Preview Mode Links will not work in preview mode

The Advisor Lab

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...


Nov 8, 2021

In this episode, we sit down with Andres Mazabel – Business Development Manager at Trust and Will. Trust and Will is an Estate Planning Platform that helps end consumers navigate the estate planning process at a much lower cost with much lower friction than traditional sources. They also partner with Advisors to...