WHITE GLOVE ADDS TEN NEW FIRMS TO ITS RESOURCE PARTNER PROGRAM
BIRMINGHAM, Mich., June 22, 2023 /PRNewswire/ -- White Glove, an advisor marketing company specializing in turnkey client acquisition and engagement services and a portfolio company of Rockbridge Growth Equity, today announced ten firms have joined its Resource Partner program to provide financial advisors with additional client-service and business-growth capabilities.
- Launched in January, the Resource Partner program aligns with organizations providing support to financial advisors through certifications, educational programs, software solutions, content, marketing strategies and more.
- The partnership enables White Glove clients to receive discounted services from participating firms, and in return, the organizations receive discounted White Glove workshop offerings for their clients.
- "The Resource Partner program provides outstanding products and services that empower financial advisors to excel and expand their businesses," said Lara Galloway, White Glove's SVP of Channel Management.
- White Glove also recently announced the inclusion of Wealthtender , the first financial advisor review platform designed for compliance with the new SEC Marketing Rule.