In this episode of Advisor Lab, we sit down with Tiffany Mcghee, Partner and Head of Institutional Investment Services and Alternative Investments and Manager Research at Momentum Advisors. We hear her story of starting Montentum and the learnings she and her team had as they built a $500M+ Financial Planning and Investment Advisory firm.

In this episode of Advisor Lab, we sit down with Bianca Jade, TV host and founder of MizzFit, a fitness lifestyle brand in NYC. We dive into creating content for your customers, leveraging social media to build your brand, and testing different platforms to reach new audiences.

In this episode of Advisor Lab, we sit down with a few members of the Seven team and discuss what marketing your practice in 2020 looks like across brand, digital, content, distribution and more.

We also cover a few tactical tips and tricks you can implement following the episode.