The Advisor Lab by CION
by CION Investments
November 19, 2024 5:49 am
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.
Recent Episodes
Episode 155 Financial Therapy: Motivating Clients Beyond Their Money Story
4 days agoEpisode 154 Having the Hard Conversations Around Multi-Generational Wealth
4 weeks agoEpisode 153 Michael Kitces and the Evolution of Knowledge: Where Is Financial Advisory Headed?
1 month agoEpisode 152 Future Proof Conversations: Redefining Growth Through Content and Community
2 months agoEpisode 151 Future Proof Conversations: The Fed and the Outlook for Alts
2 months agoEpisode 150 Leveling Up Your Practice: Closing Gaps with Effective Support
2 months agoEpisode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator
3 months agoEpisode 148 Connecting Meaning to Money: A Model for a High-Impact, High Revenue Practice
4 months agoEpisode 147 Creating the Practice You Want: Innovating Life Balance + Entrepreneurship
4 months agoEpisode 146 Understanding Client Experience as a Growth Accelerator
5 months ago