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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

18:50

Episode 174 Future Proof Conversations: Gene Farrell

The Advisor Lab by CION ·

2025/09/18

Gene Farrell is the President and CEO of Vanilla, a leading provider of estate planning technology for financial advisors. We sat down with Gene at Future Proof Festival for a conversation on the role of the financial advisor in the estate planning process, and how advisors can bring estate planning support to clients of all wealth levels.

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15:37

Episode 173 Future Proof Conversations: Ryan Sullivan

The Advisor Lab by CION ·

2025/09/15

Ryan Sullivan is the Head of Buy-Side, Americas at FTSE Russell. Ryan joins guest host Mark Gatto, co-Founder and co-CEO of CION Investments, on the boardwalk at Future Proof Festival to discuss the 2025 FTSE Russell US Retail Investor Survey.

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25:26

Episode 172 Advisor-Client Relationships for the...

The Advisor Lab by CION ·

2025/08/26

Tom Fields, CFP,® CEO of Fynancial, started his business to solve a problem he identified in the wealth management space: communication channels hadn't evolved for the modern world. He developed Fynancial, a digital communications platform for RIAs, so advisors could offer clients a centralized digital experience on a mobile app. We sat down with Tom to get insight into how advisors can generate conversation and grow their practices by simplifying the client experience.

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33:25

Episode 171 Adam Dell: How Does the Private Wealth...

The Advisor Lab by CION ·

2025/08/12

Before he was the founder and CEO of Domain Money, Adam Dell envisioned and built several technology products focused on consumer finance solutions. His experience equipped him with a rich understanding of the mass affluent client profile, and enabled the launch of Domain Money, a financial planning and investment advice platform designed for mass affluent clientele. We sat down with Adam to learn how Domain Money partners with RIAs to serve and develop client leads from a new generation of future

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46:17

Episode 170 Midyear Outlook: Coaching Long-Term...

The Advisor Lab by CION ·

2025/07/29

We sat down with Victoria Greene, CFA®, CRPC®, Chief Investment Officer and Founding Partner at G Squared Private Wealth, for a midyear outlook on the markets and interest rate environment. Victoria discusses how to support clients remaining invested amid tariffs, volatility, and uncertainty, and gives insight into the evolving landscape of alternative investments.

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44:36

Episode 169 Niching Down: Building a Sports...

The Advisor Lab by CION ·

2025/07/14

Justin Bass, Senior Wealth Manager and Managing Director of MAI Capital Management, has spent the last three decades as an advisor for athletes and sports business professionals. We sat down with Justin to understand his approach to working with a unique client niche, and learn how he draws on both his passion for sports and knowledge of financial planning to offer targeted expertise to clients.

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31:50

Episode 168 Jessica Polito: Selling Your RIA Practice

The Advisor Lab by CION ·

2025/06/26

Jessica Polito is the founder and principal of Turkey Hill Management, an M&A advisor for wealth managers. We sat down with Jessica to discuss how the growing landscape of independent fiduciaries and RIA aggregators is fueling M&A activity in the wealth management space.

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33:14

Episode 167 Carolyn Bare: Legacy Planning for Special...

The Advisor Lab by CION ·

2025/05/29

Carolyn Bare is the founder and CEO of Trust Matters Financial, a financial advisory focused on investment management and wealth transfer for special needs heirs. We sat down with Carolyn to discuss tax-efficient estate planning strategies, and how advisors can use them to better serve clients with special needs scenarios.

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14:05

Episode 166 Future Proof Conversations: Chris Cherry

The Advisor Lab by CION ·

2025/05/20

Chris Cherry is the Head of Partnerships at Future Proof. We sat down with Chris at Future Proof Citywide to talk about how industry partnerships are the key to creating opportunities for advisors at Future Proof events.

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10:47

Episode 165 Future Proof Conversations: Devon Drew

The Advisor Lab by CION ·

2025/05/13

Devon Drew is the CEO of AssetLink, a distribution platform leveraging data intelligence to connect advisors with investment solutions that meet their needs. We talked to Devon at Future Proof Citywide about data as the driving force behind AI, and the capabilities of AI in the wealth management space.

