The Advisor Lab

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The Financial Advisor landscape is changing in a big way, and Advisors need to find new ways to gain and retain clients. Hosted by Alex Cavalieri of Seven Group, 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.

Seven Group


    • May 20, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 31m AVG DURATION
    • 166 EPISODES

    Ivy Insights

    The Advisor Lab podcast is an exceptional resource for anyone interested in learning about branding and marketing strategies. Hosted by Alex and his team at The Seven Group, this podcast consistently delivers a captivating show with top-notch guests and valuable content. As someone who seeks podcasts to gain knowledge, I can confidently say that The Advisor Lab never fails to deliver.

    One of the best aspects of The Advisor Lab podcast is the quality of guests they bring on. Each episode features industry experts who share their insights and experiences, providing listeners with a wealth of knowledge. This diverse range of guests allows for a well-rounded perspective on various topics related to branding and marketing. The hosts also do an excellent job in engaging these guests, asking thought-provoking questions that delve deep into the subject matter.

    Furthermore, the production value of this podcast is outstanding. The audio quality is clear, making it easy to listen to without any distractions or technical issues. Additionally, the conversation flows smoothly, ensuring that each episode remains engaging from start to finish. The pacing is well-maintained, preventing any moments of lull or boredom.

    However, one drawback of The Advisor Lab podcast is its frequency of release. While the content provided in each episode is top-notch, there may be longer gaps between episodes than some listeners would prefer. It would be fantastic if the podcast could maintain a more consistent release schedule to keep listeners engaged regularly.

    In conclusion, The Advisor Lab podcast by The Seven Group is truly exceptional. It offers insightful discussions on branding and marketing strategies through engaging conversations with industry experts. Despite occasional gaps in its release schedule, this podcast consistently delivers high-quality content that educates and inspires listeners. Whether you're a business professional looking to enhance your marketing skills or simply someone curious about effective branding strategies, I highly recommend giving The Advisor Lab a listen - it won't disappoint!



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    Latest episodes from The Advisor Lab

    Episode 166 Future Proof Conversations: Chris Cherry

    Play Episode Listen Later May 20, 2025 14:05


    Chris Cherry is the Head of Partnerships at Future Proof. We sat down with Chris at Future Proof Citywide to talk about how industry partnerships are the key to creating opportunities for advisors at Future Proof events.

    Episode 165 Future Proof Conversations: Devon Drew

    Play Episode Listen Later May 13, 2025 10:47


    Devon Drew is the CEO of AssetLink, a distribution platform leveraging data intelligence to connect advisors with investment solutions that meet their needs. We talked to Devon at Future Proof Citywide about data as the driving force behind AI, and the capabilities of AI in the wealth management space.

    Episode 164 Future Proof Conversations: Shannon Spotswood

    Play Episode Listen Later Apr 30, 2025 13:10


    Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.

    Episode 163 Future Proof Conversations: Sean Allocca

    Play Episode Listen Later Apr 23, 2025 12:47


    Sean Allocca is the Executive Editor of The Daily Upside, a leader in business journalism delivering economic and financial insights to over 1 million investors. We talked to Sean at Future Proof Citywide about the opportunity for advisors and their clients to invest in alternatives, and how advisors can stay informed on private market assets.

    Episode 162 Future Proof Conversations: Caleb Silver

    Play Episode Listen Later Apr 15, 2025 11:14


    Caleb Silver is the Editor-in-Chief of Investopedia, a pivotal education resource for advisors and their clients. We sat down with Caleb at Future Proof Citywide to discuss financial education as an integral component to investing, particularly in the alternatives space. Caleb shares his insights on recent market volatility, the concerns of individual investors, and the crucial role that education plays in the client-advisor relationship.

