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business
Hosted by CION Investments · business · EN · 195 episodes
The 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 from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.
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Signup to Generate a PitchThe Advisor Lab by CION is a business podcast hosted by CION Investments, with 195 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
CION Investments hosts The Advisor Lab by CION, a business show with 195 episodes published.
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Episode #195
We sat down with Richard Lavina, Co-Founder and CEO at Taxfyle, to learn how his firm provides RIAs with the infrastructure to incorporate tax preparation services into their business. Richard discusses how offering tax services can help advisors scale, retain clients, and differentiate their practices.
Episode #194
We sat down with Rabih Ramadi, co-founder and CEO at Avantos.ai, for a conversation on how his firm is streamlining client servicing for RIAs with an AI-powered relationship management platform. Rabih shares insight on how to successfully integrate AI into the advisor tech stack at scale.
Episode #193
<p>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 shares how the development of these strategies has evolved to meet increasing demand from RIAs, and what's driving advisors to incorporate them into client portfolios.</p>
Episode #192
<p>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 the wealth management space, and how RFG is providing advisors with the tools and support to scale.</p>
Episode #191
<p>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 down with Dr. Amy to learn how her LifeMap platform and Trusted Advisor of Choice CE help advisors have more meaningful client conversations that build trust and foster multigenerational relationships.</p>
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