https://cohostpodcasting.com <![CDATA[The Advisor Lab by CION]]> en 21a19c91-23a1-470e-92ff-21a3d3af214c Thu, 25 Jun 2026 18:43:09 -0400 Mon, 03 Aug 2026 16:26:57 -0400 http://advisorlab.libsyn.com/website <![CDATA[The Advisor Lab by CION]]> https://files.cohostpodcasting.com/quill-file-prod/faebc4eb-9953-45d2-893a-6afe5cdffe22/shows/21a19c91-23a1-470e-92ff-21a3d3af214c/cover-art/original_fcefc4fee938bce48fc4a719fe0360cf.png http://advisorlab.libsyn.com/website episodic false https://feeds.cohostpodcasting.com/RyQsWFTx cbacon@cioninvestments.com 57b00970-7bce-11f1-a1e9-115693702d97 57b00970-7bce-11f1-a1e9-115693702d97 <![CDATA[Episode 194 Rabih Ramadi: Where Does AI Fit in the Advisor Tech Stack?]]> We sat down with Rabih Ramadi, co-founder and CEO at Avantos.ai, for a conversation on how his firm is streamlining client servicing for RIAs with an AI-powered relationship management platform. Rabih shares insight on how to successfully integrate AI into the advisor tech stack at scale.

]]> Thu, 16 Jul 2026 11:30:00 -0400 http://advisorlab.libsyn.com/website 26:12 We sat down with Rabih Ramadi, co-founder and CEO at Avantos.ai, for a conversation on how his firm is streamlining client servicing for RIAs with an AI-powered relationship management platform. Rabih shares insight on how to successfully integrate AI into the advisor tech stack at scale.

]]> We sat down with Rabih Ramadi, co-founder and CEO at Avantos.ai, for a conversation on how his firm is streamlining client servicing for RIAs with an AI-powered relationship management platform. Rabih shares insight on how to successfully integrate AI into the advisor tech stack at scale.

]]> false full 194 1 <![CDATA[Episode 193 Eli Edwards: With Tax-Efficient Real Estate Strategies, Advisors May Gain A Competitive Edge]]> Eli Edwards is Head of U.S. Real Estate Equity at Fortress Investment Group. We sat down with Eli to learn about real estate investment strategies with the potential to provide portfolio diversification and tax-advantaged capital appreciation. Eli shares how the development of these strategies has evolved to meet increasing demand from RIAs, and what's driving advisors to incorporate them into client portfolios.

]]> Wed, 03 Jun 2026 09:00:00 -0400 http://advisorlab.libsyn.com/website 39:29 Eli Edwards is Head of U.S. Real Estate Equity at Fortress Investment Group. We sat down with Eli to learn about real estate investment strategies with the potential to provide portfolio diversification and tax-advantaged capital appreciation. Eli shares how the development of these strategies has evolved to meet increasing demand from RIAs, and what's driving advisors to incorporate them into client portfolios.

]]> Eli Edwards is Head of U.S. Real Estate Equity at Fortress Investment Group. We sat down with Eli to learn about real estate investment strategies with the potential to provide portfolio diversification and tax-advantaged capital appreciation. Eli shares how the development of these strategies has evolved to meet increasing demand from RIAs, and what's driving advisors to incorporate them into client portfolios.

]]> false full 193 1 <![CDATA[Episode 192 Shannon Spotswood: A New Frontier For Advisor Independence]]> Shannon Spotswood is CEO at RFG Advisory, an innovative RIA platform empowering entrepreneurial advisors to build their businesses and own their firms. We sat down with Shannon for a conversation on recent technological innovation driving growth in the wealth management space, and how RFG is providing advisors with the tools and support to scale.

]]> Tue, 19 May 2026 09:00:00 -0400 http://advisorlab.libsyn.com/website 30:08 Shannon Spotswood is CEO at RFG Advisory, an innovative RIA platform empowering entrepreneurial advisors to build their businesses and own their firms. We sat down with Shannon for a conversation on recent technological innovation driving growth in the wealth management space, and how RFG is providing advisors with the tools and support to scale.

]]> Shannon Spotswood is CEO at RFG Advisory, an innovative RIA platform empowering entrepreneurial advisors to build their businesses and own their firms. We sat down with Shannon for a conversation on recent technological innovation driving growth in the wealth management space, and how RFG is providing advisors with the tools and support to scale.

]]> false full 192 1 <![CDATA[Episode 191 Dr. Amy D'Aprix: Financial Planning For Life's Major Transitions]]> Dr. Amy D'Aprix, Founder and President of LifeBridge Strategies, has over two decades of experience coaching financial advisors on how to best serve clients as they navigate life transitions such as aging, retirement, and estate transfers. We sat down with Dr. Amy to learn how her LifeMap platform and Trusted Advisor of Choice CE help advisors have more meaningful client conversations that build trust and foster multigenerational relationships.

]]> Tue, 05 May 2026 09:00:00 -0400 http://advisorlab.libsyn.com/website 35:42 Dr. Amy D'Aprix, Founder and President of LifeBridge Strategies, has over two decades of experience coaching financial advisors on how to best serve clients as they navigate life transitions such as aging, retirement, and estate transfers. We sat down with Dr. Amy to learn how her LifeMap platform and Trusted Advisor of Choice CE help advisors have more meaningful client conversations that build trust and foster multigenerational relationships.

]]> Dr. Amy D'Aprix, Founder and President of LifeBridge Strategies, has over two decades of experience coaching financial advisors on how to best serve clients as they navigate life transitions such as aging, retirement, and estate transfers. We sat down with Dr. Amy to learn how her LifeMap platform and Trusted Advisor of Choice CE help advisors have more meaningful client conversations that build trust and foster multigenerational relationships.

]]> false full 191 1 <![CDATA[Episode 190 Jeff Ransdell: Expanding Venture Capital Investing to Private Wealth]]> Jeff Ransdell is Managing Director and Founding Partner of Fuel Venture Capital Partners, a tech-focused VC firm creating opportunities for advisors and their clients to invest in high-growth disruptive technologies. We sat down with Jeff to discuss access to private market strategies for individual investors, and learn how Fuel maintains a strong commitment to serving financial advisors.

]]> Tue, 21 Apr 2026 09:00:00 -0400 http://advisorlab.libsyn.com/website 34:17 Jeff Ransdell is Managing Director and Founding Partner of Fuel Venture Capital Partners, a tech-focused VC firm creating opportunities for advisors and their clients to invest in high-growth disruptive technologies. We sat down with Jeff to discuss access to private market strategies for individual investors, and learn how Fuel maintains a strong commitment to serving financial advisors.

]]> Jeff Ransdell is Managing Director and Founding Partner of Fuel Venture Capital Partners, a tech-focused VC firm creating opportunities for advisors and their clients to invest in high-growth disruptive technologies. We sat down with Jeff to discuss access to private market strategies for individual investors, and learn how Fuel maintains a strong commitment to serving financial advisors.

]]> false full 190 1 <![CDATA[Episode 189 Future Proof Conversations: Trey Prescott]]> Trey Prescott is Director of Business Development at Advisory Services Network, a turnkey RIA platform providing custodial and back office infrastructure that allows independent advisors to focus on growth and client relationships. We sat down with Trey at Future Proof Citywide to learn how Advisory Services Network is supporting the next generation of advisors in establishing independence, nurturing clients, and scaling their businesses.

]]> Tue, 14 Apr 2026 09:00:00 -0400 http://advisorlab.libsyn.com/website 15:38 Trey Prescott is Director of Business Development at Advisory Services Network, a turnkey RIA platform providing custodial and back office infrastructure that allows independent advisors to focus on growth and client relationships. We sat down with Trey at Future Proof Citywide to learn how Advisory Services Network is supporting the next generation of advisors in establishing independence, nurturing clients, and scaling their businesses.

]]> Trey Prescott is Director of Business Development at Advisory Services Network, a turnkey RIA platform providing custodial and back office infrastructure that allows independent advisors to focus on growth and client relationships. We sat down with Trey at Future Proof Citywide to learn how Advisory Services Network is supporting the next generation of advisors in establishing independence, nurturing clients, and scaling their businesses.

]]> false full 189 1 <![CDATA[Episode 188 Future Proof Conversations: Doug Fritz]]> Doug Fritz is the Executive Chairman and Co-Founder of F2 Strategy, a leading research and consulting firm focused on technology, marketing, and operations for the wealth and asset management space. We sat down with Doug at Future Proof Citywide to discuss how F2 is helping advisors drive valuation expansion and modernize their firms.

]]> Tue, 07 Apr 2026 09:00:00 -0400 http://advisorlab.libsyn.com/website 15:15 Doug Fritz is the Executive Chairman and Co-Founder of F2 Strategy, a leading research and consulting firm focused on technology, marketing, and operations for the wealth and asset management space. We sat down with Doug at Future Proof Citywide to discuss how F2 is helping advisors drive valuation expansion and modernize their firms.

]]> Doug Fritz is the Executive Chairman and Co-Founder of F2 Strategy, a leading research and consulting firm focused on technology, marketing, and operations for the wealth and asset management space. We sat down with Doug at Future Proof Citywide to discuss how F2 is helping advisors drive valuation expansion and modernize their firms.

]]> false full 188 1 <![CDATA[Episode 187 Future Proof Conversations: Mark Gatto & Derek Schwartz]]> Alternative investments for the private wealth channel have experienced tremendous growth in recent years. Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Derek Schwartz in the CION booth at Future Proof Citywide for a conversation on making alternatives accessible to advisors and their clients. They discuss the importance of structure, manager selection, and diversification when it comes to designing an alternative investment strategy built for the individual investor.

]]> Tue, 24 Mar 2026 09:00:00 -0400 http://advisorlab.libsyn.com/website 19:39 Alternative investments for the private wealth channel have experienced tremendous growth in recent years. Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Derek Schwartz in the CION booth at Future Proof Citywide for a conversation on making alternatives accessible to advisors and their clients. They discuss the importance of structure, manager selection, and diversification when it comes to designing an alternative investment strategy built for the individual investor.

]]> Alternative investments for the private wealth channel have experienced tremendous growth in recent years. Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Derek Schwartz in the CION booth at Future Proof Citywide for a conversation on making alternatives accessible to advisors and their clients. They discuss the importance of structure, manager selection, and diversification when it comes to designing an alternative investment strategy built for the individual investor.

]]> false full 187 1 <![CDATA[Episode 186 Future Proof Conversations: Alex Laipple]]> Alex Laipple is the Chief Growth Officer at Ethic, a tech-driven investment management platform that helps advisors deliver personalized, values-focused portfolios to their clients. We sat down with Alex at Future Proof Citywide to learn how advisors are differentiating their practices with portfolio customization and building deeper, more personal connections with clients.

]]> Tue, 17 Mar 2026 09:00:00 -0400 http://advisorlab.libsyn.com/website 7:08 Alex Laipple is the Chief Growth Officer at Ethic, a tech-driven investment management platform that helps advisors deliver personalized, values-focused portfolios to their clients. We sat down with Alex at Future Proof Citywide to learn how advisors are differentiating their practices with portfolio customization and building deeper, more personal connections with clients.

]]> Alex Laipple is the Chief Growth Officer at Ethic, a tech-driven investment management platform that helps advisors deliver personalized, values-focused portfolios to their clients. We sat down with Alex at Future Proof Citywide to learn how advisors are differentiating their practices with portfolio customization and building deeper, more personal connections with clients.

]]> false full 186 1 <![CDATA[Episode 185 Larry Shumbres: Leveraging AI For WealthTech Solutions]]> We sat down with Larry Shumbres, Founder and CEO of Archive Intel, an AI-powered compliance software solution. Larry joins Mark Gatto, co-Founder and co-CEO of CION Investments, to discuss how AI technology is improving workflows in the wealth management space.

]]> Thu, 26 Feb 2026 10:00:00 -0500 http://advisorlab.libsyn.com/website 23:25 We sat down with Larry Shumbres, Founder and CEO of Archive Intel, an AI-powered compliance software solution. Larry joins Mark Gatto, co-Founder and co-CEO of CION Investments, to discuss how AI technology is improving workflows in the wealth management space.

]]> We sat down with Larry Shumbres, Founder and CEO of Archive Intel, an AI-powered compliance software solution. Larry joins Mark Gatto, co-Founder and co-CEO of CION Investments, to discuss how AI technology is improving workflows in the wealth management space.

]]> false full 185 1 <![CDATA[Episode 184 Jeffrey Roach: 2026 Economic Outlook]]> We sat down with Jeffrey Roach, Chief Economist at LPL Financial, for a 2026 outlook on the markets and economy. Jeffrey and Derek discuss inflation, tariffs, and market performance in relation to a K-shaped economy that's setting the stage for the year. Jeffrey provides a forecast for the labor market and actions of the Fed, and encourages advisors to favor long-term trends over the headlines as a basis for an investing strategy.

]]> Tue, 27 Jan 2026 14:17:00 -0500 http://advisorlab.libsyn.com/website 33:49 We sat down with Jeffrey Roach, Chief Economist at LPL Financial, for a 2026 outlook on the markets and economy. Jeffrey and Derek discuss inflation, tariffs, and market performance in relation to a K-shaped economy that's setting the stage for the year. Jeffrey provides a forecast for the labor market and actions of the Fed, and encourages advisors to favor long-term trends over the headlines as a basis for an investing strategy.

]]> We sat down with Jeffrey Roach, Chief Economist at LPL Financial, for a 2026 outlook on the markets and economy. Jeffrey and Derek discuss inflation, tariffs, and market performance in relation to a K-shaped economy that's setting the stage for the year. Jeffrey provides a forecast for the labor market and actions of the Fed, and encourages advisors to favor long-term trends over the headlines as a basis for an investing strategy.

]]> false full 184 1 <![CDATA[Episode 183 Exiting Your Practice: Succession Planning Starts Early]]> Tyson Ray is the CEO and Founding Partner of FORM Wealth Advisors, an independent practice with a holistic, relationship-based approach to financial planning. We sat down with Tyson to tap into his expertise in exit and succession planning for advisors, and discuss his forthcoming book, Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First.

]]> Tue, 06 Jan 2026 10:00:00 -0500 http://advisorlab.libsyn.com/website 31:36 Tyson Ray is the CEO and Founding Partner of FORM Wealth Advisors, an independent practice with a holistic, relationship-based approach to financial planning. We sat down with Tyson to tap into his expertise in exit and succession planning for advisors, and discuss his forthcoming book, Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First.

]]> Tyson Ray is the CEO and Founding Partner of FORM Wealth Advisors, an independent practice with a holistic, relationship-based approach to financial planning. We sat down with Tyson to tap into his expertise in exit and succession planning for advisors, and discuss his forthcoming book, Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First.

]]> false full 183 1 <![CDATA[Episode 182 Jason Wenk: A New Custodial Approach For RIAs]]> Jason Wenk is the founder and CEO of Altruist, a fully-integrated digital brokerage platform and RIA custodian designed to help fiduciary advisors optimize and scale their practices. Jason joins host Mark Gatto, co-founder and co-CEO of CION Investments, to discuss how Altruist is re-envisioning the custodial space and improving the accessibility and outcomes of financial advice.

]]> Thu, 18 Dec 2025 15:48:00 -0500 http://advisorlab.libsyn.com/website 40:46 Jason Wenk is the founder and CEO of Altruist, a fully-integrated digital brokerage platform and RIA custodian designed to help fiduciary advisors optimize and scale their practices. Jason joins host Mark Gatto, co-founder and co-CEO of CION Investments, to discuss how Altruist is re-envisioning the custodial space and improving the accessibility and outcomes of financial advice.

]]> Jason Wenk is the founder and CEO of Altruist, a fully-integrated digital brokerage platform and RIA custodian designed to help fiduciary advisors optimize and scale their practices. Jason joins host Mark Gatto, co-founder and co-CEO of CION Investments, to discuss how Altruist is re-envisioning the custodial space and improving the accessibility and outcomes of financial advice.

]]> false full 182 1 <![CDATA[Episode 181 Scaling Your Business for Work-Life Integration]]> Brad Johnson is the Co-Founder of Triad Partners, a business development coach for financial advisors. We sat down with Brad to learn how Triad helps advisors scale their practices to nurture business growth while achieving freedom in their personal lives.

]]> Tue, 02 Dec 2025 10:00:00 -0500 http://advisorlab.libsyn.com/website 36:01 Brad Johnson is the Co-Founder of Triad Partners, a business development coach for financial advisors. We sat down with Brad to learn how Triad helps advisors scale their practices to nurture business growth while achieving freedom in their personal lives.

]]> Brad Johnson is the Co-Founder of Triad Partners, a business development coach for financial advisors. We sat down with Brad to learn how Triad helps advisors scale their practices to nurture business growth while achieving freedom in their personal lives.

]]> false full 181 1 <![CDATA[Episode 180 John Roberts: Wealth Management is a Relationship Business]]> We sat down with John Roberts, Executive Vice President and Chief Field Officer of Northwestern Mutual, for a conversation on the role of the advisor-client relationship in financial planning. John shared his insight on how advisors are establishing niche specialties to differentiate their practices, and balancing modern technology with human connection in their relationships with clients.

]]> Tue, 18 Nov 2025 09:00:00 -0500 http://advisorlab.libsyn.com/website 32:47 We sat down with John Roberts, Executive Vice President and Chief Field Officer of Northwestern Mutual, for a conversation on the role of the advisor-client relationship in financial planning. John shared his insight on how advisors are establishing niche specialties to differentiate their practices, and balancing modern technology with human connection in their relationships with clients.

]]> We sat down with John Roberts, Executive Vice President and Chief Field Officer of Northwestern Mutual, for a conversation on the role of the advisor-client relationship in financial planning. John shared his insight on how advisors are establishing niche specialties to differentiate their practices, and balancing modern technology with human connection in their relationships with clients.

]]> false full 180 1 <![CDATA[Episode 179 Gabriel Shahin: How the Rich Get Richer]]> From the beginning of his career, Gabriel Shahin, CFP®, set out to educate investors and serve aspiring wealth accumulators. As Founder and Principal of Falcon Wealth Planning, Gabriel now leads a fee-only RIA focused on financial planning, with an emphasis on tax and retirement structuring. We sat down with Gabriel to discuss his new book, How the Rich Get Richer: Your Ultimate Guide to Building Wealth. Gabriel dives into the financial planning principles and investing strategies that allow high-net-worth individuals to establish lasting wealth, and shares how understanding your clients' financial motivations is integral to successful, long-term client relationships.

]]> Tue, 04 Nov 2025 09:00:00 -0500 http://advisorlab.libsyn.com/website 32:06 From the beginning of his career, Gabriel Shahin, CFP®, set out to educate investors and serve aspiring wealth accumulators. As Founder and Principal of Falcon Wealth Planning, Gabriel now leads a fee-only RIA focused on financial planning, with an emphasis on tax and retirement structuring. We sat down with Gabriel to discuss his new book, How the Rich Get Richer: Your Ultimate Guide to Building Wealth. Gabriel dives into the financial planning principles and investing strategies that allow high-net-worth individuals to establish lasting wealth, and shares how understanding your clients' financial motivations is integral to successful, long-term client relationships.

]]> From the beginning of his career, Gabriel Shahin, CFP®, set out to educate investors and serve aspiring wealth accumulators. As Founder and Principal of Falcon Wealth Planning, Gabriel now leads a fee-only RIA focused on financial planning, with an emphasis on tax and retirement structuring. We sat down with Gabriel to discuss his new book, How the Rich Get Richer: Your Ultimate Guide to Building Wealth. Gabriel dives into the financial planning principles and investing strategies that allow high-net-worth individuals to establish lasting wealth, and shares how understanding your clients' financial motivations is integral to successful, long-term client relationships.

]]> false full 179 1 <![CDATA[Episode 178 Future Proof Conversations: Dimple Shah]]> Dimple Shah is Executive Vice President and Head of Strategy and Client Experience at Osaic. We sat down with Dimple at Future Proof Festival to discuss how the generational wealth transfer is creating a unique opportunity for advisors looking to grow their practices.

]]> Tue, 28 Oct 2025 09:00:00 -0400 http://advisorlab.libsyn.com/website 14:00 Dimple Shah is Executive Vice President and Head of Strategy and Client Experience at Osaic. We sat down with Dimple at Future Proof Festival to discuss how the generational wealth transfer is creating a unique opportunity for advisors looking to grow their practices.

]]> Dimple Shah is Executive Vice President and Head of Strategy and Client Experience at Osaic. We sat down with Dimple at Future Proof Festival to discuss how the generational wealth transfer is creating a unique opportunity for advisors looking to grow their practices.

]]> false full 178 1 <![CDATA[Episode 177 Future Proof Conversations: Colleen Jaconetti]]> Colleen Jaconetti, CPA, CFP, is a Senior Manager at Vanguard Investment Advisory Research Center. Host Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Colleen at Future Proof Festival for her insight on how advisors can elevate their financial planning with tactical, behavioral finance coaching.

]]> Tue, 14 Oct 2025 13:50:00 -0400 http://advisorlab.libsyn.com/website 10:45 Colleen Jaconetti, CPA, CFP, is a Senior Manager at Vanguard Investment Advisory Research Center. Host Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Colleen at Future Proof Festival for her insight on how advisors can elevate their financial planning with tactical, behavioral finance coaching.

]]> Colleen Jaconetti, CPA, CFP, is a Senior Manager at Vanguard Investment Advisory Research Center. Host Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Colleen at Future Proof Festival for her insight on how advisors can elevate their financial planning with tactical, behavioral finance coaching.

]]> false full 176 1 <![CDATA[Episode 176 Future Proof Conversations: Cheryl Nash]]> We sat down with Cheryl Nash, President of APL at InvestCloud, on the boardwalk at Future Proof Festival to discuss the current landscape of retail investing. APL is a portfolio management platform that powers construction, modeling, trading, and rebalancing for managed accounts. Cheryl shares how APL democratizes access to private market strategies and enables the private wealth channel to invest in alternatives.

]]> Thu, 09 Oct 2025 09:00:00 -0400 http://advisorlab.libsyn.com/website 9:34 We sat down with Cheryl Nash, President of APL at InvestCloud, on the boardwalk at Future Proof Festival to discuss the current landscape of retail investing. APL is a portfolio management platform that powers construction, modeling, trading, and rebalancing for managed accounts. Cheryl shares how APL democratizes access to private market strategies and enables the private wealth channel to invest in alternatives.

]]> We sat down with Cheryl Nash, President of APL at InvestCloud, on the boardwalk at Future Proof Festival to discuss the current landscape of retail investing. APL is a portfolio management platform that powers construction, modeling, trading, and rebalancing for managed accounts. Cheryl shares how APL democratizes access to private market strategies and enables the private wealth channel to invest in alternatives.

]]> false full 176 1 <![CDATA[Episode 175 Future Proof Conversations: Jennifer des Groseilliers]]> Jennifer des Groseilliers is the CEO of The Mather Group, a fiduciary investment advisory firm with a comprehensive approach to financial planning. Jennifer joins host Mark Gatto, co-Founder and co-CEO of CION Investments, at Future Proof Festival for a conversation on how to foster a company culture of leadership.

]]> Thu, 02 Oct 2025 14:15:00 -0400 http://advisorlab.libsyn.com/website 9:32 Jennifer des Groseilliers is the CEO of The Mather Group, a fiduciary investment advisory firm with a comprehensive approach to financial planning. Jennifer joins host Mark Gatto, co-Founder and co-CEO of CION Investments, at Future Proof Festival for a conversation on how to foster a company culture of leadership.

]]> Jennifer des Groseilliers is the CEO of The Mather Group, a fiduciary investment advisory firm with a comprehensive approach to financial planning. Jennifer joins host Mark Gatto, co-Founder and co-CEO of CION Investments, at Future Proof Festival for a conversation on how to foster a company culture of leadership.

]]> false full 175 1 <![CDATA[Episode 174 Future Proof Conversations: Gene Farrell]]> Gene Farrell is the President and CEO of Vanilla, a leading provider of estate planning technology for financial advisors. We sat down with Gene at Future Proof Festival for a conversation on the role of the financial advisor in the estate planning process, and how advisors can bring estate planning support to clients of all wealth levels.

]]> Thu, 18 Sep 2025 16:51:00 -0400 http://advisorlab.libsyn.com/website 18:49 Gene Farrell is the President and CEO of Vanilla, a leading provider of estate planning technology for financial advisors. We sat down with Gene at Future Proof Festival for a conversation on the role of the financial advisor in the estate planning process, and how advisors can bring estate planning support to clients of all wealth levels.

]]> Gene Farrell is the President and CEO of Vanilla, a leading provider of estate planning technology for financial advisors. We sat down with Gene at Future Proof Festival for a conversation on the role of the financial advisor in the estate planning process, and how advisors can bring estate planning support to clients of all wealth levels.

]]> false full 174 1 <![CDATA[Episode 173 Future Proof Conversations: Ryan Sullivan]]> Ryan Sullivan is the Head of Buy-Side, Americas at FTSE Russell. Ryan joins guest host Mark Gatto, co-Founder and co-CEO of CION Investments, on the boardwalk at Future Proof Festival to discuss the 2025 FTSE Russell US Retail Investor Survey.

]]> Mon, 15 Sep 2025 14:10:00 -0400 http://advisorlab.libsyn.com/website 15:36 Ryan Sullivan is the Head of Buy-Side, Americas at FTSE Russell. Ryan joins guest host Mark Gatto, co-Founder and co-CEO of CION Investments, on the boardwalk at Future Proof Festival to discuss the 2025 FTSE Russell US Retail Investor Survey.

]]> Ryan Sullivan is the Head of Buy-Side, Americas at FTSE Russell. Ryan joins guest host Mark Gatto, co-Founder and co-CEO of CION Investments, on the boardwalk at Future Proof Festival to discuss the 2025 FTSE Russell US Retail Investor Survey.

]]> false full 173 1 <![CDATA[Episode 172 Advisor-Client Relationships for the Digital Age: Capturing Attention Starts With Streamlined Communication]]> Tom Fields, CFP,® CEO of Fynancial, started his business to solve a problem he identified in the wealth management space: communication channels hadn't evolved for the modern world. He developed Fynancial, a digital communications platform for RIAs, so advisors could offer clients a centralized digital experience on a mobile app. We sat down with Tom to get insight into how advisors can generate conversation and grow their practices by simplifying the client experience.

]]> Tue, 26 Aug 2025 13:13:00 -0400 http://advisorlab.libsyn.com/website 25:25 Tom Fields, CFP,® CEO of Fynancial, started his business to solve a problem he identified in the wealth management space: communication channels hadn't evolved for the modern world. He developed Fynancial, a digital communications platform for RIAs, so advisors could offer clients a centralized digital experience on a mobile app. We sat down with Tom to get insight into how advisors can generate conversation and grow their practices by simplifying the client experience.

]]> Tom Fields, CFP,® CEO of Fynancial, started his business to solve a problem he identified in the wealth management space: communication channels hadn't evolved for the modern world. He developed Fynancial, a digital communications platform for RIAs, so advisors could offer clients a centralized digital experience on a mobile app. We sat down with Tom to get insight into how advisors can generate conversation and grow their practices by simplifying the client experience.

]]> false full 172 1 <![CDATA[Episode 171 Adam Dell: How Does the Private Wealth Channel Target the Next Generation of Clients?]]> Before he was the founder and CEO of Domain Money, Adam Dell envisioned and built several technology products focused on consumer finance solutions. His experience equipped him with a rich understanding of the mass affluent client profile, and enabled the launch of Domain Money, a financial planning and investment advice platform designed for mass affluent clientele. We sat down with Adam to learn how Domain Money partners with RIAs to serve and develop client leads from a new generation of future wealth accumulators.

]]> Tue, 12 Aug 2025 09:00:00 -0400 http://advisorlab.libsyn.com/website 33:24 Before he was the founder and CEO of Domain Money, Adam Dell envisioned and built several technology products focused on consumer finance solutions. His experience equipped him with a rich understanding of the mass affluent client profile, and enabled the launch of Domain Money, a financial planning and investment advice platform designed for mass affluent clientele. We sat down with Adam to learn how Domain Money partners with RIAs to serve and develop client leads from a new generation of future wealth accumulators.

]]> Before he was the founder and CEO of Domain Money, Adam Dell envisioned and built several technology products focused on consumer finance solutions. His experience equipped him with a rich understanding of the mass affluent client profile, and enabled the launch of Domain Money, a financial planning and investment advice platform designed for mass affluent clientele. We sat down with Adam to learn how Domain Money partners with RIAs to serve and develop client leads from a new generation of future wealth accumulators.

]]> false full 171 1 <![CDATA[Episode 170 Midyear Outlook: Coaching Long-Term Investors Through Uncertainty]]> We sat down with Victoria Greene, CFA®, CRPC®, Chief Investment Officer and Founding Partner at G Squared Private Wealth, for a midyear outlook on the markets and interest rate environment. Victoria discusses how to support clients remaining invested amid tariffs, volatility, and uncertainty, and gives insight into the evolving landscape of alternative investments.

]]> Tue, 29 Jul 2025 10:30:00 -0400 http://advisorlab.libsyn.com/website 46:16 We sat down with Victoria Greene, CFA®, CRPC®, Chief Investment Officer and Founding Partner at G Squared Private Wealth, for a midyear outlook on the markets and interest rate environment. Victoria discusses how to support clients remaining invested amid tariffs, volatility, and uncertainty, and gives insight into the evolving landscape of alternative investments.

]]> We sat down with Victoria Greene, CFA®, CRPC®, Chief Investment Officer and Founding Partner at G Squared Private Wealth, for a midyear outlook on the markets and interest rate environment. Victoria discusses how to support clients remaining invested amid tariffs, volatility, and uncertainty, and gives insight into the evolving landscape of alternative investments.

]]> false full 170 1 <![CDATA[Episode 169 Niching Down: Building a Sports Professional Practice]]> Justin Bass, Senior Wealth Manager and Managing Director of MAI Capital Management, has spent the last three decades as an advisor for athletes and sports business professionals. We sat down with Justin to understand his approach to working with a unique client niche, and learn how he draws on both his passion for sports and knowledge of financial planning to offer targeted expertise to clients.

]]> Mon, 14 Jul 2025 09:00:00 -0400 http://advisorlab.libsyn.com/website 44:35 Justin Bass, Senior Wealth Manager and Managing Director of MAI Capital Management, has spent the last three decades as an advisor for athletes and sports business professionals. We sat down with Justin to understand his approach to working with a unique client niche, and learn how he draws on both his passion for sports and knowledge of financial planning to offer targeted expertise to clients.

]]> Justin Bass, Senior Wealth Manager and Managing Director of MAI Capital Management, has spent the last three decades as an advisor for athletes and sports business professionals. We sat down with Justin to understand his approach to working with a unique client niche, and learn how he draws on both his passion for sports and knowledge of financial planning to offer targeted expertise to clients.

]]> false full 169 1 <![CDATA[Episode 168 Jessica Polito: Selling Your RIA Practice]]> Jessica Polito is the founder and principal of Turkey Hill Management, an M&A advisor for wealth managers. We sat down with Jessica to discuss how the growing landscape of independent fiduciaries and RIA aggregators is fueling M&A activity in the wealth management space.

]]> Thu, 26 Jun 2025 09:00:00 -0400 http://advisorlab.libsyn.com/website 31:49 Jessica Polito is the founder and principal of Turkey Hill Management, an M&A advisor for wealth managers. We sat down with Jessica to discuss how the growing landscape of independent fiduciaries and RIA aggregators is fueling M&A activity in the wealth management space.

]]> Jessica Polito is the founder and principal of Turkey Hill Management, an M&A advisor for wealth managers. We sat down with Jessica to discuss how the growing landscape of independent fiduciaries and RIA aggregators is fueling M&A activity in the wealth management space.

]]> false full 168 1 <![CDATA[Episode 167 Carolyn Bare: Legacy Planning for Disabled Heirs]]> Carolyn Bare is the founder and CEO of Trust Matters Financial, a financial advisory focused on investment management and wealth transfer for special needs heirs. We sat down with Carolyn to discuss tax-efficient estate planning strategies, and how advisors can use them to better serve clients with special needs scenarios.

]]> Tue, 03 Jun 2025 15:29:00 -0400 http://advisorlab.libsyn.com/website 29:17 Carolyn Bare is the founder and CEO of Trust Matters Financial, a financial advisory focused on investment management and wealth transfer for special needs heirs. We sat down with Carolyn to discuss tax-efficient estate planning strategies, and how advisors can use them to better serve clients with special needs scenarios.

]]> Carolyn Bare is the founder and CEO of Trust Matters Financial, a financial advisory focused on investment management and wealth transfer for special needs heirs. We sat down with Carolyn to discuss tax-efficient estate planning strategies, and how advisors can use them to better serve clients with special needs scenarios.

]]> false full 167 1 <![CDATA[Episode 166 Future Proof Conversations: Chris Cherry]]> Chris Cherry is the Head of Partnerships at Future Proof. We sat down with Chris at Future Proof Citywide to talk about how industry partnerships are the key to creating opportunities for advisors at Future Proof events.

]]> Tue, 20 May 2025 14:02:00 -0400 http://advisorlab.libsyn.com/website 14:04 Chris Cherry is the Head of Partnerships at Future Proof. We sat down with Chris at Future Proof Citywide to talk about how industry partnerships are the key to creating opportunities for advisors at Future Proof events.

]]> Chris Cherry is the Head of Partnerships at Future Proof. We sat down with Chris at Future Proof Citywide to talk about how industry partnerships are the key to creating opportunities for advisors at Future Proof events.

]]> false full 166 1 <![CDATA[Episode 165 Future Proof Conversations: Devon Drew]]> Devon Drew is the CEO of AssetLink, a distribution platform leveraging data intelligence to connect advisors with investment solutions that meet their needs. We talked to Devon at Future Proof Citywide about data as the driving force behind AI, and the capabilities of AI in the wealth management space.

]]> Tue, 13 May 2025 15:05:00 -0400 http://advisorlab.libsyn.com/website 10:46 Devon Drew is the CEO of AssetLink, a distribution platform leveraging data intelligence to connect advisors with investment solutions that meet their needs. We talked to Devon at Future Proof Citywide about data as the driving force behind AI, and the capabilities of AI in the wealth management space.

]]> Devon Drew is the CEO of AssetLink, a distribution platform leveraging data intelligence to connect advisors with investment solutions that meet their needs. We talked to Devon at Future Proof Citywide about data as the driving force behind AI, and the capabilities of AI in the wealth management space.

]]> false full 165 1 <![CDATA[Episode 164 Future Proof Conversations: Shannon Spotswood]]> Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.

]]> Wed, 30 Apr 2025 15:44:00 -0400 http://advisorlab.libsyn.com/website 13:09 Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.

]]> Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.

]]> false full 164 1 <![CDATA[Episode 163 Future Proof Conversations: Sean Allocca]]> Sean Allocca is the Executive Editor of The Daily Upside, a leader in business journalism delivering economic and financial insights to over 1 million investors. We talked to Sean at Future Proof Citywide about the opportunity for advisors and their clients to invest in alternatives, and how advisors can stay informed on private market assets.

]]> Wed, 23 Apr 2025 10:00:00 -0400 http://advisorlab.libsyn.com/website 12:46 Sean Allocca is the Executive Editor of The Daily Upside, a leader in business journalism delivering economic and financial insights to over 1 million investors. We talked to Sean at Future Proof Citywide about the opportunity for advisors and their clients to invest in alternatives, and how advisors can stay informed on private market assets.

]]> Sean Allocca is the Executive Editor of The Daily Upside, a leader in business journalism delivering economic and financial insights to over 1 million investors. We talked to Sean at Future Proof Citywide about the opportunity for advisors and their clients to invest in alternatives, and how advisors can stay informed on private market assets.

]]> false full 163 1 <![CDATA[Episode 162 Future Proof Conversations: Caleb Silver]]> Caleb Silver is the Editor-in-Chief of Investopedia, a pivotal education resource for advisors and their clients. We sat down with Caleb at Future Proof Citywide to discuss financial education as an integral component to investing, particularly in the alternatives space. Caleb shares his insights on recent market volatility, the concerns of individual investors, and the crucial role that education plays in the client-advisor relationship.

]]> Tue, 15 Apr 2025 13:43:00 -0400 http://advisorlab.libsyn.com/website 11:13 Caleb Silver is the Editor-in-Chief of Investopedia, a pivotal education resource for advisors and their clients. We sat down with Caleb at Future Proof Citywide to discuss financial education as an integral component to investing, particularly in the alternatives space. Caleb shares his insights on recent market volatility, the concerns of individual investors, and the crucial role that education plays in the client-advisor relationship.

]]> Caleb Silver is the Editor-in-Chief of Investopedia, a pivotal education resource for advisors and their clients. We sat down with Caleb at Future Proof Citywide to discuss financial education as an integral component to investing, particularly in the alternatives space. Caleb shares his insights on recent market volatility, the concerns of individual investors, and the crucial role that education plays in the client-advisor relationship.

]]> false full 162 1 <![CDATA[Episode 161 Larry McDonald: Tariffs, Stagflation, Recession: Risks, Myths and Opportunities in a Radically Reshaped Economy]]> Larry McDonald was a Vice President at Lehman Brothers in 2008, and out of that experience he produced a framework of twenty one indicators of economic health that can also detect early signals of opportunity and danger. His most recent book, How to Listen When Markets Speak, released last year, was early in connecting the dots between past, present and the future that is now. Larry and his research platform, The Bear Traps Report, has a unique and well informed take on what we are seeing right now, with the shock of tariffs, the motivation of the current administration, the resistance of the Fed, and the reaction of markets and businesses. He presents his views on how to amend the 60/40 to ride out the storm, and where the opportunities are.

 

]]> Mon, 07 Apr 2025 09:00:00 -0400 http://advisorlab.libsyn.com/website 28:58 Larry McDonald was a Vice President at Lehman Brothers in 2008, and out of that experience he produced a framework of twenty one indicators of economic health that can also detect early signals of opportunity and danger. His most recent book, How to Listen When Markets Speak, released last year, was early in connecting the dots between past, present and the future that is now. Larry and his research platform, The Bear Traps Report, has a unique and well informed take on what we are seeing right now, with the shock of tariffs, the motivation of the current administration, the resistance of the Fed, and the reaction of markets and businesses. He presents his views on how to amend the 60/40 to ride out the storm, and where the opportunities are.

 

]]> Larry McDonald was a Vice President at Lehman Brothers in 2008, and out of that experience he produced a framework of twenty one indicators of economic health that can also detect early signals of opportunity and danger. His most recent book, How to Listen When Markets Speak, released last year, was early in connecting the dots between past, present and the future that is now. Larry and his research platform, The Bear Traps Report, has a unique and well informed take on what we are seeing right now, with the shock of tariffs, the motivation of the current administration, the resistance of the Fed, and the reaction of markets and businesses. He presents his views on how to amend the 60/40 to ride out the storm, and where the opportunities are.

 

]]> false full 161 1 <![CDATA[Episode 160 Arlene Moss of XYPN: The Independent Fiduciary Advisor]]> XY Planning Network (XYPN) founders Michael Kitces and Alan Moore saw a need to do financial planning differently. They developed XYPN to make financial planning more accessible by creating a turnkey advice and planning platform that currently supports and empowers more than 2,000 independent financial advisors to serve whomever they want, however they want.

Arlene Moss, lead executive business coach at XYPN, coaches financial planners through the challenges that come with establishing and growing their practices. On this episode, we get into how XYPN coaches bring the key component of human connection to helping advisors power their practices.

]]> Wed, 12 Mar 2025 21:53:00 -0400 http://advisorlab.libsyn.com/website 34:23 XY Planning Network (XYPN) founders Michael Kitces and Alan Moore saw a need to do financial planning differently. They developed XYPN to make financial planning more accessible by creating a turnkey advice and planning platform that currently supports and empowers more than 2,000 independent financial advisors to serve whomever they want, however they want.

Arlene Moss, lead executive business coach at XYPN, coaches financial planners through the challenges that come with establishing and growing their practices. On this episode, we get into how XYPN coaches bring the key component of human connection to helping advisors power their practices.

]]> XY Planning Network (XYPN) founders Michael Kitces and Alan Moore saw a need to do financial planning differently. They developed XYPN to make financial planning more accessible by creating a turnkey advice and planning platform that currently supports and empowers more than 2,000 independent financial advisors to serve whomever they want, however they want.

Arlene Moss, lead executive business coach at XYPN, coaches financial planners through the challenges that come with establishing and growing their practices. On this episode, we get into how XYPN coaches bring the key component of human connection to helping advisors power their practices.

]]> false full 160 1 <![CDATA[Episode 159 Callie Cox: An Evidence-Based Approach to Navigating Market Volatility]]> Callie Cox is the chief market strategist of Ritholtz Wealth Management and the author of OptimistiCallie, a newsletter of Wall Street quality research for everyday investors. Callie has spent the past decade providing investors with rational, evidence-based insights on the markets and economy. On this episode, we get into how advisors can balance empathy and understanding with a scientifically-grounded approach to guiding clients through market volatility.

]]> Tue, 25 Feb 2025 16:58:00 -0500 http://advisorlab.libsyn.com/website 37:15 Callie Cox is the chief market strategist of Ritholtz Wealth Management and the author of OptimistiCallie, a newsletter of Wall Street quality research for everyday investors. Callie has spent the past decade providing investors with rational, evidence-based insights on the markets and economy. On this episode, we get into how advisors can balance empathy and understanding with a scientifically-grounded approach to guiding clients through market volatility.

]]> Callie Cox is the chief market strategist of Ritholtz Wealth Management and the author of OptimistiCallie, a newsletter of Wall Street quality research for everyday investors. Callie has spent the past decade providing investors with rational, evidence-based insights on the markets and economy. On this episode, we get into how advisors can balance empathy and understanding with a scientifically-grounded approach to guiding clients through market volatility.

]]> false full 159 1 <![CDATA[Episode 158 George Kinder: A New Vision of Fiduciary and ESG]]> George Kinder, founder of the Kinder Institute of Life Planning, is internationally recognized as the Father of the Life Planning Movement. Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their lives. George has a new book, The Three Domains of Freedom, and we get into it on this episode.

]]> Thu, 30 Jan 2025 16:03:00 -0500 http://advisorlab.libsyn.com/website 28:25 George Kinder, founder of the Kinder Institute of Life Planning, is internationally recognized as the Father of the Life Planning Movement. Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their lives. George has a new book, The Three Domains of Freedom, and we get into it on this episode.

]]> George Kinder, founder of the Kinder Institute of Life Planning, is internationally recognized as the Father of the Life Planning Movement. Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their lives. George has a new book, The Three Domains of Freedom, and we get into it on this episode.

]]> false full 158 1 <![CDATA[Episode 157 Differentiating a Second Generation Practice with Alternatives]]> Martinelli Financial Services has been acting as a fiduciary for clients since 1981. Michael Martinelli joined his father Ernie 11 years ago, and together they've leaned into expanding the role of alternatives in HNW client portfolios. We get into how they approach it, what the pain points are, and where they see the industry going. 

]]> Fri, 03 Jan 2025 14:50:00 -0500 http://advisorlab.libsyn.com/website 25:46 Martinelli Financial Services has been acting as a fiduciary for clients since 1981. Michael Martinelli joined his father Ernie 11 years ago, and together they've leaned into expanding the role of alternatives in HNW client portfolios. We get into how they approach it, what the pain points are, and where they see the industry going. 

]]> Martinelli Financial Services has been acting as a fiduciary for clients since 1981. Michael Martinelli joined his father Ernie 11 years ago, and together they've leaned into expanding the role of alternatives in HNW client portfolios. We get into how they approach it, what the pain points are, and where they see the industry going. 

]]> false full 157 1 <![CDATA[Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation]]> We sat down with Gabe Rissman, co-founder and President of YourStake. Gabe has created a firm with a vision of simplifying advisors' work and enhancing the client journey to drive personalized investing. YourStake began with the "NoScore" data approach in 2020 to offer a transparent alternative to traditional ESG data. Today, it offers a suite of AI-driven solutions for every part of the advisor-client relationship.

]]> Thu, 05 Dec 2024 21:28:00 -0500 http://advisorlab.libsyn.com/website 36:35 We sat down with Gabe Rissman, co-founder and President of YourStake. Gabe has created a firm with a vision of simplifying advisors' work and enhancing the client journey to drive personalized investing. YourStake began with the "NoScore" data approach in 2020 to offer a transparent alternative to traditional ESG data. Today, it offers a suite of AI-driven solutions for every part of the advisor-client relationship.

]]> We sat down with Gabe Rissman, co-founder and President of YourStake. Gabe has created a firm with a vision of simplifying advisors' work and enhancing the client journey to drive personalized investing. YourStake began with the "NoScore" data approach in 2020 to offer a transparent alternative to traditional ESG data. Today, it offers a suite of AI-driven solutions for every part of the advisor-client relationship.

]]> false full 156 1 <![CDATA[Episode 155 Financial Therapy: Motivating Clients Beyond Their Money Story]]> We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master's degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay's work focuses on supporting advisors in strengthening their relationships with their clients and integrating interior finance concepts into their practices. She helps advisors work through generational family dynamics to have productive conversations, and to help people find the motivation to get past their money mindset

]]> Mon, 18 Nov 2024 18:49:00 -0500 http://advisorlab.libsyn.com/website 26:22 We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master's degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay's work focuses on supporting advisors in strengthening their relationships with their clients and integrating interior finance concepts into their practices. She helps advisors work through generational family dynamics to have productive conversations, and to help people find the motivation to get past their money mindset

]]> We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master's degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay's work focuses on supporting advisors in strengthening their relationships with their clients and integrating interior finance concepts into their practices. She helps advisors work through generational family dynamics to have productive conversations, and to help people find the motivation to get past their money mindset

]]> false full 155 1 <![CDATA[Episode 154 Having the Hard Conversations Around Multi-Generational Wealth]]> Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth, Jonathan played a key role in developing the platform that offers comprehensive wealth advice and institutional-quality investment solutions to generationally wealthy clients. We get deep on how he helps clients create and preserve multi-generational wealth. 

]]> Thu, 24 Oct 2024 19:12:00 -0400 http://advisorlab.libsyn.com/website 13:52 Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth, Jonathan played a key role in developing the platform that offers comprehensive wealth advice and institutional-quality investment solutions to generationally wealthy clients. We get deep on how he helps clients create and preserve multi-generational wealth. 

]]> Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth, Jonathan played a key role in developing the platform that offers comprehensive wealth advice and institutional-quality investment solutions to generationally wealthy clients. We get deep on how he helps clients create and preserve multi-generational wealth. 

]]> false full 154 1 <![CDATA[Episode 153 Michael Kitces and the Evolution of Knowledge: Where Is Financial Advisory Headed?]]> Michael Kitces needs no introduction. One of the foremost voices in the industry, he's a financial planner in his role at Buckingham Wealth, and also a commentator, speaker, blogger, podcaster and educator. From Kitces.com, to his Nerds' Eye View blog and Advisor Success podcast, Michael leads the conversations that change the industry. XYPN, the integrated support system for independent financial advisors, is Michael's response to the problem of bringing younger advisors into the industry, and it's now celebrating ten years of helping advisors build the practice they want. We get into the bifurcation Michael sees in the industry, the role of AI, and more in this episode recorded at Future Proof. 

]]> Tue, 15 Oct 2024 16:40:00 -0400 http://advisorlab.libsyn.com/website 16:56 Michael Kitces needs no introduction. One of the foremost voices in the industry, he's a financial planner in his role at Buckingham Wealth, and also a commentator, speaker, blogger, podcaster and educator. From Kitces.com, to his Nerds' Eye View blog and Advisor Success podcast, Michael leads the conversations that change the industry. XYPN, the integrated support system for independent financial advisors, is Michael's response to the problem of bringing younger advisors into the industry, and it's now celebrating ten years of helping advisors build the practice they want. We get into the bifurcation Michael sees in the industry, the role of AI, and more in this episode recorded at Future Proof. 

]]> Michael Kitces needs no introduction. One of the foremost voices in the industry, he's a financial planner in his role at Buckingham Wealth, and also a commentator, speaker, blogger, podcaster and educator. From Kitces.com, to his Nerds' Eye View blog and Advisor Success podcast, Michael leads the conversations that change the industry. XYPN, the integrated support system for independent financial advisors, is Michael's response to the problem of bringing younger advisors into the industry, and it's now celebrating ten years of helping advisors build the practice they want. We get into the bifurcation Michael sees in the industry, the role of AI, and more in this episode recorded at Future Proof. 

]]> false full 153 1 <![CDATA[Episode 152 Future Proof Conversations: Redefining Growth Through Content and Community]]> Matt Middleton is CEO of Future Proof, the most innovative and disruptive event in the wealth management industry. Only in its third year, Future Proof's events, starting with the Festival in Huntington Beach, are already the foundational and definitional events for where wealth management is going. Matt gets into his vision, and how keeping it tech-enabled and human-centered has meant both massive growth and an incredibly high level of attendee satisfaction.

]]> Wed, 25 Sep 2024 16:02:00 -0400 http://advisorlab.libsyn.com/website 10:05 Matt Middleton is CEO of Future Proof, the most innovative and disruptive event in the wealth management industry. Only in its third year, Future Proof's events, starting with the Festival in Huntington Beach, are already the foundational and definitional events for where wealth management is going. Matt gets into his vision, and how keeping it tech-enabled and human-centered has meant both massive growth and an incredibly high level of attendee satisfaction.

]]> Matt Middleton is CEO of Future Proof, the most innovative and disruptive event in the wealth management industry. Only in its third year, Future Proof's events, starting with the Festival in Huntington Beach, are already the foundational and definitional events for where wealth management is going. Matt gets into his vision, and how keeping it tech-enabled and human-centered has meant both massive growth and an incredibly high level of attendee satisfaction.

]]> false full 152 1 <![CDATA[Episode 151 Future Proof Conversations: The Fed and the Outlook for Alts]]> Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David's research focuses on investment implications of an evolving economic environment. He has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. 

]]> Wed, 18 Sep 2024 15:52:00 -0400 http://advisorlab.libsyn.com/website 10:19 Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David's research focuses on investment implications of an evolving economic environment. He has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. 

]]> Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David's research focuses on investment implications of an evolving economic environment. He has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. 

]]> false full 151 1 <![CDATA[Episode 150 Leveling Up Your Practice: Closing Gaps with Effective Support]]> Robert Russo has built a powerhouse firm around the concept of helping independent advisors identify where they need support to grow, and providing that support. From the complexities of business ownership, to gap analysis to grow a practice, his firm, Independent Advisor Alliance, has a process in place. The best part? They also provide a community focused on creating peer learning, growing and resources. 

]]> Fri, 13 Sep 2024 16:49:00 -0400 http://advisorlab.libsyn.com/website 35:08 Robert Russo has built a powerhouse firm around the concept of helping independent advisors identify where they need support to grow, and providing that support. From the complexities of business ownership, to gap analysis to grow a practice, his firm, Independent Advisor Alliance, has a process in place. The best part? They also provide a community focused on creating peer learning, growing and resources. 

]]> Robert Russo has built a powerhouse firm around the concept of helping independent advisors identify where they need support to grow, and providing that support. From the complexities of business ownership, to gap analysis to grow a practice, his firm, Independent Advisor Alliance, has a process in place. The best part? They also provide a community focused on creating peer learning, growing and resources. 

]]> false full 150 1 <![CDATA[Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator]]> Julia Healey, the CEO of United Charitable (unitedcharitable.org) has spent a career working with non-profits. She helms a nonprofit organization that works closely with wealth advisors and their clients to increase a donor's ability to do more with their contributions while minimizing their tax liability through Donor Advised Funds. We get into how giving has become central to how people think about money at all stages of their finanical journey, and how advisors have a central role to play. 

]]> Thu, 22 Aug 2024 15:44:00 -0400 http://advisorlab.libsyn.com/website 26:46 Julia Healey, the CEO of United Charitable (unitedcharitable.org) has spent a career working with non-profits. She helms a nonprofit organization that works closely with wealth advisors and their clients to increase a donor's ability to do more with their contributions while minimizing their tax liability through Donor Advised Funds. We get into how giving has become central to how people think about money at all stages of their finanical journey, and how advisors have a central role to play. 

]]> Julia Healey, the CEO of United Charitable (unitedcharitable.org) has spent a career working with non-profits. She helms a nonprofit organization that works closely with wealth advisors and their clients to increase a donor's ability to do more with their contributions while minimizing their tax liability through Donor Advised Funds. We get into how giving has become central to how people think about money at all stages of their finanical journey, and how advisors have a central role to play. 

]]> false full 149 1 <![CDATA[Episode 148 Connecting Meaning to Money: A Model for a High-Impact, High Revenue Practice]]> Derrick Kinney is a successful advisor who has become one of the top advisor coaches with his Advisor Accelerator program. He focuses on bringing meaning to money, for both clients and advisors. Along the way, he teaches advisors how to take back time, own problems to drive to solutions, create a strategic brand and rethink events and sponsorships so they are memorable and bring results. We get into the tactics, the specifics - and a lot of great stories. 

]]> Tue, 30 Jul 2024 13:48:00 -0400 http://advisorlab.libsyn.com/website 38:02 Derrick Kinney is a successful advisor who has become one of the top advisor coaches with his Advisor Accelerator program. He focuses on bringing meaning to money, for both clients and advisors. Along the way, he teaches advisors how to take back time, own problems to drive to solutions, create a strategic brand and rethink events and sponsorships so they are memorable and bring results. We get into the tactics, the specifics - and a lot of great stories. 

]]> Derrick Kinney is a successful advisor who has become one of the top advisor coaches with his Advisor Accelerator program. He focuses on bringing meaning to money, for both clients and advisors. Along the way, he teaches advisors how to take back time, own problems to drive to solutions, create a strategic brand and rethink events and sponsorships so they are memorable and bring results. We get into the tactics, the specifics - and a lot of great stories. 

]]> false full 148 1 <![CDATA[Episode 147 Creating the Practice You Want: Innovating Life Balance + Entrepreneurship]]> Michael Clarke, author of A Firm Worth Building, has figured out the balance between doing the work of an advisor and the work of running a business. Advisors can be prisoners of their own success, and Michael has created a framework and mindset for coaching advisors that covers everything from branding to firm culture to growth strategies, and that allows Advisors to focus streamline their own workload. Along the way, he developed National Referral Network, a COI community that focuses on helping every member create more value for clients. 

]]> Thu, 11 Jul 2024 10:33:00 -0400 http://advisorlab.libsyn.com/website 32:44 Michael Clarke, author of A Firm Worth Building, has figured out the balance between doing the work of an advisor and the work of running a business. Advisors can be prisoners of their own success, and Michael has created a framework and mindset for coaching advisors that covers everything from branding to firm culture to growth strategies, and that allows Advisors to focus streamline their own workload. Along the way, he developed National Referral Network, a COI community that focuses on helping every member create more value for clients. 

]]> Michael Clarke, author of A Firm Worth Building, has figured out the balance between doing the work of an advisor and the work of running a business. Advisors can be prisoners of their own success, and Michael has created a framework and mindset for coaching advisors that covers everything from branding to firm culture to growth strategies, and that allows Advisors to focus streamline their own workload. Along the way, he developed National Referral Network, a COI community that focuses on helping every member create more value for clients. 

]]> false full 147 1 <![CDATA[Episode 146 Understanding Client Experience as a Growth Accelerator]]> Masha Hodi, Partner and Client Experience Officer at Cerity Partners, has worn a lot of hats in her career, and she brings that knowledge to a conception of client experience that is built on and continually references growth. She breaks down how Cerity stays in front of an ever-changing industry, and the importance of creating and maintaining a strong culture. 

]]> Thu, 20 Jun 2024 19:11:00 -0400 http://advisorlab.libsyn.com/website 32:35 Masha Hodi, Partner and Client Experience Officer at Cerity Partners, has worn a lot of hats in her career, and she brings that knowledge to a conception of client experience that is built on and continually references growth. She breaks down how Cerity stays in front of an ever-changing industry, and the importance of creating and maintaining a strong culture. 

]]> Masha Hodi, Partner and Client Experience Officer at Cerity Partners, has worn a lot of hats in her career, and she brings that knowledge to a conception of client experience that is built on and continually references growth. She breaks down how Cerity stays in front of an ever-changing industry, and the importance of creating and maintaining a strong culture. 

]]> false full 146 1 <![CDATA[Episode 145 Creating the Practice You Want: Coaching Beyond Limits]]> Stephanie Bogan, Chief Possibility Officer for Limitless Advisor, makes redefining success upwards - for herself and the advisors, leaders and founders she partners with - look easy. But there's a career's worth of insight, intelligence, method and practice in her coaching. Stephanie gets serious about the inspiration and the hard questions in this episode. 

]]> Fri, 07 Jun 2024 13:40:00 -0400 http://advisorlab.libsyn.com/website 33:58 Stephanie Bogan, Chief Possibility Officer for Limitless Advisor, makes redefining success upwards - for herself and the advisors, leaders and founders she partners with - look easy. But there's a career's worth of insight, intelligence, method and practice in her coaching. Stephanie gets serious about the inspiration and the hard questions in this episode. 

]]> Stephanie Bogan, Chief Possibility Officer for Limitless Advisor, makes redefining success upwards - for herself and the advisors, leaders and founders she partners with - look easy. But there's a career's worth of insight, intelligence, method and practice in her coaching. Stephanie gets serious about the inspiration and the hard questions in this episode. 

]]> false full 145 1 <![CDATA[Episode 144 Turning Data Into Knowledge: Creating A Sustainable Engine for Growth]]> Adrian Johnstone, CEO of Practifi, has spent a career harnessing technology to optimize growth. Gathering data isn't enough; it's about unlocking knowledge to create a customer experience that helps firms grow at every stage. Moving from insight to action is the challenge for advisors. Doing it consistently and at scale can seem impossible. Adrian breaks down how Practifi thinks about a rapidly evolving industry. 

]]> Wed, 22 May 2024 18:43:00 -0400 http://advisorlab.libsyn.com/website 36:51 Adrian Johnstone, CEO of Practifi, has spent a career harnessing technology to optimize growth. Gathering data isn't enough; it's about unlocking knowledge to create a customer experience that helps firms grow at every stage. Moving from insight to action is the challenge for advisors. Doing it consistently and at scale can seem impossible. Adrian breaks down how Practifi thinks about a rapidly evolving industry. 

]]> Adrian Johnstone, CEO of Practifi, has spent a career harnessing technology to optimize growth. Gathering data isn't enough; it's about unlocking knowledge to create a customer experience that helps firms grow at every stage. Moving from insight to action is the challenge for advisors. Doing it consistently and at scale can seem impossible. Adrian breaks down how Practifi thinks about a rapidly evolving industry. 

]]> false full 144 1 <![CDATA[Episode 143 The Last Pre-Digital Generation Is Aging With A Specific POV]]> Doug Boneparth is the financial voice of a generation, and over the course of his career, he's seen how the challenges his generation faced have redefined financial planning. Older millennials may make different decisions from past generations on everything from education debt for their kids to retirement to estate planning. The portfolios they need to reach their goals are very different and need to be based on a whole new set of assumptions.

]]> Thu, 02 May 2024 20:33:00 -0400 http://advisorlab.libsyn.com/website 42:42 Doug Boneparth is the financial voice of a generation, and over the course of his career, he's seen how the challenges his generation faced have redefined financial planning. Older millennials may make different decisions from past generations on everything from education debt for their kids to retirement to estate planning. The portfolios they need to reach their goals are very different and need to be based on a whole new set of assumptions.

]]> Doug Boneparth is the financial voice of a generation, and over the course of his career, he's seen how the challenges his generation faced have redefined financial planning. Older millennials may make different decisions from past generations on everything from education debt for their kids to retirement to estate planning. The portfolios they need to reach their goals are very different and need to be based on a whole new set of assumptions.

]]> false full 143 1 <![CDATA[Episode 142 A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth]]> Seth Streeter, Founder and Chief Impact Officer of Mission Wealth, has some very clear principles. He wants to help clients redefine wealth, and has created a service model that places inspiration, balance, and purpose at the center of a holistic process. For advisors, this means creating a collaborative culture backed up by custom tech. The goal is to ensure that clients feel a sense of shared mission that goes beyond planning, especially for clients facing transitions. 

