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The Advisor Lab

Oct 18, 2021

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,...

Oct 6, 2021

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...

Sep 27, 2021

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...

Sep 20, 2021

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:

Sep 13, 2021

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...