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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

42:44

Episode 19: Creating the Right Systems for Your Practice

The Advisor Lab by CION ·

2020/08/03

In this episode, we sit Dan Cuprill president of Matson & Cuprill, a wealth coaching firm located in Cincinnati, Ohio and founder of the Advisor Architect, a systematic based program that helps advisors scale their practice. We had fun on this one – Dan has so much experience and such an interesting point of view on how you can scale your practice through systems. We dive into his approach, what he thinks is wrong with marketing today, and how you can fix it. This is our conversation with Dan

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34:49

Episode 18: Starting an RIA - Mindset, Process, and...

The Advisor Lab by CION ·

2020/07/20

In this episode, we sit down with Dasarte Yarnway, founder of Berknell Financial Group and one of Investment News' 40 under 40 selections. Dasarte has an inspiring story of how he got to where he is today and lives by the mantra "onward to greatness." This has helped fuel the creation and growth of Bernkell and how he approaches his business day in and day out. We dive into his experience in starting his RIA, pivots he's had to make in order to grow, and his approach to marketing and

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36:01

Episode 17: The Power of Visual Storytelling

The Advisor Lab by CION ·

2020/07/06

In this episode we sit down with Joe Martin – while Joe doesn’t live within the financial services space, he’s a guy you want to listen to when it comes to marketing. A former Adobe executive, Joe now runs marketing and strategy for CloudApp, an enterprise screen recording and sharing platform that allows you to connect with your audience more effectively through video. Joe comes from a data-first background and has a unique perspective on all things engaging your prospects in ways that cut through

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38:01

Episode 16: The Loyalty Game – Going Specialized for...

The Advisor Lab by CION ·

2020/06/22

In this episode, we sit down with Jay Stubbs - regional director of First Protective. Since entering the industry, Jay has gone extremely specialized on the risk management side of things. This has resulted in a growth engine that allows him to build centers of influence around the country and partner with other advisors in unique, powerful ways. We dive into why Jay went so specialized and how he uses Facebook groups and LinkedIn to attract and engage his audience.

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39:03

Episode 15: Diversity in Financial Services: An...

The Advisor Lab by CION ·

2020/06/10

Given what’s happening around the country and globe, we’re dropping a special episode of our Advisor Lab podcast today, separate from our regular schedule. We wanted to have a timely, actionable conversation – one centered around diversity and taking action within financial services. Our goal of this conversation was to push the discussion beyond the surface level and dive into specifics on what we can be doing to progress our industry forward. We’re joined by Allan Boomer and Tiffany Mcghee,

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31:03

Episode 14: Bringing Your Content to Life – Using...

The Advisor Lab by CION ·

2020/06/08

In this episode of Advisor Lab, we sit down with Stephen Stanwood, CEO of Stanwood Law, a trademark law firm base in California. Since launching his firm, Steven has really embraced video marketing as a business driver and has taken topics that tend to be more mundane, and turned them into unique, valuable, entertaining pieces. Stephen talks about his process for creating video, some of the progress he's made, and how advisors can expand their marketing content and dive more into video.

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31:55

Episode 13: Going Specialized - The Value of a Niche

The Advisor Lab by CION ·

2020/05/25

In this episode, we sit down with Cathy Curtis, founder and CEO of Curtis Financial Planning - a financial planning practice that focuses on women and their families. Cathy, highly regarded in the space, has built an incredibly unique brand over the years, while continuing to focus on a very specific target audience. We dive into her approach to marketing, how she's created organic momentum while staying specific, and how, in the coming years, she may even go more niche.

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43:09

Episode 12: The RIA Marketing Wave - Small Steps Make...

The Advisor Lab by CION ·

2020/05/11

In this episode, we sit down with Taylor Schulte, Founder and CEO of Define Financial. Taylor, deemed a 40 under 40 RIA by InvestmentNews, is a part of the industry’s latest generation of enterprising young talent and leading with a marketing-first approach. With two of the hottest podcast in the finance world, Taylor uses marketing and media to carve his niche in a way not many other advisors are doing right now. We dive into how Taylor started Define Financial, some of the harder decisions he had

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43:56

Episode 11: Building Your Own Sales Funnel

The Advisor Lab by CION ·

2020/04/27

In this episode of Advisor Lab, we sit down with Josh Null, Owner and President of Gulf Coast Financial Advisors, and host of the Every Dollar Counts podcast. Over the last two years, Josh has transitioned from a traditional sales model - cold calling and relying on referrals - to a more modern approach - creating his own marketing engine that fuels his practice today. We discuss why Josh made the pivot to marketing-first and the impact it's had on his business to date.

