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The Advisor Lab

Mar 30, 2022

In this episode, we sit down with Linda Ding, Senior Director of Strategic Marketing at Laserfiche. Linda is all about user and client experience – and ensuring you’re creating the most unique and straightforward experience possible for clients. We dive into how you, as an advisor, can continue to create simplicity...


Mar 23, 2022

In this episode, we sit down with Broc Buckles – Co-Founder at BC Brokerage, an insurance company partnering with fee-only financial planners to help them with life insurance, disability insurance, annuities, and more.

We get deep into the insurance industry – why they decided to partner with fee-only advisors, how...


Mar 16, 2022

Bringing it back to the begining, in this episode, we talk through the launch of Seven Group and the biggest learnings we've had so far building this business and the five biggest learnings we've had with this experience, including: 

1. Developing Your Gap-Filling Value Prop

2. Building the Right Team

3. Launching...


Mar 9, 2022

In this episode, we welcome back Dasarte Yarnway for a second time on the podcast. Dasarte is the founder of Berknell Financial Group, Head of Community at Altruist, and Co-Founder of Onyx Advisor Network – a network for minority advisors who are looking for more resources, community to help them grow their practice....


Mar 2, 2022

In this episode, we sit down with Marc Butler, President and COO of Skience, a wealth management consulting and technology platform that focuses on helping advisors automate and operate tasks within their practice. Marc and I dive into the role of leadership and what it will take for advisors to lead over the next...