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The Advisor Lab

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: https://apple.co/3l9QZEy


May 11, 2022

In this episode, we sit down with Larry Shumbres, who recently joined Presults, the AI-powered compliance platform as CEO. Larry has an extensive background in fintech – helping launch and grow a number of tools at Totum Risk, Evestment, eMoney in more. Presults is doing some incredible work in the space and I wanted...