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.
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July 10, 202447 min
Choosing the Right Path: Individual Practitioner or Multi-Advisor Business with Dean and Candace (Ep. 42)
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
June 19, 2024Episode 4141 min
The Secrets to Making a Stellar First-Impression with Patrick Durst (Ep. 41)
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.
June 5, 2024Episode 4046 min
Guiding Lights & Rising Stars: How Mentorship Shapes the Financial Industry with David Wood (Ep. 40)
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.
May 22, 2024Episode 3930 min
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.
May 8, 2024Episode 3842 min
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
April 24, 2024Episode 3736 min
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
April 3, 2024Episode 367 min
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
March 13, 2024Episode 3526 min
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.
February 28, 2024Episode 3423 min
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.
February 14, 2024Episode 3333 min
Marketing Tips for the Modern FinServ Firm with Johnny Sandquist (Ep. 33)
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
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