Getting Started
Interacting with Leads
Frequently Asked Questions
If there is additional information you are looking for that you weren't able to find in this resource center, feel free to reach out to a member of our team by email or set up a quick call.
VIDEO
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.
PODCAST
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.
VIDEO
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.
VIDEO
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.
VIDEO
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.
GUIDE
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.
WHITEPAPER
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.
GUIDE
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.
TEMPLATE
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.
PRESS RELEASE
GoalBased Investors launches Lasso, a social app for building wealth and finding advice, simplifying financial planning.
PRESS RELEASE
Wilshire partners with GoalBased Investors to fuel retail mobile app, Lasso, with institutional-quality manager research.
PRESS RELEASE
GoalBased Investors raises $2.75 million in seed funding to democratize access to financial planning and advice with Lasso.
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