The Advisor Lab by CION

In this episode, we're taking a step outside of the financial planning world and welcome Kris Rudeegraap, CEO and co-founder of Sendoso, a SaaS platform that helps companies stand out by giving them new ways to engage with customers through gifts, giveaways, and direct mail. Kris dives into his story, why it's important to delight customers, and why it's not B2B or B2C anymore, rather Human to Hum...

In this episode, we sit down with Nicole Casperson, FinTech Reporter for Investment News, content producer for the podcast Her Success Matters, and co-host of TechStack , a podcast all about wealth tech. I've been following Nicole for a while now – she's always been ahead of the game when it comes to trends, news, and information regarding the wealth tech space, so I wanted to sit down with her to...

In this episode, we sit down with Chip Castille and Becca Long from GoalBasedInvestors (GBI). GBI is a platform that connects investors with advisors in a simpler, more user friendly way using goals based planning. We dive into the details on why goal based planning can work, how GBI is making investing more social, and what advisors can do to simplify the onboarding experience for clients.  Check...

In this episode, we sit down with Andy Hudson of Step Strategic, a consulting firm focus on helping advisors navigate the 401k space. If you're an advisor and you support plan sponsors, or are looking to build your 401k book of business – this is the episode for you. Andy gets into his philosophy on identifying red flag trigger events, how advisors can drip on 401k plans, and how you can expand th...

In this episode, rather than have a guest, we wanted to take time to walk through specifics on how to think about your marketing and growth as a financial advisor. We get into the Seven Sequence and the different elements you should be thinking about regarding your marketing. www.thesevengroup.com for more. 

In this episode, we sit down with Amanda Campbell, Vice President at Wealthspire Advisors. Amanda, who was recently highlighted as one of Investment News' 40 under 40 advisors, has made it her life's mission to ensure that every woman, in any walk of life understands her wealth in a real and meaningful way. This means connecting wealth to health – both mental and physical. We talk about what it's...

On this episode, we welcome Michael Batnick, Director of Research at Ritholtz Wealth, and co-host of the popular podcast Animal Spirits. We dive into how they've built such a unique, powerful place of knowledge for so many people within our space. Michael and I get into the origins of the podcast, their research process leading up to each episode, and what advisors should expect when building any...

In this episode, we sit down with Reese Harper – founder or Dentist Advisors, an RIA focused on dentists throughout the country. Reese is also the founder of Elements – a mobile first application that gives financial advisors the framework, processes, and software needed to deliver ongoing financial planning and an excellent client experience–at scale. I wanted to sit down with him to hear what it...

We had the opportunity to sit down with the Creator of the Behavior Gap himself, Carl Richards. Carl and I dove deep into the concept of Advisors being Guide vs. Defenders. He shares examples, as well as tactical steps you can take to become the guide of your practice and your clients.  Head to thesocietyofadvice.com for more. 

In this episode we sit down with Diana Angelini – Director of Business Development for Ladder for Advisors. Ladder is an insurtech platform making it easier for consumers to get life insurance. This is one of our more tactical conversations, Diana and I come from a heavy LinkedIn background – so we get into the weeds on how you can leverage LinkedIn to expand your network, build your influence, an...

In this episode, we sit down with Brendan Frazier – Founder of Wired Planning and Host of Human Side of Money -  a podcast that helps advisors think through the behavioral side of your business. Brendan is all about helping advisors deliver better outcomes for their clients uncovering the research and insights from the fields of behavior change, psychology, communication, negotiation, and more. We...

In this episode, we sit down with Trevor Ward. Trevor helps lead business development at BetterWealth – a new platform that helps individual investors take control o their money through coaching and education. Trevor has been big on where the industry is headed for the next generation of investor. We get into the big wealth transfer and specifics on what advisors can do to define their niche, star...

