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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

27:22

Episode 39: Inside the Strategy - Paid vs. Organic...

The Advisor Lab by CION ·

2021/02/01

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we’re officially moving to a weekly schedule. We’ll still have external guests on a bi-weekly basis, but we’re going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into the big question plaguing many advisors - paid vs. organic marketing.

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47:31

Episode 38: How to Build Trust With Your Clients -...

The Advisor Lab by CION ·

2021/01/25

In this episode, we sit down with Robin Dreeke – a behavioral science expert, author, and corporate trainer. Robin began his journey as a counterintelligence specialist and behaviorist in the agency's efforts to thwart the efforts of our country's greatest adversaries. Robin has built his highly effective tools for all aspects and stages of interpersonal communication and relationship development. Robin has combined all these tools and techniques and created a one-of-a-kind formula for success with

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39:19

Episode 37: Getting Your Marketing Going - The Do's...

The Advisor Lab by CION ·

2021/01/19

In this episode, we sit down with Hugh Meyer from Charlesworth and Rugg. Hugh's someone we've been connected to for a while - and he's been primarily focused on building the C&R marketing strategy over the past year or so. Now a host of a podcast, Money Talks, we dive into what it takes to get a marketing strategy up and running. This is our conversation with Hugh Meyer.

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15:04

Episode 36: Inside the Strategy - Building Client...

The Advisor Lab by CION ·

2021/01/11

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we’re officially moving to a weekly schedule. We’ll still have external guests on a bi-weekly basis, but we’re going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into how advisors can do more client-specific marketing this year.

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39:25

Episode 35: How Every Advisor Should Think About...

The Advisor Lab by CION ·

2021/01/04

In this episode, we sit down with Justin Castelli, Founder of RLS Wealth, as well as the Advisor Growth Community. Justin has become one of the premier marketers within the advisor community. We dive into his entire process - why he creates, how he creates, and what he measures. This is our conversation with Justin Castelli.

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18:52

Episode 34: Inside the Strategy - 2021 Marketing...

The Advisor Lab by CION ·

2020/12/28

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we’re officially moving to a weekly schedule. We’ll still have external guests on a bi-weekly basis, but we’re going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into 2021 marketing predictions.

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37:04

Episode 33: Raising the Bar on Client Experience

The Advisor Lab by CION ·

2020/12/21

In this episode, we sit down with Manish Khatta – President and CIO of Potomac Funds, an investment management and Union UMA platform. We’ve come to know and follow Manish over the past year, and have been incredibly impressed at what they’v built from a product, marketing, and customer experience standpoint. We dive into the topic of customer experience – Potomac is big on ensuring that no matter how big they get, they provide an unmatched level of customer experience. We get into the how they

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19:52

Episode 32: Inside the Strategy - Playing the...

The Advisor Lab by CION ·

2020/12/14

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we’re officially moving to a weekly schedule. We’ll still have external guests on a bi-weekly basis, but we’re going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into what it means to play the long game in marketing.

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30:46

Episode 31: The Future of Advisor Tech: How Financial...

The Advisor Lab by CION ·

2020/12/07

In this episode, we sit down with Kimberly Beck – The Head of Wealth Marketing at Envestnet. Kimberly and Alex go way back to the BlackRock days where they both worked within the marketing organization. We had the opportunity to learn from her a bit and her experience in crafting communications strategies for advisors is unmatched. We dive into a bunch of topics, but most importantly the biggest trends within advisor tech – what she’s seeing at Envestnet and how advisors can plan for a big

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18:59

Episode 30: Inside the Strategy - When Does it Make...

The Advisor Lab by CION ·

2020/11/30

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we’re officially moving to a weekly schedule. We’ll still have external guests on a bi-weekly basis, but we’re going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into when it make sense to use marketing automation in your communications.

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37:32

Episode 29: The Power of Investor Behavior -...

The Advisor Lab by CION ·

2020/11/23

In this episode, we sit down with Daniel Crosby – the Chief Behavioral Office at Brinker Capital. Daniel is also a best-selling author and author of the Behavioral Investor, The Laws of Wealth and a few others. I’m incredible excited for this episode - Daniel is someone who I have followed for a while and he was actually intro'ed to me by one of our clients and I’m glad he was. The episode is data-packed, we get into the mind of the investor and how you can shape your communication strategy around

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18:05

Episode 28: Inside the Strategy - Getting Your Social...

