The Advisor Lab by CION
by CION Investments
July 14, 2025 7:00 pm
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 169 Niching Down: Building a Sports Professional Practice
1 week agoEpisode 168 Jessica Polito: Selling Your RIA Practice
4 weeks agoEpisode 167 Carolyn Bare: Legacy Planning for Disabled Heirs
2 months agoEpisode 166 Future Proof Conversations: Chris Cherry
2 months agoEpisode 165 Future Proof Conversations: Devon Drew
2 months agoEpisode 164 Future Proof Conversations: Shannon Spotswood
3 months agoEpisode 163 Future Proof Conversations: Sean Allocca
3 months agoEpisode 162 Future Proof Conversations: Caleb Silver
3 months agoEpisode 161 Larry McDonald: Tariffs, Stagflation, Recession: Risks, Myths and Opportunities in a Radically Reshaped Economy
4 months agoEpisode 160 Arlene Moss of XYPN: The Independent Fiduciary Advisor
4 months ago