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PODCAST

The Advisor Lab by CION

CION Investments

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We"re helping Advisors get out of their own head by providing strategic & tactical advice from others who"ve built successful businesses through innovative marketing and communications. New

business marketing

All Episodes

32:37

Episode 79: Simplifying Your Prospect & Client...

The Advisor Lab by CION ·

2021/11/29

How do you give someone the Ritz Carlton experience? We’re joined by Brian Leitner, Head of Mariner Platform Solutions, Mariner Wealth Advisors, an RIA based in Kansas that’s grown to over $50 billion in assets. We dive into how advisors can build more engaged prospect and client bases, including a cohesive referral network and a more influential COI roster. For more: https://marinerplatform.com/

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22:29

Episode 78: Increasing Your Social Proof and Client...

The Advisor Lab by CION ·

2021/11/22

In this episode, we sit down with Marie Swift, President, and CEO of Impact Communications – A communications agency serving the financial services industry. Impact is all about Credibility Marketing and helping advisors and the financial services world build their brand and expand their influence through their digital footprint. We dive into what credibility marketing means, some of the more significant trends we see in the space, and how you can focus in 2022 on your digital footprint. Visit:

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26:43

Episode 77: Trends Shaping Wealth Management - The...

The Advisor Lab by CION ·

2021/11/15

On the heels of the #XYPNLIVE conference, in this episode, we share what we saw, heard, and discussed as it relates to the biggest advisor and wealth tech trends. We cover everything from the future of conferences, why advisors need to niche now, and what new products are popping up to serve both investors and advisors. www.thesevengroup.com www.xyplanningnetwork.com

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20:58

Episode 76: How Estate Planning is Changing and How...

The Advisor Lab by CION ·

2021/11/08

In this episode, we sit down with Andres Mazabel – Business Development Manager at Trust and Will. Trust and Will is an Estate Planning Platform that helps end consumers navigate the estate planning process at a much lower cost with much lower friction than traditional sources. They also partner with Advisors to enable advisors to serve end-investors easier across multiple areas of the financial planning process. Andres is partnering every day with advisors on the future of estate planning, so I

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24:25

Episode 75: The Art of Storytelling - A Blueprint

The Advisor Lab by CION ·

2021/10/26

What has Apple, Nike, and Squid Games taught us? The art of storytelling matters. Brands are built on storytelling. In this episode, we dive into telling a better story tactically within the financial advisor space. Learn more: www.thesevengroup.com Follow us: @sevengroupnyc

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37:18

Episode 74: Activating Clients as Agents for Growth -...

The Advisor Lab by CION ·

2021/10/18

In this episode, we sit down with Jackie Wilke, Vice President and Advisor Consultant at First Trust. Jackie has built her career coaching and training advisors on how to grow their practice through marketing and strategic business development. And while we spend a lot of time talking about marketing to new prospects, we wanted to have Jackie on the show to discuss how you can activate clients as an advisor. Learn more: www.ftportfolios.com Remember to follow our blog at: www.thesevengroup.com

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27:42

Episode 73: Building Community: How Onramp is...

The Advisor Lab by CION ·

2021/10/06

In this episode, we sit down with Caitlin Cook, Head of Community and VP of Operations at Onramp, a cryptoasset integration platform solution for financial advisors. As Onramp has a major focus around community, we dive into what it takes to build a sticky community in 2021, and how you as advisors, can adapt your practice to establish a bigger community feel with clients and prospects. Check out Onramp: https://onrampinvest.com/ Check out Onramp Academy: https://academy.onrampinvest.com/

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27:24

Episode 72: The Path to Developing Your Niche: A...

The Advisor Lab by CION ·

2021/09/27

In this episode, we sit down with Meg Bartelt, founder, and lead planner at Flow Financial Planning, a practice focused on women in tech. With Meg’s background and how she’s doubled down on her niche, I wanted to spend some time learning from her – why she pivoted to going after a specific niche, what were some of the trials and tribulations when building the niche, and how she found the growth rhythm. Follow her on Twitter: @MegBartelt Check her out at: www.flowfp.com Visit us here:

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21:24

Episode 71: The New State of Advice: The Big Wealth...

The Advisor Lab by CION ·

2021/09/20

In this episode, we dive into a report released last month that was deemed: The New State of Advice. We cover the big themes that came out of the report, what it means for the wealth management industry, and what you can do about it as a financial advisor. Find the report here: https://www.accenture.com/ca-en/insights/capital-markets/wealth-management-financial-advice Visit us here: www.thesevengroup.com Follow us on Twitter: @sevengroupnyc

en

31:44

Episode 70: How Advisors Can Help Investors Close...

The Advisor Lab by CION ·

2021/09/13

In this episode, we sit down with Eric Arnold, CEO of Planswell. Planswell’s mission is to create the world’s most actionable financial planning experience for everyone for free. They provide any consumer the ability to get a financial plan in 3 minutes. They also partner with advisors to connect investors looking for help in a new way – through education, insight, and training. Eric and I got into what they’ve seen from doing hundreds of thousands of financial plans and how advisors can educate

en

25:42

Episode 69: Fixing the Broken Marketing Model and...

