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 | Weekly | Episodes | 101 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessMarketing | |||
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Latest Episodes
Seth Streeter, Founder and Chief Impact Officer of Mission Wealth, has some very clear principles. He wants to help clients redefine wealth, and has created a service model that places inspiration, balance, and purpose at the center of a holistic pro... more
Paul Saganey, Founder & CEO of Integrated Partners, has cracked the code of supercharging growth. He helps advisors succeed with much larger clients than their existing books, and pairs that up with a deep understanding of how to build a COI network ... more
Advisors are often asked to help solve financial problems, and some of the most difficult pertain to taxes. Our guest, Hubert Johnson, has built a business around understanding how to successfully negotiate with the IRS, and he also has some great in... more
Tim Mitrovich, Founder and Chief Executive Officer of Ten Capital, has built a winning event strategy by focusing on client experience. It's a unique approach that combines thematic consistency with creating events that run the gamut from great speak... more
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Reviews
- 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 States2 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 States3 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 States3 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 States4 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. more
Apple Podcasts5jhorschUnited States4 years ago
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Chart Rankings
Apple Podcasts | #152 | United States/Business/Marketing |
Apple Podcasts | #211 |  Ireland/Business/Marketing |
Audience
Listeners, engagement and demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Engagement Score | |||
|---|---|---|---|---|---|
| Primary Location | Social Media Reach | ||||
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