Meet Our New President: Becca Long

We’ve had a big year in 2021 getting the Lasso apps off the ground. As we start the new year, we wanted to take a moment to introduce you to our new President, Becca Long. We are excited to have Becca bring her extensive experience in building and delivering innovative digital solutions to this role.... Continue Reading →

January 10, 2022

The Advisor Lab Podcast: How Advisors Can Help Clients Balance Their Investment Goals

This week, the GBI team spoke with Alex Cavalieri, the co-founder of Seven Group, for an exclusive interview on The Advisor Lab podcast. In the 28-minute episode, we spoke about how advisors can connect with investors in a more user-friendly and streamlined way with goals-based planning. Throughout the episode, we cover: What makes goals-based planning... Continue Reading →

August 13, 2021

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