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The Advisor Lab

Jan 26, 2022

With the year kicking-off,  how are you going to hit your goals? In this episode, we break down a four point framework for what you can do to 1. understand where growth came from in 2021 2. what channels drove the most growth 3. what channels you should focus on in the year ahead and 4. how you need to map the...


Jan 19, 2022

In this episode, we sit down with Steven Jarvis, Co-Founder, CEO and Head CPA at Retirement Tax Services – a tax planning platform that enables financial advisors to better communicate, engage, and educate their clients around taxes. Steven and I get into the experience of building his business so far – how he went...


Jan 12, 2022

In this episode, we sit down Luis Rosa, Founder of Build a Better Financial Future, an RIA that partners with Gen X and Gen Y. He’s also a co-founder of the BLX internship program, an internship program for aspiring Black and Latinx financial planners. In this discussion, we dive into how you can cut through the noise...


Jan 3, 2022

There’s been so much noise around Web3, DeFi, and Crypto over the last 12 months that we wanted to dive deeper into it. We welcomed Adam Blumberg, co-founder at Interaxis, an education platform for financial advisors on all things DeFi and Crypto. This is a marathon of an episode - Adam shares the full background on...