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The Advisor Lab

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....


Nov 23, 2020

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...


Nov 16, 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....


Nov 9, 2020

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...


Nov 2, 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....