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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

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All Episodes

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.

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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.

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28:52

Episode 134: Helping Clients Mitigate Tax and...

The Advisor Lab by CION ·

2023/11/23

Becky Swansburg, CEO of Stonewood Financial, has trained advisors across the country on incorporating tax-efficient retirement strategies into their practices. Becky focuses on the new reality that taxes in retirement likely won't be lower, and the tax risk to a plan is as significant as investment risk. She has some surprising insights, and a point of view on ways to introduce a conversation that has prospects and clients "all ears."

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30:59

Episode 133: Capitalizing on the Growing Demand for...

The Advisor Lab by CION ·

2023/11/09

We welcome Tim Gerend, Chief Distribution Officer of Northwestern Mutual. There's a growing recognition among investors that their financial planning needs work, and that financial advisors are the most trusted resource for financial advice. Northwestern Mutual's recent study has the data, and Tim has an interesting and detailed perspective on how Advisors can harness the trends to build their practice.

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33:31

Episode 132: Creating a Digital Marketing Strategy...

The Advisor Lab by CION ·

2023/10/26

We welcome John DeVincent, Chief Growth Officer of Intention.ly, a financial services-focused marketing consultancy. John has been at the forefront of financial services marketing, leading teams at SaaS platforms that have revolutionized the industry, including eMoney Advisor. Advisors have more tech and tools than ever before to market their practices, but sorting through them and selecting the right ones is a challenge. John breaks down the fundamentals of a digital strategy, and along the way

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27:36

Episode 131: Private Credit — Outlook on a...

The Advisor Lab by CION ·

2023/10/06

We welcome Greg Margolies, Partner, Ares Management for a deep dive on private credit. This alternative asset class has seen tremendous demand from retail and HNW investors, and we take a close look. Ares is a leader in the space, and Greg has spent a 35-year career in credit. He gets into the mechanics of the deals, what to look for, and how private credit can help diversify a portfolio through all stages of the economic cycle.

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21:55

Episode 130: Asset-Based Lending: A Solution for...

The Advisor Lab by CION ·

2023/09/20

Jennifer Palmer, CEO and Founder of JPalmer Collective, joins us to explain asset-based lending and how it can be a solution for businesses that want to raise capital, but also want to keep equity intact. The range of eligible assets is broad, and our discussion about the true cost of capital is eye-opening. Jenn has spent a career as a leader in the space, and founding her own firm has allowed her to focus on the segment of the market that she is passionate about. This ep gets deep on financing

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36:48

Episode 129: Engaging the Next-Gen Investor at Scale:...

The Advisor Lab by CION ·

2023/09/07

We welcome Zach Conway, Founder and CEO of Seeds Investor. One of the biggest issues for financial advisors is engaging and retaining the “next gen” investor - Gen X and Millennials. These generations realize investing is key to achieving the flexible life they want, but they want to invest on their terms. Values-based investing is a huge part of this. Zach has created an efficient and scalable way to help advisors align clients’ values with their goals. We get into detail about how advisors can

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25:12

Episode 128: Supporting the Advisor Community: A...

The Advisor Lab by CION ·

2023/08/23

Our guest this episode is Mark Gatto, co-Founder and co-CEO of CION Investments, Advisor Lab’s parent and sponsor. Mark explains why CION created a podcast focused on the advisor community, and along the way we talk about the growing demand for alternatives from retail investors and CION’s very differentiated view of how to support the advisor community by leading with education. We also get into one of the alts asset classes that is making headlines this year: private credit.

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31:19

Episode 127: Creating a New Practice Paradigm:...

The Advisor Lab by CION ·

2023/08/03

In this episode, we welcome the team that makes up Quorum Private Wealth. Mike Barry, Kelly Milligan, Sue English Mazzetti and Melissa Yue made the decision to become independent a couple years ago, and they are finding that while the process was seamless for their clients, independence has led to some surprising results and growth avenues. The new model of financial advice is shifting towards “life advisor,” not just money advisor, and the Quorum team has found new ways to make this core to their

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28:56

Episode 126: Creating a Mindful Practice and...

