Blossoming into a formidable team of 30, Maia Wealth’s success story is a testament to the transformative power of leveraging the right technology. Their growth is fuelled by Wealthbox, a CRM platform for financial advisors that has modernised the way they operate and interact with clients.
Events can be a powerful lead generation tool for financial advisors, with the end goal of filling your pipeline, warming up prospects, and converting them into viable leads for your business. And there are so many ways to supercharge this effort with White Glove and Asset-Map!
Wealthtender CEO Brian Thorp and I take a closer look at compliance-centric testimonial marketing and offer practical steps for getting started. We’re also covering how to build a testimonial marketing SOP backed by technology, and learning Google & Yelp’s policies to avoid hassles on your end.
I am thrilled to announce my partnership with White Glove, where I’m now serving as their Chief Evangelist! In my newly-appointed role, I’ll be responsible for building upon the company’s already well-respected brand and advancing advisors’ marketing efforts through education.
On a mission to help firms stand out and build loyalty in a saturated market, Diana aims to energize wealthtech brands at a time they need it the most. Denver,
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