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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

38:53

Episode 59: The Good, The Bad, The Effective: A...

The Advisor Lab by CION ·

2021/06/22

In this episode we sit down with Diana Angelini – Director of Business Development for Ladder for Advisors. Ladder is an insurtech platform making it easier for consumers to get life insurance. This is one of our more tactical conversations, Diana and I come from a heavy LinkedIn background – so we get into the weeds on how you can leverage LinkedIn to expand your network, build your influence, and grow your brand. We cover content, cadence, and engagement. Check out Ladder here:

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36:34

Episode 58: The Emotional Side of Financial Planning...

The Advisor Lab by CION ·

2021/06/14

In this episode, we sit down with Brendan Frazier – Founder of Wired Planning and Host of Human Side of Money - a podcast that helps advisors think through the behavioral side of your business. Brendan is all about helping advisors deliver better outcomes for their clients uncovering the research and insights from the fields of behavior change, psychology, communication, negotiation, and more. We get into some incredible stories and examples of how advisors can approach each and every client

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35:58

Episode 57: Connecting with a New Generation of Investor

The Advisor Lab by CION ·

2021/06/07

In this episode, we sit down with Trevor Ward. Trevor helps lead business development at BetterWealth – a new platform that helps individual investors take control o their money through coaching and education. Trevor has been big on where the industry is headed for the next generation of investor. We get into the big wealth transfer and specifics on what advisors can do to define their niche, start marketing themselves, and position themselves for the future.

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34:42

Episode 56: Managing the Client Relationships Through...

The Advisor Lab by CION ·

2021/06/01

This is an episode for the books. We sat down with Mark Pinto, President at Harbourfront Wealth Management. Mark possesses a diverse skill set that includes; Business Development, M & A, Operations, Technology Solutions, People Leadership & Business Coaching. Mark has implemented “The 6 Pillars of an advisory practice” across multiple businesses and shares a ton of insight on what it means to build a practice with intent.

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43:03

Episode 55: Building, Scaling, and Stylizing Your...

The Advisor Lab by CION ·

2021/05/24

In this episode, we sit down with Shawna Ohm, founder of Content 151 – a content marketing agency & platform that allows advisors to create custom content at a lower price. Shawna brings a wealth of knowledge on the content and story telling side of things – we cover how you can create a more compelling story, why pillar content is so important, and why investor education will help you with. For the webinar mentioned in the introduction, sign up here: https://bit.ly/349hYaX

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29:28

Episode 54: Launching the RIA: Systems, Content, and...

The Advisor Lab by CION ·

2021/05/17

In this episode, we sit down with TJ van Gerven - founder of Modern Wealth Builders, an RIA that focuses on equity compensated professionals. TJ is 3 years into building his RIA and we wanted to sit down with him to hear more about what it's been like so far. We dive into his learnings, including his marketing strategy, processes, and frameworks.

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32:06

Episode 53: Marketing Mailbag - Content Creation vs....

The Advisor Lab by CION ·

2021/05/10

We hosted the first of our 2021 Twitter live sessions where we dove into some of the bigger questions we’ve been getting from clients and members of the advisor community. Trey DeVore, our newest content creator and I hashed through Content Creation vs. Distribution and how it’s not always about creating more content, but how you use that content that matters. We’ll be hosting these sessions live on Friday at 12pm ET. Follow us @sevengroupnyc on Twitter to get the notifications.

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52:38

Episode 52: The Marketing Funnel: Myths, Truths, and...

The Advisor Lab by CION ·

2021/05/03

In this episode, we sit with Kristin Shea, Advisor Coach and Author of a new book coming out: The Truth About Digital Marketing. This is one of our longest, most in-depth episodes yet – Kristin and I get into what the marketing funnel should look like, including the content that should be created and channels you should live at each part of the funnel, what it looks like to advertise on these platforms, and why so many have been steered the wrong direction over the years. You can check out her book

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35:22

Episode 51: Is Video Right for Your Marketing Program?

The Advisor Lab by CION ·

2021/04/26

In this episode, we sit with Kate Holmes, founder of Innovating Advice – a platform & program that helps advisors leverage video communication more effectively for your practice. Kate has a really cool story – before starting Innovating Advice, she started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning businesses. Since then, she's found a passion for helping advisors and has worked with advisors all over the world to build better practices. Our

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39:35

Episode 50: A Guide to Webinar Marketing: Topics,...

The Advisor Lab by CION ·

2021/04/19

In this episode, we sit down with Brad Swineheart, the VP of Business Development at White Glove. We dive deep into webinars in this episode - including why they make sense, what topics you should be covering, how you should be distributing, and what differentiates a good webinar from a bad one. Demo mentioned in introduction: https://info.thesevengroup.com/schedule-time-with-seven-group

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40:53

Episode 49: The Application of Behavioral Finance in...

