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The Advisor Lab

Jun 22, 2022

In this episode, we dive into the 3-actions to take with clients when it comes to the current market environment, including what to share, how often to share, and how you can conduct meetings. 

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Jun 15, 2022

In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to...

Jun 8, 2022

In this episode, we sit down with Anthony Zhang, founder of Vinovest. Vinovest is changing the wine investing game by offering retail investors the ability to invest in wine more seamlessly. We dive into how he's built the business, their eudcaiotn process, and his learnings around growth. 

Learn more about them at...

May 25, 2022

We're at ep 100! In this episode, we sit down with Andres Garcia-Amaya, Founder of Zoe Financial - a platform that connects investors with advisors, while educating the market on different financial planning topics and discussions. 

Zoe has become a huge asset for financial advisors trying to grow their practice, but...

May 18, 2022

In the past few weeks, we've seen more market volatility than we've seen in the last decade, and it's being talked about everywhere. Now is the time to stay in front of clients, and in this video, we dive into 5 firms that are crushing it with content.

Check out the examples - Animal Spirits: