The Advisor Lab by CION
By CION Investments
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by CION Investments
Category: Marketing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 6
Reviews: 0
Episodes: 193
Description
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 | Date |
|---|---|
|
Episode 193 Eli Edwards: With Tax-Efficient Real Estate Strategies, Advisors May Gain A Competitive Edge
|
Jun 03, 2026 |
|
Episode 192 Shannon Spotswood: A New Frontier For Advisor Independence
|
May 19, 2026 |
|
Episode 191 Dr. Amy D'Aprix: Financial Planning For Life's Major Transitions
|
May 05, 2026 |
|
Episode 190 Jeff Ransdell: Expanding Venture Capital Investing to Private Wealth
|
Apr 21, 2026 |
|
Episode 189 Future Proof Conversations: Trey Prescott
|
Apr 14, 2026 |
|
Episode 188 Future Proof Conversations: Doug Fritz
|
Apr 07, 2026 |
|
Episode 187 Future Proof Conversations: Mark Gatto & Derek Schwartz
|
Mar 24, 2026 |
|
Episode 186 Future Proof Conversations: Alex Laipple
|
Mar 17, 2026 |
|
Episode 185 Larry Shumbres: Leveraging AI For WealthTech Solutions
|
Feb 26, 2026 |
|
Episode 184 Jeffrey Roach: 2026 Economic Outlook
|
Jan 27, 2026 |
|
Episode 183 Exiting Your Practice: Succession Planning Starts Early
|
Jan 06, 2026 |
|
Episode 182 Jason Wenk: A New Custodial Approach For RIAs
|
Dec 18, 2025 |
|
Episode 181 Scaling Your Business for Work-Life Integration
|
Dec 02, 2025 |
|
Episode 180 John Roberts: Wealth Management is a Relationship Business
|
Nov 18, 2025 |
|
Episode 179 Gabriel Shahin: How the Rich Get Richer
|
Nov 04, 2025 |
|
Episode 178 Future Proof Conversations: Dimple Shah
|
Oct 28, 2025 |
|
Episode 177 Future Proof Conversations: Colleen Jaconetti
|
Oct 14, 2025 |
|
Episode 176 Future Proof Conversations: Cheryl Nash
|
Oct 09, 2025 |
|
Episode 175 Future Proof Conversations: Jennifer des Groseilliers
|
Oct 02, 2025 |
|
Episode 174 Future Proof Conversations: Gene Farrell
|
Sep 18, 2025 |
|
Episode 173 Future Proof Conversations: Ryan Sullivan
|
Sep 15, 2025 |
|
Episode 172 Advisor-Client Relationships for the Digital Age: Capturing Attention Starts With Streamlined Communication
|
Aug 26, 2025 |
|
Episode 171 Adam Dell: How Does the Private Wealth Channel Target the Next Generation of Clients?
|
Aug 12, 2025 |
|
Episode 170 Midyear Outlook: Coaching Long-Term Investors Through Uncertainty
|
Jul 29, 2025 |
|
Episode 169 Niching Down: Building a Sports Professional Practice
|
Jul 14, 2025 |
|
Episode 168 Jessica Polito: Selling Your RIA Practice
|
Jun 26, 2025 |
|
Episode 167 Carolyn Bare: Legacy Planning for Disabled Heirs
|
Jun 03, 2025 |
|
Episode 166 Future Proof Conversations: Chris Cherry
|
May 20, 2025 |
|
Episode 165 Future Proof Conversations: Devon Drew
|
May 13, 2025 |
|
Episode 164 Future Proof Conversations: Shannon Spotswood
|
Apr 30, 2025 |
|
Episode 163 Future Proof Conversations: Sean Allocca
|
Apr 23, 2025 |
|
Episode 162 Future Proof Conversations: Caleb Silver
|
Apr 15, 2025 |
|
Episode 161 Larry McDonald: Tariffs, Stagflation, Recession: Risks, Myths and Opportunities in a Radically Reshaped Economy
|
Apr 07, 2025 |
|
Episode 160 Arlene Moss of XYPN: The Independent Fiduciary Advisor
|
Mar 12, 2025 |
|
Episode 159 Callie Cox: An Evidence-Based Approach to Navigating Market Volatility
|
Feb 25, 2025 |
|
Episode 158 George Kinder: A New Vision of Fiduciary and ESG
|
Jan 30, 2025 |
|
Episode 157 Differentiating a Second Generation Practice with Alternatives
|
Jan 03, 2025 |
|
Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation
|
Dec 05, 2024 |
|
Episode 155 Financial Therapy: Motivating Clients Beyond Their Money Story
|
Nov 18, 2024 |
|
Episode 154 Having the Hard Conversations Around Multi-Generational Wealth
|
Oct 24, 2024 |
|
Episode 153 Michael Kitces and the Evolution of Knowledge: Where Is Financial Advisory Headed?
|
Oct 15, 2024 |
|
Episode 152 Future Proof Conversations: Redefining Growth Through Content and Community
|
Sep 25, 2024 |
|
Episode 151 Future Proof Conversations: The Fed and the Outlook for Alts
|
Sep 18, 2024 |
|
Episode 150 Leveling Up Your Practice: Closing Gaps with Effective Support
|
Sep 13, 2024 |
|
Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator
|
Aug 22, 2024 |
|
Episode 148 Connecting Meaning to Money: A Model for a High-Impact, High Revenue Practice
|
Jul 30, 2024 |
|
Episode 147 Creating the Practice You Want: Innovating Life Balance + Entrepreneurship
|
Jul 11, 2024 |
|
Episode 146 Understanding Client Experience as a Growth Accelerator
|
Jun 20, 2024 |
|
Episode 145 Creating the Practice You Want: Coaching Beyond Limits
|
Jun 07, 2024 |
|
Episode 144 Turning Data Into Knowledge: Creating A Sustainable Engine for Growth
|
May 22, 2024 |
|
Episode 143 The Last Pre-Digital Generation Is Aging With A Specific POV
|
May 02, 2024 |
|
Episode 142 A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth
|
Apr 11, 2024 |
|
Episode 141: Building a COI Referral Network: Working with CPAs
|
Mar 28, 2024 |
|
Episode 140: Tax Topics - Negotiating with the IRS
|
Mar 08, 2024 |
|
Episode 139: Building a Growth-Focused Client Event Strategy
|
Feb 22, 2024 |
|
Episode 138: Designing Data Visualization to Drive Deeper Conversations
|
Feb 07, 2024 |
|
Episode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement Model
|
Jan 18, 2024 |
|
Episode 136: 2024 Outlook - Where Will Rates End Up, When, and What's the Impact?
|
Jan 04, 2024 |
|
Episode 135: Creating a Financial Planning Practice - Pricing, Scalability, and Client Motivation
|
Dec 14, 2023 |
|
Episode 134: Helping Clients Mitigate Tax and Legislative Risk - A Differentiated Approach
|
Nov 23, 2023 |
|
Episode 133: Capitalizing on the Growing Demand for Financial Advice
|
Nov 09, 2023 |
|
Episode 132: Creating a Digital Marketing Strategy that Converts
|
Oct 26, 2023 |
|
Episode 131: Private Credit — Outlook on a Rapidly-Growing Alternative Asset Class
|
Oct 06, 2023 |
|
Episode 130: Asset-Based Lending: A Solution for Capital Completes the Advisor Toolkit
|
Sep 20, 2023 |
|
Episode 129: Engaging the Next-Gen Investor at Scale: It's About What They Value
|
Sep 07, 2023 |
|
Episode 128: Supporting the Advisor Community: A Differentiated Approach
|
Aug 23, 2023 |
|
Episode 127: Creating a New Practice Paradigm: Expanding the Product and Service Set to Scale
|
Aug 03, 2023 |
|
Episode 126: Creating a Mindful Practice and Attracting Your Ideal Client
|
Jul 19, 2023 |
|
Episode 125: Building a Successful Practice: Hiring, Managing, Strategy and Structure
|
Jun 29, 2023 |
|
Episode 124: Real Assets: Choices, Challenges and Opportunities
|
Jun 12, 2023 |
|
Episode 123: Cultivating Curiosity - A Discussion with Carl Richards
|
May 18, 2023 |
|
Episode 122: The Tactics of Using Behavioral Finance to Convert
|
Apr 26, 2023 |
|
Episode 121: The Surprising Economics of Independence
|
Apr 12, 2023 |
|
Episode 120: Optimizing Your Practice and Upgrading Your Process
|
Mar 22, 2023 |
|
Episode 119: Video Marketing: A Tool for Scale, Engagement and Conversion
|
Mar 02, 2023 |
|
Episode 118: From College to the Real World - Getting Your Grad Hired
|
Feb 15, 2023 |
|
Episode 117: Evolving Your Practice and Selecting a Platform Partner
|
Jan 31, 2023 |
|
Episode 116: 2023 Outlook - The Beginning of a New Recovery Cycle?
|
Jan 17, 2023 |
|
Episode 115: Pathways to Growth - The Limits of Scale
|
Dec 07, 2022 |
|
Episode 114: Building Authenticity and Flexibility into Your Business Model
|
Nov 15, 2022 |
|
Episode 113: Market Uncertainty: How to Define Your Outcome
|
Oct 25, 2022 |
|
Episode 112: Scaling Client and Prospect Engagement: A Guide to Launching an Educational Platform for Your Niche
|
Sep 21, 2022 |
|
Episode 111: Creating More Self-Awareness to Drive Better Client Relationships
|
Sep 14, 2022 |
|
Episode 110: Introducing New Tech Into Your Practice, and Your Clients Lives
|
Aug 31, 2022 |
|
Episode 109: Building an Engaged Audience on Social: How Callie Cox and eToro Do It
|
Aug 10, 2022 |
|
Episode 108: Shifting From Busy to Productive: A Conversation with SEI's Shauna Mace
|
Aug 03, 2022 |
|
Episode 107: Aligning Your Practice & Life: How to Work and Live With Purpose
|
Jul 20, 2022 |
|
Episode 106: The Power of Workflows and Systems: A Conversation with Kate Guillen
|
Jul 14, 2022 |
|
Episode 105: Voice, Video, and the Future of Marketing Media
|
Jul 06, 2022 |
|
Episode 104: Focusing Your Marketing Strategy to Gain More Traction
|
Jun 29, 2022 |
|
Episode 103: Marketing Actions to Take in Volatile Markets
|
Jun 22, 2022 |
|
Episode 102: Using Your Data More Effectively to Drive Client Conversion & Retention
|
Jun 15, 2022 |
|
Episode 101: The Evolution of the Portfolio: A Conversation with Anthony Zhang of Vinovest
|
Jun 08, 2022 |
|
Episode 100: The Evolving Investor Mindset and What it Means for Advisors: A Conversation With Zoe's Andres Garcia-Amaya
|
May 25, 2022 |
|
Episode 99: 5 Advisors / Wealth Management Firms Crushing it With Content in Times of Volatility
|
May 18, 2022 |
|
Episode 98: Shifting to a Proactive Mindset When it Comes to Client Communications
|
May 11, 2022 |
|
Episode 97: Finding Your Groove by Going Ultra-Niche
|
Apr 27, 2022 |
|
Episode 96: The Tactical Guide to Launching a Podcast as an Advisor
|
Apr 20, 2022 |
|
Episode 95: The Ugly Truths About Marketing Advisors Need to Know
|
Apr 13, 2022 |
|
Episode 94: Scaling Your Practice Without Letting Client Satisfaction Suffer: A Conversation with Matt Reiner
|
Apr 06, 2022 |
|
Episode 93: Can Advisors Deliver an Amazon-Like Experience?
|
Mar 30, 2022 |
|
Episode 92: Educating Your Clients on Insurance – How to Do it In a 2022 World
|
Mar 23, 2022 |
|
Episode 91: How We Built This - The Story of Seven Group
|
Mar 16, 2022 |
|
Episode 90: Shaping the Future of the Financial Planning Industry: A Conversation with Dasarte Yarnway
|
Mar 09, 2022 |
|
Episode 89: Survival of the Fittest? What Wealth Managers Can Do to Survive Over the Next Decade
|
Mar 02, 2022 |
|
Episode 88: RIA M&A 2022 Market Update: Past, Present, and Future
|
Feb 16, 2022 |
|
Episode 87: Crypto & The RIA World – A Flourishing Partnership?
|
Feb 09, 2022 |
|
Episode 86: Becoming More Referable - A Conversation with Julie Littlechild
|
Feb 02, 2022 |
|
Episode 85: A Framework for Setting Your Practice's Growth Goals This Year
|
Jan 26, 2022 |
|
Episode 84: What About Taxes? How to Integrate More Tax Planning Services Into Your Practice
|
Jan 19, 2022 |
|
Episode 83: Ways to Build Brand and Cut Through the Noise with Gen X and Gen Y
|
Jan 12, 2022 |
|
Episode 82: What Does Web3, Crypto, and DeFi Mean for the Wealth Management Space?