Seth and Derek touch on a lot of areas on this episode, but you'll want more from this very thoughtful industry leader. Here's where you can find it: 

Seth Streeter TEDx Talk
www.sethstreeter.com




]]> Thu, 11 Apr 2024 21:05:00 -0400 http://advisorlab.libsyn.com/website 30:08 Seth Streeter, Founder and Chief Impact Officer of Mission Wealth, has some very clear principles. He wants to help clients redefine wealth, and has created a service model that places inspiration, balance, and purpose at the center of a holistic process. For advisors, this means creating a collaborative culture backed up by custom tech. The goal is to ensure that clients feel a sense of shared mission that goes beyond planning, especially for clients facing transitions. 

Seth and Derek touch on a lot of areas on this episode, but you'll want more from this very thoughtful industry leader. Here's where you can find it: 

Seth Streeter TEDx Talk
www.sethstreeter.com




]]> Seth Streeter, Founder and Chief Impact Officer of Mission Wealth, has some very clear principles. He wants to help clients redefine wealth, and has created a service model that places inspiration, balance, and purpose at the center of a holistic process. For advisors, this means creating a collaborative culture backed up by custom tech. The goal is to ensure that clients feel a sense of shared mission that goes beyond planning, especially for clients facing transitions. 

Seth and Derek touch on a lot of areas on this episode, but you'll want more from this very thoughtful industry leader. Here's where you can find it: 

Seth Streeter TEDx Talk
www.sethstreeter.com




]]> false full <![CDATA[Episode 141: Building a COI Referral Network: Working with CPAs]]> Paul Saganey, Founder & CEO of Integrated Partners, has cracked the code of supercharging growth. He helps advisors succeed with much larger clients than their existing books, and pairs that up with a deep understanding of how to build a COI network with the "grail" of referrral sources: CPAs.

]]> Thu, 28 Mar 2024 14:28:00 -0400 http://advisorlab.libsyn.com/website 37:51 Paul Saganey, Founder & CEO of Integrated Partners, has cracked the code of supercharging growth. He helps advisors succeed with much larger clients than their existing books, and pairs that up with a deep understanding of how to build a COI network with the "grail" of referrral sources: CPAs.

]]> Paul Saganey, Founder & CEO of Integrated Partners, has cracked the code of supercharging growth. He helps advisors succeed with much larger clients than their existing books, and pairs that up with a deep understanding of how to build a COI network with the "grail" of referrral sources: CPAs.

]]> false full 141 1 <![CDATA[Episode 140: Tax Topics - Negotiating with the IRS]]> Advisors are often asked to help solve financial problems, and some of the most difficult pertain to taxes. Our guest, Hubert Johnson, has built a business around understanding how to successfully negotiate with the IRS, and he also has some great insights on how to avoid getting to that point. 

]]> Fri, 08 Mar 2024 11:28:00 -0500 http://advisorlab.libsyn.com/website 44:43 Advisors are often asked to help solve financial problems, and some of the most difficult pertain to taxes. Our guest, Hubert Johnson, has built a business around understanding how to successfully negotiate with the IRS, and he also has some great insights on how to avoid getting to that point. 

]]> Advisors are often asked to help solve financial problems, and some of the most difficult pertain to taxes. Our guest, Hubert Johnson, has built a business around understanding how to successfully negotiate with the IRS, and he also has some great insights on how to avoid getting to that point. 

]]> false full 140 1 <![CDATA[Episode 139: Building a Growth-Focused Client Event Strategy]]> Tim Mitrovich, Founder and Chief Executive Officer of Ten Capital, has built a winning event strategy by focusing on client experience. It's a unique approach that combines thematic consistency with creating events that run the gamut from great speakers to fun activities - and everything in between. Tim has seen huge growth by keeping the focus on the client - not the advisor. 

]]> Thu, 22 Feb 2024 17:52:00 -0500 http://advisorlab.libsyn.com/website 27:15 Tim Mitrovich, Founder and Chief Executive Officer of Ten Capital, has built a winning event strategy by focusing on client experience. It's a unique approach that combines thematic consistency with creating events that run the gamut from great speakers to fun activities - and everything in between. Tim has seen huge growth by keeping the focus on the client - not the advisor. 

]]> Tim Mitrovich, Founder and Chief Executive Officer of Ten Capital, has built a winning event strategy by focusing on client experience. It's a unique approach that combines thematic consistency with creating events that run the gamut from great speakers to fun activities - and everything in between. Tim has seen huge growth by keeping the focus on the client - not the advisor. 

]]> false full 139 1 <![CDATA[Episode 138: Designing Data Visualization to Drive Deeper Conversations]]> We welcome H. Adam Holt, CEO and Founder of Asset-Map. Adam needed a better way to help clients visualize their money, and his original hand-drawn prototype has become a tool that facilitates client engagement and can help advisors see where the opportunity is. Our conversation is a fascinating look at how deliberate design can create a feedback loop that helps advisors and their clients meet their goals. 

]]> Wed, 07 Feb 2024 17:20:00 -0500 http://advisorlab.libsyn.com/website 28:42 We welcome H. Adam Holt, CEO and Founder of Asset-Map. Adam needed a better way to help clients visualize their money, and his original hand-drawn prototype has become a tool that facilitates client engagement and can help advisors see where the opportunity is. Our conversation is a fascinating look at how deliberate design can create a feedback loop that helps advisors and their clients meet their goals. 

]]> We welcome H. Adam Holt, CEO and Founder of Asset-Map. Adam needed a better way to help clients visualize their money, and his original hand-drawn prototype has become a tool that facilitates client engagement and can help advisors see where the opportunity is. Our conversation is a fascinating look at how deliberate design can create a feedback loop that helps advisors and their clients meet their goals. 

]]> false full 138 1 <![CDATA[Episode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement Model]]> We welcome John Prendergast, co-founder and CEO of BlueLeaf. John created BlueLeaf with the vision of making an environment that allows the advisor to be fully appreciated by their clients. The best ideas are simple in articulation and complex in execution, and John gets into how they solved for that. We dive into what this means now - and in an AI-driven future. 

]]> Thu, 18 Jan 2024 23:27:00 -0500 http://advisorlab.libsyn.com/website 33:32 We welcome John Prendergast, co-founder and CEO of BlueLeaf. John created BlueLeaf with the vision of making an environment that allows the advisor to be fully appreciated by their clients. The best ideas are simple in articulation and complex in execution, and John gets into how they solved for that. We dive into what this means now - and in an AI-driven future. 

]]> We welcome John Prendergast, co-founder and CEO of BlueLeaf. John created BlueLeaf with the vision of making an environment that allows the advisor to be fully appreciated by their clients. The best ideas are simple in articulation and complex in execution, and John gets into how they solved for that. We dive into what this means now - and in an AI-driven future. 

]]> false full 137 1 <![CDATA[Episode 136: 2024 Outlook - Where Will Rates End Up, When, and What's the Impact?]]> We welcome Mary Ann Bartels, Chief Investment Strategist of Sanctuary Wealth, to give us an outlook on what 2024 has in store. Mary Ann brings all the data, and wraps it into a narrative that resonates. Across markets, economics, asset classes and the historical comparisons, Mary Ann makes some great points.

 

]]> Thu, 04 Jan 2024 22:23:00 -0500 http://advisorlab.libsyn.com/website 33:31 We welcome Mary Ann Bartels, Chief Investment Strategist of Sanctuary Wealth, to give us an outlook on what 2024 has in store. Mary Ann brings all the data, and wraps it into a narrative that resonates. Across markets, economics, asset classes and the historical comparisons, Mary Ann makes some great points.

 

]]> We welcome Mary Ann Bartels, Chief Investment Strategist of Sanctuary Wealth, to give us an outlook on what 2024 has in store. Mary Ann brings all the data, and wraps it into a narrative that resonates. Across markets, economics, asset classes and the historical comparisons, Mary Ann makes some great points.

 

]]> false full 136 1 <![CDATA[Episode 135: Creating a Financial Planning Practice - Pricing, Scalability, and Client Motivation]]> We welcome Nick Rose and Emily Biehler, founders of NovaTrak, a SaaS financial planning tool they created that also helps motivate clients and demonstrates the value of the flexible financial planning fee model. It's unique, and we get into the details. 

]]> Thu, 14 Dec 2023 22:38:00 -0500 http://advisorlab.libsyn.com/website 31:14 We welcome Nick Rose and Emily Biehler, founders of NovaTrak, a SaaS financial planning tool they created that also helps motivate clients and demonstrates the value of the flexible financial planning fee model. It's unique, and we get into the details. 

]]> We welcome Nick Rose and Emily Biehler, founders of NovaTrak, a SaaS financial planning tool they created that also helps motivate clients and demonstrates the value of the flexible financial planning fee model. It's unique, and we get into the details. 

]]> false full 135 1 <![CDATA[Episode 134: Helping Clients Mitigate Tax and Legislative Risk - A Differentiated Approach]]> Becky Swansburg, CEO of Stonewood Financial, has trained advisors across the country on incorporating tax-efficient retirement strategies into their practices. Becky focuses on the new reality that taxes in retirement likely won't be lower, and the tax risk to a plan is as significant as investment risk. She has some surprising insights, and a point of view on ways to introduce a conversation that has prospects and clients "all ears."

]]> Thu, 23 Nov 2023 19:16:00 -0500 http://advisorlab.libsyn.com/website 28:51 Becky Swansburg, CEO of Stonewood Financial, has trained advisors across the country on incorporating tax-efficient retirement strategies into their practices. Becky focuses on the new reality that taxes in retirement likely won't be lower, and the tax risk to a plan is as significant as investment risk. She has some surprising insights, and a point of view on ways to introduce a conversation that has prospects and clients "all ears."

]]> Becky Swansburg, CEO of Stonewood Financial, has trained advisors across the country on incorporating tax-efficient retirement strategies into their practices. Becky focuses on the new reality that taxes in retirement likely won't be lower, and the tax risk to a plan is as significant as investment risk. She has some surprising insights, and a point of view on ways to introduce a conversation that has prospects and clients "all ears."

]]> false full 134 1 <![CDATA[Episode 133: Capitalizing on the Growing Demand for Financial Advice]]> We welcome Tim Gerend, Chief Distribution Officer of Northwestern Mutual. There's a growing recognition among investors that their financial planning needs work, and that financial advisors are the most trusted resource for financial advice. Northwestern Mutual's recent study has the data, and Tim has an interesting and detailed perspective on how Advisors can harness the trends to build their practice. 

]]> Thu, 09 Nov 2023 15:18:00 -0500 http://advisorlab.libsyn.com/website 30:58 We welcome Tim Gerend, Chief Distribution Officer of Northwestern Mutual. There's a growing recognition among investors that their financial planning needs work, and that financial advisors are the most trusted resource for financial advice. Northwestern Mutual's recent study has the data, and Tim has an interesting and detailed perspective on how Advisors can harness the trends to build their practice. 

]]> We welcome Tim Gerend, Chief Distribution Officer of Northwestern Mutual. There's a growing recognition among investors that their financial planning needs work, and that financial advisors are the most trusted resource for financial advice. Northwestern Mutual's recent study has the data, and Tim has an interesting and detailed perspective on how Advisors can harness the trends to build their practice. 

]]> false full <![CDATA[Episode 132: Creating a Digital Marketing Strategy that Converts]]> We welcome John DeVincent, Chief Growth Officer of Intention.ly, a financial services-focused marketing consultancy. John has been at the forefront of financial services marketing, leading teams at SaaS platforms that have revolutionized the industry, including eMoney Advisor. Advisors have more tech and tools than ever before to market their practices, but sorting through them and selecting the right ones is a challenge. John breaks down the fundamentals of a digital strategy, and along the way offers a lot of insight into the future of the industry. 

]]> Thu, 26 Oct 2023 16:59:00 -0400 http://advisorlab.libsyn.com/website 33:30 We welcome John DeVincent, Chief Growth Officer of Intention.ly, a financial services-focused marketing consultancy. John has been at the forefront of financial services marketing, leading teams at SaaS platforms that have revolutionized the industry, including eMoney Advisor. Advisors have more tech and tools than ever before to market their practices, but sorting through them and selecting the right ones is a challenge. John breaks down the fundamentals of a digital strategy, and along the way offers a lot of insight into the future of the industry. 

]]> We welcome John DeVincent, Chief Growth Officer of Intention.ly, a financial services-focused marketing consultancy. John has been at the forefront of financial services marketing, leading teams at SaaS platforms that have revolutionized the industry, including eMoney Advisor. Advisors have more tech and tools than ever before to market their practices, but sorting through them and selecting the right ones is a challenge. John breaks down the fundamentals of a digital strategy, and along the way offers a lot of insight into the future of the industry. 

]]> false full 132 1 <![CDATA[Episode 131: Private Credit — Outlook on a Rapidly-Growing Alternative Asset Class]]> We welcome Greg Margolies, Partner, Ares Management for a deep dive on private credit. This alternative asset class has seen tremendous demand from retail and HNW investors, and we take a close look. Ares is a leader in the space, and Greg has spent a 35-year career in credit. He gets into the mechanics of the deals, what to look for, and how private credit can help diversify a portfolio through all stages of the economic cycle.

]]> Fri, 06 Oct 2023 01:25:00 -0400 http://advisorlab.libsyn.com/website 27:35 We welcome Greg Margolies, Partner, Ares Management for a deep dive on private credit. This alternative asset class has seen tremendous demand from retail and HNW investors, and we take a close look. Ares is a leader in the space, and Greg has spent a 35-year career in credit. He gets into the mechanics of the deals, what to look for, and how private credit can help diversify a portfolio through all stages of the economic cycle.

]]> We welcome Greg Margolies, Partner, Ares Management for a deep dive on private credit. This alternative asset class has seen tremendous demand from retail and HNW investors, and we take a close look. Ares is a leader in the space, and Greg has spent a 35-year career in credit. He gets into the mechanics of the deals, what to look for, and how private credit can help diversify a portfolio through all stages of the economic cycle.

]]> false full 131 1 <![CDATA[Episode 130: Asset-Based Lending: A Solution for Capital Completes the Advisor Toolkit]]> Jennifer Palmer, CEO and Founder of JPalmer Collective, joins us to explain asset-based lending and how it can be a solution for businesses that want to raise capital, but also want to keep equity intact. The range of eligible assets is broad, and our discussion about the true cost of capital is eye-opening. Jenn has spent a career as a leader in the space, and founding her own firm has allowed her to focus on the segment of the market that she is passionate about. This ep gets deep on financing detail, but also takes a look at the trends and growth in woman-owned businesses.

]]> Wed, 20 Sep 2023 16:29:00 -0400 http://advisorlab.libsyn.com/website 21:54 Jennifer Palmer, CEO and Founder of JPalmer Collective, joins us to explain asset-based lending and how it can be a solution for businesses that want to raise capital, but also want to keep equity intact. The range of eligible assets is broad, and our discussion about the true cost of capital is eye-opening. Jenn has spent a career as a leader in the space, and founding her own firm has allowed her to focus on the segment of the market that she is passionate about. This ep gets deep on financing detail, but also takes a look at the trends and growth in woman-owned businesses.

]]> Jennifer Palmer, CEO and Founder of JPalmer Collective, joins us to explain asset-based lending and how it can be a solution for businesses that want to raise capital, but also want to keep equity intact. The range of eligible assets is broad, and our discussion about the true cost of capital is eye-opening. Jenn has spent a career as a leader in the space, and founding her own firm has allowed her to focus on the segment of the market that she is passionate about. This ep gets deep on financing detail, but also takes a look at the trends and growth in woman-owned businesses.

]]> false full 130 1 <![CDATA[Episode 129: Engaging the Next-Gen Investor at Scale: It's About What They Value]]> We welcome Zach Conway, Founder and CEO of Seeds Investor. One of the biggest issues for financial advisors is engaging and retaining the "next gen" investor - Gen X and Millennials. These generations realize investing is key to achieving the flexible life they want, but they want to invest on their terms. Values-based investing is a huge part of this. Zach has created an efficient and scalable way to help advisors align clients' values with their goals. We get into detail about how advisors can tell a story beyond performance every time they talk to their clients, which is critical to mapping goals to money.

]]> Thu, 07 Sep 2023 19:30:00 -0400 http://advisorlab.libsyn.com/website 36:47 We welcome Zach Conway, Founder and CEO of Seeds Investor. One of the biggest issues for financial advisors is engaging and retaining the "next gen" investor - Gen X and Millennials. These generations realize investing is key to achieving the flexible life they want, but they want to invest on their terms. Values-based investing is a huge part of this. Zach has created an efficient and scalable way to help advisors align clients' values with their goals. We get into detail about how advisors can tell a story beyond performance every time they talk to their clients, which is critical to mapping goals to money.

]]> We welcome Zach Conway, Founder and CEO of Seeds Investor. One of the biggest issues for financial advisors is engaging and retaining the "next gen" investor - Gen X and Millennials. These generations realize investing is key to achieving the flexible life they want, but they want to invest on their terms. Values-based investing is a huge part of this. Zach has created an efficient and scalable way to help advisors align clients' values with their goals. We get into detail about how advisors can tell a story beyond performance every time they talk to their clients, which is critical to mapping goals to money.

]]> false full 129 1 <![CDATA[Episode 128: Supporting the Advisor Community: A Differentiated Approach]]> Our guest this episode is Mark Gatto, co-Founder and co-CEO of CION Investments, Advisor Lab's parent and sponsor. Mark explains why CION created a podcast focused on the advisor community, and along the way we talk about the growing demand for alternatives from retail investors and CION's very differentiated view of how to support the advisor community by leading with education. We also get into one of the alts asset classes that is making headlines this year: private credit.

]]> Wed, 23 Aug 2023 14:58:00 -0400 http://advisorlab.libsyn.com/website 25:11 Our guest this episode is Mark Gatto, co-Founder and co-CEO of CION Investments, Advisor Lab's parent and sponsor. Mark explains why CION created a podcast focused on the advisor community, and along the way we talk about the growing demand for alternatives from retail investors and CION's very differentiated view of how to support the advisor community by leading with education. We also get into one of the alts asset classes that is making headlines this year: private credit.

]]> Our guest this episode is Mark Gatto, co-Founder and co-CEO of CION Investments, Advisor Lab's parent and sponsor. Mark explains why CION created a podcast focused on the advisor community, and along the way we talk about the growing demand for alternatives from retail investors and CION's very differentiated view of how to support the advisor community by leading with education. We also get into one of the alts asset classes that is making headlines this year: private credit.

]]> false full 128 1 <![CDATA[Episode 127: Creating a New Practice Paradigm: Expanding the Product and Service Set to Scale]]> In this episode, we welcome the team that makes up Quorum Private Wealth. Mike Barry, Kelly Milligan, Sue English Mazzetti and Melissa Yue made the decision to become independent a couple years ago, and they are finding that while the process was seamless for their clients, independence has led to some surprising results and growth avenues. The new model of financial advice is shifting towards "life advisor," not just money advisor, and the Quorum team has found new ways to make this core to their practice.

]]> Thu, 03 Aug 2023 16:54:00 -0400 http://advisorlab.libsyn.com/website 31:18 In this episode, we welcome the team that makes up Quorum Private Wealth. Mike Barry, Kelly Milligan, Sue English Mazzetti and Melissa Yue made the decision to become independent a couple years ago, and they are finding that while the process was seamless for their clients, independence has led to some surprising results and growth avenues. The new model of financial advice is shifting towards "life advisor," not just money advisor, and the Quorum team has found new ways to make this core to their practice.

]]> In this episode, we welcome the team that makes up Quorum Private Wealth. Mike Barry, Kelly Milligan, Sue English Mazzetti and Melissa Yue made the decision to become independent a couple years ago, and they are finding that while the process was seamless for their clients, independence has led to some surprising results and growth avenues. The new model of financial advice is shifting towards "life advisor," not just money advisor, and the Quorum team has found new ways to make this core to their practice.

]]> false full 127 1 <![CDATA[Episode 126: Creating a Mindful Practice and Attracting Your Ideal Client]]>
In this episode, we welcome Jonathan DeYoe. Jonathan combines Buddhism, academia, and advisory in a unique practice that focuses on holistic planning and becoming a better investor. The goal is to live a better life, transform relationships with money, and identify a circle of competence that improves outcomes. Sounds like a lot - but Jonathan brings it together in surprisingly tactical ways.

]]> Wed, 19 Jul 2023 09:01:00 -0400 http://advisorlab.libsyn.com/website 28:55
In this episode, we welcome Jonathan DeYoe. Jonathan combines Buddhism, academia, and advisory in a unique practice that focuses on holistic planning and becoming a better investor. The goal is to live a better life, transform relationships with money, and identify a circle of competence that improves outcomes. Sounds like a lot - but Jonathan brings it together in surprisingly tactical ways.

]]>
In this episode, we welcome Jonathan DeYoe. Jonathan combines Buddhism, academia, and advisory in a unique practice that focuses on holistic planning and becoming a better investor. The goal is to live a better life, transform relationships with money, and identify a circle of competence that improves outcomes. Sounds like a lot - but Jonathan brings it together in surprisingly tactical ways.

]]> false full 126 1 <![CDATA[Episode 125: Building a Successful Practice: Hiring, Managing, Strategy and Structure]]> We welcome Jeremy Straub, Founder and CEO of Coastal Wealth, for an episode focused on the business side of building a successful financial advisory practice. Jeremy has created companies that are great places to work at by motivating and managing people to do their best. Jeremy's story is amazing, and his point of view on steps and strategies to create a financial advisory business that the advisor enjoys is a must-listen.

]]> Thu, 29 Jun 2023 09:01:00 -0400 http://advisorlab.libsyn.com/website 28:53 We welcome Jeremy Straub, Founder and CEO of Coastal Wealth, for an episode focused on the business side of building a successful financial advisory practice. Jeremy has created companies that are great places to work at by motivating and managing people to do their best. Jeremy's story is amazing, and his point of view on steps and strategies to create a financial advisory business that the advisor enjoys is a must-listen.

]]> We welcome Jeremy Straub, Founder and CEO of Coastal Wealth, for an episode focused on the business side of building a successful financial advisory practice. Jeremy has created companies that are great places to work at by motivating and managing people to do their best. Jeremy's story is amazing, and his point of view on steps and strategies to create a financial advisory business that the advisor enjoys is a must-listen.

]]> false full 125 1 <![CDATA[Episode 124: Real Assets: Choices, Challenges and Opportunities]]> Real Assets are evolving as we look to a low-carbon, ai-driven future in which geopolitics will play a bigger role. Where are the opportunities? What are choices from an investor standpoint? How does ESG fit in? We sat down with Will Thomson of Massif Capital for an enlightening and in-depth discussion. Some of the answers are surprising.

]]> Mon, 12 Jun 2023 19:41:00 -0400 http://advisorlab.libsyn.com/website 21:37 Real Assets are evolving as we look to a low-carbon, ai-driven future in which geopolitics will play a bigger role. Where are the opportunities? What are choices from an investor standpoint? How does ESG fit in? We sat down with Will Thomson of Massif Capital for an enlightening and in-depth discussion. Some of the answers are surprising.

]]> Real Assets are evolving as we look to a low-carbon, ai-driven future in which geopolitics will play a bigger role. Where are the opportunities? What are choices from an investor standpoint? How does ESG fit in? We sat down with Will Thomson of Massif Capital for an enlightening and in-depth discussion. Some of the answers are surprising.

]]> false full 124 1 <![CDATA[Episode 123: Cultivating Curiosity - A Discussion with Carl Richards]]> In this episode, we welcome Carl Richards, the NYTimes Sketch Guy and Chief Brand Officer for Elements. Carl and Derek get into the unique and powerful role that financial advisors play in aligning people's time, dreams, and money. It's not easy to hold people accountable to their own goals, and supportive conversations are key. Carl also explains why Elements was a great fit - and it comes down to turning prospecting into a simple, actionable visual.

]]> Thu, 18 May 2023 21:51:00 -0400 http://advisorlab.libsyn.com/website 23:52 In this episode, we welcome Carl Richards, the NYTimes Sketch Guy and Chief Brand Officer for Elements. Carl and Derek get into the unique and powerful role that financial advisors play in aligning people's time, dreams, and money. It's not easy to hold people accountable to their own goals, and supportive conversations are key. Carl also explains why Elements was a great fit - and it comes down to turning prospecting into a simple, actionable visual.

]]> In this episode, we welcome Carl Richards, the NYTimes Sketch Guy and Chief Brand Officer for Elements. Carl and Derek get into the unique and powerful role that financial advisors play in aligning people's time, dreams, and money. It's not easy to hold people accountable to their own goals, and supportive conversations are key. Carl also explains why Elements was a great fit - and it comes down to turning prospecting into a simple, actionable visual.

]]> false full 123 1 <![CDATA[Episode 122: The Tactics of Using Behavioral Finance to Convert]]> In this episode, we welcome Brendan Frazier, Founder of Wired Planning. Behavioral finance isn't new - but Brendan has got implementing it down to a science. Our discussion with him breaks it down in ways that will resonate with advisors that are building a practice, and we also get into an interesting chat about the future of financial advice in our new AI Chat world that provides insight for advisors at all levels.

]]> Wed, 26 Apr 2023 22:20:00 -0400 http://advisorlab.libsyn.com/website 28:07 In this episode, we welcome Brendan Frazier, Founder of Wired Planning. Behavioral finance isn't new - but Brendan has got implementing it down to a science. Our discussion with him breaks it down in ways that will resonate with advisors that are building a practice, and we also get into an interesting chat about the future of financial advice in our new AI Chat world that provides insight for advisors at all levels.

]]> In this episode, we welcome Brendan Frazier, Founder of Wired Planning. Behavioral finance isn't new - but Brendan has got implementing it down to a science. Our discussion with him breaks it down in ways that will resonate with advisors that are building a practice, and we also get into an interesting chat about the future of financial advice in our new AI Chat world that provides insight for advisors at all levels.

]]> false full 122 1 <![CDATA[Episode 121: The Surprising Economics of Independence]]> Todd Mercer, founder and Managing Partner of Mercer Wealth Management, discusses how utilizing "a la carte" technology has allowed him to increase his level of service across the board. He goes deep on how and why Mercer incorporated alternatives into client portfolios, and his outlook on the evolution of the industry. 

]]> Wed, 12 Apr 2023 19:05:00 -0400 http://advisorlab.libsyn.com/website 29:05 Todd Mercer, founder and Managing Partner of Mercer Wealth Management, discusses how utilizing "a la carte" technology has allowed him to increase his level of service across the board. He goes deep on how and why Mercer incorporated alternatives into client portfolios, and his outlook on the evolution of the industry. 

]]> Todd Mercer, founder and Managing Partner of Mercer Wealth Management, discusses how utilizing "a la carte" technology has allowed him to increase his level of service across the board. He goes deep on how and why Mercer incorporated alternatives into client portfolios, and his outlook on the evolution of the industry. 

]]> false full 121 1 <![CDATA[Episode 120: Optimizing Your Practice and Upgrading Your Process]]>
]]> Wed, 22 Mar 2023 14:54:00 -0400 http://advisorlab.libsyn.com/website 21:56
]]>
]]> false full 120 1 <![CDATA[Episode 119: Video Marketing: A Tool for Scale, Engagement and Conversion]]> Katie Braden, founder and Chief Video Officer of Advisor Video Marketing makes an encore on the pod to get us up to speed on how video is evolving. We asked Katie to come back because we think video is one of most important marketing tools for today's advisor. Katie gets into why video is so effective, how you can get started, and the best uses to grow your practice and create stickier relationships.

]]> Thu, 02 Mar 2023 15:08:00 -0500 http://advisorlab.libsyn.com/website 24:03 Katie Braden, founder and Chief Video Officer of Advisor Video Marketing makes an encore on the pod to get us up to speed on how video is evolving. We asked Katie to come back because we think video is one of most important marketing tools for today's advisor. Katie gets into why video is so effective, how you can get started, and the best uses to grow your practice and create stickier relationships.

]]> Katie Braden, founder and Chief Video Officer of Advisor Video Marketing makes an encore on the pod to get us up to speed on how video is evolving. We asked Katie to come back because we think video is one of most important marketing tools for today's advisor. Katie gets into why video is so effective, how you can get started, and the best uses to grow your practice and create stickier relationships.

]]> false full 119 1 <![CDATA[Episode 118: From College to the Real World - Getting Your Grad Hired]]> In this episode, we welcome Beth Hendler-Grunt, founder of Next Great Step. Finding a first job as a new college grad can be difficult. Beth's process teaches kids the skills they need to stand out, and teaches parents how to help their kids launch. The first job is a key piece of the financial journey for both kids and parents, as parents exit the college burden and ramp up retirement planning.

]]> Wed, 15 Feb 2023 15:09:00 -0500 http://advisorlab.libsyn.com/website 28:37 In this episode, we welcome Beth Hendler-Grunt, founder of Next Great Step. Finding a first job as a new college grad can be difficult. Beth's process teaches kids the skills they need to stand out, and teaches parents how to help their kids launch. The first job is a key piece of the financial journey for both kids and parents, as parents exit the college burden and ramp up retirement planning.

]]> In this episode, we welcome Beth Hendler-Grunt, founder of Next Great Step. Finding a first job as a new college grad can be difficult. Beth's process teaches kids the skills they need to stand out, and teaches parents how to help their kids launch. The first job is a key piece of the financial journey for both kids and parents, as parents exit the college burden and ramp up retirement planning.

]]> false full 118 1 <![CDATA[Episode 117: Evolving Your Practice and Selecting a Platform Partner]]> Amit Dogra is President and COO of tru Independence, a platform that helps financial advisors optimize their independence with guidance, expertise and support. In this episode, we go deep into the continually evolving financial advisory landscape, the trends Amit sees now, and some very good advice for what advisors should be thinking about, from asset growth to succession planning.

