x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

13:53

Episode 154 Having the Hard Conversations Around...

The Advisor Lab by CION ·

2024/10/24

Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth, Jonathan played a key role in developing the platform that offers comprehensive wealth advice and institutional-quality investment solutions to generationally wealthy clients. We get deep on how he helps

en

16:57

Episode 153 Michael Kitces and the Evolution of...

The Advisor Lab by CION ·

2024/10/15

Michael Kitces needs no introduction. One of the foremost voices in the industry, he's a financial planner in his role at Buckingham Wealth, and also a commentator, speaker, blogger, podcaster and educator. From Kitces.com, to his Nerds' Eye View blog and Advisor Success podcast, Michael leads the conversations that change the industry. XYPN, the integrated support system for independent financial advisors, is Michael's response to the problem of bringing younger advisors into the industry, and it's

en

10:06

Episode 152 Future Proof Conversations: Redefining...

The Advisor Lab by CION ·

2024/09/25

Matt Middleton is CEO of Future Proof, the most innovative and disruptive event in the wealth management industry. Only in its third year, Future Proof's events, starting with the Festival in Huntington Beach, are already the foundational and definitional events for where wealth management is going. Matt gets into his vision, and how keeping it tech-enabled and human-centered has meant both massive growth and an incredibly high level of attendee satisfaction.

en

10:20

Episode 151 Future Proof Conversations: The Fed and...

The Advisor Lab by CION ·

2024/09/18

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities. David’s research focuses on investment implications of an evolving economic environment. He has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to

en

35:09

Episode 150 Leveling Up Your Practice: Closing Gaps...

The Advisor Lab by CION ·

2024/09/13

Robert Russo has built a powerhouse firm around the concept of helping independent advisors identify where they need support to grow, and providing that support. From the complexities of business ownership, to gap analysis to grow a practice, his firm, Independent Advisor Alliance, has a process in place. The best part? They also provide a community focused on creating peer learning, growing and resources.

en

26:47

Episode 149 Donor Advised Funds: A New Approach to...

The Advisor Lab by CION ·

2024/08/22

Julia Healey, the CEO of United Charitable (unitedcharitable.org) has spent a career working with non-profits. She helms a nonprofit organization that works closely with wealth advisors and their clients to increase a donor’s ability to do more with their contributions while minimizing their tax liability through Donor Advised Funds. We get into how giving has become central to how people think about money at all stages of their finanical journey, and how advisors have a central role to play.

en

38:03

Episode 148 Connecting Meaning to Money: A Model for...

The Advisor Lab by CION ·

2024/07/30

Derrick Kinnney is a successful advisor who has become one of the top advisor coaches with his Advisor Accelerator program. He focuses on bringing meaning to money, for both clients and advisors. Along the way, he teaches advisors how to take back time, own problems to drive to solutions, create a strategic brand and rethink events and sponsorships so they are memorable and bring results. We get into the tactics, the specifics - and a lot of great stories.

en

32:45

Episode 147 Creating the Practice You Want:...

The Advisor Lab by CION ·

2024/07/11

Michael Clarke, author of A Firm Worth Building, has figured out the balance between doing the work of an advisor and the work of running a business. Advisors can be prisoners of their own success, and Michael has created a framework and mindset for coaching advisors that covers everything from branding to firm culture to growth strategies, and that allows Advisors to focus streamline their own workload. Along the way, he developed National Referral Network, a COI community that focuses on helping

en

32:36

Episode 146 Understanding Client Experience as a...

The Advisor Lab by CION ·

2024/06/20

Masha Hodi, Partner and Client Experience Officer at Cerity Partners, has worn a lot of hats in her career, and she brings that knowledge to a conception of client experience that is built on and continually references growth. She breaks down how Cerity stays in front of an ever-changing industry, and the importance of creating and maintaining a strong culture.

en

33:59

Episode 145 Creating the Practice You Want: Coaching...

The Advisor Lab by CION ·

2024/06/07

Stephanie Bogan, Chief Possibility Officer for Limitless Advisor, makes redefining success upwards - for herself and the advisors, leaders and founders she partners with - look easy. But there's a career's worth of insight, intelligence, method and practice in her coaching. Stephanie gets serious about the inspiration and the hard questions in this episode.

en

36:52

Episode 144 Turning Data Into Knowledge: Creating A...

