The Advisor Lab by CION

CION Investments
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The Advisor Lab by CION

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.

  1. 3 DE JAN.

    Episode 157 Differentiating a Second Generation Practice with Alternatives

    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.

    26min

  2. 05/12/2024

    Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

    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.

    37min

  3. 18/11/2024

    Episode 155 Financial Therapy: Motivating Clients Beyond Their Money Story

    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 past their money mindset

    26min

  4. 24/10/2024

    Episode 154 Having the Hard Conversations Around Multi-Generational Wealth

    Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth, Jonathan played a key role in developing the platform that offers comprehensive wealth advice and institutional-quality investment solutions to generationally wealthy clients. We get deep on how he helps clients create and preserve multi-generational wealth.

    14min

  5. 15/10/2024

    Episode 153 Michael Kitces and the Evolution of Knowledge: Where Is Financial Advisory Headed?

    Michael Kitces needs no introduction. One of the foremost voices in the industry, he's a financial planner in his role at Buckingham Wealth, and also a commentator, speaker, blogger, podcaster and educator. From Kitces.com, to his Nerds' Eye View blog and Advisor Success podcast, Michael leads the conversations that change the industry. XYPN, the integrated support system for independent financial advisors, is Michael's response to the problem of bringing younger advisors into the industry, and it's now celebrating ten years of helping advisors build the practice they want. We get into the bifurcation Michael sees in the industry, the role of AI, and more in this episode recorded at Future Proof.

    17min

  6. 25/09/2024

    Episode 152 Future Proof Conversations: Redefining Growth Through Content and Community

    Matt Middleton is CEO of Future Proof, the most innovative and disruptive event in the wealth management industry. Only in its third year, Future Proof's events, starting with the Festival in Huntington Beach, are already the foundational and definitional events for where wealth management is going. Matt gets into his vision, and how keeping it tech-enabled and human-centered has meant both massive growth and an incredibly high level of attendee satisfaction.

    10min

  7. 18/09/2024

    Episode 151 Future Proof Conversations: The Fed and the Outlook for Alts

    Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities. David’s research focuses on investment implications of an evolving economic environment. He has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients.

    10min

  8. 13/09/2024

    Episode 150 Leveling Up Your Practice: Closing Gaps with Effective Support

    Robert Russo has built a powerhouse firm around the concept of helping independent advisors identify where they need support to grow, and providing that support. From the complexities of business ownership, to gap analysis to grow a practice, his firm, Independent Advisor Alliance, has a process in place. The best part? They also provide a community focused on creating peer learning, growing and resources.

    35min
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Sobre

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.

Informações

  • Criado por
    CION Investments
  • Anos de atividade
    2019 - 2025
  • Episódios
    101
  • Classificação
    Livre
  • Site do podcast
    The Advisor Lab by CION

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