]]> Tue, 31 Jan 2023 19:01:00 -0500 http://advisorlab.libsyn.com/website 22:15 Amit Dogra is President and COO of tru Independence, a platform that helps financial advisors optimize their independence with guidance, expertise and support. In this episode, we go deep into the continually evolving financial advisory landscape, the trends Amit sees now, and some very good advice for what advisors should be thinking about, from asset growth to succession planning.

]]> Amit Dogra is President and COO of tru Independence, a platform that helps financial advisors optimize their independence with guidance, expertise and support. In this episode, we go deep into the continually evolving financial advisory landscape, the trends Amit sees now, and some very good advice for what advisors should be thinking about, from asset growth to succession planning.

]]> false full 117 1 <![CDATA[Episode 116: 2023 Outlook - The Beginning of a New Recovery Cycle?]]> On this episode of Advisor Lab by CION, we welcome Brian Levitt, Global Market Strategist. We sat down with Brian to discuss his view on the volatility and uncertainty of last year, how things changed in the last few months, and what he thinks may be in store for the economy and the markets in 2023. Along the way, we hit the Fed's terminal rate, the debt ceiling, the 60/40 portfolio, and got into alternatives. It's a great listen to set you up for 2023.

]]> Tue, 17 Jan 2023 18:11:00 -0500 http://advisorlab.libsyn.com/website 21:05 On this episode of Advisor Lab by CION, we welcome Brian Levitt, Global Market Strategist. We sat down with Brian to discuss his view on the volatility and uncertainty of last year, how things changed in the last few months, and what he thinks may be in store for the economy and the markets in 2023. Along the way, we hit the Fed's terminal rate, the debt ceiling, the 60/40 portfolio, and got into alternatives. It's a great listen to set you up for 2023.

]]> On this episode of Advisor Lab by CION, we welcome Brian Levitt, Global Market Strategist. We sat down with Brian to discuss his view on the volatility and uncertainty of last year, how things changed in the last few months, and what he thinks may be in store for the economy and the markets in 2023. Along the way, we hit the Fed's terminal rate, the debt ceiling, the 60/40 portfolio, and got into alternatives. It's a great listen to set you up for 2023.

]]> false full 116 1 <![CDATA[Episode 115: Pathways to Growth - The Limits of Scale]]> On this episode of Advisor Lab by CION, we sit down with Josh Reidinger, CEO of Waverly Advisors. Waverly has grown organically and through acquisitions, backed with private equity. We get into how Waverly built a unique culture, what they see going forward in the independent advisor space, and how they develop niche-based offerings for clients. Waverly believes in scaling your business, but not your relationships. 

]]> Wed, 07 Dec 2022 20:00:00 -0500 http://advisorlab.libsyn.com/website 25:27 On this episode of Advisor Lab by CION, we sit down with Josh Reidinger, CEO of Waverly Advisors. Waverly has grown organically and through acquisitions, backed with private equity. We get into how Waverly built a unique culture, what they see going forward in the independent advisor space, and how they develop niche-based offerings for clients. Waverly believes in scaling your business, but not your relationships. 

]]> On this episode of Advisor Lab by CION, we sit down with Josh Reidinger, CEO of Waverly Advisors. Waverly has grown organically and through acquisitions, backed with private equity. We get into how Waverly built a unique culture, what they see going forward in the independent advisor space, and how they develop niche-based offerings for clients. Waverly believes in scaling your business, but not your relationships. 

]]> false full 115 1 <![CDATA[Episode 114: Building Authenticity and Flexibility into Your Business Model]]> On this episode of Advisor Lab by CION, we welcome Anna N'Jie-Konte, the Founder of Dare-To-Dream Financial Planning. Anna N'Jie Konte has built a unique and successful business by looking at what attracted her, and adapting it to her own firm. She's a firm believer in creating marketing rooted in the advisor's personal story and value system to create client trust. We discuss Anna's journey, and how her commitment to fitness and self-care was critical to her success.

]]> Tue, 15 Nov 2022 16:43:00 -0500 http://advisorlab.libsyn.com/website 26:17 On this episode of Advisor Lab by CION, we welcome Anna N'Jie-Konte, the Founder of Dare-To-Dream Financial Planning. Anna N'Jie Konte has built a unique and successful business by looking at what attracted her, and adapting it to her own firm. She's a firm believer in creating marketing rooted in the advisor's personal story and value system to create client trust. We discuss Anna's journey, and how her commitment to fitness and self-care was critical to her success.

]]> On this episode of Advisor Lab by CION, we welcome Anna N'Jie-Konte, the Founder of Dare-To-Dream Financial Planning. Anna N'Jie Konte has built a unique and successful business by looking at what attracted her, and adapting it to her own firm. She's a firm believer in creating marketing rooted in the advisor's personal story and value system to create client trust. We discuss Anna's journey, and how her commitment to fitness and self-care was critical to her success.

]]> false full 114 1 <![CDATA[Episode 113: Market Uncertainty: How to Define Your Outcome]]> In this episode, we welcome Jason Barsema, president and co-founder of Halo Investing. This fintech platform provides financial advisors with solutions for their clients that historically have only been available to ultra high net worth individuals. Be it bonds or equities, the 60/40 portfolios have had the worst first half of any year going back to 1932. Downside risk is on everyone's mind. Find out why Jason and Halo Investing are seeing such a huge demand for their platform and their business.

]]> Tue, 25 Oct 2022 18:44:00 -0400 http://advisorlab.libsyn.com/website 26:38 In this episode, we welcome Jason Barsema, president and co-founder of Halo Investing. This fintech platform provides financial advisors with solutions for their clients that historically have only been available to ultra high net worth individuals. Be it bonds or equities, the 60/40 portfolios have had the worst first half of any year going back to 1932. Downside risk is on everyone's mind. Find out why Jason and Halo Investing are seeing such a huge demand for their platform and their business.

]]> In this episode, we welcome Jason Barsema, president and co-founder of Halo Investing. This fintech platform provides financial advisors with solutions for their clients that historically have only been available to ultra high net worth individuals. Be it bonds or equities, the 60/40 portfolios have had the worst first half of any year going back to 1932. Downside risk is on everyone's mind. Find out why Jason and Halo Investing are seeing such a huge demand for their platform and their business.

]]> false full 113 1 <![CDATA[Episode 112: Scaling Client and Prospect Engagement: A Guide to Launching an Educational Platform for Your Niche]]> In this episode, we welcome Ann Garcia, she's owner of Independent Progressive Advisors, and the author of how to pay for college book and course. Ann has built a pretty incredible media portfolio around the topic of college, and in this episode, we dive into how she did it while running her practice. Let's get into the conversation with Ann Garcia.

Check out the course: https://howtopayforcollege.com

]]> Wed, 21 Sep 2022 13:06:35 -0400 http://advisorlab.libsyn.com/website 33:20 In this episode, we welcome Ann Garcia, she's owner of Independent Progressive Advisors, and the author of how to pay for college book and course. Ann has built a pretty incredible media portfolio around the topic of college, and in this episode, we dive into how she did it while running her practice. Let's get into the conversation with Ann Garcia.

Check out the course: https://howtopayforcollege.com

]]> In this episode, we welcome Ann Garcia, she's owner of Independent Progressive Advisors, and the author of how to pay for college book and course. Ann has built a pretty incredible media portfolio around the topic of college, and in this episode, we dive into how she did it while running her practice. Let's get into the conversation with Ann Garcia.

Check out the course: https://howtopayforcollege.com

]]> false full 112 1 <![CDATA[Episode 111: Creating More Self-Awareness to Drive Better Client Relationships]]> In this episode, we sit down with Joy Lere, Co-Founder of Shaping Wealth. Joy is a clinical psychologist, founder, consultant, educator, and writer - and she has an incredibly unique point of view on how advisors can create more self-awareness in their practice to improve their client relationships. 

Shaping Wealth just launched a new program, OCBO, your Outsourced Chief Behaviorial Office. You can learn more about it here: https://www.shapingwealth.com/ocbo

]]> Wed, 14 Sep 2022 13:22:08 -0400 http://advisorlab.libsyn.com/website 33:20 In this episode, we sit down with Joy Lere, Co-Founder of Shaping Wealth. Joy is a clinical psychologist, founder, consultant, educator, and writer - and she has an incredibly unique point of view on how advisors can create more self-awareness in their practice to improve their client relationships. 

Shaping Wealth just launched a new program, OCBO, your Outsourced Chief Behaviorial Office. You can learn more about it here: https://www.shapingwealth.com/ocbo

]]> In this episode, we sit down with Joy Lere, Co-Founder of Shaping Wealth. Joy is a clinical psychologist, founder, consultant, educator, and writer - and she has an incredibly unique point of view on how advisors can create more self-awareness in their practice to improve their client relationships. 

Shaping Wealth just launched a new program, OCBO, your Outsourced Chief Behaviorial Office. You can learn more about it here: https://www.shapingwealth.com/ocbo

]]> false full 111 1 <![CDATA[Episode 110: Introducing New Tech Into Your Practice, and Your Clients Lives]]> In this episode, we sit down with Scott Frank, founder of Stone Steps Financial, who has built a unique client experience for years leveraging new tech and different life planning approaches. We get into his experience introducing life planning into his practice and the latest tech he is using to improve his client experience and get back his time. 

Check out Stone Steps: https://www.stonestepsfinancial.com/

Check out Elements: https://getelements.com/ 

]]> Wed, 31 Aug 2022 13:24:13 -0400 http://advisorlab.libsyn.com/website 33:10 In this episode, we sit down with Scott Frank, founder of Stone Steps Financial, who has built a unique client experience for years leveraging new tech and different life planning approaches. We get into his experience introducing life planning into his practice and the latest tech he is using to improve his client experience and get back his time. 

Check out Stone Steps: https://www.stonestepsfinancial.com/

Check out Elements: https://getelements.com/ 

]]> In this episode, we sit down with Scott Frank, founder of Stone Steps Financial, who has built a unique client experience for years leveraging new tech and different life planning approaches. We get into his experience introducing life planning into his practice and the latest tech he is using to improve his client experience and get back his time. 

Check out Stone Steps: https://www.stonestepsfinancial.com/

Check out Elements: https://getelements.com/ 

]]> false full 110 1 <![CDATA[Episode 109: Building an Engaged Audience on Social: How Callie Cox and eToro Do It]]> In this episode, we catch up with Callie Cox, an investment analyst at eToro who has built an incredibly engaged audience on Twitter talking all things macro and the market. Everything Callie puts out pulls and engages new readers, so we wanted to get into the details of her blueprint, personality, and thought process. We also discuss her take on what's happening in the macro economy. 

]]> Wed, 10 Aug 2022 12:37:52 -0400 http://advisorlab.libsyn.com/website 40:25 In this episode, we catch up with Callie Cox, an investment analyst at eToro who has built an incredibly engaged audience on Twitter talking all things macro and the market. Everything Callie puts out pulls and engages new readers, so we wanted to get into the details of her blueprint, personality, and thought process. We also discuss her take on what's happening in the macro economy. 

]]> In this episode, we catch up with Callie Cox, an investment analyst at eToro who has built an incredibly engaged audience on Twitter talking all things macro and the market. Everything Callie puts out pulls and engages new readers, so we wanted to get into the details of her blueprint, personality, and thought process. We also discuss her take on what's happening in the macro economy. 

]]> false full 109 1 <![CDATA[Episode 108: Shifting From Busy to Productive: A Conversation with SEI's Shauna Mace]]> In this episode, we sit down with SEI's Head of Practice Management, Shauna Mace. We get into her experience in working with advisors on how to go from busy to productive. We also dive into the launch of SEI's Growth Lab - a place where advisors can find resources and tools to help them build their practice. 

Learn more: https://info.seic.com/welcome-to-the-sei-growth-lab

Learn more about us: advisorio.co

]]> Wed, 03 Aug 2022 16:12:12 -0400 http://advisorlab.libsyn.com/website 27:50 In this episode, we sit down with SEI's Head of Practice Management, Shauna Mace. We get into her experience in working with advisors on how to go from busy to productive. We also dive into the launch of SEI's Growth Lab - a place where advisors can find resources and tools to help them build their practice. 

Learn more: https://info.seic.com/welcome-to-the-sei-growth-lab

Learn more about us: advisorio.co

]]> In this episode, we sit down with SEI's Head of Practice Management, Shauna Mace. We get into her experience in working with advisors on how to go from busy to productive. We also dive into the launch of SEI's Growth Lab - a place where advisors can find resources and tools to help them build their practice. 

Learn more: https://info.seic.com/welcome-to-the-sei-growth-lab

Learn more about us: advisorio.co

]]> false full 108 1 <![CDATA[Episode 107: Aligning Your Practice & Life: How to Work and Live With Purpose]]> No matter where you are in your practice life cycle, setting goals and objectives is a major part of your practice. In this episode, we welcome Matt Spielman, Chief Performance Officer and Head Coach of Inflection Point Partners, an organizational, career, and executive coaching firm. Matt has coached folks like Alex Rodriguez to optimize their lives throughout the years. 

Find out more about Matt: https://www.theinflectionpointsbook.com/

]]> Wed, 20 Jul 2022 13:53:13 -0400 http://advisorlab.libsyn.com/website 30:41 No matter where you are in your practice life cycle, setting goals and objectives is a major part of your practice. In this episode, we welcome Matt Spielman, Chief Performance Officer and Head Coach of Inflection Point Partners, an organizational, career, and executive coaching firm. Matt has coached folks like Alex Rodriguez to optimize their lives throughout the years. 

Find out more about Matt: https://www.theinflectionpointsbook.com/

]]> No matter where you are in your practice life cycle, setting goals and objectives is a major part of your practice. In this episode, we welcome Matt Spielman, Chief Performance Officer and Head Coach of Inflection Point Partners, an organizational, career, and executive coaching firm. Matt has coached folks like Alex Rodriguez to optimize their lives throughout the years. 

Find out more about Matt: https://www.theinflectionpointsbook.com/

]]> false full 107 1 <![CDATA[Episode 106: The Power of Workflows and Systems: A Conversation with Kate Guillen]]> Operations and optimizing your CRM is something near and dear to every advisors heart and in this episode, we welcome Kate Guillen – founder of Simplicity Ops, a firm that helps advisors fix and optimize their CRM, we get into how to clean up your CRM data and begin to extra true value for your business and the pivots you should make going forward. We cover the exact blueprint to help you do this. 

]]> Thu, 14 Jul 2022 13:18:49 -0400 http://advisorlab.libsyn.com/website 31:21 Operations and optimizing your CRM is something near and dear to every advisors heart and in this episode, we welcome Kate Guillen – founder of Simplicity Ops, a firm that helps advisors fix and optimize their CRM, we get into how to clean up your CRM data and begin to extra true value for your business and the pivots you should make going forward. We cover the exact blueprint to help you do this. 

]]> Operations and optimizing your CRM is something near and dear to every advisors heart and in this episode, we welcome Kate Guillen – founder of Simplicity Ops, a firm that helps advisors fix and optimize their CRM, we get into how to clean up your CRM data and begin to extra true value for your business and the pivots you should make going forward. We cover the exact blueprint to help you do this. 

]]> false full 106 1 <![CDATA[Episode 105: Voice, Video, and the Future of Marketing Media]]> This episode is from a recent panel we did at Snappy Kraken's Jolt conference with some others in the space, including Taylor Schulte, Matt Halloran, Emily Binder, and David Armstrong. We dove into voice and video marketing – including the ins and outs of how to get started, what you need to produce, and why your early data won't tell you the full picture. 

]]> Wed, 06 Jul 2022 13:30:17 -0400 http://advisorlab.libsyn.com/website 49:01 This episode is from a recent panel we did at Snappy Kraken's Jolt conference with some others in the space, including Taylor Schulte, Matt Halloran, Emily Binder, and David Armstrong. We dove into voice and video marketing – including the ins and outs of how to get started, what you need to produce, and why your early data won't tell you the full picture. 

]]> This episode is from a recent panel we did at Snappy Kraken's Jolt conference with some others in the space, including Taylor Schulte, Matt Halloran, Emily Binder, and David Armstrong. We dove into voice and video marketing – including the ins and outs of how to get started, what you need to produce, and why your early data won't tell you the full picture. 

]]> false full 105 1 <![CDATA[Episode 104: Focusing Your Marketing Strategy to Gain More Traction]]> We're flipping the script in today's episode, and in this episode, it comes from a session I recently did with Marie Swift of Impact Communications on her podcast, Swift Chat. We dive into what Advisors can be doing to market towards their niche, including how to think about your audience and persona, what kind of content you should be creating, and what you should be measuring. 

Learn more about what we do: www.thesevengroup.com

 

 

]]> Wed, 29 Jun 2022 13:45:58 -0400 http://advisorlab.libsyn.com/website 27:20 We're flipping the script in today's episode, and in this episode, it comes from a session I recently did with Marie Swift of Impact Communications on her podcast, Swift Chat. We dive into what Advisors can be doing to market towards their niche, including how to think about your audience and persona, what kind of content you should be creating, and what you should be measuring. 

Learn more about what we do: www.thesevengroup.com

 

 

]]> We're flipping the script in today's episode, and in this episode, it comes from a session I recently did with Marie Swift of Impact Communications on her podcast, Swift Chat. We dive into what Advisors can be doing to market towards their niche, including how to think about your audience and persona, what kind of content you should be creating, and what you should be measuring. 

Learn more about what we do: www.thesevengroup.com

 

 

]]> false full 104 1 <![CDATA[Episode 103: Marketing Actions to Take in Volatile Markets]]> In this episode, we dive into the 3-actions to take with clients when it comes to the current market environment, including what to share, how often to share, and how you can conduct meetings. 

Check out more on out blog: https://www.thesevengroup.com/blog/

]]> Wed, 22 Jun 2022 14:28:29 -0400 http://advisorlab.libsyn.com/website 9:21 In this episode, we dive into the 3-actions to take with clients when it comes to the current market environment, including what to share, how often to share, and how you can conduct meetings. 

Check out more on out blog: https://www.thesevengroup.com/blog/

]]> In this episode, we dive into the 3-actions to take with clients when it comes to the current market environment, including what to share, how often to share, and how you can conduct meetings. 

Check out more on out blog: https://www.thesevengroup.com/blog/

]]> false full 103 1 <![CDATA[Episode 102: Using Your Data More Effectively to Drive Client Conversion & Retention]]> In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to measure consistently. 

Learn more on: https://trackthatadvisor.com/

]]> Wed, 15 Jun 2022 12:28:50 -0400 http://advisorlab.libsyn.com/website 27:53 In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to measure consistently. 

Learn more on: https://trackthatadvisor.com/

]]> In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to measure consistently. 

Learn more on: https://trackthatadvisor.com/

]]> false full 102 1 <![CDATA[Episode 101: The Evolution of the Portfolio: A Conversation with Anthony Zhang of Vinovest]]> Learn more about them at vinovest.co

]]> Wed, 08 Jun 2022 13:03:40 -0400 http://advisorlab.libsyn.com/website 35:20 Learn more about them at vinovest.co

]]> Learn more about them at vinovest.co

]]> false full 101 1 <![CDATA[Episode 100: The Evolving Investor Mindset and What it Means for Advisors: A Conversation With Zoe's Andres Garcia-Amaya]]> We're at ep 100! In this episode, we sit down with Andres Garcia-Amaya, Founder of Zoe Financial - a platform that connects investors with advisors, while educating the market on different financial planning topics and discussions. 

Zoe has become a huge asset for financial advisors trying to grow their practice, but they're also seeing every day what investors want. We get into the biggest investor trends and how you can be thinking about serving clients in a future world. 

Check out Zoe at: https://zoefin.com/

]]> Wed, 25 May 2022 10:24:20 -0400 http://advisorlab.libsyn.com/website 31:44 We're at ep 100! In this episode, we sit down with Andres Garcia-Amaya, Founder of Zoe Financial - a platform that connects investors with advisors, while educating the market on different financial planning topics and discussions. 

Zoe has become a huge asset for financial advisors trying to grow their practice, but they're also seeing every day what investors want. We get into the biggest investor trends and how you can be thinking about serving clients in a future world. 

Check out Zoe at: https://zoefin.com/

]]> We're at ep 100! In this episode, we sit down with Andres Garcia-Amaya, Founder of Zoe Financial - a platform that connects investors with advisors, while educating the market on different financial planning topics and discussions. 

Zoe has become a huge asset for financial advisors trying to grow their practice, but they're also seeing every day what investors want. We get into the biggest investor trends and how you can be thinking about serving clients in a future world. 

Check out Zoe at: https://zoefin.com/

]]> false full 100 1 <![CDATA[Episode 99: 5 Advisors / Wealth Management Firms Crushing it With Content in Times of Volatility]]> In the past few weeks, we've seen more market volatility than we've seen in the last decade, and it's being talked about everywhere. Now is the time to stay in front of clients, and in this video, we dive into 5 firms that are crushing it with content.

Check out the examples - Animal Spirits: https://apple.co/3l9QZEy Potomac: https://potomacfund.com/ IronBridge: https://ironbridge360.com/ BWM Financial: https://bwmfinancial.com/ Callie Cox: https://twitter.com/callieabost

 

Check out Seven Group: https://www.thesevengroup.com/

]]> Wed, 18 May 2022 12:51:35 -0400 http://advisorlab.libsyn.com/website 22:46 In the past few weeks, we've seen more market volatility than we've seen in the last decade, and it's being talked about everywhere. Now is the time to stay in front of clients, and in this video, we dive into 5 firms that are crushing it with content.

Check out the examples - Animal Spirits: https://apple.co/3l9QZEy Potomac: https://potomacfund.com/ IronBridge: https://ironbridge360.com/ BWM Financial: https://bwmfinancial.com/ Callie Cox: https://twitter.com/callieabost

 

Check out Seven Group: https://www.thesevengroup.com/

]]> In the past few weeks, we've seen more market volatility than we've seen in the last decade, and it's being talked about everywhere. Now is the time to stay in front of clients, and in this video, we dive into 5 firms that are crushing it with content.

Check out the examples - Animal Spirits: https://apple.co/3l9QZEy Potomac: https://potomacfund.com/ IronBridge: https://ironbridge360.com/ BWM Financial: https://bwmfinancial.com/ Callie Cox: https://twitter.com/callieabost

 

Check out Seven Group: https://www.thesevengroup.com/

]]> false full 99 1 <![CDATA[Episode 98: Shifting to a Proactive Mindset When it Comes to Client Communications]]> Wed, 11 May 2022 11:37:10 -0400 http://advisorlab.libsyn.com/website 26:24 false full 98 1 <![CDATA[Episode 97: Finding Your Groove by Going Ultra-Niche]]> In this episode, we sit down with Justin Green, Founder at Assist FP – a niche financial planning firm focused on online fitness coaching. With all the discussion around niche building, I wanted to go deep into it with Jusin on how he went ultra-niche to find his groove. We talk through the early learnings he's had as he's built his firm from the ground up. 

]]> Wed, 27 Apr 2022 13:11:04 -0400 http://advisorlab.libsyn.com/website 30:41 In this episode, we sit down with Justin Green, Founder at Assist FP – a niche financial planning firm focused on online fitness coaching. With all the discussion around niche building, I wanted to go deep into it with Jusin on how he went ultra-niche to find his groove. We talk through the early learnings he's had as he's built his firm from the ground up. 

]]> In this episode, we sit down with Justin Green, Founder at Assist FP – a niche financial planning firm focused on online fitness coaching. With all the discussion around niche building, I wanted to go deep into it with Jusin on how he went ultra-niche to find his groove. We talk through the early learnings he's had as he's built his firm from the ground up. 

]]> false full 97 1 <![CDATA[Episode 96: The Tactical Guide to Launching a Podcast as an Advisor]]> In this episode, I'm joined by Matthew Halloran, Partner and Chief Relationship Officer at ProudMouth – A full-service podcast and marketing agency for financial advisors and financial services firms. If you ever wanted to launch a podcast – this is the episode for you. Matt, who also has a podcast, and I dive into what it takes to build a podcast and the steps you should take to get something that's sustainable, valuable, and engaging off the ground.

For more: https://proudmouth.com/

]]> Wed, 20 Apr 2022 14:28:47 -0400 http://advisorlab.libsyn.com/website 38:24 In this episode, I'm joined by Matthew Halloran, Partner and Chief Relationship Officer at ProudMouth – A full-service podcast and marketing agency for financial advisors and financial services firms. If you ever wanted to launch a podcast – this is the episode for you. Matt, who also has a podcast, and I dive into what it takes to build a podcast and the steps you should take to get something that's sustainable, valuable, and engaging off the ground.

For more: https://proudmouth.com/

]]> In this episode, I'm joined by Matthew Halloran, Partner and Chief Relationship Officer at ProudMouth – A full-service podcast and marketing agency for financial advisors and financial services firms. If you ever wanted to launch a podcast – this is the episode for you. Matt, who also has a podcast, and I dive into what it takes to build a podcast and the steps you should take to get something that's sustainable, valuable, and engaging off the ground.

For more: https://proudmouth.com/

]]> false full 96 1 <![CDATA[Episode 95: The Ugly Truths About Marketing Advisors Need to Know]]> Whether it's Ritholtz Wealth and their slew of podcasts and blogs, The Colony Group deploying their white-glove digital platform to clients, or individual brands like Doug Boneparth generating large followings on platforms like Twitter – being digital-first and marketing-led is at the core of how advisors should be building brand now and in the future. But no progress comes without some bad actors and turbulence. And we've first-hand seen advisors been tricked into thinking that marketing is a magic potion that can 10X your business in 90-days. The reality is much different. The reality can sometimes be a hard pill to swallow. We dive into the ugly truths about marketing every financial advisor should know.

 

Learn more about Seven Group: https://www.thesevengroup.com/ Check out our podcast: https://www.thesevengroup.com/podcast/ Get a demo: https://calendly.com/seven-group/30min

]]> Wed, 13 Apr 2022 13:20:35 -0400 http://advisorlab.libsyn.com/website 13:53 Whether it's Ritholtz Wealth and their slew of podcasts and blogs, The Colony Group deploying their white-glove digital platform to clients, or individual brands like Doug Boneparth generating large followings on platforms like Twitter – being digital-first and marketing-led is at the core of how advisors should be building brand now and in the future. But no progress comes without some bad actors and turbulence. And we've first-hand seen advisors been tricked into thinking that marketing is a magic potion that can 10X your business in 90-days. The reality is much different. The reality can sometimes be a hard pill to swallow. We dive into the ugly truths about marketing every financial advisor should know.

 

Learn more about Seven Group: https://www.thesevengroup.com/ Check out our podcast: https://www.thesevengroup.com/podcast/ Get a demo: https://calendly.com/seven-group/30min

]]> Whether it's Ritholtz Wealth and their slew of podcasts and blogs, The Colony Group deploying their white-glove digital platform to clients, or individual brands like Doug Boneparth generating large followings on platforms like Twitter – being digital-first and marketing-led is at the core of how advisors should be building brand now and in the future. But no progress comes without some bad actors and turbulence. And we've first-hand seen advisors been tricked into thinking that marketing is a magic potion that can 10X your business in 90-days. The reality is much different. The reality can sometimes be a hard pill to swallow. We dive into the ugly truths about marketing every financial advisor should know.

 

Learn more about Seven Group: https://www.thesevengroup.com/ Check out our podcast: https://www.thesevengroup.com/podcast/ Get a demo: https://calendly.com/seven-group/30min

]]> false full 95 1 <![CDATA[Episode 94: Scaling Your Practice Without Letting Client Satisfaction Suffer: A Conversation with Matt Reiner]]> In this episode, we sit down with Matt Reiner. Matt is a partner of Capital Investment Advisors, a $2.8B RIA in Atlanta, managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent, and the founder of Benjamin - a tech platform that helps advisors streamline time-consuming tasks and allows for greater client engagement through technology. 

Matt is all about maximizing his time and impact, and in this episode, we dive into his journey of how he's able to build and maintain so many growing businesses. 

]]> Wed, 06 Apr 2022 13:03:28 -0400 http://advisorlab.libsyn.com/website 35:33 In this episode, we sit down with Matt Reiner. Matt is a partner of Capital Investment Advisors, a $2.8B RIA in Atlanta, managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent, and the founder of Benjamin - a tech platform that helps advisors streamline time-consuming tasks and allows for greater client engagement through technology. 

Matt is all about maximizing his time and impact, and in this episode, we dive into his journey of how he's able to build and maintain so many growing businesses. 

]]> In this episode, we sit down with Matt Reiner. Matt is a partner of Capital Investment Advisors, a $2.8B RIA in Atlanta, managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent, and the founder of Benjamin - a tech platform that helps advisors streamline time-consuming tasks and allows for greater client engagement through technology. 

Matt is all about maximizing his time and impact, and in this episode, we dive into his journey of how he's able to build and maintain so many growing businesses. 

]]> false full 94 1 <![CDATA[Episode 93: Can Advisors Deliver an Amazon-Like Experience?]]> https://www.laserfiche.com/

Follow us: https://twitter.com/sevengroupnyc 

Website: https://www.thesevengroup.com/ 

]]> Wed, 30 Mar 2022 13:08:01 -0400 http://advisorlab.libsyn.com/website 26:58 https://www.laserfiche.com/

Follow us: https://twitter.com/sevengroupnyc 

Website: https://www.thesevengroup.com/ 

]]> https://www.laserfiche.com/

Follow us: https://twitter.com/sevengroupnyc 

Website: https://www.thesevengroup.com/ 

]]> false full 93 1 <![CDATA[Episode 92: Educating Your Clients on Insurance – How to Do it In a 2022 World]]> In this episode, we sit down with Broc Buckles – Co-Founder at BC Brokerage, an insurance company partnering with fee-only financial planners to help them with life insurance, disability insurance, annuities, and more.

We get deep into the insurance industry – why they decided to partner with fee-only advisors, how the insurance world is changing, and how advisors can introduce the insurance conversation into client discussions without it feeling overwhelming and complex.

 

For more on BC Brokerage, head to: https://www.bc-brokerage.com/

For more on the webinar mentioned, hear here: https://zoom.us/webinar/register/WN_1DODs8ZfQtaUMI0Ti2AgXQ

]]> Wed, 23 Mar 2022 13:24:01 -0400 http://advisorlab.libsyn.com/website 32:15 In this episode, we sit down with Broc Buckles – Co-Founder at BC Brokerage, an insurance company partnering with fee-only financial planners to help them with life insurance, disability insurance, annuities, and more.

