Today, we discuss the dynamic role that sub-reps and lead generation strategies, such as educational workshops, play in helping advisors scale their firms.

Central to this growth strategy is empowering sub-reps through comprehensive training specifically tailored for various platforms like seminars and webinars. Our esteemed guest, Jeff Grail, Co-Founder and SVP of Strategic Partnerships at White Glove, emphasizes the criticality of adapting your training methodology to ensure success across these varied mediums. He also highlights the importance of fostering influential mentorships with the next generation of financial professionals.

We address a common concern among advisors — the reluctance to hire sub-reps due to uncertainties in lead generation. By illuminating lead generation’s indispensable role in business scaling, we illustrate how bringing on sub-reps can significantly augment enterprise value, laying the foundation for sustained and substantial growth.

In this episode, you’ll gain valuable insights into: 

• Adapting your approach for impactful seminars vs. webinars
• Hiring local sub-reps to better tailor your services
• Where to find sub-reps and recommended pay structures
• Overcoming the lead generation challenge
• Enhancing your enterprise value
• And more!

Connect with Lara Galloway: 

• LinkedIn: Lara Galloway

• White Glove

Connect with Jeff Grail:

• LinkedIn: Jeff Grail

• White Glove

About our Guest: 

For more than 20 years, Jeff has been responsible for generating strategic partnerships, joint ventures and host beneficiary relationships inside fast-moving organizations and established organizations. Jeff has been with White Glove since its inception in 2015. In his role, he creates strategic relationships with IMOs, FMOs and financial associations across the United States and Canada.