The Advisor Lab by CION

In this episode, we sit down with Penny Phillips, co-Founder and President of Journey Strategic Wealth, a new RIA that's reimagining the independent advisor model. This episode does not disappoint - Penny covers everything an advisors should be thinking about before you make the jump to RIA. 

In this episode, we sit down with Jud Mackrill, ex-CMO of Carson & Orion and CEO of MileMarker. We dive into all things data, integrations, and tech stacks with Jud - he gives advisors the blueprint for how they can better leverage and connect their data across their firms. He's one of the most knowledgeable folks we spoken to in this space and lends his knowledge an expertise to us for a 30+ minu...

In this episode, we sit down with Tony Stich, Mr. Purple himself and COO of Advicent. This conversation is one of our best – Tony is an absolute wealth of knowledge when it comes to the advisor and investor market. We get into some of the biggest hurdles he sees advisors facing in the current and future state of financial planning, and what they can do about it. We also technology discussion and h...

In this episode, we sit down with Rodney Sullivan, the Executive Director for Asset Management at the University of Virginia of Darden School of Business. We originally found Rodney through is piece on RIA Intel talking about diversification and the evolution of diversification – and we had to bring him on the show. We dive into how the current crisis is similar, and different, to others in the pa...

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. I...

In this episode, we sit down with Robin Dreeke – a behavioral science expert, author, and corporate trainer. Robin began his journey as a counterintelligence specialist and behaviorist in the agency's efforts to thwart the efforts of our country's greatest adversaries. Robin has built his highly effective tools for all aspects and stages of interpersonal communication and relationship development....

In this episode, we sit down with Hugh Meyer from Charlesworth and Rugg. Hugh's someone we've been connected to for a while - and he's been primarily focused on building the C&R marketing strategy over the past year or so. Now a host of a podcast, Money Talks, we dive into what it takes to get a marketing strategy up and running. This is our conversation with Hugh Meyer.  

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. I...

In this episode, we sit down with Justin Castelli, Founder of RLS Wealth, as well as the Advisor Growth Community. Justin has become one of the premier marketers within the advisor community. We dive into his entire process - why he creates, how he creates, and what he measures. This is our conversation with Justin Castelli.  

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. I...

In this episode, we sit down with Manish Khatta – President and CIO of Potomac Funds, an investment management and Union UMA platform. We've come to know and follow Manish over the past year, and have been incredibly impressed at what they'v built from a product, marketing, and customer experience standpoint. We dive into the topic of customer experience – Potomac is big on ensuring that no matter...

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. I...

In this episode, we sit down with Kimberly Beck – The Head of Wealth Marketing at Envestnet. Kimberly and Alex go way back to the BlackRock days where they both worked within the marketing organization. We had the opportunity to learn from her a bit and her experience in crafting communications strategies for advisors is unmatched. We dive into a bunch of topics, but most importantly the biggest t...

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. I...

In this episode, we sit down with Daniel Crosby – the Chief Behavioral Office at Brinker Capital. Daniel is also a best-selling author and author of the Behavioral Investor, The Laws of Wealth and a few others. I'm incredible excited for this episode  - Daniel is someone who I have followed for a while and he was actually intro'ed to me by one of our clients and I'm glad he was. The episode is dat...

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. I...

In this episode, we sat down with Nicole Middendorf, CEO Prosperwell Financial, an RIA in the Minneapolis area. Nicole is also an author of numerous books, a podcast, and content machine.  We've been tracking Nicole for a while because we always loved her style and how she made the most mundane financial topics interesting on social media. We dove into her full process – how she creates, why she c...

As we usually release episodes every two weeks, we've been receiving requests around upping our episode frequency so we're officially moving to a weekly schedule. We'll still have external guests on a bi-weekly basis, but we're going to start supplementing those episodes with our Inside the Strategy live sessions. These are sessions we host on Twitter live, but we're packing them up for the pod. I...

In this episode, we sat down with Patrick Brewer. Patrick is the founder and CEO of SurePath Wealth, an RIA down in Austin. He's also the founder of Model FA – a consulting company that helps RIAs on the marketing, business development, and practice management side of things. I really wanted to dive into what advisors are doing wrong from a business development perspective and Patrick ended up bre...

In this episode, we sat down with Scott Brown. Scott runs Keiron Partners, a $1B practice in Orlando, he's also an author and podcast host. This is truly one of the more inspiring conversations we've had on the podcast. After a packed day, we recorded it after hours, and Scott did not disappoint. We dive into how he's built his practice to what it is today and got his thoughts on what it takes to...

In this episode, we sat down with Ashby Daniels, a Financial Advisor at Shorebridge Wealth Management, and also the author of Medicare Simplified: What Retirees Need to Know About Medicare in 100 Pages or Less. We wanted to sit down with Ashby because he just finished his first book and the idea of producing a book for your marketing efforts is one that pops up a good amount in our conversations w...

In this episode, we sat down with Marc Horner, Founder at Fairhaven Wealth Management, an RIA based in Chicago that's approaching $850 million in AUM. We connected with Marc when we saw his content online – it was different, hilarious, and was making the rounds on LinkedIn. Fairhaven has vowed to take a different approach to marketing – one that incorporates who they are as a practice, as well as...

In this episode, we sit down with Alex Chalekian , Founder of Lake Avenue Financial and Head of Acquisitions at Integrated Partners. With a lot of the conversations heating up around M&A activity in the RIA space, we wanted to get Alex's perspective on what the future holds for RIAs across the country, and what RIAs can do to different yourself as more and more advisors break away.  For more, visi...

In this episode, we sit down with Derek Notman, Founder and CEO Intrepid Wealth Partners, a virtual-only practice that's focused on elite frequent flyers. We wanted to bring D erek on because with everything going on across the industry, how he runs his practice is an incredibly timely discussion. We dive into how he manages his practice completely remote, how he leverages digital marketing to con...

In this episode, we sit Dan Cuprill president of Matson &  Cuprill , a wealth coaching firm located in Cincinnati, Ohio and founder of the Advisor Architect, a systematic based program that helps advisors scale their practice. We had fun on this one – Dan has so much experience and such an interesting point of view on how you can scale your practice through systems. We dive into his approach, what...