Revolutionizing Advice: How the Advisor Innovation Lab Helps Financial Advisors Deliver Value-First Connections
Better Tools To Create Deeper, More Meaningful Relationships In an era when clients aren’t satisfied simply with portfolio returns, the true art of advice lies in deep human connection, meaningful questions, and guiding life transitions with empathy. That’s where the Advisor Innovation Lab (AIL) comes in — offering AI-enabled tools that help advisors shift from […]
College Funding Secrets! “Inspired To Invest” Podcast Ep123 with Lance Morgan
How To Put Your Kids Through College Without Breaking The Bank What if the way you’ve been taught to save for college is actually costing you more—and reducing your child’s financial aid eligibility? 🎓 In this episode of Inspired To Invest, host Serena Holmes sits down with Lance Morgan, author of College Funding Secrets, to […]
Wealth Management Strategies To Consider As You Scale Your Real Estate Portfolio | “Inspired To Invest” Ep52 with Frank Hanna
Wealth management strategies, let’s talk about them! Welcome back to “Inspired To Invest” episode 52. Get ready to embark on a transformative journey with Frank Hanna as he shares how and why he pivoted from the high-pressure hospitality industry to the expansive world of real estate investing and wealth management. Throughout the episode, Frank peels […]