White Glove provides comprehensive seminar services to agents and Registered Representatives.
How it Works
White Glove’s seminar services include the following:
- Pre-Event services including market research to identify the target market in your area and logistical support including promotion, confirmation calls, emails and texts to registrants.
- In-Event services offer live venue logistics and concierge support for webinars.
- Post-Event services offer appointment setting follow up.
Benefits to You
- All promotion and registration is handled by White Glove
- Appointment setting
- Post event support
- You only pay for attendees that actually attend your seminar or webinar
- Access to third party content providers for your presentation
Benefits to Your Prospect
- Prospects participate in seminars/webinars based on their needs
- White Glove makes registering easy and provides a communication contact
Getting Started
- Contact White Glove at https://whiteglove.com/ and they will send you a compliance package for all the marketing materials.
- Indicate personalization and any changes to be included, then submit the package to the Ad Review Unit (ARU), along with the presentation to be delivered per the regular ARU process.
- ARU will review, edit as necessary and approve all marketing and presentation materials.
- All standard electronic communication and webinar procedures apply.
Important Requirements
- White Glove offers services beyond just seminars. At this time, only the seminar services are approved.
- If you choose a seminar topic that doesn’t reference securities or financial planning, this service can also be used by agents who aren’t registered with ESI. The same process would apply.
TC122630(0821)1