    Episode 161 Larry McDonald: Tariffs, Stagflation, Recession: Risks, Myths and Opportunities in a Radically Reshaped Economy

    Play Episode Listen Later Apr 7, 2025 28:59


    Larry McDonald was a Vice President at Lehman Brothers in 2008, and out of that experience he produced a framework of twenty one indicators of economic health that can also detect early signals of opportunity and danger. His most recent book, How to Listen When Markets Speak, released last year, was early in connecting the dots between past, present and the future that is now. Larry and his research platform, The Bear Traps Report, has a unique and well informed take on what we are seeing right now, with the shock of tariffs, the motivation of the current administration, the resistance of the Fed, and the reaction of markets and businesses. He presents his views on how to amend the 60/40 to ride out the storm, and where the opportunities are.  

    Episode 160 Arlene Moss of XYPN: The Independent Fiduciary Advisor

    Play Episode Listen Later Mar 12, 2025 34:24


    XY Planning Network (XYPN) founders Michael Kitces and Alan Moore saw a need to do financial planning differently. They developed XYPN to make financial planning more accessible by creating a turnkey advice and planning platform that currently supports and empowers more than 2,000 independent financial advisors to serve whomever they want, however they want. Arlene Moss, lead executive business coach at XYPN, coaches financial planners through the challenges that come with establishing and growing their practices. On this episode, we get into how XYPN coaches bring the key component of human connection to helping advisors power their practices.

    Episode 159 Callie Cox: An Evidence-Based Approach to Navigating Market Volatility

    Play Episode Listen Later Feb 25, 2025 37:16


    Callie Cox is the chief market strategist of Ritholtz Wealth Management and the author of OptimistiCallie, a newsletter of Wall Street quality research for everyday investors. Callie has spent the past decade providing investors with rational, evidence-based insights on the markets and economy. On this episode, we get into how advisors can balance empathy and understanding with a scientifically-grounded approach to guiding clients through market volatility.

    Episode 158 George Kinder: A New Vision of Fiduciary and ESG

    Play Episode Listen Later Jan 30, 2025 28:26


    George Kinder, founder of the Kinder Institute of Life Planning, is internationally recognized as the Father of the Life Planning Movement. Life planning focuses on the human side of financial planning. It puts people, not products, at the center of analysis and advice, helping clients meet unique goals and unlock the greatest meaning in their lives. George has a new book, The Three Domains of Freedom, and we get into it on this episode.

    Episode 157 Differentiating a Second Generation Practice with Alternatives

    Play Episode Listen Later Jan 3, 2025 25:47


    Martinelli Financial Services has been acting as a fiduciary for clients since 1981. Michael Martinelli joined his father Ernie 11 years ago, and together they've leaned into expanding the role of alternatives in HNW client portfolios. We get into how they approach it, what the pain points are, and where they see the industry going. 

    Episode 156 Investing is Personal: Building Deep Advisor-Client Relationships with Innovative Automation

    Play Episode Listen Later Dec 5, 2024 36:36


    We sat down with Gabe Rissman, co-founder and President of YourStake. Gabe has created a firm with a vision of simplifying advisors' work and enhancing the client journey to drive personalized investing. YourStake began with the “NoScore” data approach in 2020 to offer a transparent alternative to traditional ESG data. Today, it offers a suite of AI-driven solutions for every part of the advisor-client relationship.

    Episode 155 Financial Therapy: Motivating Clients Beyond Their Money Story

    Play Episode Listen Later Nov 18, 2024 26:23


    We sat down with Dr. Shay Harris-Pierre, a certified Financial Therapist and consultant with a Master's degree in Marriage and Family Therapy, and a PhD in Counselor Education and Supervision. Dr. Shay's work focuses on supporting advisors in strengthening their relationships with their clients and integrating interior finance concepts into their practices. She helps advisors work through generational family dynamics to have productive conversations, and to help people find the motivation to get past their money mindset

    Episode 154 Having the Hard Conversations Around Multi-Generational Wealth

    Play Episode Listen Later Oct 24, 2024 13:53


    Jonathan Foster, President and CEO at Angeles Wealth Management, has a created a stratgic vision for his firm that taps into his deep understanding of family wealth dynamics and the unique wealth management needs of ultra-high-net worth families and individuals. As co-founder of Angeles Wealth, Jonathan played a key role in developing the platform that offers comprehensive wealth advice and institutional-quality investment solutions to generationally wealthy clients. We get deep on how he helps clients create and preserve multi-generational wealth. 

