When it comes to most prospecting and lead-generation services available to advisors today, the problem is this: In a crowded industry where differentiation is like oxygen, most of these services equate to a pay-to-play yellow pages where you’re just another name in the “Advisor” section. In many ways, we’ve resigned ourselves to this “directory” approach... Continue Reading →
This article was originally published on Financial Planning. You can read the full article on their site by visiting the link here. It’s been a little more than a year since the SEC first called out gamification in financial apps. Since then, we’ve seen bad behavior and outcomes in other technology-driven financial applications, such as... Continue Reading →
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 →
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 →