|
Jan 03, 2022 |
|
Episode 81: Golf Events, AirBnb, Crypto, Zoom, and Market Drops: What the Future of The Advisor-Investor Relationship Will Look Like
|
Dec 13, 2021 |
|
Episode 80: Prioritizing Your Health, Mindset, and Life to Grow Professionally
|
Dec 07, 2021 |
|
Episode 79: Simplifying Your Prospect & Client Engagement Experience to Drive Growth: A Conversation with Mariner's Brian Leitner
|
Nov 29, 2021 |
|
Episode 78: Increasing Your Social Proof and Client Trust Through Your Digital Presence
|
Nov 22, 2021 |
|
Episode 77: Trends Shaping Wealth Management - The Big Takeaways from #XYPNLIVE
|
Nov 15, 2021 |
|
Episode 76: How Estate Planning is Changing and How Tech is Leading the Way
|
Nov 08, 2021 |
|
Episode 75: The Art of Storytelling - A Blueprint
|
Oct 26, 2021 |
|
Episode 74: Activating Clients as Agents for Growth - A Conversation with Jackie Wilke
|
Oct 18, 2021 |
|
Episode 73: Building Community: How Onramp is Approaching Brand and Community Building
|
Oct 06, 2021 |
|
Episode 72: The Path to Developing Your Niche: A Conversation with Meg Bartelt
|
Sep 27, 2021 |
|
Episode 71: The New State of Advice: The Big Wealth Transfer, Personalization, Holistic Planning, and More
|
Sep 20, 2021 |
|
Episode 70: How Advisors Can Help Investors Close Their Financial Gaps - A Conversation With Eric Arnold, CEO of Planswell
|
Sep 13, 2021 |
|
Episode 69: Fixing the Broken Marketing Model and Increasing Lead Pipeline Quality
|
Sep 06, 2021 |
|
Episode 68: Moving Away from B2B and B2C to Human-to-Human
|
Aug 24, 2021 |
|
Episode 67: The 3 Biggest FinTech Trends Shaping Wealth Management for 2022 and Beyond
|
Aug 17, 2021 |
|
Episode 66: How Advisors Can Help Clients Balance Their Investment Goals – A Conversation with GoalBasedInvestors
|
Aug 10, 2021 |
|
Episode 65: How to Level Up Your 401k Business as an Advisor
|
Aug 02, 2021 |
|
Episode 64: Building Your Marketing Strategy - The Seven Sequence
|
Jul 27, 2021 |
|
Episode 63: Connecting Financial Well-Being to Total Well-Being – What Advisors Can Do About It
|
Jul 19, 2021 |
|
Episode 62: Building a Media Ecosystem to Nurture Your Audience: A Discussion With Michael Batnick
|
Jul 12, 2021 |
|
Episode 61: Niching Down – A Case Study from an Advisor Who Did It Successfully
|
Jul 06, 2021 |
|
Episode 60: Real Financial Planning: Defenders vs. Guides – A Discussion with Carl Richards
|
Jun 28, 2021 |
|
Episode 59: The Good, The Bad, The Effective: A Financial Advisor's Guide to LinkedIn
|
Jun 22, 2021 |
|
Episode 58: The Emotional Side of Financial Planning - How to Help Clients Navigate Major Life Decisions
|
Jun 14, 2021 |
|
Episode 57: Connecting with a New Generation of Investor
|
Jun 07, 2021 |
|
Episode 56: Managing the Client Relationships Through Headlines, Headwinds, and Fast-Moving Markets
|
Jun 01, 2021 |
|
Episode 55: Building, Scaling, and Stylizing Your Content: A Deep Dive
|
May 24, 2021 |
|
Episode 54: Launching the RIA: Systems, Content, and Processes
|
May 17, 2021 |
|
Episode 53: Marketing Mailbag - Content Creation vs. Distribution
|
May 10, 2021 |
|
Episode 52: The Marketing Funnel: Myths, Truths, and How to Build One That Works
|
May 03, 2021 |
|
Episode 51: Is Video Right for Your Marketing Program?
