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The Advisor Lab

Dec 28, 2020

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....


Dec 21, 2020

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...


Dec 14, 2020

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....


Dec 7, 2020

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...


Nov 30, 2020

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....