The Lasso 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:
Listen to the episode now for free on Spotify or Apple Podcasts.
See the Lasso platform in action and see if it might be a tool that can help you better connect with qualified leads.
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