We get deep into the insurance industry – why they decided to partner with fee-only advisors, how the insurance world is changing, and how advisors can introduce the insurance conversation into client discussions without it feeling overwhelming and complex.

 

For more on BC Brokerage, head to: https://www.bc-brokerage.com/

For more on the webinar mentioned, hear here: https://zoom.us/webinar/register/WN_1DODs8ZfQtaUMI0Ti2AgXQ

]]> In this episode, we sit down with Broc Buckles – Co-Founder at BC Brokerage, an insurance company partnering with fee-only financial planners to help them with life insurance, disability insurance, annuities, and more.

We get deep into the insurance industry – why they decided to partner with fee-only advisors, how the insurance world is changing, and how advisors can introduce the insurance conversation into client discussions without it feeling overwhelming and complex.

 

For more on BC Brokerage, head to: https://www.bc-brokerage.com/

For more on the webinar mentioned, hear here: https://zoom.us/webinar/register/WN_1DODs8ZfQtaUMI0Ti2AgXQ

]]> false full 92 1 <![CDATA[Episode 91: How We Built This - The Story of Seven Group]]> Bringing it back to the begining, in this episode, we talk through the launch of Seven Group and the biggest learnings we've had so far building this business and the five biggest learnings we've had with this experience, including: 

1. Developing Your Gap-Filling Value Prop

2. Building the Right Team

3. Launching Before You're Ready

4. Creating a Transparent Sales Process

5. Embracing the Process

To learn more about Seven Group, head to: https://www.thesevengroup.com

]]> Wed, 16 Mar 2022 16:56:06 -0400 http://advisorlab.libsyn.com/website 19:05 Bringing it back to the begining, in this episode, we talk through the launch of Seven Group and the biggest learnings we've had so far building this business and the five biggest learnings we've had with this experience, including: 

1. Developing Your Gap-Filling Value Prop

2. Building the Right Team

3. Launching Before You're Ready

4. Creating a Transparent Sales Process

5. Embracing the Process

To learn more about Seven Group, head to: https://www.thesevengroup.com

]]> Bringing it back to the begining, in this episode, we talk through the launch of Seven Group and the biggest learnings we've had so far building this business and the five biggest learnings we've had with this experience, including: 

1. Developing Your Gap-Filling Value Prop

2. Building the Right Team

3. Launching Before You're Ready

4. Creating a Transparent Sales Process

5. Embracing the Process

To learn more about Seven Group, head to: https://www.thesevengroup.com

]]> false full 91 1 <![CDATA[Episode 90: Shaping the Future of the Financial Planning Industry: A Conversation with Dasarte Yarnway]]> In this episode, we welcome back Dasarte Yarnway for a second time on the podcast. Dasarte is the founder of Berknell Financial Group, Head of Community at Altruist, and Co-Founder of Onyx Advisor Network – a network for minority advisors who are looking for more resources, community to help them grow their practice. We dive into his journey, why he launched Onyx, and what equity means to him.

 

For more on onyx, head to: https://www.onyxadvisornetwork.com/

]]> Wed, 09 Mar 2022 15:11:19 -0500 http://advisorlab.libsyn.com/website 26:30 In this episode, we welcome back Dasarte Yarnway for a second time on the podcast. Dasarte is the founder of Berknell Financial Group, Head of Community at Altruist, and Co-Founder of Onyx Advisor Network – a network for minority advisors who are looking for more resources, community to help them grow their practice. We dive into his journey, why he launched Onyx, and what equity means to him.

 

For more on onyx, head to: https://www.onyxadvisornetwork.com/

]]> In this episode, we welcome back Dasarte Yarnway for a second time on the podcast. Dasarte is the founder of Berknell Financial Group, Head of Community at Altruist, and Co-Founder of Onyx Advisor Network – a network for minority advisors who are looking for more resources, community to help them grow their practice. We dive into his journey, why he launched Onyx, and what equity means to him.

 

For more on onyx, head to: https://www.onyxadvisornetwork.com/

]]> false full 90 1 <![CDATA[Episode 89: Survival of the Fittest? What Wealth Managers Can Do to Survive Over the Next Decade]]> In this episode, we sit down with Marc Butler, President and COO of Skience, a wealth management consulting and technology platform that focuses on helping advisors automate and operate tasks within their practice. Marc and I dive into the role of leadership and what it will take for advisors to lead over the next several years. Marc shares his 3-point framework on how advisors can lead your teams in the future.

To learn more about Skience, visit: https://skience.com/

]]> Wed, 02 Mar 2022 14:07:45 -0500 http://advisorlab.libsyn.com/website 37:56 In this episode, we sit down with Marc Butler, President and COO of Skience, a wealth management consulting and technology platform that focuses on helping advisors automate and operate tasks within their practice. Marc and I dive into the role of leadership and what it will take for advisors to lead over the next several years. Marc shares his 3-point framework on how advisors can lead your teams in the future.

To learn more about Skience, visit: https://skience.com/

]]> In this episode, we sit down with Marc Butler, President and COO of Skience, a wealth management consulting and technology platform that focuses on helping advisors automate and operate tasks within their practice. Marc and I dive into the role of leadership and what it will take for advisors to lead over the next several years. Marc shares his 3-point framework on how advisors can lead your teams in the future.

To learn more about Skience, visit: https://skience.com/

]]> false full 89 1 <![CDATA[Episode 88: RIA M&A 2022 Market Update: Past, Present, and Future]]> With all the news and headlines surrounding the RIA acquisition market, I wanted to cover a 2022 update, so in this episode, we welcome Nathan Kubik, CEO of Transform Wealth, a $1.8B RIA headquartered in Denver. Transform has been very focused on both organic growth and acquisition growth, and the perspective Nathan has is invaluable. We dive into what makes a sound acquisition opportunity, how not to disrupt culture, and what smaller advisors can do to grow into a merger opportunity.

More on Transform: https://transformwealth.com/

]]> Wed, 16 Feb 2022 14:11:34 -0500 http://advisorlab.libsyn.com/website 36:28 With all the news and headlines surrounding the RIA acquisition market, I wanted to cover a 2022 update, so in this episode, we welcome Nathan Kubik, CEO of Transform Wealth, a $1.8B RIA headquartered in Denver. Transform has been very focused on both organic growth and acquisition growth, and the perspective Nathan has is invaluable. We dive into what makes a sound acquisition opportunity, how not to disrupt culture, and what smaller advisors can do to grow into a merger opportunity.

More on Transform: https://transformwealth.com/

]]> With all the news and headlines surrounding the RIA acquisition market, I wanted to cover a 2022 update, so in this episode, we welcome Nathan Kubik, CEO of Transform Wealth, a $1.8B RIA headquartered in Denver. Transform has been very focused on both organic growth and acquisition growth, and the perspective Nathan has is invaluable. We dive into what makes a sound acquisition opportunity, how not to disrupt culture, and what smaller advisors can do to grow into a merger opportunity.

More on Transform: https://transformwealth.com/

]]> false full 88 1 <![CDATA[Episode 87: Crypto & The RIA World – A Flourishing Partnership?]]> In this episode, we sit down with Ben Cruikshank, Head of Flourish, a digital-first platform that brings solutions to advisors that are not easily accessible. The Flourish platform is used by over 420 RIAs managing over $1.1T in assets. Flourish recently launched Flourish Crypto, and since we've been on a bit of a crypto kick lately, we wanted to have Ben on to talk through why they launched it, what they're hearing from advisors around crypto, and how advisors can bring their clients along in the education journey when it comes to where crypto fits in.

Check out Flourish at flourish.com.

]]> Wed, 09 Feb 2022 15:23:01 -0500 http://advisorlab.libsyn.com/website 37:00 In this episode, we sit down with Ben Cruikshank, Head of Flourish, a digital-first platform that brings solutions to advisors that are not easily accessible. The Flourish platform is used by over 420 RIAs managing over $1.1T in assets. Flourish recently launched Flourish Crypto, and since we've been on a bit of a crypto kick lately, we wanted to have Ben on to talk through why they launched it, what they're hearing from advisors around crypto, and how advisors can bring their clients along in the education journey when it comes to where crypto fits in.

Check out Flourish at flourish.com.

]]> In this episode, we sit down with Ben Cruikshank, Head of Flourish, a digital-first platform that brings solutions to advisors that are not easily accessible. The Flourish platform is used by over 420 RIAs managing over $1.1T in assets. Flourish recently launched Flourish Crypto, and since we've been on a bit of a crypto kick lately, we wanted to have Ben on to talk through why they launched it, what they're hearing from advisors around crypto, and how advisors can bring their clients along in the education journey when it comes to where crypto fits in.

Check out Flourish at flourish.com.

]]> false full 87 1 <![CDATA[Episode 86: Becoming More Referable - A Conversation with Julie Littlechild]]> In this episode, we sit down with Julie Littlechild – Founder and CEO of Absolute Engagement. Julie and her platform are all about the client experience and client referrals, so I wanted to pick her brain around how advisors can build out an ecosystem that enables more referrals. We dive into having client conversations, prepping clients for meetings, and surveying clients to capture information and generate more word of mouth. This is our conversation with Julie Littlechild.

 

Check out https://absoluteengagement.com/

Follow Julie on Twitter: @jlittlechild

]]> Wed, 02 Feb 2022 14:29:16 -0500 http://advisorlab.libsyn.com/website 32:03 In this episode, we sit down with Julie Littlechild – Founder and CEO of Absolute Engagement. Julie and her platform are all about the client experience and client referrals, so I wanted to pick her brain around how advisors can build out an ecosystem that enables more referrals. We dive into having client conversations, prepping clients for meetings, and surveying clients to capture information and generate more word of mouth. This is our conversation with Julie Littlechild.

 

Check out https://absoluteengagement.com/

Follow Julie on Twitter: @jlittlechild

]]> In this episode, we sit down with Julie Littlechild – Founder and CEO of Absolute Engagement. Julie and her platform are all about the client experience and client referrals, so I wanted to pick her brain around how advisors can build out an ecosystem that enables more referrals. We dive into having client conversations, prepping clients for meetings, and surveying clients to capture information and generate more word of mouth. This is our conversation with Julie Littlechild.

 

Check out https://absoluteengagement.com/

Follow Julie on Twitter: @jlittlechild

]]> false full 86 1 <![CDATA[Episode 85: A Framework for Setting Your Practice's Growth Goals This Year]]> With the year kicking-off,  how are you going to hit your goals? In this episode, we break down a four point framework for what you can do to 1. understand where growth came from in 2021 2. what channels drove the most growth 3. what channels you should focus on in the year ahead and 4. how you need to map the right tactics to those channels. 

 

Check out www.thesevengroup.com to learn more. 

]]> Wed, 26 Jan 2022 15:50:59 -0500 http://advisorlab.libsyn.com/website 7:44 With the year kicking-off,  how are you going to hit your goals? In this episode, we break down a four point framework for what you can do to 1. understand where growth came from in 2021 2. what channels drove the most growth 3. what channels you should focus on in the year ahead and 4. how you need to map the right tactics to those channels. 

 

Check out www.thesevengroup.com to learn more. 

]]> With the year kicking-off,  how are you going to hit your goals? In this episode, we break down a four point framework for what you can do to 1. understand where growth came from in 2021 2. what channels drove the most growth 3. what channels you should focus on in the year ahead and 4. how you need to map the right tactics to those channels. 

 

Check out www.thesevengroup.com to learn more. 

]]> false full 85 1 <![CDATA[Episode 84: What About Taxes? How to Integrate More Tax Planning Services Into Your Practice]]> In this episode, we sit down with Steven Jarvis, Co-Founder, CEO and Head CPA at Retirement Tax Services – a tax planning platform that enables financial advisors to better communicate, engage, and educate their clients around taxes. Steven and I get into the experience of building his business so far – how he went narrow on both audience and topic, what he's learned about the model as he's scaled, and how advisors can integrate more tax planning content and services into their business.

Check them out: https://retirementtaxservices.com/

Check us out: https://www.thesevengroup.com/ 

]]> Wed, 19 Jan 2022 16:33:34 -0500 http://advisorlab.libsyn.com/website 33:40 In this episode, we sit down with Steven Jarvis, Co-Founder, CEO and Head CPA at Retirement Tax Services – a tax planning platform that enables financial advisors to better communicate, engage, and educate their clients around taxes. Steven and I get into the experience of building his business so far – how he went narrow on both audience and topic, what he's learned about the model as he's scaled, and how advisors can integrate more tax planning content and services into their business.

Check them out: https://retirementtaxservices.com/

Check us out: https://www.thesevengroup.com/ 

]]> In this episode, we sit down with Steven Jarvis, Co-Founder, CEO and Head CPA at Retirement Tax Services – a tax planning platform that enables financial advisors to better communicate, engage, and educate their clients around taxes. Steven and I get into the experience of building his business so far – how he went narrow on both audience and topic, what he's learned about the model as he's scaled, and how advisors can integrate more tax planning content and services into their business.

Check them out: https://retirementtaxservices.com/

Check us out: https://www.thesevengroup.com/ 

]]> false full 84 1 <![CDATA[Episode 83: Ways to Build Brand and Cut Through the Noise with Gen X and Gen Y]]> In this episode, we sit down Luis Rosa, Founder of Build a Better Financial Future, an RIA that partners with Gen X and Gen Y. He's also a co-founder of the BLX internship program, an internship program for aspiring Black and Latinx financial planners. In this discussion, we dive into how you can cut through the noise with Gen X and Gen Y and why going digital first, sharing your own experiences is the way to go.

To check out the internship, head to https://blxinternship.org/

]]> Wed, 12 Jan 2022 12:13:41 -0500 http://advisorlab.libsyn.com/website 22:36 In this episode, we sit down Luis Rosa, Founder of Build a Better Financial Future, an RIA that partners with Gen X and Gen Y. He's also a co-founder of the BLX internship program, an internship program for aspiring Black and Latinx financial planners. In this discussion, we dive into how you can cut through the noise with Gen X and Gen Y and why going digital first, sharing your own experiences is the way to go.

To check out the internship, head to https://blxinternship.org/

]]> In this episode, we sit down Luis Rosa, Founder of Build a Better Financial Future, an RIA that partners with Gen X and Gen Y. He's also a co-founder of the BLX internship program, an internship program for aspiring Black and Latinx financial planners. In this discussion, we dive into how you can cut through the noise with Gen X and Gen Y and why going digital first, sharing your own experiences is the way to go.

To check out the internship, head to https://blxinternship.org/

]]> false full 83 1 <![CDATA[Episode 82: What Does Web3, Crypto, and DeFi Mean for the Wealth Management Space?]]> There's been so much noise around Web3, DeFi, and Crypto over the last 12 months that we wanted to dive deeper into it. We welcomed Adam Blumberg, co-founder at Interaxis, an education platform for financial advisors on all things DeFi and Crypto. This is a marathon of an episode - Adam shares the full background on the space, what to know about it, and how Advisors can best prepare for the year ahead when it comes to your own practice. 

If you're interested in learning more about Interaxis, head here: https://www.interaxis.io/. You can follow Adam on Twitter: @Interaxis8

Make sure you subscribe and check us out: https://thesevengroup.com/ 

 

 

]]> Mon, 03 Jan 2022 11:40:14 -0500 http://advisorlab.libsyn.com/website 1:04:44 There's been so much noise around Web3, DeFi, and Crypto over the last 12 months that we wanted to dive deeper into it. We welcomed Adam Blumberg, co-founder at Interaxis, an education platform for financial advisors on all things DeFi and Crypto. This is a marathon of an episode - Adam shares the full background on the space, what to know about it, and how Advisors can best prepare for the year ahead when it comes to your own practice. 

If you're interested in learning more about Interaxis, head here: https://www.interaxis.io/. You can follow Adam on Twitter: @Interaxis8

Make sure you subscribe and check us out: https://thesevengroup.com/ 

 

 

]]> There's been so much noise around Web3, DeFi, and Crypto over the last 12 months that we wanted to dive deeper into it. We welcomed Adam Blumberg, co-founder at Interaxis, an education platform for financial advisors on all things DeFi and Crypto. This is a marathon of an episode - Adam shares the full background on the space, what to know about it, and how Advisors can best prepare for the year ahead when it comes to your own practice. 

If you're interested in learning more about Interaxis, head here: https://www.interaxis.io/. You can follow Adam on Twitter: @Interaxis8

Make sure you subscribe and check us out: https://thesevengroup.com/ 

 

 

]]> false full 82 1 <![CDATA[Episode 81: Golf Events, AirBnb, Crypto, Zoom, and Market Drops: What the Future of The Advisor-Investor Relationship Will Look Like]]> With us coming to the end of the year, we're going to be taking a two week break from the podcast. We'll be back on January 3rd with a new set of guests, rocking new episodes every week. We welcome Michael Nathanson, Chair and CEO of Colony Group, an RIA with over $13 billion in assets under management. We dive into all the aspects, why advisors need to innovate, what investors care about, and how you can focus on innovation within your practice without losing the focus on your core business.

]]> Mon, 13 Dec 2021 16:17:05 -0500 http://advisorlab.libsyn.com/website 43:18 With us coming to the end of the year, we're going to be taking a two week break from the podcast. We'll be back on January 3rd with a new set of guests, rocking new episodes every week. We welcome Michael Nathanson, Chair and CEO of Colony Group, an RIA with over $13 billion in assets under management. We dive into all the aspects, why advisors need to innovate, what investors care about, and how you can focus on innovation within your practice without losing the focus on your core business.

]]> With us coming to the end of the year, we're going to be taking a two week break from the podcast. We'll be back on January 3rd with a new set of guests, rocking new episodes every week. We welcome Michael Nathanson, Chair and CEO of Colony Group, an RIA with over $13 billion in assets under management. We dive into all the aspects, why advisors need to innovate, what investors care about, and how you can focus on innovation within your practice without losing the focus on your core business.

]]> false full 81 1 <![CDATA[Episode 80: Prioritizing Your Health, Mindset, and Life to Grow Professionally]]> In this episode, we're joined by Diana Britton, Managing Editor, WealthManagement.com, and host of The Healthy Advisor podcast. Diana is known for her excellent coverage of the wealth management space, but I wanted to chat with her about her podcast, The Healthy Advisor, and how she's helping advisors build a life of meaning. In her podcast, she dives into the struggles and stories of financial professionals, and by taking a step out of the day-to-day, how they're able to prioritize other areas in their lives in order to grow in their business. We dive into what she's hearing from advisors, their biggest struggles, and what you can do about it.

]]> Tue, 07 Dec 2021 12:04:56 -0500 http://advisorlab.libsyn.com/website 25:18 In this episode, we're joined by Diana Britton, Managing Editor, WealthManagement.com, and host of The Healthy Advisor podcast. Diana is known for her excellent coverage of the wealth management space, but I wanted to chat with her about her podcast, The Healthy Advisor, and how she's helping advisors build a life of meaning. In her podcast, she dives into the struggles and stories of financial professionals, and by taking a step out of the day-to-day, how they're able to prioritize other areas in their lives in order to grow in their business. We dive into what she's hearing from advisors, their biggest struggles, and what you can do about it.

]]> In this episode, we're joined by Diana Britton, Managing Editor, WealthManagement.com, and host of The Healthy Advisor podcast. Diana is known for her excellent coverage of the wealth management space, but I wanted to chat with her about her podcast, The Healthy Advisor, and how she's helping advisors build a life of meaning. In her podcast, she dives into the struggles and stories of financial professionals, and by taking a step out of the day-to-day, how they're able to prioritize other areas in their lives in order to grow in their business. We dive into what she's hearing from advisors, their biggest struggles, and what you can do about it.

]]> false full 80 1 <![CDATA[Episode 79: Simplifying Your Prospect & Client Engagement Experience to Drive Growth: A Conversation with Mariner's Brian Leitner]]> How do you give someone the Ritz Carlton experience? We're joined by Brian Leitner, Head of Mariner Platform Solutions, Mariner Wealth Advisors, an RIA based in Kansas that's grown to over $50 billion in assets. We dive into how advisors can build more engaged prospect and client bases, including a cohesive referral network and a more influential COI roster.

For more: https://marinerplatform.com/

]]> Mon, 29 Nov 2021 11:02:34 -0500 http://advisorlab.libsyn.com/website 32:36 How do you give someone the Ritz Carlton experience? We're joined by Brian Leitner, Head of Mariner Platform Solutions, Mariner Wealth Advisors, an RIA based in Kansas that's grown to over $50 billion in assets. We dive into how advisors can build more engaged prospect and client bases, including a cohesive referral network and a more influential COI roster.

For more: https://marinerplatform.com/

]]> How do you give someone the Ritz Carlton experience? We're joined by Brian Leitner, Head of Mariner Platform Solutions, Mariner Wealth Advisors, an RIA based in Kansas that's grown to over $50 billion in assets. We dive into how advisors can build more engaged prospect and client bases, including a cohesive referral network and a more influential COI roster.

For more: https://marinerplatform.com/

]]> false full 79 1 <![CDATA[Episode 78: Increasing Your Social Proof and Client Trust Through Your Digital Presence]]> In this episode, we sit down with Marie Swift, President, and CEO of Impact Communications – A communications agency serving the financial services industry. Impact is all about Credibility Marketing and helping advisors and the financial services world build their brand and expand their influence through their digital footprint. We dive into what credibility marketing means, some of the more significant trends we see in the space, and how you can focus in 2022 on your digital footprint.

Visit: https://www.impactcommunications.org/

]]> Mon, 22 Nov 2021 15:37:19 -0500 http://advisorlab.libsyn.com/website 22:28 In this episode, we sit down with Marie Swift, President, and CEO of Impact Communications – A communications agency serving the financial services industry. Impact is all about Credibility Marketing and helping advisors and the financial services world build their brand and expand their influence through their digital footprint. We dive into what credibility marketing means, some of the more significant trends we see in the space, and how you can focus in 2022 on your digital footprint.

Visit: https://www.impactcommunications.org/

]]> In this episode, we sit down with Marie Swift, President, and CEO of Impact Communications – A communications agency serving the financial services industry. Impact is all about Credibility Marketing and helping advisors and the financial services world build their brand and expand their influence through their digital footprint. We dive into what credibility marketing means, some of the more significant trends we see in the space, and how you can focus in 2022 on your digital footprint.

Visit: https://www.impactcommunications.org/

]]> false full 78 1 <![CDATA[Episode 77: Trends Shaping Wealth Management - The Big Takeaways from #XYPNLIVE]]> On the heels of the #XYPNLIVE conference, in this episode, we share what we saw, heard, and discussed as it relates to the biggest advisor and wealth tech trends. 

We cover everything from the future of conferences, why advisors need to niche now, and what new products are popping up to serve both investors and advisors. 

www.thesevengroup.com

www.xyplanningnetwork.com 

]]> Mon, 15 Nov 2021 12:24:11 -0500 http://advisorlab.libsyn.com/website 26:42 On the heels of the #XYPNLIVE conference, in this episode, we share what we saw, heard, and discussed as it relates to the biggest advisor and wealth tech trends. 

We cover everything from the future of conferences, why advisors need to niche now, and what new products are popping up to serve both investors and advisors. 

www.thesevengroup.com

www.xyplanningnetwork.com 

]]> On the heels of the #XYPNLIVE conference, in this episode, we share what we saw, heard, and discussed as it relates to the biggest advisor and wealth tech trends. 

We cover everything from the future of conferences, why advisors need to niche now, and what new products are popping up to serve both investors and advisors. 

www.thesevengroup.com

www.xyplanningnetwork.com 

]]> false full 77 1 <![CDATA[Episode 76: How Estate Planning is Changing and How Tech is Leading the Way]]> In this episode, we sit down with Andres Mazabel – Business Development Manager at Trust and Will. Trust and Will is an Estate Planning Platform that helps end consumers navigate the estate planning process at a much lower cost with much lower friction than traditional sources. They also partner with Advisors to enable advisors to serve end-investors easier across multiple areas of the financial planning process. Andres is partnering every day with advisors on the future of estate planning, so I wanted to get his thoughts on how tech is changing estate planning.

Find out more: https://trustandwill.com/advisors/

]]> Mon, 08 Nov 2021 11:32:24 -0500 http://advisorlab.libsyn.com/website 20:57 In this episode, we sit down with Andres Mazabel – Business Development Manager at Trust and Will. Trust and Will is an Estate Planning Platform that helps end consumers navigate the estate planning process at a much lower cost with much lower friction than traditional sources. They also partner with Advisors to enable advisors to serve end-investors easier across multiple areas of the financial planning process. Andres is partnering every day with advisors on the future of estate planning, so I wanted to get his thoughts on how tech is changing estate planning.

Find out more: https://trustandwill.com/advisors/

]]> In this episode, we sit down with Andres Mazabel – Business Development Manager at Trust and Will. Trust and Will is an Estate Planning Platform that helps end consumers navigate the estate planning process at a much lower cost with much lower friction than traditional sources. They also partner with Advisors to enable advisors to serve end-investors easier across multiple areas of the financial planning process. Andres is partnering every day with advisors on the future of estate planning, so I wanted to get his thoughts on how tech is changing estate planning.

Find out more: https://trustandwill.com/advisors/

]]> false full 76 1 <![CDATA[Episode 75: The Art of Storytelling - A Blueprint]]> What has Apple, Nike, and Squid Games taught us? The art of storytelling matters. Brands are built on storytelling. In this episode, we dive into telling a better story tactically within the financial advisor space.

Learn more: www.thesevengroup.com

Follow us: @sevengroupnyc

]]> Tue, 26 Oct 2021 13:57:29 -0400 http://advisorlab.libsyn.com/website 24:24 What has Apple, Nike, and Squid Games taught us? The art of storytelling matters. Brands are built on storytelling. In this episode, we dive into telling a better story tactically within the financial advisor space.

Learn more: www.thesevengroup.com

Follow us: @sevengroupnyc

]]> What has Apple, Nike, and Squid Games taught us? The art of storytelling matters. Brands are built on storytelling. In this episode, we dive into telling a better story tactically within the financial advisor space.

Learn more: www.thesevengroup.com

Follow us: @sevengroupnyc

]]> false full 75 1 <![CDATA[Episode 74: Activating Clients as Agents for Growth - A Conversation with Jackie Wilke]]> In this episode, we sit down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie has built her career coaching and training advisors on how to grow their practice through marketing and strategic business development. And while we spend a lot of time talking about marketing to new prospects, we wanted to have Jackie on the show to discuss how you can activate clients as an advisor. 

Learn more: www.ftportfolios.com

Remember to follow our blog at: www.thesevengroup.com

]]> Mon, 18 Oct 2021 10:43:14 -0400 http://advisorlab.libsyn.com/website 37:17 In this episode, we sit down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie has built her career coaching and training advisors on how to grow their practice through marketing and strategic business development. And while we spend a lot of time talking about marketing to new prospects, we wanted to have Jackie on the show to discuss how you can activate clients as an advisor. 

Learn more: www.ftportfolios.com

Remember to follow our blog at: www.thesevengroup.com

]]> In this episode, we sit down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie has built her career coaching and training advisors on how to grow their practice through marketing and strategic business development. And while we spend a lot of time talking about marketing to new prospects, we wanted to have Jackie on the show to discuss how you can activate clients as an advisor. 

Learn more: www.ftportfolios.com

Remember to follow our blog at: www.thesevengroup.com

]]> false full 74 1 <![CDATA[Episode 73: Building Community: How Onramp is Approaching Brand and Community Building]]> In this episode, we sit down with Caitlin Cook, Head of Community and VP of Operations at Onramp, a cryptoasset integration platform solution for financial advisors. As Onramp has a major focus around community, we dive into what it takes to build a sticky community in 2021, and how you as advisors, can adapt your practice to establish a bigger community feel with clients and prospects.

Check out Onramp: https://onrampinvest.com/

Check out Onramp Academy: https://academy.onrampinvest.com/

]]> Wed, 06 Oct 2021 10:28:31 -0400 http://advisorlab.libsyn.com/website 27:41 In this episode, we sit down with Caitlin Cook, Head of Community and VP of Operations at Onramp, a cryptoasset integration platform solution for financial advisors. As Onramp has a major focus around community, we dive into what it takes to build a sticky community in 2021, and how you as advisors, can adapt your practice to establish a bigger community feel with clients and prospects.

Check out Onramp: https://onrampinvest.com/

Check out Onramp Academy: https://academy.onrampinvest.com/

]]> In this episode, we sit down with Caitlin Cook, Head of Community and VP of Operations at Onramp, a cryptoasset integration platform solution for financial advisors. As Onramp has a major focus around community, we dive into what it takes to build a sticky community in 2021, and how you as advisors, can adapt your practice to establish a bigger community feel with clients and prospects.

Check out Onramp: https://onrampinvest.com/

Check out Onramp Academy: https://academy.onrampinvest.com/

]]> false full 73 1 <![CDATA[Episode 72: The Path to Developing Your Niche: A Conversation with Meg Bartelt]]> In this episode, we sit down with Meg Bartelt, founder, and lead planner at Flow Financial Planning, a practice focused on women in tech.


With Meg's background and how she's doubled down on her niche, I wanted to spend some time learning from her – why she pivoted to going after a specific niche, what were some of the trials and tribulations when building the niche, and how she found the growth rhythm.

 

Follow her on Twitter: @MegBartelt

Check her out at: www.flowfp.com

 

Visit us here: www.thesevengroup.com

Follow us on Twitter: @sevengroupnyc

]]> Mon, 27 Sep 2021 16:18:42 -0400 http://advisorlab.libsyn.com/website 27:23 In this episode, we sit down with Meg Bartelt, founder, and lead planner at Flow Financial Planning, a practice focused on women in tech.


With Meg's background and how she's doubled down on her niche, I wanted to spend some time learning from her – why she pivoted to going after a specific niche, what were some of the trials and tribulations when building the niche, and how she found the growth rhythm.

 

Follow her on Twitter: @MegBartelt

Check her out at: www.flowfp.com

 

Visit us here: www.thesevengroup.com

Follow us on Twitter: @sevengroupnyc

]]> In this episode, we sit down with Meg Bartelt, founder, and lead planner at Flow Financial Planning, a practice focused on women in tech.


