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The Advisor Lab

Sep 21, 2022

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...


Sep 14, 2022

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...


Aug 31, 2022

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...


Aug 10, 2022

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....


Aug 3, 2022

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...