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The Advisor Lab


Apr 26, 2021

In this episode, we sit with Kate Holmes, founder of Innovating Advice – a platform & program that helps advisors leverage video communication more effectively for your practice. Kate has a really cool story – before starting Innovating Advice, she started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning businesses. Since then, she's found a passion for helping advisors and has worked with advisors all over the world to build better practices.  Our discussion covers all things video – what your set up should be, how you should go about building the video muscle, and what you can do to use video in your day-to-day roles.