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13:10

Episode 164 Future Proof Conversations: Shannon...

The Advisor Lab by CION ·

2025/04/30

Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.

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12:47

Episode 163 Future Proof Conversations: Sean Allocca

The Advisor Lab by CION ·

2025/04/23

Sean Allocca is the Executive Editor of The Daily Upside, a leader in business journalism delivering economic and financial insights to over 1 million investors. We talked to Sean at Future Proof Citywide about the opportunity for advisors and their clients to invest in alternatives, and how advisors can stay informed on private market assets.

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11:14

Episode 162 Future Proof Conversations: Caleb Silver

The Advisor Lab by CION ·

2025/04/15

Caleb Silver is the Editor-in-Chief of Investopedia, a pivotal education resource for advisors and their clients. We sat down with Caleb at Future Proof Citywide to discuss financial education as an integral component to investing, particularly in the alternatives space. Caleb shares his insights on recent market volatility, the concerns of individual investors, and the crucial role that education plays in the client-advisor relationship.

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28:59

Episode 161 Larry McDonald: Tariffs, Stagflation,...

The Advisor Lab by CION ·

2025/04/07

Larry McDonald was a Vice President at Lehman Brothers in 2008, and out of that experience he produced a framework of twenty one indicators of economic health that can also detect early signals of opportunity and danger. His most recent book, How to Listen When Markets Speak, released last year, was early in connecting the dots between past, present and the future that is now. Larry and his research platform, The Bear Traps Report, has a unique and well informed take on what we are seeing right now,

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34:24

Episode 160 Arlene Moss of XYPN: The Independent...

The Advisor Lab by CION ·

2025/03/12

XY Planning Network (XYPN) founders Michael Kitces and Alan Moore saw a need to do financial planning differently. They developed XYPN to make financial planning more accessible by creating a turnkey advice and planning platform that currently supports and empowers more than 2,000 independent financial advisors to serve whomever they want, however they want. Arlene Moss, lead executive business coach at XYPN, coaches financial planners through the challenges that come with establishing and growing

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37:16

Episode 159 Callie Cox: An Evidence-Based Approach to...

The Advisor Lab by CION ·

2025/02/25

Callie Cox is the chief market strategist of Ritholtz Wealth Management and the author of OptimistiCallie, a newsletter of Wall Street quality research for everyday investors. Callie has spent the past decade providing investors with rational, evidence-based insights on the markets and economy. On this episode, we get into how advisors can balance empathy and understanding with a scientifically-grounded approach to guiding clients through market volatility.

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28:26

Episode 158 George Kinder: A New Vision of Fiduciary...

The Advisor Lab by CION ·

2025/01/30

George Kinder, founder of the Kinder Institute of Life Planning, is internationally recognized as the Father of the Life Planning Movement. Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their lives. George has a new book, The Three Domains of Freedom, and we get into it on this episode.

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25:47

Episode 157 Differentiating a Second Generation...

The Advisor Lab by CION ·

2025/01/03

Martinelli Financial Services has been acting as a fiduciary for clients since 1981. Michael Martinelli joined his father Ernie 11 years ago, and together they've leaned into expanding the role of alternatives in HNW client portfolios. We get into how they approach it, what the pain points are, and where they see the industry going.

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36:36

Episode 156 Investing is Personal: Building Deep...

The Advisor Lab by CION ·

2024/12/05

We sat down with Gabe Rissman, co-founder and President of YourStake. Gabe has created a firm with a vision of simplifying advisors' work and enhancing the client journey to drive personalized investing. YourStake began with the “NoScore” data approach in 2020 to offer a transparent alternative to traditional ESG data. Today, it offers a suite of AI-driven solutions for every part of the advisor-client relationship.

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26:23

Episode 155 Financial Therapy: Motivating Clients...

The Advisor Lab by CION ·

2024/11/18

We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master’s degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay’s work focuses on supporting advisors in strengthening their relationships with their clients and integrating interior finance concepts into their practices. She helps advisors work through generational family dynamics to have productive conversations, and to help people find the motivation to get

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135 results

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