Candace and Dean discuss the major inflection points in a financial advisor’s career and the different paths one can take within the industry. They explore the pros and cons of being an individual practitioner or operating a multi-advisor business, as well as the importance of finding the right fit and working with good people.  

 

Connect with Dean Thurman: 

LinkedIn: Dean Thurman 

White Glove 

InvestWise Financial  

 

Connect with Candace Byrnes: 

LinkedIn: Candace Byrnes 

White Glove 

 

Register for Host University: 
Host University 

In this episode of the FAST Podcast, we dive into the art of making a stellar first impression with our guest, Patrick Durst.  

Patrick shares insights on mastering the first-time appointment, emphasizing how crucial it is to decide on your desired perception and target audience. This conversation reveals strategies to transform leads into loyal clients.  

You’ll also discover one of Patrick’s standout tactics: offering customized reports as a complimentary service to the community, a powerful method for lead generation. Don’t miss this episode packed with practical advice and proven techniques.  

Tune in to the FAST Podcast today and unlock Patrick Durst’s secrets to success! 

 

Connect with Dean Thurman:  

LinkedIn: Dean Thurman 
White Glove 
InvestWise Financial 

Connect with Candace Byrnes: 

LinkedIn: Candace Byrnes 
White Glove 

Connect with Patrick Durst: 

LinkedIn: Patrick Durst 
LifeMark Securities Corp 

 

About our Guest:  

Patrick Durst is a Certified Financial Planner at Front Range Financial with extensive experience in constructing income generating portfolios in addition to sustainable retirement portfolios for pre-retirees all around the country.  


In addition to being a CFP, Patrick is Series 6, 7, 63, 66 securities-licensed and holds multiple insurance licenses. He uses a consultative approach when interviewing clients to understand their goals, wishes, and concerns. Applying his years of expertise, he then helps individuals develop comprehensive retirement plans that accomplish their objectives in a prudent and sustainable way.  

This episode of the FAST Podcast Candace and Dean welcome David Wood, the Founder of Gateway Financial Partners. David’s experience spans across several decades, marking him as a leader, and accomplished entrepreneur, and an influential figure in the financial landscape.  

The conversation explores the future of the financial services industry and the opportunities it presents. David discusses the changes happening in the industry and the factors driving growth and opportunity for financial advisors. He highlights the consolidation of firms, the need for financial advice, and the impending retirement of a third of the industry. 

The conversation also delves into the challenges and options for advisors looking to retire or transition their practice, including selling, merging, or partnering with other firms. The importance of providing a good client experience and leveraging technology is emphasized. 

 

Connect with Dean Thurman: 

LinkedIn: Dean Thurman 
White Glove 
InvestWise Financial 

Connect with Candace Byrnes: 

LinkedIn: Candace Byrnes 
White Glove 

Connect with David Wood: 

LinkedIn: David Wood 
Gateway Financial Partners 

 

Get to know our Guest: 

David Wood, a pioneer in the financial services industry, established Gateway Financial Partners in 1994, which he continues to steer as the Chief Visionary Officer. Wood’s experience spans across several decades, marking him as a leader, an accomplished entrepreneur, and an influential figure in the financial landscape. He possesses an innate ability to identify growth opportunities and is committed to delivering innovative strategies that elevate the success of independent practices. 

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.  

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 

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