|
Apr 26, 2021 |
|
Episode 50: A Guide to Webinar Marketing: Topics, Trends, Tactics
|
Apr 19, 2021 |
|
Episode 49: The Application of Behavioral Finance in the Client Experience
|
Apr 12, 2021 |
|
Episode 48: Building Out Your Social Media Strategy – Getting Down to the Tactics
|
Apr 05, 2021 |
|
Episode 47: The Biggest Macro Trends Happening Today (and Tomorrow) That Advisors Need to be Thinking About for Clients
|
Mar 29, 2021 |
|
Episode 46: How Advisors Can Make Money Simple for Clients
|
Mar 22, 2021 |
|
Episode 45: Finding Balance Between Your Clients' Financial Goals and Personal Values
|
Mar 15, 2021 |
|
Episode 44: Building an Effective Sales Organization: Focusing on the 80% that Matters
|
Mar 08, 2021 |
|
Episode 43: The Big Things to Think About Before Going Independent
|
Mar 01, 2021 |
|
Episode 42: Stop Ignoring Your Data & Integrations: Steps Advisors Can Take To Improve Your Client Experience
|
Feb 22, 2021 |
|
Episode 41: The Third Wave of Financial Planning: How Advisors Need to Adapt Their Practices
|
Feb 15, 2021 |
|
Episode 40: Diversification: Still the Only Free Lunch in Finance
|
Feb 08, 2021 |
|
Episode 39: Inside the Strategy - Paid vs. Organic Marketing, Why You Need Both
|
Feb 01, 2021 |
|
Episode 38: How to Build Trust With Your Clients - Unpacking the Principles
|
Jan 25, 2021 |
|
Episode 37: Getting Your Marketing Going - The Do's and Don'ts
|
Jan 19, 2021 |
|
Episode 36: Inside the Strategy - Building Client Affinity With Content
|
Jan 11, 2021 |
|
Episode 35: How Every Advisor Should Think About Marketing in the New Year
|
Jan 04, 2021 |
|
Episode 34: Inside the Strategy - 2021 Marketing Predictions for Financial Advisors
|
Dec 28, 2020 |
|
Episode 33: Raising the Bar on Client Experience
|
Dec 21, 2020 |
|
Episode 32: Inside the Strategy - Playing the Marketing Long Game
|
Dec 14, 2020 |
|
Episode 31: The Future of Advisor Tech: How Financial Planning, Educational Content, and News Will Converge
|
Dec 07, 2020 |
|
Episode 30: Inside the Strategy - When Does it Make Sense to Automate Your Marketing?
|
Nov 30, 2020 |
|
Episode 29: The Power of Investor Behavior - Integrating Behavioral Finance Into Your Marketing
|
Nov 23, 2020 |
|
Episode 28: Inside the Strategy - Getting Your Social Media Approach Right
|
Nov 16, 2020 |
|
Episode 27: Making Money Interesting - Finding Inspiration in Your Day to Day
|
Nov 09, 2020 |
|
Episode 26: Inside the Strategy - Lead Gen vs. Brand Awareness
|
Nov 02, 2020 |
|
Episode 25: The Biggest Business Development Mistakes Advisors are Making and How to Fix Them
|
Oct 26, 2020 |
|
Episode 24: Letting Go to Scale: How to Manage Your Practice As You Grow
|
Oct 12, 2020 |
|
Episode 23: Should You Write A Book? Everything You Need to Know About Books Becoming a Part of Your Marketing Strategy
|
Sep 28, 2020 |
|
Episode 22: Designing Your Marketing Around Your Culture
|
Sep 14, 2020 |
|
Episode 21: RIA M&A Deep Dive: What the Future Holds, How to Differentiate Your Practice, and Why Brand is So Important
|
Aug 31, 2020 |
|
Episode 20: The Virtual Practice: Here to Stay?
|
Aug 17, 2020 |
|
Episode 19: Creating the Right Systems for Your Practice
|
Aug 03, 2020 |
|
Episode 18: Starting an RIA - Mindset, Process, and Pivots
|
Jul 20, 2020 |
|
Episode 17: The Power of Visual Storytelling
|
Jul 06, 2020 |
|
Episode 16: The Loyalty Game – Going Specialized for Growth
|
Jun 22, 2020 |
|
Episode 15: Diversity in Financial Services: An Actionable Discussion
|
Jun 10, 2020 |
|
Episode 14: Bringing Your Content to Life – Using Video to Engage and Convert
|
Jun 08, 2020 |
|
Episode 13: Going Specialized - The Value of a Niche
|
May 25, 2020 |
|
Episode 12: The RIA Marketing Wave - Small Steps Make a Big Difference
|
May 11, 2020 |
|
Episode 11: Building Your Own Sales Funnel
|
Apr 27, 2020 |
|
Episode 10: Why Brand Consistency Matters for Your Practice... And What to Do About It.
|
Apr 13, 2020 |
|
Episode 9: Preparing for the Next Generation of Financial Planning
|
Mar 30, 2020 |
|
Episode 8: Technology vs. Human Interaction - How the Best Advisors Find Balance
|
Mar 16, 2020 |
|
Episode 7: How Social Media is Changing the Advisor Landscape
|
Mar 02, 2020 |
|
Episode 6: Adapting to Your Customer
|
Feb 17, 2020 |
|
Episode 5: The Future of the RIA
|
Feb 03, 2020 |
|
Episode 4: Cutting Through the Noise in a Crowded Space
|
Jan 20, 2020 |
|
Episode 3: Building a Practice from the Ground Up
|
Jan 06, 2020 |
|
Episode 2: Going All-in on Personal Brand
|
Dec 16, 2019 |
|
Episode 1: Marketing Your Practice in 2020
|
Dec 02, 2019 |