The Advisor Lab by CION ·

2020/11/16

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we’re officially moving to a weekly schedule. We’ll still have external guests on a bi-weekly basis, but we’re going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into questions we get from clients specific to social media.

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30:10

Episode 27: Making Money Interesting - Finding...

The Advisor Lab by CION ·

2020/11/09

In this episode, we sat down with Nicole Middendorf, CEO Prosperwell Financial, an RIA in the Minneapolis area. Nicole is also an author of numerous books, a podcast, and content machine. We’ve been tracking Nicole for a while because we always loved her style and how she made the most mundane financial topics interesting on social media. We dove into her full process – how she creates, why she creates, and the impact of what it’s done for her practices. This is our conversation with Nicole

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21:44

Episode 26: Inside the Strategy - Lead Gen vs. Brand...

The Advisor Lab by CION ·

2020/11/02

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we’re officially moving to a weekly schedule. We’ll still have external guests on a bi-weekly basis, but we’re going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. In this episode, we dive into questions we get from clients specific to lead generation vs. brand

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35:51

Episode 25: The Biggest Business Development Mistakes...

The Advisor Lab by CION ·

2020/10/26

In this episode, we sat down with Patrick Brewer. Patrick is the founder and CEO of SurePath Wealth, an RIA down in Austin. He’s also the founder of Model FA – a consulting company that helps RIAs on the marketing, business development, and practice management side of things. I really wanted to dive into what advisors are doing wrong from a business development perspective and Patrick ended up breaking it down in an incredible way – covering what small, medium, and large RIAs should do going

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35:11

Episode 24: Letting Go to Scale: How to Manage Your...

The Advisor Lab by CION ·

2020/10/12

In this episode, we sat down with Scott Brown. Scott runs Keiron Partners, a $1B practice in Orlando, he’s also an author and podcast host. This is truly one of the more inspiring conversations we’ve had on the podcast. After a packed day, we recorded it after hours, and Scott did not disappoint. We dive into how he’s built his practice to what it is today and got his thoughts on what it takes to scale a team to the size he has. Scott is unfiltered and brings insights across marketing, sales,

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33:25

Episode 23: Should You Write A Book? Everything You...

The Advisor Lab by CION ·

2020/09/28

In this episode, we sat down with Ashby Daniels, a Financial Advisor at Shorebridge Wealth Management, and also the author of Medicare Simplified: What Retirees Need to Know About Medicare in 100 Pages or Less. We wanted to sit down with Ashby because he just finished his first book and the idea of producing a book for your marketing efforts is one that pops up a good amount in our conversations with advisors.. We got the full blueprint for creating a book – including how to decide if it’s right for

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31:33

Episode 22: Designing Your Marketing Around Your Culture

The Advisor Lab by CION ·

2020/09/14

In this episode, we sat down with Marc Horner, Founder at Fairhaven Wealth Management, an RIA based in Chicago that’s approaching $850 million in AUM. We connected with Marc when we saw his content online – it was different, hilarious, and was making the rounds on LinkedIn. Fairhaven has vowed to take a different approach to marketing – one that incorporates who they are as a practice, as well as all of their employee personalities. Check out some of their videos: https://bit.ly/3kggaTk

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39:55

Episode 21: RIA M&A Deep Dive: What the Future Holds,...

The Advisor Lab by CION ·

2020/08/31

In this episode, we sit down with Alex Chalekian, Founder of Lake Avenue Financial and Head of Acquisitions at Integrated Partners. With a lot of the conversations heating up around M&A activity in the RIA space, we wanted to get Alex’s perspective on what the future holds for RIAs across the country, and what RIAs can do to different yourself as more and more advisors break away. For more, visit www.thesevengroup.com

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38:42

Episode 20: The Virtual Practice: Here to Stay?

The Advisor Lab by CION ·

2020/08/17

In this episode, we sit down with Derek Notman, Founder and CEO Intrepid Wealth Partners, a virtual-only practice that’s focused on elite frequent flyers. We wanted to bring Derek on because with everything going on across the industry, how he runs his practice is an incredibly timely discussion. We dive into how he manages his practice completely remote, how he leverages digital marketing to connect and engage prospects, and where he thinks the industry is headed. For more, visit

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179 results

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