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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

38:25

Episode 96: The Tactical Guide to Launching a Podcast...

The Advisor Lab by CION ·

2022/04/20

In this episode, I’m joined by Matthew Halloran, Partner and Chief Relationship Officer at ProudMouth – A full-service podcast and marketing agency for financial advisors and financial services firms. If you ever wanted to launch a podcast – this is the episode for you. Matt, who also has a podcast, and I dive into what it takes to build a podcast and the steps you should take to get something that’s sustainable, valuable, and engaging off the ground. For more: https://proudmouth.com/

en

13:54

Episode 95: The Ugly Truths About Marketing Advisors...

The Advisor Lab by CION ·

2022/04/13

Whether it’s Ritholtz Wealth and their slew of podcasts and blogs, The Colony Group deploying their white-glove digital platform to clients, or individual brands like Doug Boneparth generating large followings on platforms like Twitter – being digital-first and marketing-led is at the core of how advisors should be building brand now and in the future. But no progress comes without some bad actors and turbulence. And we’ve first-hand seen advisors been tricked into thinking that marketing is a magic

en

35:34

Episode 94: Scaling Your Practice Without Letting...

The Advisor Lab by CION ·

2022/04/06

In this episode, we sit down with Matt Reiner. Matt is a partner of Capital Investment Advisors, a $2.8B RIA in Atlanta, managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent, and the founder of Benjamin - a tech platform that helps advisors streamline time-consuming tasks and allows for greater client engagement through technology. Matt is all about maximizing his time and impact, and in this episode, we dive into his journey of how he’s able to

en

26:59

Episode 93: Can Advisors Deliver an Amazon-Like...

The Advisor Lab by CION ·

2022/03/30

In this episode, we sit down with Linda Ding, Senior Director of Strategic Marketing at Laserfiche. Linda is all about user and client experience – and ensuring you’re creating the most unique and straightforward experience possible for clients. We dive into how you, as an advisor, can continue to create simplicity in a digital world. Learn more about Laserfiche: https://www.laserfiche.com/ Follow us: https://twitter.com/sevengroupnyc Website: https://www.thesevengroup.com/

en

32:16

Episode 92: Educating Your Clients on Insurance – How...

The Advisor Lab by CION ·

2022/03/23

In this episode, we sit down with Broc Buckles – Co-Founder at BC Brokerage, an insurance company partnering with fee-only financial planners to help them with life insurance, disability insurance, annuities, and more. We get deep into the insurance industry – why they decided to partner with fee-only advisors, how the insurance world is changing, and how advisors can introduce the insurance conversation into client discussions without it feeling overwhelming and complex. For more on BC Brokerage,

en

19:06

Episode 91: How We Built This - The Story of Seven Group

The Advisor Lab by CION ·

2022/03/16

Bringing it back to the begining, in this episode, we talk through the launch of Seven Group and the biggest learnings we've had so far building this business and the five biggest learnings we've had with this experience, including: 1. Developing Your Gap-Filling Value Prop 2. Building the Right Team 3. Launching Before You're Ready 4. Creating a Transparent Sales Process 5. Embracing the Process To learn more about Seven Group, head to: https://www.thesevengroup.com

en

26:31

Episode 90: Shaping the Future of the Financial...

The Advisor Lab by CION ·

2022/03/09

In this episode, we welcome back Dasarte Yarnway for a second time on the podcast. Dasarte is the founder of Berknell Financial Group, Head of Community at Altruist, and Co-Founder of Onyx Advisor Network – a network for minority advisors who are looking for more resources, community to help them grow their practice. We dive into his journey, why he launched Onyx, and what equity means to him. For more on onyx, head to: https://www.onyxadvisornetwork.com/

en

37:57

Episode 89: Survival of the Fittest? What Wealth...

The Advisor Lab by CION ·

2022/03/02

In this episode, we sit down with Marc Butler, President and COO of Skience, a wealth management consulting and technology platform that focuses on helping advisors automate and operate tasks within their practice. Marc and I dive into the role of leadership and what it will take for advisors to lead over the next several years. Marc shares his 3-point framework on how advisors can lead your teams in the future. To learn more about Skience, visit: https://skience.com/

en

36:29

Episode 88: RIA M&A 2022 Market Update: Past,...

The Advisor Lab by CION ·

2022/02/16

With all the news and headlines surrounding the RIA acquisition market, I wanted to cover a 2022 update, so in this episode, we welcome Nathan Kubik, CEO of Transform Wealth, a $1.8B RIA headquartered in Denver. Transform has been very focused on both organic growth and acquisition growth, and the perspective Nathan has is invaluable. We dive into what makes a sound acquisition opportunity, how not to disrupt culture, and what smaller advisors can do to grow into a merger opportunity. More on

en

37:01

Episode 87: Crypto & The RIA World – A Flourishing...

The Advisor Lab by CION ·

2022/02/09

In this episode, we sit down with Ben Cruikshank, Head of Flourish, a digital-first platform that brings solutions to advisors that are not easily accessible. The Flourish platform is used by over 420 RIAs managing over $1.1T in assets. Flourish recently launched Flourish Crypto, and since we’ve been on a bit of a crypto kick lately, we wanted to have Ben on to talk through why they launched it, what they’re hearing from advisors around crypto, and how advisors can bring their clients along in the

en

32:04

Episode 86: Becoming More Referable - A Conversation...

The Advisor Lab by CION ·

2022/02/02

In this episode, we sit down with Julie Littlechild – Founder and CEO of Absolute Engagement. Julie and her platform are all about the client experience and client referrals, so I wanted to pick her brain around how advisors can build out an ecosystem that enables more referrals. We dive into having client conversations, prepping clients for meetings, and surveying clients to capture information and generate more word of mouth. This is our conversation with Julie Littlechild. Check out

en

07:45

Episode 85: A Framework for Setting Your Practice's...

The Advisor Lab by CION ·

2022/01/26

With the year kicking-off, how are you going to hit your goals? In this episode, we break down a four point framework for what you can do to 1. understand where growth came from in 2021 2. what channels drove the most growth 3. what channels you should focus on in the year ahead and 4. how you need to map the right tactics to those channels. Check out www.thesevengroup.com to learn more.

en

33:41

Episode 84: What About Taxes? How to Integrate More...

The Advisor Lab by CION ·

2022/01/19

In this episode, we sit down with Steven Jarvis, Co-Founder, CEO and Head CPA at Retirement Tax Services – a tax planning platform that enables financial advisors to better communicate, engage, and educate their clients around taxes. Steven and I get into the experience of building his business so far – how he went narrow on both audience and topic, what he’s learned about the model as he’s scaled, and how advisors can integrate more tax planning content and services into their business. Check them

en

22:37

Episode 83: Ways to Build Brand and Cut Through the...

The Advisor Lab by CION ·

2022/01/12

In this episode, we sit down Luis Rosa, Founder of Build a Better Financial Future, an RIA that partners with Gen X and Gen Y. He’s also a co-founder of the BLX internship program, an internship program for aspiring Black and Latinx financial planners. In this discussion, we dive into how you can cut through the noise with Gen X and Gen Y and why going digital first, sharing your own experiences is the way to go. To check out the internship, head to https://blxinternship.org/

en

01:04:45

Episode 82: What Does Web3, Crypto, and DeFi Mean for...

The Advisor Lab by CION ·

2022/01/03

There’s been so much noise around Web3, DeFi, and Crypto over the last 12 months that we wanted to dive deeper into it. We welcomed Adam Blumberg, co-founder at Interaxis, an education platform for financial advisors on all things DeFi and Crypto. This is a marathon of an episode - Adam shares the full background on the space, what to know about it, and how Advisors can best prepare for the year ahead when it comes to your own practice. If you're interested in learning more about Interaxis, head

en

43:19

Episode 81: Golf Events, AirBnb, Crypto, Zoom, and...

The Advisor Lab by CION ·

2021/12/13

With us coming to the end of the year, we’re going to be taking a two week break from the podcast. We’ll be back on January 3rd with a new set of guests, rocking new episodes every week. We welcome Michael Nathanson, Chair and CEO of Colony Group, an RIA with over $13 billion in assets under management. We dive into all the aspects, why advisors need to innovate, what investors care about, and how you can focus on innovation within your practice without losing the focus on your core business.

en

25:19

Episode 80: Prioritizing Your Health, Mindset, and...

The Advisor Lab by CION ·

2021/12/07

In this episode, we’re joined by Diana Britton, Managing Editor, WealthManagement.com, and host of The Healthy Advisor podcast. Diana is known for her excellent coverage of the wealth management space, but I wanted to chat with her about her podcast, The Healthy Advisor, and how she’s helping advisors build a life of meaning. In her podcast, she dives into the struggles and stories of financial professionals, and by taking a step out of the day-to-day, how they’re able to prioritize other areas in

en

32:37

Episode 79: Simplifying Your Prospect & Client...

The Advisor Lab by CION ·

2021/11/29

How do you give someone the Ritz Carlton experience? We’re joined by Brian Leitner, Head of Mariner Platform Solutions, Mariner Wealth Advisors, an RIA based in Kansas that’s grown to over $50 billion in assets. We dive into how advisors can build more engaged prospect and client bases, including a cohesive referral network and a more influential COI roster. For more: https://marinerplatform.com/

en

22:29

Episode 78: Increasing Your Social Proof and Client...

The Advisor Lab by CION ·

2021/11/22

In this episode, we sit down with Marie Swift, President, and CEO of Impact Communications – A communications agency serving the financial services industry. Impact is all about Credibility Marketing and helping advisors and the financial services world build their brand and expand their influence through their digital footprint. We dive into what credibility marketing means, some of the more significant trends we see in the space, and how you can focus in 2022 on your digital footprint. Visit:

en

26:43

Episode 77: Trends Shaping Wealth Management - The...

The Advisor Lab by CION ·

2021/11/15

On the heels of the #XYPNLIVE conference, in this episode, we share what we saw, heard, and discussed as it relates to the biggest advisor and wealth tech trends. We cover everything from the future of conferences, why advisors need to niche now, and what new products are popping up to serve both investors and advisors. www.thesevengroup.com www.xyplanningnetwork.com

en

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