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Natalie Grassi on running educational workshops for financial adviser clients - MAF190
Episode 19025th October 2018 • Marketing and Finance (MAF) Podcast • Roger Edwards interviews great people from Marketing and the world of Finance
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Natalie Grassi on running educational workshops for financial adviser clients - MAF190

On the show this week I talk to Natalie Grassi from White Glove Workshops

We chat about how White Glove turned to digital marketing to relaunch their educational workshop business, helping financial advisers to get in front of more potential clients.

Welcome to episode 190 of the Marketing and Finance Podcast.

We chat about:

  • Why White Glove educate rather than sell
  • How White Glove came about and reinvented itself for the digital world
  • The techniques they use to get workshop attendees
  • The challenges they faced when moving into digital marketing
  • How they overcome compliance issues
  • How White Glove are different

Who is Natalie Grassi?

Natalie has been a seminar success coach with White Glove Workshops for the last two years. She was an elementary school teacher for eight years and is passionate about educating.

White Glove share her passion, so she feels she can educate the financial advisers she works with on how to successfully host successful workshops and seminars. She also loves knowing that those advisers are helping thousands of people by educating them on complex financial subjects.

Links and Show Notes.

For links to the books and apps mentioned, please visit for the show notes.

What is the Marketing and Finance (MAF) Podcast?

The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance.

I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh. Talk to me if you want to cut the BS and complexity from your marketing strategy.

The MAF Podcast is a 30-minute radio show you download from, iTunes or Spotify.

Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath!

We talk about:

  • How you can grow your business using content marketing and social media
  • How you can keep your Marketing strategy and communications simple
  • Topics, issues, products and business models from the world of finance

You’ll take away one or two big ideas that you can apply to your business. So, you can keep marketing your business to keep growing your business.

Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review.

Fancy Appearing on the Show?

Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved.