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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

21:06

Episode 116: 2023 Outlook - The Beginning of a New...

The Advisor Lab by CION ·

2023/01/17

On this episode of Advisor Lab by CION, we welcome Brian Levitt, Global Market Strategist. We sat down with Brian to discuss his view on the volatility and uncertainty of last year, how things changed in the last few months, and what he thinks may be in store for the economy and the markets in 2023. Along the way, we hit the Fed’s terminal rate, the debt ceiling, the 60/40 portfolio, and got into alternatives. It’s a great listen to set you up for 2023.

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25:28

Episode 115: Pathways to Growth - The Limits of Scale

The Advisor Lab by CION ·

2022/12/07

On this episode of Advisor Lab by CION, we sit down with Josh Reidinger, CEO of Waverly Advisors. Waverly has grown organically and through acquisitions, backed with private equity. We get into how Waverly built a unique culture, what they see going forward in the independent advisor space, and how they develop niche-based offerings for clients. Waverly believes in scaling your business, but not your relationships.

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26:18

Episode 114: Building Authenticity and Flexibility...

The Advisor Lab by CION ·

2022/11/15

On this episode of Advisor Lab by CION, we welcome Anna N’Jie-Konte, the Founder of Dare-To-Dream Financial Planning. Anna N’Jie Konte has built a unique and successful business by looking at what attracted her, and adapting it to her own firm. She’s a firm believer in creating marketing rooted in the advisor’s personal story and value system to create client trust. We discuss Anna’s journey, and how her commitment to fitness and self-care was critical to her success.

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26:39

Episode 113: Market Uncertainty: How to Define Your...

The Advisor Lab by CION ·

2022/10/25

In this episode, we welcome Jason Barsema, president and co-founder of Halo Investing. This fintech platform provides financial advisors with solutions for their clients that historically have only been available to ultra high net worth individuals. Be it bonds or equities, the 60/40 portfolios have had the worst first half of any year going back to 1932. Downside risk is on everyone's mind. Find out why Jason and Halo Investing are seeing such a huge demand for their platform and their

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33:21

Episode 112: Scaling Client and Prospect Engagement:...

The Advisor Lab by CION ·

2022/09/21

In this episode, we welcome Ann Garcia, she’s owner of Independent Progressive Advisors, and the author of how to pay for college book and course. Ann has built a pretty incredible media portfolio around the topic of college, and in this episode, we dive into how she did it while running her practice. Let’s get into the conversation with Ann Garcia. Check out the course: https://howtopayforcollege.com

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33:21

Episode 111: Creating More Self-Awareness to Drive...

The Advisor Lab by CION ·

2022/09/14

In this episode, we sit down with Joy Lere, Co-Founder of Shaping Wealth. Joy is a clinical psychologist, founder, consultant, educator, and writer - and she has an incredibly unique point of view on how advisors can create more self-awareness in their practice to improve their client relationships. Shaping Wealth just launched a new program, OCBO, your Outsourced Chief Behaviorial Office. You can learn more about it here: https://www.shapingwealth.com/ocbo

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33:11

Episode 110: Introducing New Tech Into Your Practice,...

The Advisor Lab by CION ·

2022/08/31

In this episode, we sit down with Scott Frank, founder of Stone Steps Financial, who has built a unique client experience for years leveraging new tech and different life planning approaches. We get into his experience introducing life planning into his practice and the latest tech he is using to improve his client experience and get back his time. Check out Stone Steps: https://www.stonestepsfinancial.com/ Check out Elements: https://getelements.com/

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40:26

Episode 109: Building an Engaged Audience on Social:...

The Advisor Lab by CION ·

2022/08/10

In this episode, we catch up with Callie Cox, an investment analyst at eToro who has built an incredibly engaged audience on Twitter talking all things macro and the market. Everything Callie puts out pulls and engages new readers, so we wanted to get into the details of her blueprint, personality, and thought process. We also discuss her take on what's happening in the macro economy.

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27:51

Episode 108: Shifting From Busy to Productive: A...

The Advisor Lab by CION ·

2022/08/03

In this episode, we sit down with SEI's Head of Practice Management, Shauna Mace. We get into her experience in working with advisors on how to go from busy to productive. We also dive into the launch of SEI's Growth Lab - a place where advisors can find resources and tools to help them build their practice. Learn more: https://info.seic.com/welcome-to-the-sei-growth-lab Learn more about us: advisorio.co

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30:42

Episode 107: Aligning Your Practice & Life: How to...

