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The Advisor Lab

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...


Nov 29, 2021

How do you give someone the Ritz Carlton experience? We’re joined by Brian Leitner, Head of Mariner Platform Solutions, Mariner Wealth Advisors, an RIA based in Kansas that’s grown to over $50 billion in assets. We dive into how advisors can build more engaged prospect and client bases, including a cohesive referral...


Nov 22, 2021

In this episode, we sit down with Marie Swift, President, and CEO of Impact Communications – A communications agency serving the financial services industry. Impact is all about Credibility Marketing and helping advisors and the financial services world build their brand and expand their influence through their...


Nov 15, 2021

On the heels of the #XYPNLIVE conference, in this episode, we share what we saw, heard, and discussed as it relates to the biggest advisor and wealth tech trends. 

We cover everything from the future of conferences, why advisors need to niche now, and what new products are popping up to serve both investors and...