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The Advisor Lab

May 24, 2021

In this episode, we sit down with Shawna Ohm, founder of Content 151 – a content marketing agency & platform that allows advisors to create custom content at a lower price. Shawna brings a wealth of knowledge on the content and story telling side of things – we cover how you can create a more compelling story, why...


May 17, 2021

In this episode, we sit down with TJ van Gerven - founder of Modern Wealth Builders, an RIA that focuses on equity compensated professionals. TJ is 3 years into building his RIA and we wanted to sit down with him to hear more about what it's been like so far. We dive into his learnings, including his marketing...


May 10, 2021

We hosted the first of our 2021 Twitter live sessions where we dove into some of the bigger questions we’ve been getting from clients and members of the advisor community. Trey DeVore, our newest content creator and I hashed through Content Creation vs. Distribution and how it’s not always about creating more...


May 3, 2021

In this episode, we sit with Kristin Shea, Advisor Coach and Author of a new book coming out: The Truth About Digital Marketing. This is one of our longest, most in-depth episodes yet – Kristin and I get into what the marketing funnel should look like, including the content that should be created and channels...