The Advisor Lab by CION ·

2024/05/22

Adrian Johnstone, CEO of Practifi, has spent a career harnessing technology to optimize growth. Gathering data isn't enough; it's about unlocking knowledge to create a customer experience that helps firms grow at every stage. Moving from insight to action is the challenge for advisors. Doing it consistently and at scale can seem impossible. Adrian breaks down how Practifi thinks about a rapidly evolving industry.

en

42:43

Episode 143 The Last Pre-Digital Generation Is Aging...

The Advisor Lab by CION ·

2024/05/02

Doug Bonaparth is the financial voice of a generation, and over the course of his career, he's seen how the challenges his generation faced have redefined financial planning. Older millennials may make different decisions from past generations on everything from education debt for their kids to retirement to estate planning. The portfolios they need to reach their goals are very different and need to be based on a whole new set of assumptions.

en

30:09

Episode 142 A Collaborative Culture + A Unique...

The Advisor Lab by CION ·

2024/04/11

Seth Streeter, Founder and Chief Impact Officer of Mission Wealth, has some very clear principles. He wants to help clients redefine wealth, and has created a service model that places inspiration, balance, and purpose at the center of a holistic process. For advisors, this means creating a collaborative culture backed up by custom tech. The goal is to ensure that clients feel a sense of shared mission that goes beyond planning, especially for clients facing transitions. Seth and Derek touch on a

en

37:52

Episode 141: Building a COI Referral Network: Working...

The Advisor Lab by CION ·

2024/03/28

Paul Saganey, Founder & CEO of Integrated Partners, has cracked the code of supercharging growth. He helps advisors succeed with much larger clients than their existing books, and pairs that up with a deep understanding of how to build a COI network with the "grail" of referrral sources: CPAs.

en

44:44

Episode 140: Tax Topics - Negotiating with the IRS

The Advisor Lab by CION ·

2024/03/08

Advisors are often asked to help solve financial problems, and some of the most difficult pertain to taxes. Our guest, Hubert Johnson, has built a business around understanding how to successfully negotiate with the IRS, and he also has some great insights on how to avoid getting to that point.

en

27:16

Episode 139: Building a Growth-Focused Client Event...

The Advisor Lab by CION ·

2024/02/22

Tim Mitrovich, Founder and Chief Executive Officer of Ten Capital, has built a winning event strategy by focusing on client experience. It's a unique approach that combines thematic consistency with creating events that run the gamut from great speakers to fun activities - and everything in between. Tim has seen huge growth by keeping the focus on the client - not the advisor.

en

28:43

Episode 138: Designing Data Visualization to Drive...

The Advisor Lab by CION ·

2024/02/07

We welcome H. Adam Holt, CEO and Founder of Asset-Map. Adam needed a better way to help clients visualize their money, and his original hand-drawn prototype has become a tool that facilitates client engagement and can help advisors see where the opportunity is. Our conversation is a fascinating look at how deliberate design can create a feedback loop that helps advisors and their clients meet their goals.

en

33:33

Episode 137: Innovating Advisory Practices: A...

The Advisor Lab by CION ·

2024/01/18

We welcome John Prendergast, co-founder and CEO of BlueLeaf. John created BlueLeaf with the vision of making an environment that allows the advisor to be fully appreciated by their clients. The best ideas are simple in articulation and complex in execution, and John gets into how they solved for that. We dive into what this means now - and in an AI-driven future.

en

33:32

Episode 136: 2024 Outlook - Where Will Rates End Up,...

The Advisor Lab by CION ·

2024/01/04

We welcome Mary Ann Bartels, Chief Investment Strategist of Sanctuary Wealth, to give us an outlook on what 2024 has in store. Mary Ann brings all the data, and wraps it into a narrative that resonates. Across markets, economics, asset classes and the historical comparisons, Mary Ann makes some great points.

en

31:15

Episode 135: Creating a Financial Planning Practice -...

The Advisor Lab by CION ·

2023/12/14

We welcome Nick Rose and Emily Biehler, founders of NovaTrak, a SaaS financial planning tool they created that also helps motivate clients and demonstrates the value of the flexible financial planning fee model. It's unique, and we get into the details.

en

135 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Nomad Capitalist Audio Experience

Nomad Capitalist

Supply Shock

Blockworks

RadioBorsa - La tua guida controcorrente per investire bene nella Borsa e nella Vita

SoldiExpert SCF