The Advisor Lab by CION ·

2023/07/19

In this episode, we welcome Jonathan DeYoe. Jonathan combines Buddhism, academia, and advisory in a unique practice that focuses on holistic planning and becoming a better investor. The goal is to live a better life, transform relationships with money, and identify a circle of competence that improves outcomes. Sounds like a lot - but Jonathan brings it together in surprisingly tactical ways.

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28:54

Episode 125: Building a Successful Practice: Hiring,...

The Advisor Lab by CION ·

2023/06/29

We welcome Jeremy Straub, Founder and CEO of Coastal Wealth, for an episode focused on the business side of building a successful financial advisory practice. Jeremy has created companies that are great places to work at by motivating and managing people to do their best. Jeremy’s story is amazing, and his point of view on steps and strategies to create a financial advisory business that the advisor enjoys is a must-listen.

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21:38

Episode 124: Real Assets: Choices, Challenges and...

The Advisor Lab by CION ·

2023/06/12

Real Assets are evolving as we look to a low-carbon, ai-driven future in which geopolitics will play a bigger role. Where are the opportunities? What are choices from an investor standpoint? How does ESG fit in? We sat down with Will Thomson of Massif Capital for an enlightening and in-depth discussion. Some of the answers are surprising.

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23:53

Episode 123: Cultivating Curiosity - A Discussion...

The Advisor Lab by CION ·

2023/05/18

In this episode, we welcome Carl Richards, the NYTimes Sketch Guy and Chief Brand Officer for Elements. Carl and Derek get into the unique and powerful role that financial advisors play in aligning people's time, dreams, and money. It’s not easy to hold people accountable to their own goals, and supportive conversations are key. Carl also explains why Elements was a great fit - and it comes down to turning prospecting into a simple, actionable visual.

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28:08

Episode 122: The Tactics of Using Behavioral Finance...

The Advisor Lab by CION ·

2023/04/26

In this episode, we welcome Brendan Frazier, Founder of Wired Planning. Behavioral finance isn’t new - but Brendan has got implementing it down to a science. Our discussion with him breaks it down in ways that will resonate with advisors that are building a practice, and we also get into an interesting chat about the future of financial advice in our new AI Chat world that provides insight for advisors at all levels.

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29:06

Episode 121: The Surprising Economics of Independence

The Advisor Lab by CION ·

2023/04/12

Todd Mercer, founder and Managing Partner of Mercer Wealth Management, discusses how utilizing “a la carte” technology has allowed him to increase his level of service across the board. He goes deep on how and why Mercer incorporated alternatives into client portfolios, and his outlook on the evolution of the industry.

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21:57

Episode 120: Optimizing Your Practice and Upgrading...

The Advisor Lab by CION ·

2023/03/22

In this episode, we welcome Michael Lecours, CFP and Co-Founder of fpPathfinder. Can checklists and guides really create deeper understanding and streamline the advisor/client financial planning process? When they are detailed, technical and constantly updated - the answer is clear. We get deep into the details - and the theory behind it - that explain the demand.

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24:04

Episode 119: Video Marketing: A Tool for Scale,...

The Advisor Lab by CION ·

2023/03/02

Katie Braden, founder and Chief Video Officer of Advisor Video Marketing makes an encore on the pod to get us up to speed on how video is evolving. We asked Katie to come back because we think video is one of most important marketing tools for today’s advisor. Katie gets into why video is so effective, how you can get started, and the best uses to grow your practice and create stickier relationships.

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28:38

Episode 118: From College to the Real World - Getting...

The Advisor Lab by CION ·

2023/02/15

In this episode, we welcome Beth Hendler-Grunt, founder of Next Great Step. Finding a first job as a new college grad can be difficult. Beth’s process teaches kids the skills they need to stand out, and teaches parents how to help their kids launch. The first job is a key piece of the financial journey for both kids and parents, as parents exit the college burden and ramp up retirement planning.

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22:16

Episode 117: Evolving Your Practice and Selecting a...

The Advisor Lab by CION ·

2023/01/31

Amit Dogra is President and COO of tru Independence, a platform that helps financial advisors optimize their independence with guidance, expertise and support. In this episode, we go deep into the continually evolving financial advisory landscape, the trends Amit sees now, and some very good advice for what advisors should be thinking about, from asset growth to succession planning.

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