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The Advisor Lab by CION

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.

info_outline Episode 182 Jason Wenk: A New Custodial Approach For RIAs 12/18/2025
info_outline Episode 181 Scaling Your Business for Work-Life Integration 12/02/2025
info_outline Episode 180 John Roberts: Wealth Management is a Relationship Business 11/18/2025
info_outline Episode 179 Gabriel Shahin: How the Rich Get Richer 11/04/2025
info_outline Episode 178 Future Proof Conversations: Dimple Shah 10/28/2025
info_outline Episode 177 Future Proof Conversations: Colleen Jaconetti 10/14/2025
info_outline Episode 176 Future Proof Conversations: Cheryl Nash 10/09/2025
info_outline Episode 175 Future Proof Conversations: Jennifer des Groseilliers 10/02/2025
info_outline Episode 174 Future Proof Conversations: Gene Farrell 09/18/2025
info_outline Episode 173 Future Proof Conversations: Ryan Sullivan 09/15/2025
info_outline Episode 172 Advisor-Client Relationships for the Digital Age: Capturing Attention Starts With Streamlined Communication 08/26/2025
info_outline Episode 171 Adam Dell: How Does the Private Wealth Channel Target the Next Generation of Clients? 08/12/2025
info_outline Episode 170 Midyear Outlook: Coaching Long-Term Investors Through Uncertainty 07/29/2025
info_outline Episode 169 Niching Down: Building a Sports Professional Practice 07/14/2025
info_outline Episode 168 Jessica Polito: Selling Your RIA Practice 06/26/2025
info_outline Episode 167 Carolyn Bare: Legacy Planning for Disabled Heirs 06/03/2025
info_outline Episode 166 Future Proof Conversations: Chris Cherry 05/20/2025
info_outline Episode 165 Future Proof Conversations: Devon Drew 05/13/2025
info_outline Episode 164 Future Proof Conversations: Shannon Spotswood 04/30/2025
info_outline Episode 163 Future Proof Conversations: Sean Allocca 04/23/2025
info_outline Episode 162 Future Proof Conversations: Caleb Silver 04/15/2025
info_outline Episode 161 Larry McDonald: Tariffs, Stagflation, Recession: Risks, Myths and Opportunities in a Radically Reshaped Economy 04/07/2025
info_outline Episode 160 Arlene Moss of XYPN: The Independent Fiduciary Advisor 03/12/2025
info_outline Episode 159 Callie Cox: An Evidence-Based Approach to Navigating Market Volatility 02/25/2025
info_outline Episode 158 George Kinder: A New Vision of Fiduciary and ESG 01/30/2025
info_outline Episode 157 Differentiating a Second Generation Practice with Alternatives 01/03/2025
info_outline Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation 12/05/2024
info_outline Episode 155 Financial Therapy: Motivating Clients Beyond Their Money Story 11/18/2024
info_outline Episode 154 Having the Hard Conversations Around Multi-Generational Wealth 10/24/2024
info_outline Episode 153 Michael Kitces and the Evolution of Knowledge: Where Is Financial Advisory Headed? 10/15/2024
 
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