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The Advisor Lab

Apr 26, 2021

In this episode, we sit with Kate Holmes, founder of Innovating Advice – a platform & program that helps advisors leverage video communication more effectively for your practice. Kate has a really cool story – before starting Innovating Advice, she started one of the first completely virtual, fee-only, monthly...


Apr 19, 2021

In this episode, we sit down with Brad Swineheart, the VP of Business Development at White Glove. We dive deep into webinars in this episode - including why they make sense, what topics you should be covering, how you should be distributing, and what differentiates a good webinar from a bad one. 

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Apr 12, 2021

In this episode, we sit down with Jordan Hutchison, the Director of Partnerships at XY Planning. Jordan comes from a behavioral background and in this conversation, we dive into how advisors can effectively and tactically apply behavioral science in their business, both from a sales and marketing perspective. Jordan...


Apr 5, 2021

In this episode, we site down with Samantha Russell, the Chief Evangelist at FMG Suite. Everybody knows Samantha for what she's done at Twenty Over Ten over the past several years - she's an expert in all things marketing as relates to web, social media, paid search, SEO, and email marketing.  We get into social...