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36:01

Episode 10: Why Brand Consistency Matters for Your...

The Advisor Lab by CION ·

2020/04/13

In this episode of Advisor Lab, we sit down with Elle Langston, Founder of Paintbox, a retail nail company turned online power player. This episode is unique - while Elle isn't from the financial services world, her insight into how to build a community is invaluable. We discuss staying consistent with your brand through every touchpoint and channel. We also discuss how advisors can leverage social media and email more effectively.

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51:02

Episode 9: Preparing for the Next Generation of...

The Advisor Lab by CION ·

2020/03/30

In this episode of Advisor Lab, we sit down with Jason Wenk, Founder, and CEO of Altruist, a fully-integrated digital-first brokerage platform for financial advisors. This episode is a special one - it's our first remote recording and we dive into a number of topics - including how Jason built an RIA empire after leaving Morgan Stanley, how advisors should navigate their marketing in today's environment, and how technology is shaping the future of the advisor world.

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34:34

Episode 8: Technology vs. Human Interaction - How the...

The Advisor Lab by CION ·

2020/03/16

In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors. We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element. We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact.

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30:14

Episode 7: How Social Media is Changing the Advisor...

The Advisor Lab by CION ·

2020/03/02

In this episode of Advisor Lab, we sit down with Kelsey Murray, Global Head of Social Media at Nasdaq and former Senior Strategist at Northwestern Mutual. We dive into her experience building a marketing program from the ground up at Thrive Global and how she applied her learnings to the marketing approach at LearnVest and Northwestern. We also cover how social media is playing a larger part in marketing now more than ever, and how investor education is critical to any marketing program.

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42:28

Episode 6: Adapting to Your Customer

The Advisor Lab by CION ·

2020/02/17

In this episode of Advisor Lab, we sit down with Brian Mazza, Creator of the Ainsworth, a high-end sports bar, and Founder of HPLT, a rapidly growing fitness brand with the goal of connecting like-minded individuals. We dive into Brian's experience creating the Ainsworth, how he created blue ocean by finding the pocket of opportunity in his space, and how he approaches each business relationship with a personalized, unique approach. We also cover how important a personal brand is to building

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38:13

Episode 5: The Future of the RIA

The Advisor Lab by CION ·

2020/02/03

In this episode of Advisor Lab, we sit down with Amelia Garland, Head of Relationship Management and Business Development at CityWire, a rapidly growing Advisor-based publication. Amelia spends an enormous amount of time on the road with RIAs, diving into their practices and what it takes to build a successful RIA practice. We cover all areas of the RIA business including technology, marketing, and succession planning. We also cover how important brand is to build an RIA practice after breaking

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31:12

Episode 4: Cutting Through the Noise in a Crowded Space

The Advisor Lab by CION ·

2020/01/20

In this episode of Advisor Lab, we sit down with Terry White, CEO of Wolaco (Way of Life Athletic Company), a New York-based fitness brand that's experienced rapid growth over the past 5 years. We dive into the story of Wolaco - how they got started on Kickstarter, how they've evolved over the years, and how they approach everything with intention and consistency. We also cover how you can deploy local events and email marketing to more effectively engage with your audience.

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40:21

Episode 3: Building a Practice from the Ground Up

The Advisor Lab by CION ·

2020/01/06

In this episode of Advisor Lab, we sit down with Tiffany Mcghee, Partner and Head of Institutional Investment Services and Alternative Investments and Manager Research at Momentum Advisors. We hear her story of starting Montentum and the learnings she and her team had as they built a $500M+ Financial Planning and Investment Advisory firm.

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44:13

Episode 2: Going All-in on Personal Brand

The Advisor Lab by CION ·

2019/12/16

In this episode of Advisor Lab, we sit down with Bianca Jade, TV host and founder of MizzFit, a fitness lifestyle brand in NYC. We dive into creating content for your customers, leveraging social media to build your brand, and testing different platforms to reach new audiences.

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31:13

Episode 1: Marketing Your Practice in 2020

The Advisor Lab by CION ·

2019/12/02

In this episode of Advisor Lab, we sit down with a few members of the Seven team and discuss what marketing your practice in 2020 looks like across brand, digital, content, distribution and more. We also cover a few tactical tips and tricks you can implement following the episode.

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