With Meg's background and how she's doubled down on her niche, I wanted to spend some time learning from her – why she pivoted to going after a specific niche, what were some of the trials and tribulations when building the niche, and how she found the growth rhythm.

 

Follow her on Twitter: @MegBartelt

Check her out at: www.flowfp.com

 

Visit us here: www.thesevengroup.com

Follow us on Twitter: @sevengroupnyc

]]> false full 72 1 <![CDATA[Episode 71: The New State of Advice: The Big Wealth Transfer, Personalization, Holistic Planning, and More]]> In this episode, we dive into a report released last month that was deemed: The New State of Advice. We cover the big themes that came out of the report, what it means for the wealth management industry, and what you can do about it as a financial advisor. 

Find the report here: https://www.accenture.com/ca-en/insights/capital-markets/wealth-management-financial-advice

Visit us here: www.thesevengroup.com

Follow us on Twitter: @sevengroupnyc

]]> Mon, 20 Sep 2021 11:13:39 -0400 http://advisorlab.libsyn.com/website 21:23 In this episode, we dive into a report released last month that was deemed: The New State of Advice. We cover the big themes that came out of the report, what it means for the wealth management industry, and what you can do about it as a financial advisor. 

Find the report here: https://www.accenture.com/ca-en/insights/capital-markets/wealth-management-financial-advice

Visit us here: www.thesevengroup.com

Follow us on Twitter: @sevengroupnyc

]]> In this episode, we dive into a report released last month that was deemed: The New State of Advice. We cover the big themes that came out of the report, what it means for the wealth management industry, and what you can do about it as a financial advisor. 

Find the report here: https://www.accenture.com/ca-en/insights/capital-markets/wealth-management-financial-advice

Visit us here: www.thesevengroup.com

Follow us on Twitter: @sevengroupnyc

]]> false full 71 1 <![CDATA[Episode 70: How Advisors Can Help Investors Close Their Financial Gaps - A Conversation With Eric Arnold, CEO of Planswell]]> In this episode, we sit down with Eric Arnold, CEO of Planswell. Planswell's mission is to create the world's most actionable financial planning experience for everyone for free. They provide any consumer the ability to get a financial plan in 3 minutes. They also partner with advisors to connect investors looking for help in a new way – through education, insight, and training. Eric and I got into what they've seen from doing hundreds of thousands of financial plans and how advisors can educate investors on the biggest buckets when it comes to financial planning.

 

Learn more about Planswell: www.planswell.com

]]> Mon, 13 Sep 2021 09:45:26 -0400 http://advisorlab.libsyn.com/website 31:43 In this episode, we sit down with Eric Arnold, CEO of Planswell. Planswell's mission is to create the world's most actionable financial planning experience for everyone for free. They provide any consumer the ability to get a financial plan in 3 minutes. They also partner with advisors to connect investors looking for help in a new way – through education, insight, and training. Eric and I got into what they've seen from doing hundreds of thousands of financial plans and how advisors can educate investors on the biggest buckets when it comes to financial planning.

 

Learn more about Planswell: www.planswell.com

]]> In this episode, we sit down with Eric Arnold, CEO of Planswell. Planswell's mission is to create the world's most actionable financial planning experience for everyone for free. They provide any consumer the ability to get a financial plan in 3 minutes. They also partner with advisors to connect investors looking for help in a new way – through education, insight, and training. Eric and I got into what they've seen from doing hundreds of thousands of financial plans and how advisors can educate investors on the biggest buckets when it comes to financial planning.

 

Learn more about Planswell: www.planswell.com

]]> false full 70 1 <![CDATA[Episode 69: Fixing the Broken Marketing Model and Increasing Lead Pipeline Quality]]> In this episode, we discuss the broken marketing model and how you, as a financial advisor, can fix it and increase lead pipeline quality. We cover creating top-of-funnel momentum, developing mid-funnel assets, and a systematic follow-up program.

www.thesevengroup.com for more. 

]]> Mon, 06 Sep 2021 18:54:58 -0400 http://advisorlab.libsyn.com/website 25:41 In this episode, we discuss the broken marketing model and how you, as a financial advisor, can fix it and increase lead pipeline quality. We cover creating top-of-funnel momentum, developing mid-funnel assets, and a systematic follow-up program.

www.thesevengroup.com for more. 

]]> In this episode, we discuss the broken marketing model and how you, as a financial advisor, can fix it and increase lead pipeline quality. We cover creating top-of-funnel momentum, developing mid-funnel assets, and a systematic follow-up program.

www.thesevengroup.com for more. 

]]> false full 69 1 <![CDATA[Episode 68: Moving Away from B2B and B2C to Human-to-Human]]> In this episode, we're taking a step outside of the financial planning world and welcome Kris Rudeegraap, CEO and co-founder of Sendoso, a SaaS platform that helps companies stand out by giving them new ways to engage with customers through gifts, giveaways, and direct mail. Kris dives into his story, why it's important to delight customers, and why it's not B2B or B2C anymore, rather Human to Human.

www.sendoso.com for more.

]]> Tue, 24 Aug 2021 11:32:15 -0400 http://advisorlab.libsyn.com/website 28:00 In this episode, we're taking a step outside of the financial planning world and welcome Kris Rudeegraap, CEO and co-founder of Sendoso, a SaaS platform that helps companies stand out by giving them new ways to engage with customers through gifts, giveaways, and direct mail. Kris dives into his story, why it's important to delight customers, and why it's not B2B or B2C anymore, rather Human to Human.

www.sendoso.com for more.

]]> In this episode, we're taking a step outside of the financial planning world and welcome Kris Rudeegraap, CEO and co-founder of Sendoso, a SaaS platform that helps companies stand out by giving them new ways to engage with customers through gifts, giveaways, and direct mail. Kris dives into his story, why it's important to delight customers, and why it's not B2B or B2C anymore, rather Human to Human.

www.sendoso.com for more.

]]> false full 68 1 <![CDATA[Episode 67: The 3 Biggest FinTech Trends Shaping Wealth Management for 2022 and Beyond]]> In this episode, we sit down with Nicole Casperson, FinTech Reporter for Investment News, content producer for the podcast Her Success Matters, and co-host of TechStack, a podcast all about wealth tech. I've been following Nicole for a while now – she's always been ahead of the game when it comes to trends, news, and information regarding the wealth tech space, so I wanted to sit down with her to pick her brain on what she's seeing in the space now and in the future.

]]> Tue, 17 Aug 2021 12:33:12 -0400 http://advisorlab.libsyn.com/website 26:26 In this episode, we sit down with Nicole Casperson, FinTech Reporter for Investment News, content producer for the podcast Her Success Matters, and co-host of TechStack, a podcast all about wealth tech. I've been following Nicole for a while now – she's always been ahead of the game when it comes to trends, news, and information regarding the wealth tech space, so I wanted to sit down with her to pick her brain on what she's seeing in the space now and in the future.

]]> In this episode, we sit down with Nicole Casperson, FinTech Reporter for Investment News, content producer for the podcast Her Success Matters, and co-host of TechStack, a podcast all about wealth tech. I've been following Nicole for a while now – she's always been ahead of the game when it comes to trends, news, and information regarding the wealth tech space, so I wanted to sit down with her to pick her brain on what she's seeing in the space now and in the future.

]]> false full 67 1 <![CDATA[Episode 66: How Advisors Can Help Clients Balance Their Investment Goals – A Conversation with GoalBasedInvestors]]> In this episode, we sit down with Chip Castille and Becca Long from GoalBasedInvestors (GBI). GBI is a platform that connects investors with advisors in a simpler, more user friendly way using goals based planning. We dive into the details on why goal based planning can work, how GBI is making investing more social, and what advisors can do to simplify the onboarding experience for clients. 

Check out goalbasedinvestors.com for more. 

]]> Tue, 10 Aug 2021 13:04:02 -0400 http://advisorlab.libsyn.com/website 28:54 In this episode, we sit down with Chip Castille and Becca Long from GoalBasedInvestors (GBI). GBI is a platform that connects investors with advisors in a simpler, more user friendly way using goals based planning. We dive into the details on why goal based planning can work, how GBI is making investing more social, and what advisors can do to simplify the onboarding experience for clients. 

Check out goalbasedinvestors.com for more. 

]]> In this episode, we sit down with Chip Castille and Becca Long from GoalBasedInvestors (GBI). GBI is a platform that connects investors with advisors in a simpler, more user friendly way using goals based planning. We dive into the details on why goal based planning can work, how GBI is making investing more social, and what advisors can do to simplify the onboarding experience for clients. 

Check out goalbasedinvestors.com for more. 

]]> false full 66 1 <![CDATA[Episode 65: How to Level Up Your 401k Business as an Advisor]]> In this episode, we sit down with Andy Hudson of Step Strategic, a consulting firm focus on helping advisors navigate the 401k space. If you're an advisor and you support plan sponsors, or are looking to build your 401k book of business – this is the episode for you. Andy gets into his philosophy on identifying red flag trigger events, how advisors can drip on 401k plans, and how you can expand the conversation to show your unique value. 

For more, visit: www.401kgrabngo.com

]]> Mon, 02 Aug 2021 10:17:54 -0400 http://advisorlab.libsyn.com/website 31:56 In this episode, we sit down with Andy Hudson of Step Strategic, a consulting firm focus on helping advisors navigate the 401k space. If you're an advisor and you support plan sponsors, or are looking to build your 401k book of business – this is the episode for you. Andy gets into his philosophy on identifying red flag trigger events, how advisors can drip on 401k plans, and how you can expand the conversation to show your unique value. 

For more, visit: www.401kgrabngo.com

]]> In this episode, we sit down with Andy Hudson of Step Strategic, a consulting firm focus on helping advisors navigate the 401k space. If you're an advisor and you support plan sponsors, or are looking to build your 401k book of business – this is the episode for you. Andy gets into his philosophy on identifying red flag trigger events, how advisors can drip on 401k plans, and how you can expand the conversation to show your unique value. 

For more, visit: www.401kgrabngo.com

]]> false full 65 1 <![CDATA[Episode 64: Building Your Marketing Strategy - The Seven Sequence]]> In this episode, rather than have a guest, we wanted to take time to walk through specifics on how to think about your marketing and growth as a financial advisor. We get into the Seven Sequence and the different elements you should be thinking about regarding your marketing.

www.thesevengroup.com for more. 

]]> Tue, 27 Jul 2021 12:38:04 -0400 http://advisorlab.libsyn.com/website 24:15 In this episode, rather than have a guest, we wanted to take time to walk through specifics on how to think about your marketing and growth as a financial advisor. We get into the Seven Sequence and the different elements you should be thinking about regarding your marketing.

www.thesevengroup.com for more. 

]]> In this episode, rather than have a guest, we wanted to take time to walk through specifics on how to think about your marketing and growth as a financial advisor. We get into the Seven Sequence and the different elements you should be thinking about regarding your marketing.

www.thesevengroup.com for more. 

]]> false full 64 1 <![CDATA[Episode 63: Connecting Financial Well-Being to Total Well-Being – What Advisors Can Do About It]]> In this episode, we sit down with Amanda Campbell, Vice President at Wealthspire Advisors. Amanda, who was recently highlighted as one of Investment News' 40 under 40 advisors, has made it her life's mission to ensure that every woman, in any walk of life understands her wealth in a real and meaningful way. This means connecting wealth to health – both mental and physical. We talk about what it's been like focusing in on this audience, how's she transitioned from going after everyone to narrowing her audience, and why it's important for advisors to connect different areas of life together. 

]]> Mon, 19 Jul 2021 13:46:30 -0400 http://advisorlab.libsyn.com/website 28:33 In this episode, we sit down with Amanda Campbell, Vice President at Wealthspire Advisors. Amanda, who was recently highlighted as one of Investment News' 40 under 40 advisors, has made it her life's mission to ensure that every woman, in any walk of life understands her wealth in a real and meaningful way. This means connecting wealth to health – both mental and physical. We talk about what it's been like focusing in on this audience, how's she transitioned from going after everyone to narrowing her audience, and why it's important for advisors to connect different areas of life together. 

]]> In this episode, we sit down with Amanda Campbell, Vice President at Wealthspire Advisors. Amanda, who was recently highlighted as one of Investment News' 40 under 40 advisors, has made it her life's mission to ensure that every woman, in any walk of life understands her wealth in a real and meaningful way. This means connecting wealth to health – both mental and physical. We talk about what it's been like focusing in on this audience, how's she transitioned from going after everyone to narrowing her audience, and why it's important for advisors to connect different areas of life together. 

]]> false full 63 1 <![CDATA[Episode 62: Building a Media Ecosystem to Nurture Your Audience: A Discussion With Michael Batnick]]> On this episode, we welcome Michael Batnick, Director of Research at Ritholtz Wealth, and co-host of the popular podcast Animal Spirits. We dive into how they've built such a unique, powerful place of knowledge for so many people within our space. Michael and I get into the origins of the podcast, their research process leading up to each episode, and what advisors should expect when building any content series.

Check out Animal Spirits: https://apple.co/3wA2wAc

]]> Mon, 12 Jul 2021 11:56:10 -0400 http://advisorlab.libsyn.com/website 27:41 On this episode, we welcome Michael Batnick, Director of Research at Ritholtz Wealth, and co-host of the popular podcast Animal Spirits. We dive into how they've built such a unique, powerful place of knowledge for so many people within our space. Michael and I get into the origins of the podcast, their research process leading up to each episode, and what advisors should expect when building any content series.

Check out Animal Spirits: https://apple.co/3wA2wAc

]]> On this episode, we welcome Michael Batnick, Director of Research at Ritholtz Wealth, and co-host of the popular podcast Animal Spirits. We dive into how they've built such a unique, powerful place of knowledge for so many people within our space. Michael and I get into the origins of the podcast, their research process leading up to each episode, and what advisors should expect when building any content series.

Check out Animal Spirits: https://apple.co/3wA2wAc

]]> false full 62 1 <![CDATA[Episode 61: Niching Down – A Case Study from an Advisor Who Did It Successfully]]> In this episode, we sit down with Reese Harper – founder or Dentist Advisors, an RIA focused on dentists throughout the country. Reese is also the founder of Elements – a mobile first application that gives financial advisors the framework, processes, and software needed to deliver ongoing financial planning and an excellent client experience–at scale. I wanted to sit down with him to hear what it's like to build a niche practice from someone who's done it before. 

Learn more about Elements at: getelements.com

]]> Tue, 06 Jul 2021 13:52:16 -0400 http://advisorlab.libsyn.com/website 44:43 In this episode, we sit down with Reese Harper – founder or Dentist Advisors, an RIA focused on dentists throughout the country. Reese is also the founder of Elements – a mobile first application that gives financial advisors the framework, processes, and software needed to deliver ongoing financial planning and an excellent client experience–at scale. I wanted to sit down with him to hear what it's like to build a niche practice from someone who's done it before. 

Learn more about Elements at: getelements.com

]]> In this episode, we sit down with Reese Harper – founder or Dentist Advisors, an RIA focused on dentists throughout the country. Reese is also the founder of Elements – a mobile first application that gives financial advisors the framework, processes, and software needed to deliver ongoing financial planning and an excellent client experience–at scale. I wanted to sit down with him to hear what it's like to build a niche practice from someone who's done it before. 

Learn more about Elements at: getelements.com

]]> false full 61 1 <![CDATA[Episode 60: Real Financial Planning: Defenders vs. Guides – A Discussion with Carl Richards]]> We had the opportunity to sit down with the Creator of the Behavior Gap himself, Carl Richards. Carl and I dove deep into the concept of Advisors being Guide vs. Defenders. He shares examples, as well as tactical steps you can take to become the guide of your practice and your clients. 

Head to thesocietyofadvice.com for more. 

]]> Mon, 28 Jun 2021 10:18:01 -0400 http://advisorlab.libsyn.com/website 40:28 We had the opportunity to sit down with the Creator of the Behavior Gap himself, Carl Richards. Carl and I dove deep into the concept of Advisors being Guide vs. Defenders. He shares examples, as well as tactical steps you can take to become the guide of your practice and your clients. 

Head to thesocietyofadvice.com for more. 

]]> We had the opportunity to sit down with the Creator of the Behavior Gap himself, Carl Richards. Carl and I dove deep into the concept of Advisors being Guide vs. Defenders. He shares examples, as well as tactical steps you can take to become the guide of your practice and your clients. 

Head to thesocietyofadvice.com for more. 

]]> false full 60 1 <![CDATA[Episode 59: The Good, The Bad, The Effective: A Financial Advisor's Guide to LinkedIn]]> In this episode we sit down with Diana Angelini – Director of Business Development for Ladder for Advisors. Ladder is an insurtech platform making it easier for consumers to get life insurance. This is one of our more tactical conversations, Diana and I come from a heavy LinkedIn background – so we get into the weeds on how you can leverage LinkedIn to expand your network, build your influence, and grow your brand. We cover content, cadence, and engagement.

 

Check out Ladder here: www.ladderlife.com/advisors 

]]> Tue, 22 Jun 2021 10:50:57 -0400 http://advisorlab.libsyn.com/website 38:52 In this episode we sit down with Diana Angelini – Director of Business Development for Ladder for Advisors. Ladder is an insurtech platform making it easier for consumers to get life insurance. This is one of our more tactical conversations, Diana and I come from a heavy LinkedIn background – so we get into the weeds on how you can leverage LinkedIn to expand your network, build your influence, and grow your brand. We cover content, cadence, and engagement.

 

Check out Ladder here: www.ladderlife.com/advisors 

]]> In this episode we sit down with Diana Angelini – Director of Business Development for Ladder for Advisors. Ladder is an insurtech platform making it easier for consumers to get life insurance. This is one of our more tactical conversations, Diana and I come from a heavy LinkedIn background – so we get into the weeds on how you can leverage LinkedIn to expand your network, build your influence, and grow your brand. We cover content, cadence, and engagement.

 

Check out Ladder here: www.ladderlife.com/advisors 

]]> false full 59 1 <![CDATA[Episode 58: The Emotional Side of Financial Planning - How to Help Clients Navigate Major Life Decisions]]> In this episode, we sit down with Brendan Frazier – Founder of Wired Planning and Host of Human Side of Money -  a podcast that helps advisors think through the behavioral side of your business. Brendan is all about helping advisors deliver better outcomes for their clients uncovering the research and insights from the fields of behavior change, psychology, communication, negotiation, and more. We get into some incredible stories and examples of how advisors can approach each and every client relationship with a behavioral lens.

]]> Mon, 14 Jun 2021 09:41:23 -0400 http://advisorlab.libsyn.com/website 36:33 In this episode, we sit down with Brendan Frazier – Founder of Wired Planning and Host of Human Side of Money -  a podcast that helps advisors think through the behavioral side of your business. Brendan is all about helping advisors deliver better outcomes for their clients uncovering the research and insights from the fields of behavior change, psychology, communication, negotiation, and more. We get into some incredible stories and examples of how advisors can approach each and every client relationship with a behavioral lens.

]]> In this episode, we sit down with Brendan Frazier – Founder of Wired Planning and Host of Human Side of Money -  a podcast that helps advisors think through the behavioral side of your business. Brendan is all about helping advisors deliver better outcomes for their clients uncovering the research and insights from the fields of behavior change, psychology, communication, negotiation, and more. We get into some incredible stories and examples of how advisors can approach each and every client relationship with a behavioral lens.

]]> false full 58 1 <![CDATA[Episode 57: Connecting with a New Generation of Investor]]> In this episode, we sit down with Trevor Ward. Trevor helps lead business development at BetterWealth – a new platform that helps individual investors take control o their money through coaching and education. Trevor has been big on where the industry is headed for the next generation of investor. We get into the big wealth transfer and specifics on what advisors can do to define their niche, start marketing themselves, and position themselves for the future.  

]]> Mon, 07 Jun 2021 13:00:42 -0400 http://advisorlab.libsyn.com/website 35:57 In this episode, we sit down with Trevor Ward. Trevor helps lead business development at BetterWealth – a new platform that helps individual investors take control o their money through coaching and education. Trevor has been big on where the industry is headed for the next generation of investor. We get into the big wealth transfer and specifics on what advisors can do to define their niche, start marketing themselves, and position themselves for the future.  

]]> In this episode, we sit down with Trevor Ward. Trevor helps lead business development at BetterWealth – a new platform that helps individual investors take control o their money through coaching and education. Trevor has been big on where the industry is headed for the next generation of investor. We get into the big wealth transfer and specifics on what advisors can do to define their niche, start marketing themselves, and position themselves for the future.  

]]> false full 57 1 <![CDATA[Episode 56: Managing the Client Relationships Through Headlines, Headwinds, and Fast-Moving Markets]]> This is an episode for the books. We sat down with Mark Pinto, President at Harbourfront Wealth Management. Mark possesses a diverse skill set that includes; Business Development, M & A, Operations, Technology Solutions, People Leadership & Business Coaching. Mark has implemented "The 6 Pillars of an advisory practice" across multiple businesses and shares a ton of insight on what it means to build a practice with intent.

]]> Tue, 01 Jun 2021 10:23:55 -0400 http://advisorlab.libsyn.com/website 34:41 This is an episode for the books. We sat down with Mark Pinto, President at Harbourfront Wealth Management. Mark possesses a diverse skill set that includes; Business Development, M & A, Operations, Technology Solutions, People Leadership & Business Coaching. Mark has implemented "The 6 Pillars of an advisory practice" across multiple businesses and shares a ton of insight on what it means to build a practice with intent.

]]> This is an episode for the books. We sat down with Mark Pinto, President at Harbourfront Wealth Management. Mark possesses a diverse skill set that includes; Business Development, M & A, Operations, Technology Solutions, People Leadership & Business Coaching. Mark has implemented "The 6 Pillars of an advisory practice" across multiple businesses and shares a ton of insight on what it means to build a practice with intent.

]]> false full 56 1 <![CDATA[Episode 55: Building, Scaling, and Stylizing Your Content: A Deep Dive]]> In this episode, we sit down with Shawna Ohm, founder of Content 151 – a content marketing agency & platform that allows advisors to create custom content at a lower price. Shawna brings a wealth of knowledge on the content and story telling side of things – we cover how you can create a more compelling story, why pillar content is so important, and why investor education will help you with.

For the webinar mentioned in the introduction, sign up here: https://bit.ly/349hYaX

]]> Mon, 24 May 2021 10:27:18 -0400 http://advisorlab.libsyn.com/website 43:02 In this episode, we sit down with Shawna Ohm, founder of Content 151 – a content marketing agency & platform that allows advisors to create custom content at a lower price. Shawna brings a wealth of knowledge on the content and story telling side of things – we cover how you can create a more compelling story, why pillar content is so important, and why investor education will help you with.

For the webinar mentioned in the introduction, sign up here: https://bit.ly/349hYaX

]]> In this episode, we sit down with Shawna Ohm, founder of Content 151 – a content marketing agency & platform that allows advisors to create custom content at a lower price. Shawna brings a wealth of knowledge on the content and story telling side of things – we cover how you can create a more compelling story, why pillar content is so important, and why investor education will help you with.

For the webinar mentioned in the introduction, sign up here: https://bit.ly/349hYaX

]]> false full 55 1 <![CDATA[Episode 54: Launching the RIA: Systems, Content, and Processes]]> In this episode, we sit down with TJ van Gerven - founder of Modern Wealth Builders, an RIA that focuses on equity compensated professionals. TJ is 3 years into building his RIA and we wanted to sit down with him to hear more about what it's been like so far. We dive into his learnings, including his marketing strategy, processes, and frameworks. 

]]> Mon, 17 May 2021 11:14:25 -0400 http://advisorlab.libsyn.com/website 29:27 In this episode, we sit down with TJ van Gerven - founder of Modern Wealth Builders, an RIA that focuses on equity compensated professionals. TJ is 3 years into building his RIA and we wanted to sit down with him to hear more about what it's been like so far. We dive into his learnings, including his marketing strategy, processes, and frameworks. 

]]> In this episode, we sit down with TJ van Gerven - founder of Modern Wealth Builders, an RIA that focuses on equity compensated professionals. TJ is 3 years into building his RIA and we wanted to sit down with him to hear more about what it's been like so far. We dive into his learnings, including his marketing strategy, processes, and frameworks. 

]]> false full 54 1 <![CDATA[Episode 53: Marketing Mailbag - Content Creation vs. Distribution]]> We hosted the first of our 2021 Twitter live sessions where we dove into some of the bigger questions we've been getting from clients and members of the advisor community. Trey DeVore, our newest content creator and I hashed through Content Creation vs. Distribution and how it's not always about creating more content, but how you use that content that matters.

We'll be hosting these sessions live on Friday at 12pm ET. Follow us @sevengroupnyc on Twitter to get the notifications. 

]]> Mon, 10 May 2021 11:44:44 -0400 http://advisorlab.libsyn.com/website 32:05 We hosted the first of our 2021 Twitter live sessions where we dove into some of the bigger questions we've been getting from clients and members of the advisor community. Trey DeVore, our newest content creator and I hashed through Content Creation vs. Distribution and how it's not always about creating more content, but how you use that content that matters.

We'll be hosting these sessions live on Friday at 12pm ET. Follow us @sevengroupnyc on Twitter to get the notifications. 

]]> We hosted the first of our 2021 Twitter live sessions where we dove into some of the bigger questions we've been getting from clients and members of the advisor community. Trey DeVore, our newest content creator and I hashed through Content Creation vs. Distribution and how it's not always about creating more content, but how you use that content that matters.

We'll be hosting these sessions live on Friday at 12pm ET. Follow us @sevengroupnyc on Twitter to get the notifications. 

]]> false full 53 1 <![CDATA[Episode 52: The Marketing Funnel: Myths, Truths, and How to Build One That Works]]> In this episode, we sit with Kristin Shea, Advisor Coach and Author of a new book coming out: The Truth About Digital Marketing. This is one of our longest, most in-depth episodes yet – Kristin and I get into what the marketing funnel should look like, including the content that should be created and channels you should live at each part of the funnel, what it looks like to advertise on these platforms, and why so many have been steered the wrong direction over the years.

You can check out her book that's coming out later in May at truthaboutdigitalmarketing.com. 

For her guide mentioned, check out truthaboutdigitalmarketing.com/aidafunnel.

 

]]> Mon, 03 May 2021 10:17:57 -0400 http://advisorlab.libsyn.com/website 52:37 In this episode, we sit with Kristin Shea, Advisor Coach and Author of a new book coming out: The Truth About Digital Marketing. This is one of our longest, most in-depth episodes yet – Kristin and I get into what the marketing funnel should look like, including the content that should be created and channels you should live at each part of the funnel, what it looks like to advertise on these platforms, and why so many have been steered the wrong direction over the years.

You can check out her book that's coming out later in May at truthaboutdigitalmarketing.com. 

For her guide mentioned, check out truthaboutdigitalmarketing.com/aidafunnel.

 

]]> In this episode, we sit with Kristin Shea, Advisor Coach and Author of a new book coming out: The Truth About Digital Marketing. This is one of our longest, most in-depth episodes yet – Kristin and I get into what the marketing funnel should look like, including the content that should be created and channels you should live at each part of the funnel, what it looks like to advertise on these platforms, and why so many have been steered the wrong direction over the years.

You can check out her book that's coming out later in May at truthaboutdigitalmarketing.com. 

For her guide mentioned, check out truthaboutdigitalmarketing.com/aidafunnel.

 

]]> false full 52 1 <![CDATA[Episode 51: Is Video Right for Your Marketing Program?]]> In this episode, we sit with Kate Holmes, founder of Innovating Advice – a platform & program that helps advisors leverage video communication more effectively for your practice. Kate has a really cool story – before starting Innovating Advice, she started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning businesses. Since then, she's found a passion for helping advisors and has worked with advisors all over the world to build better practices.  Our discussion covers all things video – what your set up should be, how you should go about building the video muscle, and what you can do to use video in your day-to-day roles.

]]> Mon, 26 Apr 2021 13:13:39 -0400 http://advisorlab.libsyn.com/website 35:21 In this episode, we sit with Kate Holmes, founder of Innovating Advice – a platform & program that helps advisors leverage video communication more effectively for your practice. Kate has a really cool story – before starting Innovating Advice, she started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning businesses. Since then, she's found a passion for helping advisors and has worked with advisors all over the world to build better practices.  Our discussion covers all things video – what your set up should be, how you should go about building the video muscle, and what you can do to use video in your day-to-day roles.

]]> In this episode, we sit with Kate Holmes, founder of Innovating Advice – a platform & program that helps advisors leverage video communication more effectively for your practice. Kate has a really cool story – before starting Innovating Advice, she started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning businesses. Since then, she's found a passion for helping advisors and has worked with advisors all over the world to build better practices.  Our discussion covers all things video – what your set up should be, how you should go about building the video muscle, and what you can do to use video in your day-to-day roles.

]]> false full 51 1 <![CDATA[Episode 50: A Guide to Webinar Marketing: Topics, Trends, Tactics]]> In this episode, we sit down with Brad Swineheart, the VP of Business Development at White Glove. We dive deep into webinars in this episode - including why they make sense, what topics you should be covering, how you should be distributing, and what differentiates a good webinar from a bad one. 

Demo mentioned in introduction: https://info.thesevengroup.com/schedule-time-with-seven-group

]]> Mon, 19 Apr 2021 11:02:59 -0400 http://advisorlab.libsyn.com/website 39:34 In this episode, we sit down with Brad Swineheart, the VP of Business Development at White Glove. We dive deep into webinars in this episode - including why they make sense, what topics you should be covering, how you should be distributing, and what differentiates a good webinar from a bad one. 

Demo mentioned in introduction: https://info.thesevengroup.com/schedule-time-with-seven-group

]]> In this episode, we sit down with Brad Swineheart, the VP of Business Development at White Glove. We dive deep into webinars in this episode - including why they make sense, what topics you should be covering, how you should be distributing, and what differentiates a good webinar from a bad one. 

