In this episode, we sit down with Cathy Curtis, founder and CEO of Curtis Financial Planning - a financial planning practice that focuses on women and their families. Cathy, highly regarded in the space, has built an incredibly unique brand over the years, while continuing to focus on a very specific target audience. 

We dive into her approach to marketing, how she's created organic momentum while staying specific, and how, in the coming years, she may even go more niche. 

In this episode, we sit down with Taylor Schulte, Founder and CEO of Define Financial. Taylor, deemed a 40 under 40 RIA by InvestmentNews, is a part of the industry’s latest generation of enterprising young talent and leading with a marketing-first approach. With two of the hottest podcast in the finance world, Taylor uses marketing and media to carve his niche in a way not many other advisors are doing right now.

We dive into how Taylor started Define Financial, some of the harder decisions he had to make, and how marketing helps him create a value ecosystem within his community. This is our conversation with Taylor Schulte.

In this episode of Advisor Lab, we sit down with Josh Null, Owner and President of Gulf Coast Financial Advisors, and host of the Every Dollar Counts podcast.

Over the last two years, Josh has transitioned from a traditional sales model - cold calling and relying on referrals - to a more modern approach - creating his own marketing engine that fuels his practice today.  

We discuss why Josh made the pivot to marketing-first and the impact it's had on his business to date. 

In this episode of Advisor Lab, we sit down with Elle Langston, Founder of Paintbox, a retail nail company turned online power player.

This episode is unique - while Elle isn't from the financial services world, her insight into how to build a community is invaluable. We discuss staying consistent with your brand through every touchpoint and channel. We also discuss how advisors can leverage social media and email more effectively. 

In this episode of Advisor Lab, we sit down with Jason Wenk, Founder, and CEO of Altruist, a fully-integrated digital-first brokerage platform for financial advisors.

This episode is a special one - it's our first remote recording and we dive into a number of topics - including how Jason built an RIA empire after leaving Morgan Stanley, how advisors should navigate their marketing in today's environment, and how technology is shaping the future of the advisor world. 

In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors.

We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element. 

We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact. 

In this episode of Advisor Lab, we sit down with Kelsey Murray, Global Head of Social Media at Nasdaq and former Senior Strategist at Northwestern Mutual.

We dive into her experience building a marketing program from the ground up at Thrive Global and how she applied her learnings to the marketing approach at LearnVest and Northwestern.

We also cover how social media is playing a larger part in marketing now more than ever, and how investor education is critical to any marketing program.

In this episode of Advisor Lab, we sit down with Brian Mazza, Creator of the Ainsworth, a high-end sports bar, and Founder of HPLT, a rapidly growing fitness brand with the goal of connecting like-minded individuals. We dive into Brian's experience creating the Ainsworth, how he created blue ocean by finding the pocket of opportunity in his space, and how he approaches each business relationship with a personalized, unique approach. 

We also cover how important a personal brand is to building anything in business. 

In this episode of Advisor Lab, we sit down with Amelia Garland, Head of Relationship Management and Business Development at CityWire, a rapidly growing Advisor-based publication. Amelia spends an enormous amount of time on the road with RIAs, diving into their practices and what it takes to build a successful RIA practice. We cover all areas of the RIA business including technology, marketing, and succession planning.  

We also cover how important brand is to build an RIA practice after breaking away. 

In this episode of Advisor Lab, we sit down with Terry White, CEO of Wolaco (Way of Life Athletic Company), a New York-based fitness brand that's experienced rapid growth over the past 5 years. We dive into the story of Wolaco - how they got started on Kickstarter, how they've evolved over the years, and how they approach everything with intention and consistency. 

We also cover how you can deploy local events and email marketing to more effectively engage with your audience.