Advisor Resource Center

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Videos & Podcasts


How to Use Lasso for Advisors

By: The Lasso Team
In this video, learn how to use Lasso to reach new prospects, have better initial conversations and invigorate financial plans with existing clients.

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An Interview with Lasso Founder

An AdvisorLab Podcast
This episode is a discussion with Chip Castille and Becca Long on how Lasso is making investing more social and what advisors can do to simplify onboarding.


The Financial Advisor's Guide to Lasso

By: The Lasso Team
In this video, find a guide for how financial advisors can effectively use Lasso. You'll get an overview of the platform and how Lasso can help you grow your business.


How to Build a Proposal in 1 min

By: The Lasso Team
In this video, see how easy it is to build a proposal for a Lasso lead. All it takes is 60 seconds to send some insights about how you could help prospects reach their goals.


In-Depth Tutorial on Building a Proposal

By: The Lasso Team
Looking for a step-by-step walk through of how to build a proposal on Lasso? Check out this video, where our President takes you through a detailed tutorial on how to respond to leads via a proposal on Lasso.

Guides & Whitepapers


Lasso Fact Sheet for Advisors

This fact sheet helps advisors learn more about Lasso, how it works and how advisors can use this free tool to more efficiently and effectively grow their practice.


The State of Financial Literacy in America

This report surveys the current state of finances and financial literacy in America, in addition to the solutions available. The report examines multiple areas of literacy.


Lasso Fact Sheet for Prospects

This fact sheet is meant to be shared with prospects. It provides an overview of Lasso and how an individual can use it to plan for their goals and find an advisor to help.


Email Template for Prospect Follow-ups

Use this email template as a starting place when following up with leads who have connected with you on Lasso and are interested in taking the next step.

In the News


GBI Launches New App, Lasso

GoalBased Investors launches Lasso, a social app for building wealth and finding advice, simplifying financial planning.


Wilshire Partners with GBI

Wilshire partners with GoalBased Investors to fuel retail mobile app, Lasso, with institutional-quality manager research.


GBI Raises $2.75 Million for Lasso

GoalBased Investors raises $2.75 million in seed funding to democratize access to financial planning and advice with Lasso.

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