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The Advisor Lab

Apr 27, 2022

In this episode, we sit down with Justin Green, Founder at Assist FP – a niche financial planning firm focused on online fitness coaching. With all the discussion around niche building, I wanted to go deep into it with Jusin on how he went ultra-niche to find his groove. We talk through the early learnings he’s had...


Apr 20, 2022

In this episode, I’m joined by Matthew Halloran, Partner and Chief Relationship Officer at ProudMouth – A full-service podcast and marketing agency for financial advisors and financial services firms. If you ever wanted to launch a podcast – this is the episode for you. Matt, who also has a podcast, and I dive...


Apr 13, 2022

Whether it’s Ritholtz Wealth and their slew of podcasts and blogs, The Colony Group deploying their white-glove digital platform to clients, or individual brands like Doug Boneparth generating large followings on platforms like Twitter – being digital-first and marketing-led is at the core of how advisors should be...


Apr 6, 2022

In this episode, we sit down with Matt Reiner. Matt is a partner of Capital Investment Advisors, a $2.8B RIA in Atlanta, managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent, and the founder of Benjamin - a tech platform that helps advisors streamline time-consuming tasks...