This is an episode for the books. We sat down with Mark Pinto, President at Harbourfront Wealth Management. Mark possesses a diverse skill set that includes; Business Development, M & A, Operations, Technology Solutions, People Leadership & Business Coaching. Mark has implemented "The 6 Pillars of an advisory practice" across multiple businesses and shares a ton of insight on what it means to buil...

In this episode, we sit down with Shawna Ohm, founder of Content 151 – a content marketing agency & platform that allows advisors to create custom content at a lower price. Shawna brings a wealth of knowledge on the content and story telling side of things – we cover how you can create a more compelling story, why pillar content is so important, and why investor education will help you with. For t...

In this episode, we sit down with TJ van Gerven - founder of Modern Wealth Builders, an RIA that focuses on equity compensated professionals. TJ is 3 years into building his RIA and we wanted to sit down with him to hear more about what it's been like so far. We dive into his learnings, including his marketing strategy, processes, and frameworks. 

We hosted the first of our 2021 Twitter live sessions where we dove into some of the bigger questions we've been getting from clients and members of the advisor community. Trey DeVore, our newest content creator and I hashed through Content Creation vs. Distribution and how it's not always about creating more content, but how you use that content that matters. We'll be hosting these sessions live...

In this episode, we sit with Kristin Shea, Advisor Coach and Author of a new book coming out: The Truth About Digital Marketing. This is one of our longest, most in-depth episodes yet – Kristin and I get into what the marketing funnel should look like, including the content that should be created and channels you should live at each part of the funnel, what it looks like to advertise on these plat...

In this episode, we sit with Kate Holmes, founder of Innovating Advice – a platform & program that helps advisors leverage video communication more effectively for your practice. Kate has a really cool story – before starting Innovating Advice, she started one of the first completely virtual, fee-only, monthly retainer (no AUM) financial planning businesses. Since then, she's found a passion for h...

In this episode, we sit down with Brad Swineheart, the VP of Business Development at White Glove. We dive deep into webinars in this episode - including why they make sense, what topics you should be covering, how you should be distributing, and what differentiates a good webinar from a bad one.  Demo mentioned in introduction: https://info.thesevengroup.com/schedule-time-with-seven-group

In this episode, we sit down with Jordan Hutchison, the Director of Partnerships at XY Planning. Jordan comes from a behavioral background and in this conversation, we dive into how advisors can effectively and tactically apply behavioral science in their business, both from a sales and marketing perspective. Jordan shares tactical information and advice, and we go deep into certain aspects of the...

In this episode, we site down with Samantha Russell, the Chief Evangelist at FMG Suite. Everybody knows Samantha for what she's done at Twenty Over Ten over the past several years - she's an expert in all things marketing as relates to web, social media, paid search, SEO, and email marketing.  We get into social specifically on this episode, and tactically what advisers can do to build their pract...

In this episode, we sit down with Brad Rathe - CIO at StrategIQ and host of the Friday's With Brad podcast. This episode is a big mash-up of topics, we dive into why advisors need to set boundaries, how things like ESG is influencing advisor/investor relationships, and how no one of prepared for the pace of change. 

In this episode we're sitting down with Peter Lazaroff, CIO at Plan Corp – a practice down in St. Louis, Missouri. Peter also has a weekly blog that has gained tremendous popularity over the years. Peter is all about simplifying money, and accomplishes a lot of this through his blog. In this episode we dive into what simplifying money for clients means, and how you can get into a content creation...

In this episode, we sit down with Kristen O'Grady, COO & Head of Product at Seeds, a new platform for financial advisors that puts investor values at the center of the platform. Kristen, an ex-BlackRock executive, unpacks the current state of ESG investing, how advisors can better align a client's values with their portfolio, and what the future holds for advisors when it comes to sustainable inve...

In this episode, we sit down with Derek Schwartz, National Sales Manager at CION Investments. Derek comes with decades of experience and working with investment managers and financial advisors to build sales organizations. He dives into his best practices for what you need as an advisor to not only build your practice, but build better relationships with clients.