Demo mentioned in introduction: https://info.thesevengroup.com/schedule-time-with-seven-group

]]> false full 50 1 <![CDATA[Episode 49: The Application of Behavioral Finance in the Client Experience]]> In this episode, we sit down with Jordan Hutchison, the Director of Partnerships at XY Planning. Jordan comes from a behavioral background and in this conversation, we dive into how advisors can effectively and tactically apply behavioral science in their business, both from a sales and marketing perspective. Jordan shares tactical information and advice, and we go deep into certain aspects of the behavioral conversation as it relates to how advisors can use it in client conversations from the first meeting. 

Check out XYPN: https://www.xyplanningnetwork.com/

Webinar replay: www.thesevengroup.com. 

YouTube: https://youtu.be/3unLseTO1rs

]]> Mon, 12 Apr 2021 09:42:53 -0400 http://advisorlab.libsyn.com/website 40:52 In this episode, we sit down with Jordan Hutchison, the Director of Partnerships at XY Planning. Jordan comes from a behavioral background and in this conversation, we dive into how advisors can effectively and tactically apply behavioral science in their business, both from a sales and marketing perspective. Jordan shares tactical information and advice, and we go deep into certain aspects of the behavioral conversation as it relates to how advisors can use it in client conversations from the first meeting. 

Check out XYPN: https://www.xyplanningnetwork.com/

Webinar replay: www.thesevengroup.com. 

YouTube: https://youtu.be/3unLseTO1rs

]]> In this episode, we sit down with Jordan Hutchison, the Director of Partnerships at XY Planning. Jordan comes from a behavioral background and in this conversation, we dive into how advisors can effectively and tactically apply behavioral science in their business, both from a sales and marketing perspective. Jordan shares tactical information and advice, and we go deep into certain aspects of the behavioral conversation as it relates to how advisors can use it in client conversations from the first meeting. 

Check out XYPN: https://www.xyplanningnetwork.com/

Webinar replay: www.thesevengroup.com. 

YouTube: https://youtu.be/3unLseTO1rs

]]> false full 49 1 <![CDATA[Episode 48: Building Out Your Social Media Strategy – Getting Down to the Tactics]]> In this episode, we site down with Samantha Russell, the Chief Evangelist at FMG Suite. Everybody knows Samantha for what she's done at Twenty Over Ten over the past several years - she's an expert in all things marketing as relates to web, social media, paid search, SEO, and email marketing.  We get into social specifically on this episode, and tactically what advisers can do to build their practice on social media.

 

www.thesevengroup.com

]]> Mon, 05 Apr 2021 11:00:54 -0400 http://advisorlab.libsyn.com/website 43:45 In this episode, we site down with Samantha Russell, the Chief Evangelist at FMG Suite. Everybody knows Samantha for what she's done at Twenty Over Ten over the past several years - she's an expert in all things marketing as relates to web, social media, paid search, SEO, and email marketing.  We get into social specifically on this episode, and tactically what advisers can do to build their practice on social media.

 

www.thesevengroup.com

]]> In this episode, we site down with Samantha Russell, the Chief Evangelist at FMG Suite. Everybody knows Samantha for what she's done at Twenty Over Ten over the past several years - she's an expert in all things marketing as relates to web, social media, paid search, SEO, and email marketing.  We get into social specifically on this episode, and tactically what advisers can do to build their practice on social media.

 

www.thesevengroup.com

]]> false full 48 1 <![CDATA[Episode 47: The Biggest Macro Trends Happening Today (and Tomorrow) That Advisors Need to be Thinking About for Clients]]> In this episode, we sit down with Brad Rathe - CIO at StrategIQ and host of the Friday's With Brad podcast. This episode is a big mash-up of topics, we dive into why advisors need to set boundaries, how things like ESG is influencing advisor/investor relationships, and how no one of prepared for the pace of change. 

]]> Mon, 29 Mar 2021 09:47:46 -0400 http://advisorlab.libsyn.com/website 36:32 In this episode, we sit down with Brad Rathe - CIO at StrategIQ and host of the Friday's With Brad podcast. This episode is a big mash-up of topics, we dive into why advisors need to set boundaries, how things like ESG is influencing advisor/investor relationships, and how no one of prepared for the pace of change. 

]]> In this episode, we sit down with Brad Rathe - CIO at StrategIQ and host of the Friday's With Brad podcast. This episode is a big mash-up of topics, we dive into why advisors need to set boundaries, how things like ESG is influencing advisor/investor relationships, and how no one of prepared for the pace of change. 

]]> false full 47 1 <![CDATA[Episode 46: How Advisors Can Make Money Simple for Clients]]> In this episode we're sitting down with Peter Lazaroff, CIO at Plan Corp – a practice down in St. Louis, Missouri. Peter also has a weekly blog that has gained tremendous popularity over the years. Peter is all about simplifying money, and accomplishes a lot of this through his blog. In this episode we dive into what simplifying money for clients means, and how you can get into a content creation habit every day. This is our conversation with Peter Lazaroff.

]]> Mon, 22 Mar 2021 13:18:43 -0400 http://advisorlab.libsyn.com/website 30:38 In this episode we're sitting down with Peter Lazaroff, CIO at Plan Corp – a practice down in St. Louis, Missouri. Peter also has a weekly blog that has gained tremendous popularity over the years. Peter is all about simplifying money, and accomplishes a lot of this through his blog. In this episode we dive into what simplifying money for clients means, and how you can get into a content creation habit every day. This is our conversation with Peter Lazaroff.

]]> In this episode we're sitting down with Peter Lazaroff, CIO at Plan Corp – a practice down in St. Louis, Missouri. Peter also has a weekly blog that has gained tremendous popularity over the years. Peter is all about simplifying money, and accomplishes a lot of this through his blog. In this episode we dive into what simplifying money for clients means, and how you can get into a content creation habit every day. This is our conversation with Peter Lazaroff.

]]> false full 46 1 <![CDATA[Episode 45: Finding Balance Between Your Clients' Financial Goals and Personal Values]]> In this episode, we sit down with Kristen O'Grady, COO & Head of Product at Seeds, a new platform for financial advisors that puts investor values at the center of the platform. Kristen, an ex-BlackRock executive, unpacks the current state of ESG investing, how advisors can better align a client's values with their portfolio, and what the future holds for advisors when it comes to sustainable investing. Visit seedsinvestor.com for more. 

]]> Mon, 15 Mar 2021 09:36:58 -0400 http://advisorlab.libsyn.com/website 35:16 In this episode, we sit down with Kristen O'Grady, COO & Head of Product at Seeds, a new platform for financial advisors that puts investor values at the center of the platform. Kristen, an ex-BlackRock executive, unpacks the current state of ESG investing, how advisors can better align a client's values with their portfolio, and what the future holds for advisors when it comes to sustainable investing. Visit seedsinvestor.com for more. 

]]> In this episode, we sit down with Kristen O'Grady, COO & Head of Product at Seeds, a new platform for financial advisors that puts investor values at the center of the platform. Kristen, an ex-BlackRock executive, unpacks the current state of ESG investing, how advisors can better align a client's values with their portfolio, and what the future holds for advisors when it comes to sustainable investing. Visit seedsinvestor.com for more. 

]]> false full 45 1 <![CDATA[Episode 44: Building an Effective Sales Organization: Focusing on the 80% that Matters]]> In this episode, we sit down with Derek Schwartz, National Sales Manager at CION Investments. Derek comes with decades of experience and working with investment managers and financial advisors to build sales organizations. He dives into his best practices for what you need as an advisor to not only build your practice, but build better relationships with clients. 

]]> Mon, 08 Mar 2021 14:17:40 -0500 http://advisorlab.libsyn.com/website 29:29 In this episode, we sit down with Derek Schwartz, National Sales Manager at CION Investments. Derek comes with decades of experience and working with investment managers and financial advisors to build sales organizations. He dives into his best practices for what you need as an advisor to not only build your practice, but build better relationships with clients. 

]]> In this episode, we sit down with Derek Schwartz, National Sales Manager at CION Investments. Derek comes with decades of experience and working with investment managers and financial advisors to build sales organizations. He dives into his best practices for what you need as an advisor to not only build your practice, but build better relationships with clients. 

]]> false full 44 1 <![CDATA[Episode 43: The Big Things to Think About Before Going Independent]]> In this episode, we sit down with Penny Phillips, co-Founder and President of Journey Strategic Wealth, a new RIA that's reimagining the independent advisor model. This episode does not disappoint - Penny covers everything an advisors should be thinking about before you make the jump to RIA. 

]]> Mon, 01 Mar 2021 15:13:52 -0500 http://advisorlab.libsyn.com/website 34:33 In this episode, we sit down with Penny Phillips, co-Founder and President of Journey Strategic Wealth, a new RIA that's reimagining the independent advisor model. This episode does not disappoint - Penny covers everything an advisors should be thinking about before you make the jump to RIA. 

]]> In this episode, we sit down with Penny Phillips, co-Founder and President of Journey Strategic Wealth, a new RIA that's reimagining the independent advisor model. This episode does not disappoint - Penny covers everything an advisors should be thinking about before you make the jump to RIA. 

]]> false full 43 1 <![CDATA[Episode 42: Stop Ignoring Your Data & Integrations: Steps Advisors Can Take To Improve Your Client Experience]]> In this episode, we sit down with Jud Mackrill, ex-CMO of Carson & Orion and CEO of MileMarker. We dive into all things data, integrations, and tech stacks with Jud - he gives advisors the blueprint for how they can better leverage and connect their data across their firms. He's one of the most knowledgeable folks we spoken to in this space and lends his knowledge an expertise to us for a 30+ minutes. Check MileMarker out at: https://milemarker.co/.

]]> Mon, 22 Feb 2021 14:14:52 -0500 http://advisorlab.libsyn.com/website 34:33 In this episode, we sit down with Jud Mackrill, ex-CMO of Carson & Orion and CEO of MileMarker. We dive into all things data, integrations, and tech stacks with Jud - he gives advisors the blueprint for how they can better leverage and connect their data across their firms. He's one of the most knowledgeable folks we spoken to in this space and lends his knowledge an expertise to us for a 30+ minutes. Check MileMarker out at: https://milemarker.co/.

]]> In this episode, we sit down with Jud Mackrill, ex-CMO of Carson & Orion and CEO of MileMarker. We dive into all things data, integrations, and tech stacks with Jud - he gives advisors the blueprint for how they can better leverage and connect their data across their firms. He's one of the most knowledgeable folks we spoken to in this space and lends his knowledge an expertise to us for a 30+ minutes. Check MileMarker out at: https://milemarker.co/.

]]> false full 42 1 <![CDATA[Episode 41: The Third Wave of Financial Planning: How Advisors Need to Adapt Their Practices]]> In this episode, we sit down with Tony Stich, Mr. Purple himself and COO of Advicent. This conversation is one of our best – Tony is an absolute wealth of knowledge when it comes to the advisor and investor market. We get into some of the biggest hurdles he sees advisors facing in the current and future state of financial planning, and what they can do about it. We also technology discussion and how advisors can leverage big data to improve their client experience. This is our conversation with Tony Stich.

]]> Mon, 15 Feb 2021 11:30:04 -0500 http://advisorlab.libsyn.com/website 44:36 In this episode, we sit down with Tony Stich, Mr. Purple himself and COO of Advicent. This conversation is one of our best – Tony is an absolute wealth of knowledge when it comes to the advisor and investor market. We get into some of the biggest hurdles he sees advisors facing in the current and future state of financial planning, and what they can do about it. We also technology discussion and how advisors can leverage big data to improve their client experience. This is our conversation with Tony Stich.

]]> In this episode, we sit down with Tony Stich, Mr. Purple himself and COO of Advicent. This conversation is one of our best – Tony is an absolute wealth of knowledge when it comes to the advisor and investor market. We get into some of the biggest hurdles he sees advisors facing in the current and future state of financial planning, and what they can do about it. We also technology discussion and how advisors can leverage big data to improve their client experience. This is our conversation with Tony Stich.

]]> false full 41 1 <![CDATA[Episode 40: Diversification: Still the Only Free Lunch in Finance]]> In this episode, we sit down with Rodney Sullivan, the Executive Director for Asset Management at the University of Virginia of Darden School of Business. We originally found Rodney through is piece on RIA Intel talking about diversification and the evolution of diversification – and we had to bring him on the show. We dive into how the current crisis is similar, and different, to others in the past, how diversification plays into financial planning situations like events we've experienced, and how advisors can educate their clients on the importance of diversification and how it's changing. This is our conversation with Rodney Sullivan.  

 

 

]]> Mon, 08 Feb 2021 14:34:49 -0500 http://advisorlab.libsyn.com/website 46:49 In this episode, we sit down with Rodney Sullivan, the Executive Director for Asset Management at the University of Virginia of Darden School of Business. We originally found Rodney through is piece on RIA Intel talking about diversification and the evolution of diversification – and we had to bring him on the show. We dive into how the current crisis is similar, and different, to others in the past, how diversification plays into financial planning situations like events we've experienced, and how advisors can educate their clients on the importance of diversification and how it's changing. This is our conversation with Rodney Sullivan.  

 

 

]]> In this episode, we sit down with Rodney Sullivan, the Executive Director for Asset Management at the University of Virginia of Darden School of Business. We originally found Rodney through is piece on RIA Intel talking about diversification and the evolution of diversification – and we had to bring him on the show. We dive into how the current crisis is similar, and different, to others in the past, how diversification plays into financial planning situations like events we've experienced, and how advisors can educate their clients on the importance of diversification and how it's changing. This is our conversation with Rodney Sullivan.  

 

 

]]> false full 40 1 <![CDATA[Episode 39: Inside the Strategy - Paid vs. Organic Marketing, Why You Need Both]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into the big question plaguing many advisors - paid vs. organic marketing.

]]> Mon, 01 Feb 2021 11:38:22 -0500 http://advisorlab.libsyn.com/website 27:21 As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into the big question plaguing many advisors - paid vs. organic marketing.

]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into the big question plaguing many advisors - paid vs. organic marketing.

]]> false full 39 1 <![CDATA[Episode 38: How to Build Trust With Your Clients - Unpacking the Principles]]> In this episode, we sit down with Robin Dreeke – a behavioral science expert, author, and corporate trainer. Robin began his journey as a counterintelligence specialist and behaviorist in the agency's efforts to thwart the efforts of our country's greatest adversaries. Robin has built his highly effective tools for all aspects and stages of interpersonal communication and relationship development. Robin has combined all these tools and techniques and created a one-of-a-kind formula for success with people. 

 

]]> Mon, 25 Jan 2021 14:22:12 -0500 http://advisorlab.libsyn.com/website 47:30 In this episode, we sit down with Robin Dreeke – a behavioral science expert, author, and corporate trainer. Robin began his journey as a counterintelligence specialist and behaviorist in the agency's efforts to thwart the efforts of our country's greatest adversaries. Robin has built his highly effective tools for all aspects and stages of interpersonal communication and relationship development. Robin has combined all these tools and techniques and created a one-of-a-kind formula for success with people. 

 

]]> In this episode, we sit down with Robin Dreeke – a behavioral science expert, author, and corporate trainer. Robin began his journey as a counterintelligence specialist and behaviorist in the agency's efforts to thwart the efforts of our country's greatest adversaries. Robin has built his highly effective tools for all aspects and stages of interpersonal communication and relationship development. Robin has combined all these tools and techniques and created a one-of-a-kind formula for success with people. 

 

]]> false full 38 1 <![CDATA[Episode 37: Getting Your Marketing Going - The Do's and Don'ts]]> In this episode, we sit down with Hugh Meyer from Charlesworth and Rugg. Hugh's someone we've been connected to for a while - and he's been primarily focused on building the C&R marketing strategy over the past year or so. Now a host of a podcast, Money Talks, we dive into what it takes to get a marketing strategy up and running. This is our conversation with Hugh Meyer.

 

]]> Tue, 19 Jan 2021 14:57:04 -0500 http://advisorlab.libsyn.com/website 39:18 In this episode, we sit down with Hugh Meyer from Charlesworth and Rugg. Hugh's someone we've been connected to for a while - and he's been primarily focused on building the C&R marketing strategy over the past year or so. Now a host of a podcast, Money Talks, we dive into what it takes to get a marketing strategy up and running. This is our conversation with Hugh Meyer.

 

]]> In this episode, we sit down with Hugh Meyer from Charlesworth and Rugg. Hugh's someone we've been connected to for a while - and he's been primarily focused on building the C&R marketing strategy over the past year or so. Now a host of a podcast, Money Talks, we dive into what it takes to get a marketing strategy up and running. This is our conversation with Hugh Meyer.

 

]]> false full 37 1 <![CDATA[Episode 36: Inside the Strategy - Building Client Affinity With Content]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into how advisors can do more client-specific marketing this year.

]]> Mon, 11 Jan 2021 14:06:43 -0500 http://advisorlab.libsyn.com/website 15:03 As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into how advisors can do more client-specific marketing this year.

]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into how advisors can do more client-specific marketing this year.

]]> false full 36 1 <![CDATA[Episode 35: How Every Advisor Should Think About Marketing in the New Year]]> In this episode, we sit down with Justin Castelli, Founder of RLS Wealth, as well as the Advisor Growth Community. Justin has become one of the premier marketers within the advisor community. We dive into his entire process - why he creates, how he creates, and what he measures. This is our conversation with Justin Castelli.

 

]]> Mon, 04 Jan 2021 10:13:46 -0500 http://advisorlab.libsyn.com/website 39:24 In this episode, we sit down with Justin Castelli, Founder of RLS Wealth, as well as the Advisor Growth Community. Justin has become one of the premier marketers within the advisor community. We dive into his entire process - why he creates, how he creates, and what he measures. This is our conversation with Justin Castelli.

 

]]> In this episode, we sit down with Justin Castelli, Founder of RLS Wealth, as well as the Advisor Growth Community. Justin has become one of the premier marketers within the advisor community. We dive into his entire process - why he creates, how he creates, and what he measures. This is our conversation with Justin Castelli.

 

]]> false full 35 1 <![CDATA[Episode 34: Inside the Strategy - 2021 Marketing Predictions for Financial Advisors]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into 2021 marketing predictions. 

]]> Mon, 28 Dec 2020 12:21:16 -0500 http://advisorlab.libsyn.com/website 18:51 As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into 2021 marketing predictions. 

]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into 2021 marketing predictions. 

]]> false full 34 1 <![CDATA[Episode 33: Raising the Bar on Client Experience]]> In this episode, we sit down with Manish Khatta – President and CIO of Potomac Funds, an investment management and Union UMA platform. We've come to know and follow Manish over the past year, and have been incredibly impressed at what they'v built from a product, marketing, and customer experience standpoint. We dive into the topic of customer experience – Potomac is big on ensuring that no matter how big they get, they provide an unmatched level of customer experience. We get into the how they execute on the client side of things, and also how they market to both clients and prospects. This is our conversation with Manish Khatta.

]]> Mon, 21 Dec 2020 15:16:47 -0500 http://advisorlab.libsyn.com/website 37:03 In this episode, we sit down with Manish Khatta – President and CIO of Potomac Funds, an investment management and Union UMA platform. We've come to know and follow Manish over the past year, and have been incredibly impressed at what they'v built from a product, marketing, and customer experience standpoint. We dive into the topic of customer experience – Potomac is big on ensuring that no matter how big they get, they provide an unmatched level of customer experience. We get into the how they execute on the client side of things, and also how they market to both clients and prospects. This is our conversation with Manish Khatta.

]]> In this episode, we sit down with Manish Khatta – President and CIO of Potomac Funds, an investment management and Union UMA platform. We've come to know and follow Manish over the past year, and have been incredibly impressed at what they'v built from a product, marketing, and customer experience standpoint. We dive into the topic of customer experience – Potomac is big on ensuring that no matter how big they get, they provide an unmatched level of customer experience. We get into the how they execute on the client side of things, and also how they market to both clients and prospects. This is our conversation with Manish Khatta.

]]> false full 33 1 <![CDATA[Episode 32: Inside the Strategy - Playing the Marketing Long Game]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into what it means to play the long game in marketing. 

]]> Mon, 14 Dec 2020 14:04:01 -0500 http://advisorlab.libsyn.com/website 19:51 As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into what it means to play the long game in marketing. 

]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into what it means to play the long game in marketing. 

]]> false full 32 1 <![CDATA[Episode 31: The Future of Advisor Tech: How Financial Planning, Educational Content, and News Will Converge]]> In this episode, we sit down with Kimberly Beck – The Head of Wealth Marketing at Envestnet. Kimberly and Alex go way back to the BlackRock days where they both worked within the marketing organization. We had the opportunity to learn from her a bit and her experience in crafting communications strategies for advisors is unmatched. We dive into a bunch of topics, but most importantly the biggest trends within advisor tech – what she's seeing at Envestnet and how advisors can plan for a big 2021. 

]]> Mon, 07 Dec 2020 11:53:49 -0500 http://advisorlab.libsyn.com/website 30:45 In this episode, we sit down with Kimberly Beck – The Head of Wealth Marketing at Envestnet. Kimberly and Alex go way back to the BlackRock days where they both worked within the marketing organization. We had the opportunity to learn from her a bit and her experience in crafting communications strategies for advisors is unmatched. We dive into a bunch of topics, but most importantly the biggest trends within advisor tech – what she's seeing at Envestnet and how advisors can plan for a big 2021. 

]]> In this episode, we sit down with Kimberly Beck – The Head of Wealth Marketing at Envestnet. Kimberly and Alex go way back to the BlackRock days where they both worked within the marketing organization. We had the opportunity to learn from her a bit and her experience in crafting communications strategies for advisors is unmatched. We dive into a bunch of topics, but most importantly the biggest trends within advisor tech – what she's seeing at Envestnet and how advisors can plan for a big 2021. 

]]> false full 31 1 <![CDATA[Episode 30: Inside the Strategy - When Does it Make Sense to Automate Your Marketing?]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into when it make sense to use marketing automation in your communications. 

]]> Mon, 30 Nov 2020 14:22:50 -0500 http://advisorlab.libsyn.com/website 18:58 As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into when it make sense to use marketing automation in your communications. 

]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into when it make sense to use marketing automation in your communications. 

]]> false full 30 1 <![CDATA[Episode 29: The Power of Investor Behavior - Integrating Behavioral Finance Into Your Marketing]]> In this episode, we sit down with Daniel Crosby – the Chief Behavioral Office at Brinker Capital. Daniel is also a best-selling author and author of the Behavioral Investor, The Laws of Wealth and a few others. I'm incredible excited for this episode  - Daniel is someone who I have followed for a while and he was actually intro'ed to me by one of our clients and I'm glad he was. The episode is data-packed, we get into the mind of the investor and how you can shape your communication strategy around their daily behaviors. This is our conversation with Daniel Crosby.

]]> Mon, 23 Nov 2020 13:40:02 -0500 http://advisorlab.libsyn.com/website 37:31 In this episode, we sit down with Daniel Crosby – the Chief Behavioral Office at Brinker Capital. Daniel is also a best-selling author and author of the Behavioral Investor, The Laws of Wealth and a few others. I'm incredible excited for this episode  - Daniel is someone who I have followed for a while and he was actually intro'ed to me by one of our clients and I'm glad he was. The episode is data-packed, we get into the mind of the investor and how you can shape your communication strategy around their daily behaviors. This is our conversation with Daniel Crosby.

]]> In this episode, we sit down with Daniel Crosby – the Chief Behavioral Office at Brinker Capital. Daniel is also a best-selling author and author of the Behavioral Investor, The Laws of Wealth and a few others. I'm incredible excited for this episode  - Daniel is someone who I have followed for a while and he was actually intro'ed to me by one of our clients and I'm glad he was. The episode is data-packed, we get into the mind of the investor and how you can shape your communication strategy around their daily behaviors. This is our conversation with Daniel Crosby.

]]> false full 29 1 <![CDATA[Episode 28: Inside the Strategy - Getting Your Social Media Approach Right]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into questions we get from clients specific to social media. 

]]> Mon, 16 Nov 2020 20:29:38 -0500 http://advisorlab.libsyn.com/website 18:04 As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into questions we get from clients specific to social media. 

]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into questions we get from clients specific to social media. 

]]> false full 28 1 <![CDATA[Episode 27: Making Money Interesting - Finding Inspiration in Your Day to Day]]>
In this episode, we sat down with Nicole Middendorf, CEO Prosperwell Financial, an RIA in the Minneapolis area. Nicole is also an author of numerous books, a podcast, and content machine.  We've been tracking Nicole for a while because we always loved her style and how she made the most mundane financial topics interesting on social media. We dove into her full process – how she creates, why she creates, and the impact of what it's done for her practices. This is our conversation with Nicole Middendorf.
]]> Mon, 09 Nov 2020 15:40:41 -0500 http://advisorlab.libsyn.com/website 30:09
In this episode, we sat down with Nicole Middendorf, CEO Prosperwell Financial, an RIA in the Minneapolis area. Nicole is also an author of numerous books, a podcast, and content machine.  We've been tracking Nicole for a while because we always loved her style and how she made the most mundane financial topics interesting on social media. We dove into her full process – how she creates, why she creates, and the impact of what it's done for her practices. This is our conversation with Nicole Middendorf.
]]>
In this episode, we sat down with Nicole Middendorf, CEO Prosperwell Financial, an RIA in the Minneapolis area. Nicole is also an author of numerous books, a podcast, and content machine.  We've been tracking Nicole for a while because we always loved her style and how she made the most mundane financial topics interesting on social media. We dove into her full process – how she creates, why she creates, and the impact of what it's done for her practices. This is our conversation with Nicole Middendorf.
]]> false full 27 1 <![CDATA[Episode 26: Inside the Strategy - Lead Gen vs. Brand Awareness]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into questions we get from clients specific to lead generation vs. brand awareness.

]]> Mon, 02 Nov 2020 14:48:50 -0500 http://advisorlab.libsyn.com/website 21:43 As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into questions we get from clients specific to lead generation vs. brand awareness.

]]> As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into questions we get from clients specific to lead generation vs. brand awareness.

]]> false full 26 1 <![CDATA[Episode 25: The Biggest Business Development Mistakes Advisors are Making and How to Fix Them]]> In this episode, we sat down with Patrick Brewer. Patrick is the founder and CEO of SurePath Wealth, an RIA down in Austin. He's also the founder of Model FA – a consulting company that helps RIAs on the marketing, business development, and practice management side of things. I really wanted to dive into what advisors are doing wrong from a business development perspective and Patrick ended up breaking it down in an incredible way – covering what small, medium, and large RIAs should do going forward. This one gets into the nitty gritty and he covers some tactical things you can implement tomorrow. 

 

]]> Mon, 26 Oct 2020 14:04:23 -0400 http://advisorlab.libsyn.com/website 35:50 In this episode, we sat down with Patrick Brewer. Patrick is the founder and CEO of SurePath Wealth, an RIA down in Austin. He's also the founder of Model FA – a consulting company that helps RIAs on the marketing, business development, and practice management side of things. I really wanted to dive into what advisors are doing wrong from a business development perspective and Patrick ended up breaking it down in an incredible way – covering what small, medium, and large RIAs should do going forward. This one gets into the nitty gritty and he covers some tactical things you can implement tomorrow. 

 

]]> In this episode, we sat down with Patrick Brewer. Patrick is the founder and CEO of SurePath Wealth, an RIA down in Austin. He's also the founder of Model FA – a consulting company that helps RIAs on the marketing, business development, and practice management side of things. I really wanted to dive into what advisors are doing wrong from a business development perspective and Patrick ended up breaking it down in an incredible way – covering what small, medium, and large RIAs should do going forward. This one gets into the nitty gritty and he covers some tactical things you can implement tomorrow. 

 

]]> false full 25 1 <![CDATA[Episode 24: Letting Go to Scale: How to Manage Your Practice As You Grow]]> In this episode, we sat down with Scott Brown. Scott runs Keiron Partners, a $1B practice in Orlando, he's also an author and podcast host. This is truly one of the more inspiring conversations we've had on the podcast. After a packed day, we recorded it after hours, and Scott did not disappoint. We dive into how he's built his practice to what it is today and got his thoughts on what it takes to scale a team to the size he has. Scott is unfiltered and brings insights across marketing, sales, business development, and management. This is our conversations with Scott Brown.

 

]]> Mon, 12 Oct 2020 11:38:53 -0400 http://advisorlab.libsyn.com/website 35:10 In this episode, we sat down with Scott Brown. Scott runs Keiron Partners, a $1B practice in Orlando, he's also an author and podcast host. This is truly one of the more inspiring conversations we've had on the podcast. After a packed day, we recorded it after hours, and Scott did not disappoint. We dive into how he's built his practice to what it is today and got his thoughts on what it takes to scale a team to the size he has. Scott is unfiltered and brings insights across marketing, sales, business development, and management. This is our conversations with Scott Brown.

 

]]> In this episode, we sat down with Scott Brown. Scott runs Keiron Partners, a $1B practice in Orlando, he's also an author and podcast host. This is truly one of the more inspiring conversations we've had on the podcast. After a packed day, we recorded it after hours, and Scott did not disappoint. We dive into how he's built his practice to what it is today and got his thoughts on what it takes to scale a team to the size he has. Scott is unfiltered and brings insights across marketing, sales, business development, and management. This is our conversations with Scott Brown.

 

]]> false full 24 1 <![CDATA[Episode 23: Should You Write A Book? Everything You Need to Know About Books Becoming a Part of Your Marketing Strategy]]> In this episode, we sat down with Ashby Daniels, a Financial Advisor at Shorebridge Wealth Management, and also the author of Medicare Simplified: What Retirees Need to Know About Medicare in 100 Pages or Less. We wanted to sit down with Ashby because he just finished his first book and the idea of producing a book for your marketing efforts is one that pops up a good amount in our conversations with advisors.. We got the full blueprint for creating a book – including how to decide if it's right for you, the writing process, and the post-production process.

 

]]> Mon, 28 Sep 2020 12:30:17 -0400 http://advisorlab.libsyn.com/website 33:24 In this episode, we sat down with Ashby Daniels, a Financial Advisor at Shorebridge Wealth Management, and also the author of Medicare Simplified: What Retirees Need to Know About Medicare in 100 Pages or Less. We wanted to sit down with Ashby because he just finished his first book and the idea of producing a book for your marketing efforts is one that pops up a good amount in our conversations with advisors.. We got the full blueprint for creating a book – including how to decide if it's right for you, the writing process, and the post-production process.