The Advisor Lab by CION ·

2022/07/20

No matter where you are in your practice life cycle, setting goals and objectives is a major part of your practice. In this episode, we welcome Matt Spielman, Chief Performance Officer and Head Coach of Inflection Point Partners, an organizational, career, and executive coaching firm. Matt has coached folks like Alex Rodriguez to optimize their lives throughout the years. Find out more about Matt: https://www.theinflectionpointsbook.com/

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31:22

Episode 106: The Power of Workflows and Systems: A...

The Advisor Lab by CION ·

2022/07/14

Operations and optimizing your CRM is something near and dear to every advisors heart and in this episode, we welcome Kate Guillen – founder of Simplicity Ops, a firm that helps advisors fix and optimize their CRM, we get into how to clean up your CRM data and begin to extra true value for your business and the pivots you should make going forward. We cover the exact blueprint to help you do this.

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49:02

Episode 105: Voice, Video, and the Future of...

The Advisor Lab by CION ·

2022/07/06

This episode is from a recent panel we did at Snappy Kraken’s Jolt conference with some others in the space, including Taylor Schulte, Matt Halloran, Emily Binder, and David Armstrong. We dove into voice and video marketing – including the ins and outs of how to get started, what you need to produce, and why your early data won’t tell you the full picture.

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27:21

Episode 104: Focusing Your Marketing Strategy to Gain...

The Advisor Lab by CION ·

2022/06/29

We’re flipping the script in today’s episode, and in this episode, it comes from a session I recently did with Marie Swift of Impact Communications on her podcast, Swift Chat. We dive into what Advisors can be doing to market towards their niche, including how to think about your audience and persona, what kind of content you should be creating, and what you should be measuring. Learn more about what we do: www.thesevengroup.com

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09:22

Episode 103: Marketing Actions to Take in Volatile...

The Advisor Lab by CION ·

2022/06/22

In this episode, we dive into the 3-actions to take with clients when it comes to the current market environment, including what to share, how often to share, and how you can conduct meetings. Check out more on out blog: https://www.thesevengroup.com/blog/

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27:54

Episode 102: Using Your Data More Effectively to...

The Advisor Lab by CION ·

2022/06/15

In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to measure consistently. Learn more on: https://trackthatadvisor.com/

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35:21

Episode 101: The Evolution of the Portfolio: A...

The Advisor Lab by CION ·

2022/06/08

In this episode, we sit down with Anthony Zhang, founder of Vinovest. Vinovest is changing the wine investing game by offering retail investors the ability to invest in wine more seamlessly. We dive into how he's built the business, their eudcaiotn process, and his learnings around growth. Learn more about them at vinovest.co

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31:45

Episode 100: The Evolving Investor Mindset and What...

The Advisor Lab by CION ·

2022/05/25

We're at ep 100! In this episode, we sit down with Andres Garcia-Amaya, Founder of Zoe Financial - a platform that connects investors with advisors, while educating the market on different financial planning topics and discussions. Zoe has become a huge asset for financial advisors trying to grow their practice, but they're also seeing every day what investors want. We get into the biggest investor trends and how you can be thinking about serving clients in a future world. Check out Zoe at:

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22:47

Episode 99: 5 Advisors / Wealth Management Firms...

The Advisor Lab by CION ·

2022/05/18

In the past few weeks, we've seen more market volatility than we've seen in the last decade, and it's being talked about everywhere. Now is the time to stay in front of clients, and in this video, we dive into 5 firms that are crushing it with content. Check out the examples - Animal Spirits: https://apple.co/3l9QZEy Potomac: https://potomacfund.com/ IronBridge: https://ironbridge360.com/ BWM Financial: https://bwmfinancial.com/ Callie Cox: https://twitter.com/callieabost Check out Seven Group:

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26:25

Episode 98: Shifting to a Proactive Mindset When it...

The Advisor Lab by CION ·

2022/05/11

In this episode, we sit down with Larry Shumbres, who recently joined Presults, the AI-powered compliance platform as CEO. Larry has an extensive background in fintech – helping launch and grow a number of tools at Totum Risk, Evestment, eMoney in more. Presults is doing some incredible work in the space and I wanted to pick Larry’s brain on how advisors can continue to stay proactive with clients while maintaining clarity and cohsiveness internally and with their compliance partners.

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30:42

Episode 97: Finding Your Groove by Going Ultra-Niche

The Advisor Lab by CION ·

2022/04/27

In this episode, we sit down with Justin Green, Founder at Assist FP – a niche financial planning firm focused on online fitness coaching. With all the discussion around niche building, I wanted to go deep into it with Jusin on how he went ultra-niche to find his groove. We talk through the early learnings he’s had as he’s built his firm from the ground up.

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