The Advisor Lab by CION
CION InvestmentsThe 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 f... more
| Publishes | Twice monthly | Episodes | 176 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessMarketingInvesting | |||
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Latest Episodes
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 sh... more
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 t... more
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 dow... more
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 ... more
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- Amazing podcast!
This podcast is an excellent resource for financial professionals everywhere! Alex is a very knowledgeable and skilled host and each episode provides helpful information and insight to help you level up in your practice.
Apple Podcasts5maddie@podcastingyou
United States4 years ago - So young and knows so much
Late 20’s? Been in the FinTech game for only a year? Ms. Casperson wise beyond her years…
Apple Podcasts5EltonjeffUnited States5 years ago - Always a good listen
Thanks Seven Group. Always a good show, great guests, and stellar content. I come to podcasts to learn, and you deliver 👏🏻👏🏻
Apple Podcasts5Mungo BeanUnited States5 years ago - A must listen!
This podcast and the process of The Seven Group is absolutely amazing. There is not a platform out there that is as helpful as theirs. The podcast and guests are insightful and it is a must listen.
Apple Podcasts5JranksUnited States6 years ago - All around great!
I love listening to Alex and the team talk through strategy with in branding and marketing. They have great guests and they ask high quality questions.
Keep it up!
Apple Podcasts5jhorschUnited States6 years ago
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Apple Podcasts | #173 |  Singapore/Business/Marketing |
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Frequently Asked Questions About The Advisor Lab by CION
What is The Advisor Lab by CION about and what kind of topics does it cover?
The show centers on strategic and practical guidance for financial advisors navigating a rapidly evolving landscape, with a focus on independence, platform choices, and technology-enabled growth. Episodes frequently explore advisor-owned models, open-architecture solutions, AI-driven client conversations, and scalable business practices, often featuring leaders from wealthtech, custody platforms, private markets, and major advisory firms. A standout trait is its emphasis on actionable frameworks (e.g., ownership, back-office efficiency, and human-centered planning) delivered through candid conversations with senior executives and industry pioneers, making it useful for listeners aiming to modernize advisory practices or explore new partner ... more
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How many listeners does The Advisor Lab by CION get?
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How many subscribers and views does The Advisor Lab by CION have?
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Which podcasts are similar to The Advisor Lab by CION?
These podcasts share a similar audience with The Advisor Lab by CION:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. Barron's Advisor
3. The Efficient Advisor: Tactical Business Advice for Financial Planners
4. The Compound and Friends
5. Ask The Compound
How many episodes of The Advisor Lab by CION are there?
The Advisor Lab by CION launched 7 years ago and published 176 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Advisor Lab by CION?
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What guests have appeared on The Advisor Lab by CION?
Recent guests on The Advisor Lab by CION include:
1. Eli Edwards
2. Shannon Spotswood
3. Dr. Amy D'Aprix
4. Jeff Ransdell
5. Trey Prescott
6. Doug Fritz
7. Mark Gatto
8. Alex Laipple
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.