100 episodes

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.

The Advisor Lab by CION CION Investments

    • Business
    • 5.0 • 19 Ratings

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.

    Episode 147 Creating the Practice You Want: Innovating Life Balance + Entrepreneurship

    Episode 147 Creating the Practice You Want: Innovating Life Balance + Entrepreneurship

    Michael Clarke, author of A Firm Worth Building, has figured out the balance between doing the work of an advisor and the work of running a business. Advisors can be prisoners of their own success, and Michael has created a framework and mindset for coaching advisors that covers everything from branding to firm culture to growth strategies, and that allows Advisors to focus streamline their own workload. Along the way, he developed National Referral Network, a COI community that focuses on helping every member create more value for clients. 

    • 32 min
    Episode 146 Understanding Client Experience as a Growth Accelerator

    Episode 146 Understanding Client Experience as a Growth Accelerator

    Masha Hodi, Partner and Client Experience Officer at Cerity Partners, has worn a lot of hats in her career, and she brings that knowledge to a conception of client experience that is built on and continually references growth. She breaks down how Cerity stays in front of an ever-changing industry, and the importance of creating and maintaining a strong culture. 

    • 32 min
    Episode 145 Creating the Practice You Want: Coaching Beyond Limits

    Episode 145 Creating the Practice You Want: Coaching Beyond Limits

    Stephanie Bogan, Chief Possibility Officer for Limitless Advisor, makes redefining success upwards - for herself and the advisors, leaders and founders she partners with - look easy. But there's a career's worth of insight, intelligence, method and practice in her coaching. Stephanie gets serious about the inspiration and the hard questions in this episode. 

    • 33 min
    Episode 144 Turning Data Into Knowledge: Creating A Sustainable Engine for Growth

    Episode 144 Turning Data Into Knowledge: Creating A Sustainable Engine for Growth

    Adrian Johnstone, CEO of Practifi, has spent a career harnessing technology to optimize growth. Gathering data isn't enough; it's about unlocking knowledge to create a customer experience that helps firms grow at every stage. Moving from insight to action is the challenge for advisors. Doing it consistently and at scale can seem impossible. Adrian breaks down how Practifi thinks about a rapidly evolving industry. 

    • 36 min
    Episode 143 The Last Pre-Digital Generation Is Aging With A Specific POV

    Episode 143 The Last Pre-Digital Generation Is Aging With A Specific POV

    Doug Boneparth is the financial voice of a generation, and over the course of his career, he's seen how the challenges his generation faced have redefined financial planning. Older millennials may make different decisions from past generations on everything from education debt for their kids to retirement to estate planning. The portfolios they need to reach their goals are very different and need to be based on a whole new set of assumptions.

    • 42 min
    Episode 142 A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth

    Episode 142 A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth

    Seth Streeter, Founder and Chief Impact Officer of Mission Wealth, has some very clear principles. He wants to help clients redefine wealth, and has created a service model that places inspiration, balance, and purpose at the center of a holistic process. For advisors, this means creating a collaborative culture backed up by custom tech. The goal is to ensure that clients feel a sense of shared mission that goes beyond planning, especially for clients facing transitions. 

    Seth and Derek touch on a lot of areas on this episode, but you'll want more from this very thoughtful industry leader. Here's where you can find it: 

    Seth Streeter TEDx Talk
    www.sethstreeter.com

    • 30 min

Customer Reviews

5.0 out of 5
19 Ratings

19 Ratings

Eltonjeff ,

So young and knows so much

Late 20’s? Been in the FinTech game for only a year? Ms. Casperson wise beyond her years…

Mungo Bean ,

Always a good listen

Thanks Seven Group. Always a good show, great guests, and stellar content. I come to podcasts to learn, and you deliver 👏🏻👏🏻

Jranks ,

A must listen!

This podcast and the process of The Seven Group is absolutely amazing. There is not a platform out there that is as helpful as theirs. The podcast and guests are insightful and it is a must listen.

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