    Episode 153 Michael Kitces and the Evolution of Knowledge: Where Is Financial Advisory Headed?

    Play Episode Listen Later Oct 15, 2024 16:57


    Michael Kitces needs no introduction. One of the foremost voices in the industry, he's a financial planner in his role at Buckingham Wealth, and also a commentator, speaker, blogger, podcaster and educator. From Kitces.com, to his Nerds' Eye View blog and Advisor Success podcast, Michael leads the conversations that change the industry. XYPN, the integrated support system for independent financial advisors, is Michael's response to the problem of bringing younger advisors into the industry, and it's now celebrating ten years of helping advisors build the practice they want. We get into the bifurcation Michael sees in the industry, the role of AI, and more in this episode recorded at Future Proof. 

    Episode 152 Future Proof Conversations: Redefining Growth Through Content and Community

    Play Episode Listen Later Sep 25, 2024 8:06


    Matt Middleton is CEO of Future Proof, the most innovative and disruptive event in the wealth management industry. Only in its third year, Future Proof's events, starting with the Festival in Huntington Beach, are already the foundational and definitional events for where wealth management is going. Matt gets into his vision, and how keeping it tech-enabled and human-centered has meant both massive growth and an incredibly high level of attendee satisfaction.

    Episode 151 Future Proof Conversations: The Fed and the Outlook for Alts

    Play Episode Listen Later Sep 18, 2024 10:20


    Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities. David's research focuses on investment implications of an evolving economic environment. He has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. 

    Episode 150 Leveling Up Your Practice: Closing Gaps with Effective Support

    Play Episode Listen Later Sep 13, 2024 35:09


    Robert Russo has built a powerhouse firm around the concept of helping independent advisors identify where they need support to grow, and providing that support. From the complexities of business ownership, to gap analysis to grow a practice, his firm, Independent Advisor Alliance, has a process in place. The best part? They also provide a community focused on creating peer learning, growing and resources. 

    Episode 149 Donor Advised Funds: A New Approach to Charitable Giving is a Practice Differentiator

    Play Episode Listen Later Aug 22, 2024 26:47


    Julia Healey, the CEO of United Charitable (unitedcharitable.org) has spent a career working with non-profits. She helms a nonprofit organization that works closely with wealth advisors and their clients to increase a donor's ability to do more with their contributions while minimizing their tax liability through Donor Advised Funds. We get into how giving has become central to how people think about money at all stages of their finanical journey, and how advisors have a central role to play. 

    Episode 148 Connecting Meaning to Money: A Model for a High-Impact, High Revenue Practice

    Play Episode Listen Later Jul 30, 2024 38:03


    Derrick Kinnney is a successful advisor who has become one of the top advisor coaches with his Advisor Accelerator program. He focuses on bringing meaning to money, for both clients and advisors. Along the way, he teaches advisors how to take back time, own problems to drive to solutions, create a strategic brand and rethink events and sponsorships so they are memorable and bring results. We get into the tactics, the specifics - and a lot of great stories. 

    Episode 147 Creating the Practice You Want: Innovating Life Balance + Enterpreneurship

    Play Episode Listen Later Jul 11, 2024 32:45


    Michael Clarke, author of A Firm Worth Building, has not only figured out the balance between doing the work of an advisor and the work of running a business. Advisors can be prisoners of their own success, and Michael has created a framework and mindset for coaching advisors that covers everything from branding to firm culture to growth strategies. Along the way, he developed National Referral Network, a COI community that focuses on helping every member create more value for clients. 

    Episode 146 Understanding Client Experience as a Growth Accelerator

    Play Episode Listen Later Jun 20, 2024 32:36


    Masha Hodi, Partner and Client Experience Officer at Cerity Partners, has worn a lot of hats in her career, and she brings that knowledge to a conception of client experience that is built on and continually references growth. She breaks down how Cerity stays in front of an ever-changing industry, and the importance of creating and maintaining a strong culture. 

