The Advisor Lab by CION

CION Investments
  • 5.0 (20)
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  • DOS VECES AL MES

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. 26 AGO

    Episode 172 Advisor-Client Relationships for the Digital Age: Capturing Attention Starts With Streamlined Communication

    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.

    25 min

  2. 12 AGO

    Episode 171 Adam Dell: How Does the Private Wealth Channel Target the Next Generation of Clients?

    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 wealth accumulators.

    33 min

  3. 29 JUL

    Episode 170 Midyear Outlook: Coaching Long-Term Investors Through Uncertainty

    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.

    46 min

  4. 14 JUL

    Episode 169 Niching Down: Building a Sports Professional Practice

    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.

    45 min

  5. 26 JUN

    Episode 168 Jessica Polito: Selling Your RIA Practice

    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.

    32 min

  6. 3 JUN

    Episode 167 Carolyn Bare: Legacy Planning for Disabled Heirs

    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.

    29 min

  7. 20 MAY

    Episode 166 Future Proof Conversations: Chris Cherry

    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.

    14 min

  8. 13 MAY

    Episode 165 Future Proof Conversations: Devon Drew

    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.

    11 min
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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.

Información

  • Creador
    CION Investments
  • Años de actividad
    2019 - 2025
  • Episodios
    101
  • Clasificación
    Apto
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    The Advisor Lab by CION

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