The Advisor Lab by CION

In this episode, we welcome Beth Hendler-Grunt, founder of Next Great Step. Finding a first job as a new college grad can be difficult. Beth's process teaches kids the skills they need to stand out, and teaches parents how to help their kids launch. The first job is a key piece of the financial journey for both kids and parents, as parents exit the college burden and ramp up retirement planning.

Amit Dogra is President and COO of tru Independence, a platform that helps financial advisors optimize their independence with guidance, expertise and support. In this episode, we go deep into the continually evolving financial advisory landscape, the trends Amit sees now, and some very good advice for what advisors should be thinking about, from asset growth to succession planning.

On this episode of Advisor Lab by CION, we welcome Brian Levitt, Global Market Strategist. We sat down with Brian to discuss his view on the volatility and uncertainty of last year, how things changed in the last few months, and what he thinks may be in store for the economy and the markets in 2023. Along the way, we hit the Fed's terminal rate, the debt ceiling, the 60/40 portfolio, and got into...

On this episode of Advisor Lab by CION, we sit down with Josh Reidinger, CEO of Waverly Advisors. Waverly has grown organically and through acquisitions, backed with private equity. We get into how Waverly built a unique culture, what they see going forward in the independent advisor space, and how they develop niche-based offerings for clients. Waverly believes in scaling your business, but not y...

On this episode of Advisor Lab by CION, we welcome Anna N'Jie-Konte, the Founder of Dare-To-Dream Financial Planning. Anna N'Jie Konte has built a unique and successful business by looking at what attracted her, and adapting it to her own firm. She's a firm believer in creating marketing rooted in the advisor's personal story and value system to create client trust. We discuss Anna's journey, and...

In this episode, we welcome Jason Barsema, president and co-founder of Halo Investing. This fintech platform provides financial advisors with solutions for their clients that historically have only been available to ultra high net worth individuals. Be it bonds or equities, the 60/40 portfolios have had the worst first half of any year going back to 1932. Downside risk is on everyone's mind. Find...

In this episode, we welcome Ann Garcia, she's owner of Independent Progressive Advisors, and the author of how to pay for college book and course. Ann has built a pretty incredible media portfolio around the topic of college, and in this episode, we dive into how she did it while running her practice. Let's get into the conversation with Ann Garcia. Check out the course: https://howtopayforcollege...

In this episode, we sit down with Joy Lere, Co-Founder of Shaping Wealth. Joy is a clinical psychologist, founder, consultant, educator, and writer - and she has an incredibly unique point of view on how advisors can create more self-awareness in their practice to improve their client relationships.  Shaping Wealth just launched a new program, OCBO, your Outsourced Chief Behaviorial Office. You ca...

In this episode, we sit down with Scott Frank, founder of Stone Steps Financial, who has built a unique client experience for years leveraging new tech and different life planning approaches. We get into his experience introducing life planning into his practice and the latest tech he is using to improve his client experience and get back his time.  Check out Stone Steps: https://www.stonestepsfin...

In this episode, we catch up with Callie Cox, an investment analyst at eToro who has built an incredibly engaged audience on Twitter talking all things macro and the market. Everything Callie puts out pulls and engages new readers, so we wanted to get into the details of her blueprint, personality, and thought process. We also discuss her take on what's happening in the macro economy. 

In this episode, we sit down with SEI's Head of Practice Management, Shauna Mace. We get into her experience in working with advisors on how to go from busy to productive. We also dive into the launch of SEI's Growth Lab - a place where advisors can find resources and tools to help them build their practice.  Learn more: https://info.seic.com/welcome-to-the-sei-growth-lab Learn more about us: advi...

No matter where you are in your practice life cycle, setting goals and objectives is a major part of your practice. In this episode, we welcome Matt Spielman, Chief Performance Officer and Head Coach of Inflection Point Partners, an organizational, career, and executive coaching firm. Matt has coached folks like Alex Rodriguez to optimize their lives throughout the years.  Find out more about Matt...

Operations and optimizing your CRM is something near and dear to every advisors heart and in this episode, we welcome Kate Guillen – founder of Simplicity Ops, a firm that helps advisors fix and optimize their CRM, we get into how to clean up your CRM data and begin to extra true value for your business and the pivots you should make going forward. We cover the exact blueprint to help you do this....

This episode is from a recent panel we did at Snappy Kraken's Jolt conference with some others in the space, including Taylor Schulte, Matt Halloran, Emily Binder, and David Armstrong. We dove into voice and video marketing – including the ins and outs of how to get started, what you need to produce, and why your early data won't tell you the full picture. 

We're flipping the script in today's episode, and in this episode, it comes from a session I recently did with Marie Swift of Impact Communications on her podcast, Swift Chat. We dive into what Advisors can be doing to market towards their niche, including how to think about your audience and persona, what kind of content you should be creating, and what you should be measuring.  Learn more about...

In this episode, we dive into the 3-actions to take with clients when it comes to the current market environment, including what to share, how often to share, and how you can conduct meetings.  Check out more on out blog: https://www.thesevengroup.com/blog/

In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to measure consistently.  Learn more on: https://trackthatadvisor.com/

In this episode, we sit down with Anthony Zhang, founder of Vinovest. Vinovest is changing the wine investing game by offering retail investors the ability to invest in wine more seamlessly. We dive into how he's built the business, their eudcaiotn process, and his learnings around growth.  Learn more about them at vinovest.co

We're at ep 100! In this episode, we sit down with Andres Garcia-Amaya, Founder of Zoe Financial - a platform that connects investors with advisors, while educating the market on different financial planning topics and discussions.  Zoe has become a huge asset for financial advisors trying to grow their practice, but they're also seeing every day what investors want. We get into the biggest invest...

In the past few weeks, we've seen more market volatility than we've seen in the last decade, and it's being talked about everywhere. Now is the time to stay in front of clients, and in this video, we dive into 5 firms that are crushing it with content. Check out the examples - Animal Spirits: https://apple.co/3l9QZEy Potomac: https://potomacfund.com/ IronBridge: https://ironbridge360.com/ BWM Fina...

In this episode, we sit down with Larry Shumbres, who recently joined Presults, the AI-powered compliance platform as CEO. Larry has an extensive background in fintech – helping launch and grow a number of tools at Totum Risk, Evestment, eMoney in more. Presults is doing some incredible work in the space and I wanted to pick Larry's brain on how advisors can continue to stay proactive with clients...

In this episode, we sit down with Justin Green, Founder at Assist FP – a niche financial planning firm focused on online fitness coaching. With all the discussion around niche building, I wanted to go deep into it with Jusin on how he went ultra-niche to find his groove. We talk through the early learnings he's had as he's built his firm from the ground up. 

In this episode, I'm joined by Matthew Halloran, Partner and Chief Relationship Officer at ProudMouth – A full-service podcast and marketing agency for financial advisors and financial services firms. If you ever wanted to launch a podcast – this is the episode for you. Matt, who also has a podcast, and I dive into what it takes to build a podcast and the steps you should take to get something tha...

Whether it's Ritholtz Wealth and their slew of podcasts and blogs, The Colony Group deploying their white-glove digital platform to clients, or individual brands like Doug Boneparth generating large followings on platforms like Twitter – being digital-first and marketing-led is at the core of how advisors should be building brand now and in the future. But no progress comes without some bad actors...

In this episode, we sit down with Matt Reiner. Matt is a partner of Capital Investment Advisors, a $2.8B RIA in Atlanta, managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent, and the founder of Benjamin - a tech platform that helps advisors streamline time-consuming tasks and allows for greater client engagement through technology.  Matt is all abou...