Lasso

We connect investors and advisors with free, community-driven financial planning tools. Got a financial goal? We're here to help you reach it.

[Lasso @thelassoapp]

Join us in welcoming @avantisinvestor to Lasso! Avantis Investors strive to provide the best of both active and passive management.

We are thrilled to have their fund families available on Lasso!

[Lasso @thelassoapp]

We are excited to announce that @AmericanCentury is now available on Lasso! American Century has 60 years of active management experience and their ETFs provide the benefits of active management in a passive wrapper. Join us in welcoming them to the platform!

[Lasso @thelassoapp]

COVID 19 pandemic forced a lot of people & businesses to take a hard look at the supply chain. Change is happening there. Eli Horton, a portfolio manager at Engine No. 1, sat down to tell us where they see value getting unlocked. Read the full interview https://t.co/T1fEWJAtw8

[Lasso @thelassoapp]

Our founder sat down for an ask me anything session with Lasso users who asked their hard hitting questions about retirement. Lots of interesting topics raised. Read the full interview on Lasso's blog.

https://t.co/3n5g7rDcr6

[Lasso @thelassoapp]

You're gonna want to save this chart 📎

If anyone has questions on the forms they need to file their taxes by the April 18th deadline, this is a quick reference guide.

If you want more tax tips, read the full blog post here: https://t.co/amA67fLiky

[Lasso @thelassoapp]

Join us in welcoming Engine No. 1 to Lasso!

Engine No.1 is focused on the future and the next decade's themes that they believe present massive investment opportunities. We're excited to have their products as options on Lasso.

Learn more at https://t.co/Myv7YYPp2D

[Lasso @thelassoapp]

Do you agree the advisor prospecting is usually expensive and inefficient? There has to be a better way.

Read our founder, Chip Castille's ideas in @Forbes about how to evolve the process, make it less expensive, more exciting and more engaging for everyone involved.

[Lasso @thelassoapp]

Happy Valentine's Day from the Lasso Team! 💕 Don't forget to show your finances some love today!

[Lasso @thelassoapp]

Want help talking to panicked clients when volatile markets strike?

Read our ideas for approaching these touch discussions in a more palatable way https://t.co/FqGJENIDew

[Lasso @thelassoapp]

Do you specialize in helping clients retire? 🌴

As of January 2023, the average Lasso user saving for retirement needs help! They are only on track to achieve 73% of their retirement income goals.

Show them how you might help at https://t.co/IQsKS8aqpv

[Lasso @thelassoapp]

As of January 2023, the average investor in Lasso has $103,000 in current savings with a savings goal of $1.5 million! They're looking for someone to help them get there.

Think you could help these investors reach their goals? 💰 Get started today at https://t.co/IQsKS8aqpv!

[Lasso @thelassoapp]

Big news! 🎉 Lasso is now available online! That means more ways for people to get matched with a financial advisor!

Click here to try out the new Lasso experience or share with anyone who is looking for help with their money this year: https://t.co/xjvaQs5DUv

[Lasso @thelassoapp]

Is the gamification of finance good or bad? Read our founder's take in @finplan

https://t.co/l4lkRosxyY

[Lasso @thelassoapp]

Happy New Year! 🎆

Enjoy the first day of your new beginning!

[Lasso @thelassoapp]

How could technology be helping you grow? 🌱

Click here to read 7 ways advisors can use technology to scale growth: https://t.co/V5ZTBJjjaJ

[Lasso @thelassoapp]

Prospecting is a constant challenge for advisors wishing to grow their practice.

Click below to find out how Lasso is turning the prospecting process on its head, letting people build financial plans before you ever talk!

https://t.co/pu8ExVQZeW

[Lasso @thelassoapp]

Wishing everyone a safe and happy holiday! ❄️

[Lasso @thelassoapp]

Did you know that people are 400% more likely to work with your firm if a friend recommends working with you? And yet, only 11% of advisors actively ask for referrals from their clients.

Click here to read about 5 awesome lead gen tactics for advisors: https://t.co/cChQ12E83J

[Lasso @thelassoapp]

Lead generation is a great way for advisors to show off their value prop while gaining information on new prospects.

Click here to read more about what lead generation is and our five best tactics for it: https://t.co/cChQ12E83J

[Lasso @thelassoapp]

Our very own Chip Castille was a part of the Fintech Nexus podcast!

Learn about his journey to starting GoalBased Investors, the problem with DIY financial education and so much more!

Click here to listen 🎧:
https://t.co/k0hmQnvvwY