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The Advisor Lab

Jan 19, 2022

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...


Jan 12, 2022

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...


Jan 3, 2022

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...


Dec 13, 2021

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...


Dec 7, 2021

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...