The Advisor Lab by CION CION Investments
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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.
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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
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Episode 141: Building a COI Referral Network: Working with CPAs
Paul Saganey, Founder & CEO of Integrated Partners, has cracked the code of supercharging growth. He helps advisors succeed with much larger clients than their existing books, and pairs that up with a deep understanding of how to build a COI network with the "grail" of referrral sources: CPAs.
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Episode 140: Tax Topics - Negotiating with the IRS
Advisors are often asked to help solve financial problems, and some of the most difficult pertain to taxes. Our guest, Hubert Johnson, has built a business around understanding how to successfully negotiate with the IRS, and he also has some great insights on how to avoid getting to that point.
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Episode 139: Building a Growth-Focused Client Event Strategy
Tim Mitrovich, Founder and Chief Executive Officer of Ten Capital, has built a winning event strategy by focusing on client experience. It's a unique approach that combines thematic consistency with creating events that run the gamut from great speakers to fun activities - and everything in between. Tim has seen huge growth by keeping the focus on the client - not the advisor.
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Episode 138: Designing Data Visualization to Drive Deeper Conversations
We welcome H. Adam Holt, CEO and Founder of Asset-Map. Adam needed a better way to help clients visualize their money, and his original hand-drawn prototype has become a tool that facilitates client engagement and can help advisors see where the opportunity is. Our conversation is a fascinating look at how deliberate design can create a feedback loop that helps advisors and their clients meet their goals.
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Episode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement Model
We welcome John Prendergast, co-founder and CEO of BlueLeaf. John created BlueLeaf with the vision of making an environment that allows the advisor to be fully appreciated by their clients. The best ideas are simple in articulation and complex in execution, and John gets into how they solved for that. We dive into what this means now - and in an AI-driven future.
Customer Reviews
So young and knows so much
Late 20’s? Been in the FinTech game for only a year? Ms. Casperson wise beyond her years…
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 👏🏻👏🏻
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.