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The Advisor Lab by CION

The Advisor Lab by CION

CION Investments

The Advisor Lab by CION

Investing Business English

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.

Episodes

Episode 195 Richard Lavina: Tax Prep As A Differentiator For Wealth Managers

Episode 195 Richard Lavina: Tax Prep As A Differentiator For Wealth Managers

We sat down with Richard Lavina, Co-Founder and CEO at Taxfyle, to learn how his firm provides RIAs with the infrastructure to incorporate tax preparation services into their business. Richard discusses how offering tax services can help advisors scale, retain clients, and differentiate their practices.

Episode 194 Rabih Ramadi: Where Does AI Fit in the Advisor Tech Stack?

Episode 194 Rabih Ramadi: Where Does AI Fit in the Advisor Tech Stack?

We sat down with Rabih Ramadi, co-founder and CEO at Avantos.ai, for a conversation on how his firm is streamlining client servicing for RIAs with an AI-powered relationship management platform. Rabih shares insight on how to successfully integrate AI into the advisor tech stack at scale.

Episode 193 Eli Edwards: With Tax-Efficient Real Estate Strategies, Advisors May Gain A Competitive Edge

Episode 193 Eli Edwards: With Tax-Efficient Real Estate Strategies, Advisors May Gain A Competitive Edge

Eli Edwards is Head of U.S. Real Estate Equity at Fortress Investment Group. We sat down with Eli to learn about real estate investment strategies with the potential to provide portfolio diversification and tax-advantaged capital appreciation. Eli shares how the development of these strategies has evolved to meet increasing demand from RIAs, and what's driving advisors to incorporate them into...

Episode 192 Shannon Spotswood: A New Frontier For Advisor Independence

Episode 192 Shannon Spotswood: A New Frontier For Advisor Independence

Shannon Spotswood is CEO at RFG Advisory, an innovative RIA platform empowering entrepreneurial advisors to build their businesses and own their firms. We sat down with Shannon for a conversation on recent technological innovation driving growth in the wealth management space, and how RFG is providing advisors with the tools and support to scale.

Episode 191 Dr. Amy D'Aprix: Financial Planning For Life's Major Transitions

Episode 191 Dr. Amy D'Aprix: Financial Planning For Life's Major Transitions

Dr. Amy D'Aprix, Founder and President of LifeBridge Strategies, has over two decades of experience coaching financial advisors on how to best serve clients as they navigate life transitions such as aging, retirement, and estate transfers. We sat down with Dr. Amy to learn how her LifeMap platform and Trusted Advisor of Choice CE help advisors have more meaningful client conversations that build...

Episode 190 Jeff Ransdell: Expanding Venture Capital Investing to Private Wealth

Episode 190 Jeff Ransdell: Expanding Venture Capital Investing to Private Wealth

Jeff Ransdell is Managing Director and Founding Partner of Fuel Venture Capital Partners, a tech-focused VC firm creating opportunities for advisors and their clients to invest in high-growth disruptive technologies. We sat down with Jeff to discuss access to private market strategies for individual investors, and learn how Fuel maintains a strong commitment to serving financial advisors.

Episode 189 Future Proof Conversations: Trey Prescott

Episode 189 Future Proof Conversations: Trey Prescott

Trey Prescott is Director of Business Development at Advisory Services Network, a turnkey RIA platform providing custodial and back office infrastructure that allows independent advisors to focus on growth and client relationships. We sat down with Trey at Future Proof Citywide to learn how Advisory Services Network is supporting the next generation of advisors in establishing independence,...

Episode 188 Future Proof Conversations: Doug Fritz

Episode 188 Future Proof Conversations: Doug Fritz

Doug Fritz is the Executive Chairman and Co-Founder of F2 Strategy, a leading research and consulting firm focused on technology, marketing, and operations for the wealth and asset management space. We sat down with Doug at Future Proof Citywide to discuss how F2 is helping advisors drive valuation expansion and modernize their firms.

Episode 187 Future Proof Conversations: Mark Gatto & Derek Schwartz

Episode 187 Future Proof Conversations: Mark Gatto & Derek Schwartz

Alternative investments for the private wealth channel have experienced tremendous growth in recent years. Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Derek Schwartz in the CION booth at Future Proof Citywide for a conversation on making alternatives accessible to advisors and their clients. They discuss the importance of structure, manager selection, and diversification...

Episode 186 Future Proof Conversations: Alex Laipple

Episode 186 Future Proof Conversations: Alex Laipple

Alex Laipple is the Chief Growth Officer at Ethic, a tech-driven investment management platform that helps advisors deliver personalized, values-focused portfolios to their clients. We sat down with Alex at Future Proof Citywide to learn how advisors are differentiating their practices with portfolio customization and building deeper, more personal connections with clients.