    Episode 145 Creating the Practice You Want: Coaching Beyond Limits

    Play Episode Listen Later Jun 7, 2024 33:59


    Stephanie Bogan, Chief Possibility Office for Limitless Advisor, makes redefining success upwards - for herself and the advisors, leaders and founders she partners with - look easy. But there's a career's worth of insight, intelligence, method and practice in her coaching. Stephanie gets serious about the inspiration and the hard questions in this episode. 

    Episode 144 Turning Data Into Knowledge: Creating A Sustainable Engine for Growth

    Play Episode Listen Later May 22, 2024 36:52


    Adrian Johnstone, CEO of Practifi, has spent a career harnessing technology to optimize growth. Gathering data isn't enough; it's about unlocking knowledge to create a customer experience that helps firms grow at every stage. Moving from insight to action is the challenge for advisors. Doing it consistently and at scale can seem impossible. Adrian breaks down how Practifi thinks about a rapidly evolving industry. 

    Episode 143 The Last Pre-Digital Generation Is Aging With A Specific POV

    Play Episode Listen Later May 2, 2024 42:43


    Doug Bonaparth is the financial voice of a generation, and over the course of his career, he's seen how the challenges his generation faced have redefined financial planning. Older millennials may make different decisions from past generations on everything from education debt for their kids to retirement to estate planning. The portfolios they need to reach their goals are very different and need to be based on a whole new set of assumptions.

    Episode 142 A Collaborative Culture + A Unique Service Model Redefines Growth + Wealth

    Play Episode Listen Later Apr 11, 2024 30:09


    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 process. For advisors, this means creating a collaborative culture backed up by custom tech. The goal is to ensure that clients feel a sense of shared mission that goes beyond planning, especially for clients facing transitions.  Seth and Derek touch on a lot of areas on this episode, but you'll want more from this very thoughtful industry leader. Here's where you can find it:  Seth Streeter TEDx Talk www.sethstreeter.com

    Episode 141: Building a COI Referral Network: Working with CPAs

    Play Episode Listen Later Mar 28, 2024 37:52


    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 with the "grail" of referrral sources: CPAs.

    Episode 140: Tax Topics - Negotiating with the IRS

    Play Episode Listen Later Mar 8, 2024 44:44


    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 insights on how to avoid getting to that point. 

    Episode 139: Building a Growth-Focused Client Event Strategy

    Play Episode Listen Later Feb 22, 2024 27:16


    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 speakers to fun activities - and everything in between. Tim has seen huge growth by keeping the focus on the client - not the advisor. 

    Episode 138: Designing Data Visualization to Drive Deeper Conversations

    Play Episode Listen Later Feb 7, 2024 28:43


    We welcome H. Adam Holt, CEO and Founder of Asset-Map. Adam needed a better way to help clients visualize their money, and his original hand-drawn prototype has become a tool that facilitates client engagement and can help advisors see where the opportunity is. Our conversation is a fascinating look at how deliberate design can create a feedback loop that helps advisors and their clients meet their goals. 

    Episode 137: Innovating Advisory Practices: A Comprehensive Digital Client Engagement Model

    Play Episode Listen Later Jan 18, 2024 33:33


    We welcome John Prendergast, co-founder and CEO of BlueLeaf. John created BlueLeaf with the vision of making an environment that allows the advisor to be fully appreciated by their clients. The best ideas are simple in articulation and complex in execution, and John gets into how they solved for that. We dive into what this means now - and in an AI-driven future. 

    Episode 136: 2024 Outlook - Where Will Rates End Up, When, and What's the Impact?

    Play Episode Listen Later Jan 4, 2024 33:32


    We welcome Mary Ann Bartels, Chief Investment Strategist of Sanctuary Wealth, to give us an outlook on what 2024 has in store. Mary Ann brings all the data, and wraps it into a narrative that resonates. Across markets, economics, asset classes and the historical comparisons, Mary Ann makes some great points.  

