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 episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.
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 powerfu...
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 s...
Todd Mercer, founder and Managing Partner of Mercer Wealth Management, discusses how utilizing “a la carte” technology has allowed him to increase his...
In this episode, we welcome Michael Lecours, CFP and Co-Founder of fpPathfinder. Can checklists and guides really create deeper understanding and str...
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...
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...
Amit Dogra is President and COO of tru Independence, a platform that helps financial advisors optimize their independence with guidance, expertise and...
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 volatilit...
On this episode of Advisor Lab by CION, we sit down with Josh Reidinger, CEO of Waverly Advisors. Waverly has grown organically and through acquisitio...
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 uni...