The Advisor Lab by CION ·

2021/04/12

In this episode, we sit down with Jordan Hutchison, the Director of Partnerships at XY Planning. Jordan comes from a behavioral background and in this conversation, we dive into how advisors can effectively and tactically apply behavioral science in their business, both from a sales and marketing perspective. Jordan shares tactical information and advice, and we go deep into certain aspects of the behavioral conversation as it relates to how advisors can use it in client conversations from the first

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43:46

Episode 48: Building Out Your Social Media Strategy –...

The Advisor Lab by CION ·

2021/04/05

In this episode, we site down with Samantha Russell, the Chief Evangelist at FMG Suite. Everybody knows Samantha for what she's done at Twenty Over Ten over the past several years - she's an expert in all things marketing as relates to web, social media, paid search, SEO, and email marketing. We get into social specifically on this episode, and tactically what advisers can do to build their practice on social media. www.thesevengroup.com

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36:33

Episode 47: The Biggest Macro Trends Happening Today...

The Advisor Lab by CION ·

2021/03/29

In this episode, we sit down with Brad Rathe - CIO at StrategIQ and host of the Friday's With Brad podcast. This episode is a big mash-up of topics, we dive into why advisors need to set boundaries, how things like ESG is influencing advisor/investor relationships, and how no one of prepared for the pace of change.

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30:39

Episode 46: How Advisors Can Make Money Simple for...

The Advisor Lab by CION ·

2021/03/22

In this episode we’re sitting down with Peter Lazaroff, CIO at Plan Corp – a practice down in St. Louis, Missouri. Peter also has a weekly blog that has gained tremendous popularity over the years. Peter is all about simplifying money, and accomplishes a lot of this through his blog. In this episode we dive into what simplifying money for clients means, and how you can get into a content creation habit every day. This is our conversation with Peter Lazaroff.

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35:17

Episode 45: Finding Balance Between Your Clients'...

The Advisor Lab by CION ·

2021/03/15

In this episode, we sit down with Kristen O'Grady, COO & Head of Product at Seeds, a new platform for financial advisors that puts investor values at the center of the platform. Kristen, an ex-BlackRock executive, unpacks the current state of ESG investing, how advisors can better align a client's values with their portfolio, and what the future holds for advisors when it comes to sustainable investing. Visit seedsinvestor.com for more.

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29:30

Episode 44: Building an Effective Sales Organization:...

The Advisor Lab by CION ·

2021/03/08

In this episode, we sit down with Derek Schwartz, National Sales Manager at CION Investments. Derek comes with decades of experience and working with investment managers and financial advisors to build sales organizations. He dives into his best practices for what you need as an advisor to not only build your practice, but build better relationships with clients.

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34:34

Episode 43: The Big Things to Think About Before...

The Advisor Lab by CION ·

2021/03/01

In this episode, we sit down with Penny Phillips, co-Founder and President of Journey Strategic Wealth, a new RIA that's reimagining the independent advisor model. This episode does not disappoint - Penny covers everything an advisors should be thinking about before you make the jump to RIA.

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34:34

Episode 42: Stop Ignoring Your Data & Integrations:...

The Advisor Lab by CION ·

2021/02/22

In this episode, we sit down with Jud Mackrill, ex-CMO of Carson & Orion and CEO of MileMarker. We dive into all things data, integrations, and tech stacks with Jud - he gives advisors the blueprint for how they can better leverage and connect their data across their firms. He's one of the most knowledgeable folks we spoken to in this space and lends his knowledge an expertise to us for a 30+ minutes. Check MileMarker out at: https://milemarker.co/.

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44:37

Episode 41: The Third Wave of Financial Planning: How...

The Advisor Lab by CION ·

2021/02/15

In this episode, we sit down with Tony Stich, Mr. Purple himself and COO of Advicent. This conversation is one of our best – Tony is an absolute wealth of knowledge when it comes to the advisor and investor market. We get into some of the biggest hurdles he sees advisors facing in the current and future state of financial planning, and what they can do about it. We also technology discussion and how advisors can leverage big data to improve their client experience. This is our conversation with Tony

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46:50

Episode 40: Diversification: Still the Only Free...

The Advisor Lab by CION ·

2021/02/08

In this episode, we sit down with Rodney Sullivan, the Executive Director for Asset Management at the University of Virginia of Darden School of Business. We originally found Rodney through is piece on RIA Intel talking about diversification and the evolution of diversification – and we had to bring him on the show. We dive into how the current crisis is similar, and different, to others in the past, how diversification plays into financial planning situations like events we’ve experienced, and how

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