 

]]> In this episode, we sat down with Ashby Daniels, a Financial Advisor at Shorebridge Wealth Management, and also the author of Medicare Simplified: What Retirees Need to Know About Medicare in 100 Pages or Less. We wanted to sit down with Ashby because he just finished his first book and the idea of producing a book for your marketing efforts is one that pops up a good amount in our conversations with advisors.. We got the full blueprint for creating a book – including how to decide if it's right for you, the writing process, and the post-production process.

 

]]> false full 23 1 <![CDATA[Episode 22: Designing Your Marketing Around Your Culture]]> In this episode, we sat down with Marc Horner, Founder at Fairhaven Wealth Management, an RIA based in Chicago that's approaching $850 million in AUM. We connected with Marc when we saw his content online – it was different, hilarious, and was making the rounds on LinkedIn. Fairhaven has vowed to take a different approach to marketing – one that incorporates who they are as a practice, as well as all of their employee personalities. 

Check out some of their videos: 

 

]]> Mon, 14 Sep 2020 09:24:11 -0400 http://advisorlab.libsyn.com/website 31:32 In this episode, we sat down with Marc Horner, Founder at Fairhaven Wealth Management, an RIA based in Chicago that's approaching $850 million in AUM. We connected with Marc when we saw his content online – it was different, hilarious, and was making the rounds on LinkedIn. Fairhaven has vowed to take a different approach to marketing – one that incorporates who they are as a practice, as well as all of their employee personalities. 

Check out some of their videos: 

 

]]> In this episode, we sat down with Marc Horner, Founder at Fairhaven Wealth Management, an RIA based in Chicago that's approaching $850 million in AUM. We connected with Marc when we saw his content online – it was different, hilarious, and was making the rounds on LinkedIn. Fairhaven has vowed to take a different approach to marketing – one that incorporates who they are as a practice, as well as all of their employee personalities. 

Check out some of their videos: 

 

]]> false full 22 1 <![CDATA[Episode 21: RIA M&A Deep Dive: What the Future Holds, How to Differentiate Your Practice, and Why Brand is So Important]]> In this episode, we sit down with Alex Chalekian, Founder of Lake Avenue Financial and Head of Acquisitions at Integrated Partners. With a lot of the conversations heating up around M&A activity in the RIA space, we wanted to get Alex's perspective on what the future holds for RIAs across the country, and what RIAs can do to different yourself as more and more advisors break away. 

For more, visit www.thesevengroup.com

]]> Mon, 31 Aug 2020 12:25:16 -0400 http://advisorlab.libsyn.com/website 39:54 In this episode, we sit down with Alex Chalekian, Founder of Lake Avenue Financial and Head of Acquisitions at Integrated Partners. With a lot of the conversations heating up around M&A activity in the RIA space, we wanted to get Alex's perspective on what the future holds for RIAs across the country, and what RIAs can do to different yourself as more and more advisors break away. 

For more, visit www.thesevengroup.com

]]> In this episode, we sit down with Alex Chalekian, Founder of Lake Avenue Financial and Head of Acquisitions at Integrated Partners. With a lot of the conversations heating up around M&A activity in the RIA space, we wanted to get Alex's perspective on what the future holds for RIAs across the country, and what RIAs can do to different yourself as more and more advisors break away. 

For more, visit www.thesevengroup.com

]]> false full 21 1 <![CDATA[Episode 20: The Virtual Practice: Here to Stay?]]> In this episode, we sit down with Derek Notman, Founder and CEO Intrepid Wealth Partners, a virtual-only practice that's focused on elite frequent flyers. We wanted to bring Derek on because with everything going on across the industry, how he runs his practice is an incredibly timely discussion. We dive into how he manages his practice completely remote, how he leverages digital marketing to connect and engage prospects, and where he thinks the industry is headed. 

For more, visit www.thesevengroup.com.

]]> Mon, 17 Aug 2020 10:38:52 -0400 http://advisorlab.libsyn.com/website 38:41 In this episode, we sit down with Derek Notman, Founder and CEO Intrepid Wealth Partners, a virtual-only practice that's focused on elite frequent flyers. We wanted to bring Derek on because with everything going on across the industry, how he runs his practice is an incredibly timely discussion. We dive into how he manages his practice completely remote, how he leverages digital marketing to connect and engage prospects, and where he thinks the industry is headed. 

For more, visit www.thesevengroup.com.

]]> In this episode, we sit down with Derek Notman, Founder and CEO Intrepid Wealth Partners, a virtual-only practice that's focused on elite frequent flyers. We wanted to bring Derek on because with everything going on across the industry, how he runs his practice is an incredibly timely discussion. We dive into how he manages his practice completely remote, how he leverages digital marketing to connect and engage prospects, and where he thinks the industry is headed. 

For more, visit www.thesevengroup.com.

]]> false full 20 1 <![CDATA[Episode 19: Creating the Right Systems for Your Practice]]> In this episode, we sit Dan Cuprill president of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio and founder of the Advisor Architect, a systematic based program that helps advisors scale their practice. We had fun on this one – Dan has so much experience and such an interesting point of view on how you can scale your practice through systems. We dive into his approach, what he thinks is wrong with marketing today, and how you can fix it. This is our conversation with Dan Cuprill.

Want to learn how to market your practice more effectively? Visit: www.thesevengroup.com 

]]> Mon, 03 Aug 2020 13:52:39 -0400 http://advisorlab.libsyn.com/website 42:43 In this episode, we sit Dan Cuprill president of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio and founder of the Advisor Architect, a systematic based program that helps advisors scale their practice. We had fun on this one – Dan has so much experience and such an interesting point of view on how you can scale your practice through systems. We dive into his approach, what he thinks is wrong with marketing today, and how you can fix it. This is our conversation with Dan Cuprill.

Want to learn how to market your practice more effectively? Visit: www.thesevengroup.com 

]]> In this episode, we sit Dan Cuprill president of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio and founder of the Advisor Architect, a systematic based program that helps advisors scale their practice. We had fun on this one – Dan has so much experience and such an interesting point of view on how you can scale your practice through systems. We dive into his approach, what he thinks is wrong with marketing today, and how you can fix it. This is our conversation with Dan Cuprill.

Want to learn how to market your practice more effectively? Visit: www.thesevengroup.com 

]]> false full 19 1 <![CDATA[Episode 18: Starting an RIA - Mindset, Process, and Pivots]]> In this episode, we sit down with Dasarte Yarnway, founder of Berknell Financial Group and one of Investment News' 40 under 40 selections. Dasarte has an inspiring story of how he got to where he is today and lives by the mantra "onward to greatness." This has helped fuel the creation and growth of Bernkell and how he approaches his business day in and day out. 

We dive into his experience in starting his RIA, pivots he's had to make in order to grow, and his approach to marketing and communications. We also dive into the idea of firing yourself as an advisor, and how it can be a powerful tool for growth.

Want to learn how to market your practice more effectively? Visit: www.thesevengroup.com 

 

]]> Mon, 20 Jul 2020 11:12:24 -0400 http://advisorlab.libsyn.com/website 34:48 In this episode, we sit down with Dasarte Yarnway, founder of Berknell Financial Group and one of Investment News' 40 under 40 selections. Dasarte has an inspiring story of how he got to where he is today and lives by the mantra "onward to greatness." This has helped fuel the creation and growth of Bernkell and how he approaches his business day in and day out. 

We dive into his experience in starting his RIA, pivots he's had to make in order to grow, and his approach to marketing and communications. We also dive into the idea of firing yourself as an advisor, and how it can be a powerful tool for growth.

Want to learn how to market your practice more effectively? Visit: www.thesevengroup.com 

 

]]> In this episode, we sit down with Dasarte Yarnway, founder of Berknell Financial Group and one of Investment News' 40 under 40 selections. Dasarte has an inspiring story of how he got to where he is today and lives by the mantra "onward to greatness." This has helped fuel the creation and growth of Bernkell and how he approaches his business day in and day out. 

We dive into his experience in starting his RIA, pivots he's had to make in order to grow, and his approach to marketing and communications. We also dive into the idea of firing yourself as an advisor, and how it can be a powerful tool for growth.

Want to learn how to market your practice more effectively? Visit: www.thesevengroup.com 

 

]]> false full 18 1 <![CDATA[Episode 17: The Power of Visual Storytelling]]> In this episode we sit down with Joe Martin – while Joe doesn't live within the financial services space, he's a guy you want to listen to when it comes to marketing. A former Adobe executive, Joe now runs marketing and strategy for CloudApp, an enterprise screen recording and sharing platform that allows you to connect with your audience more effectively through video.

Joe comes from a data-first background and has a unique perspective on all things engaging your prospects in ways that cut through the noise. 

]]> Mon, 06 Jul 2020 10:58:05 -0400 http://advisorlab.libsyn.com/website 36:00 In this episode we sit down with Joe Martin – while Joe doesn't live within the financial services space, he's a guy you want to listen to when it comes to marketing. A former Adobe executive, Joe now runs marketing and strategy for CloudApp, an enterprise screen recording and sharing platform that allows you to connect with your audience more effectively through video.

Joe comes from a data-first background and has a unique perspective on all things engaging your prospects in ways that cut through the noise. 

]]> In this episode we sit down with Joe Martin – while Joe doesn't live within the financial services space, he's a guy you want to listen to when it comes to marketing. A former Adobe executive, Joe now runs marketing and strategy for CloudApp, an enterprise screen recording and sharing platform that allows you to connect with your audience more effectively through video.

Joe comes from a data-first background and has a unique perspective on all things engaging your prospects in ways that cut through the noise. 

]]> false full 17 1 <![CDATA[Episode 16: The Loyalty Game – Going Specialized for Growth]]> In this episode, we sit down with Jay Stubbs - regional director of First Protective. Since entering the industry, Jay has gone extremely specialized on the risk management side of things. This has resulted in a growth engine that allows him to build centers of influence around the country and partner with other advisors in unique, powerful ways. 

We dive into why Jay went so specialized and how he uses Facebook groups and LinkedIn to attract and engage his audience.

]]> Mon, 22 Jun 2020 11:22:37 -0400 http://advisorlab.libsyn.com/website 38:00 In this episode, we sit down with Jay Stubbs - regional director of First Protective. Since entering the industry, Jay has gone extremely specialized on the risk management side of things. This has resulted in a growth engine that allows him to build centers of influence around the country and partner with other advisors in unique, powerful ways. 

We dive into why Jay went so specialized and how he uses Facebook groups and LinkedIn to attract and engage his audience.

]]> In this episode, we sit down with Jay Stubbs - regional director of First Protective. Since entering the industry, Jay has gone extremely specialized on the risk management side of things. This has resulted in a growth engine that allows him to build centers of influence around the country and partner with other advisors in unique, powerful ways. 

We dive into why Jay went so specialized and how he uses Facebook groups and LinkedIn to attract and engage his audience.

]]> false full 16 1 <![CDATA[Episode 15: Diversity in Financial Services: An Actionable Discussion]]> Given what's happening around the country and globe, we're dropping a special episode of our Advisor Lab podcast today, separate from our regular schedule.

We wanted to have a timely, actionable conversation – one centered around diversity and taking action within financial services.

Our goal of this conversation was to push the discussion beyond the surface level and dive into specifics on what we can be doing to progress our industry forward.

We're joined by Allan Boomer and Tiffany Mcghee, Partners at Momentum Advisors, one of the fastest growing RIAs and also a practice built by diverse leaders and one that encapsulates what diversity-led means in every aspect.

We cover it all, what you can do today and tomorrow to not only progress the conversation but build a better performing team in the future.

]]> Wed, 10 Jun 2020 14:19:15 -0400 http://advisorlab.libsyn.com/website 39:02 Given what's happening around the country and globe, we're dropping a special episode of our Advisor Lab podcast today, separate from our regular schedule.

We wanted to have a timely, actionable conversation – one centered around diversity and taking action within financial services.

Our goal of this conversation was to push the discussion beyond the surface level and dive into specifics on what we can be doing to progress our industry forward.

We're joined by Allan Boomer and Tiffany Mcghee, Partners at Momentum Advisors, one of the fastest growing RIAs and also a practice built by diverse leaders and one that encapsulates what diversity-led means in every aspect.

We cover it all, what you can do today and tomorrow to not only progress the conversation but build a better performing team in the future.

]]> Given what's happening around the country and globe, we're dropping a special episode of our Advisor Lab podcast today, separate from our regular schedule.

We wanted to have a timely, actionable conversation – one centered around diversity and taking action within financial services.

Our goal of this conversation was to push the discussion beyond the surface level and dive into specifics on what we can be doing to progress our industry forward.

We're joined by Allan Boomer and Tiffany Mcghee, Partners at Momentum Advisors, one of the fastest growing RIAs and also a practice built by diverse leaders and one that encapsulates what diversity-led means in every aspect.

We cover it all, what you can do today and tomorrow to not only progress the conversation but build a better performing team in the future.

]]> false full 15 1 <![CDATA[Episode 14: Bringing Your Content to Life – Using Video to Engage and Convert]]> In this episode of Advisor Lab, we sit down with Stephen Stanwood, CEO of Stanwood Law, a trademark law firm base in California. Since launching his firm, Steven has really embraced video marketing as a business driver and has taken topics that tend to be more mundane, and turned them into unique, valuable, entertaining pieces. 

Stephen talks about his process for creating video, some of the progress he's made, and how advisors can expand their marketing content and dive more into video.

]]> Mon, 08 Jun 2020 19:10:00 -0400 http://advisorlab.libsyn.com/website 31:02 In this episode of Advisor Lab, we sit down with Stephen Stanwood, CEO of Stanwood Law, a trademark law firm base in California. Since launching his firm, Steven has really embraced video marketing as a business driver and has taken topics that tend to be more mundane, and turned them into unique, valuable, entertaining pieces. 

Stephen talks about his process for creating video, some of the progress he's made, and how advisors can expand their marketing content and dive more into video.

]]> In this episode of Advisor Lab, we sit down with Stephen Stanwood, CEO of Stanwood Law, a trademark law firm base in California. Since launching his firm, Steven has really embraced video marketing as a business driver and has taken topics that tend to be more mundane, and turned them into unique, valuable, entertaining pieces. 

Stephen talks about his process for creating video, some of the progress he's made, and how advisors can expand their marketing content and dive more into video.

]]> false full 14 1 <![CDATA[Episode 13: Going Specialized - The Value of a Niche]]> In this episode, we sit down with Cathy Curtis, founder and CEO of Curtis Financial Planning - a financial planning practice that focuses on women and their families. Cathy, highly regarded in the space, has built an incredibly unique brand over the years, while continuing to focus on a very specific target audience. 

We dive into her approach to marketing, how she's created organic momentum while staying specific, and how, in the coming years, she may even go more niche. 

]]> Mon, 25 May 2020 15:46:56 -0400 http://advisorlab.libsyn.com/website 31:54 In this episode, we sit down with Cathy Curtis, founder and CEO of Curtis Financial Planning - a financial planning practice that focuses on women and their families. Cathy, highly regarded in the space, has built an incredibly unique brand over the years, while continuing to focus on a very specific target audience. 

We dive into her approach to marketing, how she's created organic momentum while staying specific, and how, in the coming years, she may even go more niche. 

]]> In this episode, we sit down with Cathy Curtis, founder and CEO of Curtis Financial Planning - a financial planning practice that focuses on women and their families. Cathy, highly regarded in the space, has built an incredibly unique brand over the years, while continuing to focus on a very specific target audience. 

We dive into her approach to marketing, how she's created organic momentum while staying specific, and how, in the coming years, she may even go more niche. 

]]> false full 13 1 <![CDATA[Episode 12: The RIA Marketing Wave - Small Steps Make a Big Difference]]> In this episode, we sit down with Taylor Schulte, Founder and CEO of Define Financial. Taylor, deemed a 40 under 40 RIA by InvestmentNews, is a part of the industry's latest generation of enterprising young talent and leading with a marketing-first approach. With two of the hottest podcast in the finance world, Taylor uses marketing and media to carve his niche in a way not many other advisors are doing right now.

We dive into how Taylor started Define Financial, some of the harder decisions he had to make, and how marketing helps him create a value ecosystem within his community. This is our conversation with Taylor Schulte.

 

]]> Mon, 11 May 2020 20:25:00 -0400 http://advisorlab.libsyn.com/website 1:20 In this episode, we sit down with Taylor Schulte, Founder and CEO of Define Financial. Taylor, deemed a 40 under 40 RIA by InvestmentNews, is a part of the industry's latest generation of enterprising young talent and leading with a marketing-first approach. With two of the hottest podcast in the finance world, Taylor uses marketing and media to carve his niche in a way not many other advisors are doing right now.

We dive into how Taylor started Define Financial, some of the harder decisions he had to make, and how marketing helps him create a value ecosystem within his community. This is our conversation with Taylor Schulte.

 

]]> In this episode, we sit down with Taylor Schulte, Founder and CEO of Define Financial. Taylor, deemed a 40 under 40 RIA by InvestmentNews, is a part of the industry's latest generation of enterprising young talent and leading with a marketing-first approach. With two of the hottest podcast in the finance world, Taylor uses marketing and media to carve his niche in a way not many other advisors are doing right now.

We dive into how Taylor started Define Financial, some of the harder decisions he had to make, and how marketing helps him create a value ecosystem within his community. This is our conversation with Taylor Schulte.

 

]]> false full 12 1 <![CDATA[Episode 11: Building Your Own Sales Funnel]]> In this episode of Advisor Lab, we sit down with Josh Null, Owner and President of Gulf Coast Financial Advisors, and host of the Every Dollar Counts podcast.

Over the last two years, Josh has transitioned from a traditional sales model - cold calling and relying on referrals - to a more modern approach - creating his own marketing engine that fuels his practice today.  

We discuss why Josh made the pivot to marketing-first and the impact it's had on his business to date. 

]]> Mon, 27 Apr 2020 13:28:53 -0400 http://advisorlab.libsyn.com/website 43:55 In this episode of Advisor Lab, we sit down with Josh Null, Owner and President of Gulf Coast Financial Advisors, and host of the Every Dollar Counts podcast.

Over the last two years, Josh has transitioned from a traditional sales model - cold calling and relying on referrals - to a more modern approach - creating his own marketing engine that fuels his practice today.  

We discuss why Josh made the pivot to marketing-first and the impact it's had on his business to date. 

]]> In this episode of Advisor Lab, we sit down with Josh Null, Owner and President of Gulf Coast Financial Advisors, and host of the Every Dollar Counts podcast.

Over the last two years, Josh has transitioned from a traditional sales model - cold calling and relying on referrals - to a more modern approach - creating his own marketing engine that fuels his practice today.  

We discuss why Josh made the pivot to marketing-first and the impact it's had on his business to date. 

]]> false full 11 1 <![CDATA[Episode 10: Why Brand Consistency Matters for Your Practice... And What to Do About It.]]> In this episode of Advisor Lab, we sit down with Elle Langston, Founder of Paintbox, a retail nail company turned online power player.

This episode is unique - while Elle isn't from the financial services world, her insight into how to build a community is invaluable. We discuss staying consistent with your brand through every touchpoint and channel. We also discuss how advisors can leverage social media and email more effectively. 

]]> Mon, 13 Apr 2020 18:09:26 -0400 http://advisorlab.libsyn.com/website 36:00 In this episode of Advisor Lab, we sit down with Elle Langston, Founder of Paintbox, a retail nail company turned online power player.

This episode is unique - while Elle isn't from the financial services world, her insight into how to build a community is invaluable. We discuss staying consistent with your brand through every touchpoint and channel. We also discuss how advisors can leverage social media and email more effectively. 

]]> In this episode of Advisor Lab, we sit down with Elle Langston, Founder of Paintbox, a retail nail company turned online power player.

This episode is unique - while Elle isn't from the financial services world, her insight into how to build a community is invaluable. We discuss staying consistent with your brand through every touchpoint and channel. We also discuss how advisors can leverage social media and email more effectively. 

]]> false full 10 1 <![CDATA[Episode 9: Preparing for the Next Generation of Financial Planning]]> In this episode of Advisor Lab, we sit down with Jason Wenk, Founder, and CEO of Altruist, a fully-integrated digital-first brokerage platform for financial advisors.

This episode is a special one - it's our first remote recording and we dive into a number of topics - including how Jason built an RIA empire after leaving Morgan Stanley, how advisors should navigate their marketing in today's environment, and how technology is shaping the future of the advisor world. 

 

]]> Mon, 30 Mar 2020 14:32:10 -0400 http://advisorlab.libsyn.com/website 51:01 In this episode of Advisor Lab, we sit down with Jason Wenk, Founder, and CEO of Altruist, a fully-integrated digital-first brokerage platform for financial advisors.

This episode is a special one - it's our first remote recording and we dive into a number of topics - including how Jason built an RIA empire after leaving Morgan Stanley, how advisors should navigate their marketing in today's environment, and how technology is shaping the future of the advisor world. 

 

]]> In this episode of Advisor Lab, we sit down with Jason Wenk, Founder, and CEO of Altruist, a fully-integrated digital-first brokerage platform for financial advisors.

This episode is a special one - it's our first remote recording and we dive into a number of topics - including how Jason built an RIA empire after leaving Morgan Stanley, how advisors should navigate their marketing in today's environment, and how technology is shaping the future of the advisor world. 

 

]]> false full 9 1 <![CDATA[Episode 8: Technology vs. Human Interaction - How the Best Advisors Find Balance]]> In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors.

We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element. 

We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact. 

]]> Mon, 16 Mar 2020 13:09:31 -0400 http://advisorlab.libsyn.com/website 34:33 In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors.

We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element. 

We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact. 

]]> In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors.

We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element. 

We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact. 

]]> false full 8 1 <![CDATA[Episode 7: How Social Media is Changing the Advisor Landscape]]> In this episode of Advisor Lab, we sit down with Kelsey Murray, Global Head of Social Media at Nasdaq and former Senior Strategist at Northwestern Mutual.

We dive into her experience building a marketing program from the ground up at Thrive Global and how she applied her learnings to the marketing approach at LearnVest and Northwestern.

We also cover how social media is playing a larger part in marketing now more than ever, and how investor education is critical to any marketing program.

]]> Mon, 02 Mar 2020 14:12:20 -0500 http://advisorlab.libsyn.com/website 30:13 In this episode of Advisor Lab, we sit down with Kelsey Murray, Global Head of Social Media at Nasdaq and former Senior Strategist at Northwestern Mutual.

We dive into her experience building a marketing program from the ground up at Thrive Global and how she applied her learnings to the marketing approach at LearnVest and Northwestern.

We also cover how social media is playing a larger part in marketing now more than ever, and how investor education is critical to any marketing program.

]]> In this episode of Advisor Lab, we sit down with Kelsey Murray, Global Head of Social Media at Nasdaq and former Senior Strategist at Northwestern Mutual.

We dive into her experience building a marketing program from the ground up at Thrive Global and how she applied her learnings to the marketing approach at LearnVest and Northwestern.

We also cover how social media is playing a larger part in marketing now more than ever, and how investor education is critical to any marketing program.

]]> false full 7 1 <![CDATA[Episode 6: Adapting to Your Customer]]> In this episode of Advisor Lab, we sit down with Brian Mazza, Creator of the Ainsworth, a high-end sports bar, and Founder of HPLT, a rapidly growing fitness brand with the goal of connecting like-minded individuals. We dive into Brian's experience creating the Ainsworth, how he created blue ocean by finding the pocket of opportunity in his space, and how he approaches each business relationship with a personalized, unique approach. 

We also cover how important a personal brand is to building anything in business. 

]]> Mon, 17 Feb 2020 16:35:20 -0500 http://advisorlab.libsyn.com/website 42:27 In this episode of Advisor Lab, we sit down with Brian Mazza, Creator of the Ainsworth, a high-end sports bar, and Founder of HPLT, a rapidly growing fitness brand with the goal of connecting like-minded individuals. We dive into Brian's experience creating the Ainsworth, how he created blue ocean by finding the pocket of opportunity in his space, and how he approaches each business relationship with a personalized, unique approach. 

We also cover how important a personal brand is to building anything in business. 

]]> In this episode of Advisor Lab, we sit down with Brian Mazza, Creator of the Ainsworth, a high-end sports bar, and Founder of HPLT, a rapidly growing fitness brand with the goal of connecting like-minded individuals. We dive into Brian's experience creating the Ainsworth, how he created blue ocean by finding the pocket of opportunity in his space, and how he approaches each business relationship with a personalized, unique approach. 

We also cover how important a personal brand is to building anything in business. 

]]> false full 6 1 <![CDATA[Episode 5: The Future of the RIA]]> In this episode of Advisor Lab, we sit down with Amelia Garland, Head of Relationship Management and Business Development at CityWire, a rapidly growing Advisor-based publication. Amelia spends an enormous amount of time on the road with RIAs, diving into their practices and what it takes to build a successful RIA practice. We cover all areas of the RIA business including technology, marketing, and succession planning.  

We also cover how important brand is to build an RIA practice after breaking away. 

]]> Mon, 03 Feb 2020 14:33:51 -0500 http://advisorlab.libsyn.com/website 38:12 In this episode of Advisor Lab, we sit down with Amelia Garland, Head of Relationship Management and Business Development at CityWire, a rapidly growing Advisor-based publication. Amelia spends an enormous amount of time on the road with RIAs, diving into their practices and what it takes to build a successful RIA practice. We cover all areas of the RIA business including technology, marketing, and succession planning.  

We also cover how important brand is to build an RIA practice after breaking away. 

]]> In this episode of Advisor Lab, we sit down with Amelia Garland, Head of Relationship Management and Business Development at CityWire, a rapidly growing Advisor-based publication. Amelia spends an enormous amount of time on the road with RIAs, diving into their practices and what it takes to build a successful RIA practice. We cover all areas of the RIA business including technology, marketing, and succession planning.  

We also cover how important brand is to build an RIA practice after breaking away. 

]]> false full 5 1 <![CDATA[Episode 4: Cutting Through the Noise in a Crowded Space]]> In this episode of Advisor Lab, we sit down with Terry White, CEO of Wolaco (Way of Life Athletic Company), a New York-based fitness brand that's experienced rapid growth over the past 5 years. We dive into the story of Wolaco - how they got started on Kickstarter, how they've evolved over the years, and how they approach everything with intention and consistency. 

We also cover how you can deploy local events and email marketing to more effectively engage with your audience.

]]> Mon, 20 Jan 2020 16:36:54 -0500 http://advisorlab.libsyn.com/website 31:11 In this episode of Advisor Lab, we sit down with Terry White, CEO of Wolaco (Way of Life Athletic Company), a New York-based fitness brand that's experienced rapid growth over the past 5 years. We dive into the story of Wolaco - how they got started on Kickstarter, how they've evolved over the years, and how they approach everything with intention and consistency. 

We also cover how you can deploy local events and email marketing to more effectively engage with your audience.

]]> In this episode of Advisor Lab, we sit down with Terry White, CEO of Wolaco (Way of Life Athletic Company), a New York-based fitness brand that's experienced rapid growth over the past 5 years. We dive into the story of Wolaco - how they got started on Kickstarter, how they've evolved over the years, and how they approach everything with intention and consistency. 

We also cover how you can deploy local events and email marketing to more effectively engage with your audience.

]]> false full 4 1 <![CDATA[Episode 3: Building a Practice from the Ground Up]]> In this episode of Advisor Lab, we sit down with Tiffany Mcghee, Partner and Head of Institutional Investment Services and Alternative Investments and Manager Research at Momentum Advisors. We hear her story of starting Montentum and the learnings she and her team had as they built a $500M+ Financial Planning and Investment Advisory firm.

]]> Mon, 06 Jan 2020 13:32:47 -0500 http://advisorlab.libsyn.com/website 40:20 In this episode of Advisor Lab, we sit down with Tiffany Mcghee, Partner and Head of Institutional Investment Services and Alternative Investments and Manager Research at Momentum Advisors. We hear her story of starting Montentum and the learnings she and her team had as they built a $500M+ Financial Planning and Investment Advisory firm.

]]> In this episode of Advisor Lab, we sit down with Tiffany Mcghee, Partner and Head of Institutional Investment Services and Alternative Investments and Manager Research at Momentum Advisors. We hear her story of starting Montentum and the learnings she and her team had as they built a $500M+ Financial Planning and Investment Advisory firm.

]]> false full 3 1 <![CDATA[Episode 2: Going All-in on Personal Brand]]> In this episode of Advisor Lab, we sit down with Bianca Jade, TV host and founder of MizzFit, a fitness lifestyle brand in NYC. We dive into creating content for your customers, leveraging social media to build your brand, and testing different platforms to reach new audiences.

]]> Mon, 16 Dec 2019 01:35:36 -0500 http://advisorlab.libsyn.com/website 44:12 In this episode of Advisor Lab, we sit down with Bianca Jade, TV host and founder of MizzFit, a fitness lifestyle brand in NYC. We dive into creating content for your customers, leveraging social media to build your brand, and testing different platforms to reach new audiences.

]]> In this episode of Advisor Lab, we sit down with Bianca Jade, TV host and founder of MizzFit, a fitness lifestyle brand in NYC. We dive into creating content for your customers, leveraging social media to build your brand, and testing different platforms to reach new audiences.

]]> false full 2 1 <![CDATA[Episode 1: Marketing Your Practice in 2020]]> In this episode of Advisor Lab, we sit down with a few members of the Seven team and discuss what marketing your practice in 2020 looks like across brand, digital, content, distribution and more.

We also cover a few tactical tips and tricks you can implement following the episode. 

]]> Mon, 02 Dec 2019 23:29:16 -0500 http://advisorlab.libsyn.com/website 31:12 In this episode of Advisor Lab, we sit down with a few members of the Seven team and discuss what marketing your practice in 2020 looks like across brand, digital, content, distribution and more.

We also cover a few tactical tips and tricks you can implement following the episode. 

]]> In this episode of Advisor Lab, we sit down with a few members of the Seven team and discuss what marketing your practice in 2020 looks like across brand, digital, content, distribution and more.

We also cover a few tactical tips and tricks you can implement following the episode. 

]]> false full 1 1