    Episode 135: Creating a Financial Planning Practice - Pricing, Scalability, and Client Motivation

    Play Episode Listen Later Dec 14, 2023 31:15


    We welcome Nick Rose and Emily Biehler, founders of NovaTrak, a SaaS financial planning tool they created that also helps motivate clients and demonstrates the value of the flexible financial planning fee model. It's unique, and we get into the details. 

    134: Helping Clients Mitigate Tax and Legislative Risk - A Differentiated Approach

    Play Episode Listen Later Nov 23, 2023 28:52


    Becky Swansburg, CEO of Stonewood Financial, has trained advisors across the country on incorporating tax-efficient retirement strategies into their practices. Becky focuses on the new reality that taxes in retirement likely won't be lower, and the tax risk to a plan is as significant as investment risk. She has some surprising insights, and a point of view on ways to introduce a conversation that has prospects and clients "all ears."

    Episode 133: Capitalizing on the Growing Demand for Financial Advice

    Play Episode Listen Later Nov 9, 2023 30:59


    We welcome Tim Gerend, Chief Distribution Officer of Northwestern Mutual. There's a growing recognition among investors that their financial planning needs work, and that financial advisors are the most trusted resource for financial advice. Northwestern Mutual's recent study has the data, and Tim has an interesting and detailed perspective on how Advisors can harness the trends to build their practice. 

    Episode 132: Creating a Digital Marketing Strategy that Converts

    Play Episode Listen Later Oct 26, 2023 33:31


    We welcome John DeVincent, Chief Growth Officer of Intention.ly, a financial services-focused marketing consultancy. John has been at the forefront of financial services marketing, leading teams at SaaS platforms that have revolutionized the industry, including eMoney Advisor. Advisors have more tech and tools than ever before to market their practices, but sorting through them and selecting the right ones is a challenge. John breaks down the fundamentals of a digital strategy, and along the way offers a lot of insight into the future of the industry. 

    Episode 131: Private Credit — Outlook on a Rapidly-Growing Alternative Asset Class

    Play Episode Listen Later Oct 6, 2023 27:31


    We welcome Greg Margolies, Partner, Ares Management for a deep dive on private credit. This alternative asset class has seen tremendous demand from retail and HNW investors, and we take a close look. Ares is a leader in the space, and Greg has spent a 35-year career in credit. He gets into the mechanics of the deals, what to look for, and how private credit can help diversify a portfolio through all stages of the economic cycle.

    Episode 130: Asset-Based Lending: A Solution for Capital Completes the Advisor Toolkit

    Play Episode Listen Later Sep 20, 2023 21:55


    Jennifer Palmer, CEO and Founder of JPalmer Collective, joins us to explain asset-based lending and how it can be a solution for businesses that want to raise capital, but also want to keep equity intact. The range of eligible assets is broad, and our discussion about the true cost of capital is eye-opening. Jenn has spent a career as a leader in the space, and founding her own firm has allowed her to focus on the segment of the market that she is passionate about. This ep gets deep on financing detail, but also takes a look at the trends and growth in woman-owned businesses.

    Episode 129: Engaging the Next-Gen Investor at Scale: It's About What They Value

    Play Episode Listen Later Sep 7, 2023 36:48


    We welcome Zach Conway, Founder and CEO of Seeds Investor. One of the biggest issues for financial advisors is engaging and retaining the “next gen” investor - Gen X and Millennials. These generations realize investing is key to achieving the flexible life they want, but they want to invest on their terms. Values-based investing is a huge part of this. Zach has created an efficient and scalable way to help advisors align clients' values with their goals. We get into detail about how advisors can tell a story beyond performance every time they talk to their clients, which is critical to mapping goals to money.

    Episode 128: Supporting the Advisor Community: A Differentiated Approach

    Play Episode Listen Later Aug 23, 2023 27:26


    Our guest this episode is Mark Gatto, co-Founder and co-CEO of CION Investments, Advisor Lab's parent and sponsor. Mark explains why CION created a podcast focused on the advisor community, and along the way we talk about the growing demand for alternatives from retail investors and CION's very differentiated view of how to support the advisor community by leading with education. We also get into one of the alts asset classes that is making headlines this year: private credit.

