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 | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingMarketingBusiness | |||
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Latest Episodes
Colleen Jaconetti, CPA, CFP, is a Senior Manager at Vanguard Investment Advisory Research Center. Host Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Colleen at Future Proof Festival for her insight on how advisors can elevate t... more
We sat down with Cheryl Nash, President of APL at InvestCloud, on the boardwalk at Future Proof Festival to discuss the current landscape of retail investing. APL is a portfolio management platform that powers construction, modeling, trading, and reb... more
Jennifer des Groseilliers is the CEO of The Mather Group, a fiduciary investment advisory firm with a comprehensive approach to financial planning. Jennifer joins host Mark Gatto, co-Founder and co-CEO of CION Investments, at Future Proof Festival fo... more
Gene Farrell is the President and CEO of Vanilla, a leading provider of estate planning technology for financial advisors. We sat down with Gene at Future Proof Festival for a conversation on the role of the financial advisor in the estate planning p... 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 States3 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 States4 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 States4 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 States5 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 States5 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #227 |  Australia/Business/Marketing |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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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. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. The Perfect RIA
4. Barron's Advisor
5. Model FA Podcast
How many episodes of The Advisor Lab by CION are there?
The Advisor Lab by CION launched 6 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.
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