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 an effective method for investors
  • Why the investment process should be more social
  • How advisors can make client onboarding more straightforward

Listen to the episode now for free on Spotify or Apple Podcasts.


Click here to download Lasso

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