All Episodes
The Advisor Lab by CION — 100 episodes
Episode 196 Christopher Hodge: Inflation, Employment, and Interest Rates in a Three-Speed Economy
Episode 195 Richard Lavina: Tax Prep As A Differentiator For Wealth Managers
Episode 194 Rabih Ramadi: Where Does AI Fit in the Advisor Tech Stack?
Episode 193 Eli Edwards: With Tax-Efficient Real Estate Strategies, Advisors May Gain A Competitive Edge
Episode 192 Shannon Spotswood: A New Frontier For Advisor Independence
Episode 191 Dr. Amy D'Aprix: Financial Planning For Life's Major Transitions
Episode 190 Jeff Ransdell: Expanding Venture Capital Investing to Private Wealth
Episode 189 Future Proof Conversations: Trey Prescott
Episode 188 Future Proof Conversations: Doug Fritz
Episode 187 Future Proof Conversations: Mark Gatto & Derek Schwartz
Episode 186 Future Proof Conversations: Alex Laipple
Episode 185 Larry Shumbres: Leveraging AI For WealthTech Solutions
Episode 184 Jeffrey Roach: 2026 Economic Outlook
Episode 183 Exiting Your Practice: Succession Planning Starts Early
Episode 182 Jason Wenk: A New Custodial Approach For RIAs
Episode 181 Scaling Your Business for Work-Life Integration
Episode 180 John Roberts: Wealth Management is a Relationship Business
Episode 179 Gabriel Shahin: How the Rich Get Richer
Episode 178 Future Proof Conversations: Dimple Shah
Episode 177 Future Proof Conversations: Colleen Jaconetti
Episode 176 Future Proof Conversations: Cheryl Nash
Episode 175 Future Proof Conversations: Jennifer des Groseilliers
Episode 174 Future Proof Conversations: Gene Farrell
Episode 173 Future Proof Conversations: Ryan Sullivan
Episode 172 Advisor-Client Relationships for the Digital Age: Capturing Attention Starts With Streamlined Communication
Episode 171 Adam Dell: How Does the Private Wealth Channel Target the Next Generation of Clients?
Episode 170 Midyear Outlook: Coaching Long-Term Investors Through Uncertainty
Episode 169 Niching Down: Building a Sports Professional Practice
Episode 168 Jessica Polito: Selling Your RIA Practice
Episode 167 Carolyn Bare: Legacy Planning for Disabled Heirs
Episode 166 Future Proof Conversations: Chris Cherry
Episode 165 Future Proof Conversations: Devon Drew
Episode 164 Future Proof Conversations: Shannon Spotswood
Episode 163 Future Proof Conversations: Sean Allocca
Episode 162 Future Proof Conversations: Caleb Silver
Episode 161 Larry McDonald: Tariffs, Stagflation, Recession: Risks, Myths and Opportunities in a Radically Reshaped Economy
Episode 160 Arlene Moss of XYPN: The Independent Fiduciary Advisor
Episode 159 Callie Cox: An Evidence-Based Approach to Navigating Market Volatility
Episode 158 George Kinder: A New Vision of Fiduciary and ESG
Episode 157 Differentiating a Second Generation Practice with Alternatives
Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation
Episode 155 Financial Therapy: Motivating Clients Beyond Their Money Story
Episode 154 Having the Hard Conversations Around Multi-Generational Wealth
Episode 153 Michael Kitces and the Evolution of Knowledge: Where Is Financial Advisory Headed?
Episode 152 Future Proof Conversations: Redefining Growth Through Content and Community
Episode 151 Future Proof Conversations: The Fed and the Outlook for Alts
Episode 150 Leveling Up Your Practice: Closing Gaps with Effective Support
Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator
Episode 148 Connecting Meaning to Money: A Model for a High-Impact, High Revenue Practice
Episode 147 Creating the Practice You Want: Innovating Life Balance + Entrepreneurship
Episode 146 Understanding Client Experience as a Growth Accelerator
Episode 145 Creating the Practice You Want: Coaching Beyond Limits
Episode 144 Turning Data Into Knowledge: Creating A Sustainable Engine for Growth
Episode 143 The Last Pre-Digital Generation Is Aging With A Specific POV
Episode 142 A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth
Episode 141: Building a COI Referral Network: Working with CPAs
Episode 140: Tax Topics - Negotiating with the IRS
Episode 139: Building a Growth-Focused Client Event Strategy
Episode 138: Designing Data Visualization to Drive Deeper Conversations
Episode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement Model
Episode 136: 2024 Outlook - Where Will Rates End Up, When, and What's the Impact?
Episode 135: Creating a Financial Planning Practice - Pricing, Scalability, and Client Motivation
Episode 134: Helping Clients Mitigate Tax and Legislative Risk - A Differentiated Approach
Episode 133: Capitalizing on the Growing Demand for Financial Advice
Episode 132: Creating a Digital Marketing Strategy that Converts
Episode 131: Private Credit — Outlook on a Rapidly-Growing Alternative Asset Class
Episode 130: Asset-Based Lending: A Solution for Capital Completes the Advisor Toolkit
Episode 129: Engaging the Next-Gen Investor at Scale: It's About What They Value
Episode 128: Supporting the Advisor Community: A Differentiated Approach
Episode 127: Creating a New Practice Paradigm: Expanding the Product and Service Set to Scale
Episode 126: Creating a Mindful Practice and Attracting Your Ideal Client
Episode 125: Building a Successful Practice: Hiring, Managing, Strategy and Structure
Episode 124: Real Assets: Choices, Challenges and Opportunities
Episode 123: Cultivating Curiosity - A Discussion with Carl Richards
Episode 122: The Tactics of Using Behavioral Finance to Convert
Episode 121: The Surprising Economics of Independence
Episode 120: Optimizing Your Practice and Upgrading Your Process
Episode 119: Video Marketing: A Tool for Scale, Engagement and Conversion
Episode 118: From College to the Real World - Getting Your Grad Hired
Episode 117: Evolving Your Practice and Selecting a Platform Partner
Episode 116: 2023 Outlook - The Beginning of a New Recovery Cycle?
Episode 115: Pathways to Growth - The Limits of Scale
Episode 114: Building Authenticity and Flexibility into Your Business Model
Episode 113: Market Uncertainty: How to Define Your Outcome
Episode 112: Scaling Client and Prospect Engagement: A Guide to Launching an Educational Platform for Your Niche
Episode 111: Creating More Self-Awareness to Drive Better Client Relationships
Episode 110: Introducing New Tech Into Your Practice, and Your Clients Lives
Episode 109: Building an Engaged Audience on Social: How Callie Cox and eToro Do It
Episode 108: Shifting From Busy to Productive: A Conversation with SEI's Shauna Mace
Episode 107: Aligning Your Practice & Life: How to Work and Live With Purpose
Episode 106: The Power of Workflows and Systems: A Conversation with Kate Guillen
Episode 105: Voice, Video, and the Future of Marketing Media
Episode 104: Focusing Your Marketing Strategy to Gain More Traction
Episode 103: Marketing Actions to Take in Volatile Markets
Episode 102: Using Your Data More Effectively to Drive Client Conversion & Retention
Episode 101: The Evolution of the Portfolio: A Conversation with Anthony Zhang of Vinovest
Episode 100: The Evolving Investor Mindset and What it Means for Advisors: A Conversation With Zoe's Andres Garcia-Amaya
Episode 99: 5 Advisors / Wealth Management Firms Crushing it With Content in Times of Volatility
Episode 98: Shifting to a Proactive Mindset When it Comes to Client Communications
Episode 97: Finding Your Groove by Going Ultra-Niche