The Advisor Lab by CION ·

2021/09/06

In this episode, we discuss the broken marketing model and how you, as a financial advisor, can fix it and increase lead pipeline quality. We cover creating top-of-funnel momentum, developing mid-funnel assets, and a systematic follow-up program. www.thesevengroup.com for more.

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28:01

Episode 68: Moving Away from B2B and B2C to...

The Advisor Lab by CION ·

2021/08/24

In this episode, we’re taking a step outside of the financial planning world and welcome Kris Rudeegraap, CEO and co-founder of Sendoso, a SaaS platform that helps companies stand out by giving them new ways to engage with customers through gifts, giveaways, and direct mail. Kris dives into his story, why it’s important to delight customers, and why it’s not B2B or B2C anymore, rather Human to Human. www.sendoso.com for more.

en

26:27

Episode 67: The 3 Biggest FinTech Trends Shaping...

The Advisor Lab by CION ·

2021/08/17

In this episode, we sit down with Nicole Casperson, FinTech Reporter for Investment News, content producer for the podcast Her Success Matters, and co-host of TechStack, a podcast all about wealth tech. I’ve been following Nicole for a while now – she’s always been ahead of the game when it comes to trends, news, and information regarding the wealth tech space, so I wanted to sit down with her to pick her brain on what she’s seeing in the space now and in the future.

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28:55

Episode 66: How Advisors Can Help Clients Balance...

The Advisor Lab by CION ·

2021/08/10

In this episode, we sit down with Chip Castille and Becca Long from GoalBasedInvestors (GBI). GBI is a platform that connects investors with advisors in a simpler, more user friendly way using goals based planning. We dive into the details on why goal based planning can work, how GBI is making investing more social, and what advisors can do to simplify the onboarding experience for clients. Check out goalbasedinvestors.com for more.

en

31:57

Episode 65: How to Level Up Your 401k Business as an...

The Advisor Lab by CION ·

2021/08/02

In this episode, we sit down with Andy Hudson of Step Strategic, a consulting firm focus on helping advisors navigate the 401k space. If you’re an advisor and you support plan sponsors, or are looking to build your 401k book of business – this is the episode for you. Andy gets into his philosophy on identifying red flag trigger events, how advisors can drip on 401k plans, and how you can expand the conversation to show your unique value. For more, visit: www.401kgrabngo.com

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24:16

Episode 64: Building Your Marketing Strategy - The...

The Advisor Lab by CION ·

2021/07/27

In this episode, rather than have a guest, we wanted to take time to walk through specifics on how to think about your marketing and growth as a financial advisor. We get into the Seven Sequence and the different elements you should be thinking about regarding your marketing. www.thesevengroup.com for more.

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28:34

Episode 63: Connecting Financial Well-Being to Total...

The Advisor Lab by CION ·

2021/07/19

In this episode, we sit down with Amanda Campbell, Vice President at Wealthspire Advisors. Amanda, who was recently highlighted as one of Investment News’ 40 under 40 advisors, has made it her life's mission to ensure that every woman, in any walk of life understands her wealth in a real and meaningful way. This means connecting wealth to health – both mental and physical. We talk about what it’s been like focusing in on this audience, how’s she transitioned from going after everyone to narrowing

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27:42

Episode 62: Building a Media Ecosystem to Nurture...

The Advisor Lab by CION ·

2021/07/12

On this episode, we welcome Michael Batnick, Director of Research at Ritholtz Wealth, and co-host of the popular podcast Animal Spirits. We dive into how they’ve built such a unique, powerful place of knowledge for so many people within our space. Michael and I get into the origins of the podcast, their research process leading up to each episode, and what advisors should expect when building any content series. Check out Animal Spirits: https://apple.co/3wA2wAc

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44:44

Episode 61: Niching Down – A Case Study from an...

The Advisor Lab by CION ·

2021/07/06

In this episode, we sit down with Reese Harper – founder or Dentist Advisors, an RIA focused on dentists throughout the country. Reese is also the founder of Elements – a mobile first application that gives financial advisors the framework, processes, and software needed to deliver ongoing financial planning and an excellent client experience–at scale. I wanted to sit down with him to hear what it’s like to build a niche practice from someone who’s done it before. Learn more about Elements at:

en

40:29

Episode 60: Real Financial Planning: Defenders vs....

The Advisor Lab by CION ·

2021/06/28

We had the opportunity to sit down with the Creator of the Behavior Gap himself, Carl Richards. Carl and I dove deep into the concept of Advisors being Guide vs. Defenders. He shares examples, as well as tactical steps you can take to become the guide of your practice and your clients. Head to thesocietyofadvice.com for more.

en

179 results

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