    Episode 127: Creating a New Practice Paradigm: Expanding the Product and Service Set to Scale

    Play Episode Listen Later Aug 3, 2023 31:19


    In this episode, we welcome the team that makes up Quorum Private Wealth. Mike Barry, Kelly Milligan, Sue English Mazzetti and Melissa Yue made the decision to become independent a couple years ago, and they are finding that while the process was seamless for their clients, independence has led to some surprising results and growth avenues. The new model of financial advice is shifting towards “life advisor,” not just money advisor, and the Quorum team has found new ways to make this core to their practice.

    Episode 126: Creating a Mindful Practice and Attracting Your Ideal Client

    Play Episode Listen Later Jul 19, 2023 28:56


    In this episode, we welcome Jonathan DeYoe. Jonathan combines Buddhism, academia, and advisory in a unique practice that focuses on holistic planning and becoming a better investor. The goal is to live a better life, transform relationships with money, and identify a circle of competence that improves outcomes. Sounds like a lot - but Jonathan brings it together in surprisingly tactical ways.

    Episode 125: Building a Successful Practice: Hiring, Managing, Strategy and Structure

    Play Episode Listen Later Jun 29, 2023 28:54


    We welcome Jeremy Straub, Founder and CEO of Coastal Wealth, for an episode focused on the business side of building a successful financial advisory practice. Jeremy has created companies that are great places to work at by motivating and managing people to do their best. Jeremy's story is amazing, and his point of view on steps and strategies to create a financial advisory business that the advisor enjoys is a must-listen.

    Episode 124: Real Assets: Choices, Challenges and Opportunities

    Play Episode Listen Later Jun 12, 2023 21:38


    Real Assets are evolving as we look to a low-carbon, ai-driven future in which geopolitics will play a bigger role. Where are the opportunities? What are choices from an investor standpoint? How does ESG fit in? We sat down with Will Thomson of Massif Capital for an enlightening and in-depth discussion. Some of the answers are surprising.

    Episode 123: Cultivating Curiosity - A Discussion with Carl Richards

    Play Episode Listen Later May 18, 2023 23:53


    In this episode, we welcome Carl Richards, the NYTimes Sketch Guy and Chief Brand Officer for Elements. Carl and Derek get into the unique and powerful role that financial advisors play in aligning people's time, dreams, and money. It's not easy to hold people accountable to their own goals, and supportive conversations are key. Carl also explains why Elements was a great fit - and it comes down to turning prospecting into a simple, actionable visual.

    Episode 122: The Tactics of Using Behavioral Finance to Convert

    Play Episode Listen Later Apr 26, 2023 28:08


    In this episode, we welcome Brendan Frazier, Founder of Wired Planning. Behavioral finance isn't new - but Brendan has got implementing it down to a science. Our discussion with him breaks it down in ways that will resonate with advisors that are building a practice, and we also get into an interesting chat about the future of financial advice in our new AI Chat world that provides insight for advisors at all levels.

    Episode 121: The Surprising Economics of Independence

    Play Episode Listen Later Apr 12, 2023 29:06


    Todd Mercer, founder and Managing Partner of Mercer Wealth Management, discusses how utilizing “a la carte” technology has allowed him to increase his level of service across the board. He goes deep on how and why Mercer incorporated alternatives into client portfolios, and his outlook on the evolution of the industry. 

    Episode 120: Optimizing Your Practice and Upgrading Your Process

    Play Episode Listen Later Mar 22, 2023 21:57


    In this episode, we welcome Michael Lecours, CFP and Co-Founder of fpPathfinder. Can checklists and guides really create deeper understanding and streamline the advisor/client financial planning process? When they are detailed, technical and constantly updated - the answer is clear. We get deep into the details - and the theory behind it - that explain the demand.    

    Episode 119: Video Marketing: A Tool for Scale, Engagement and Conversion

    Play Episode Listen Later Mar 2, 2023 24:04


    Katie Braden, founder and Chief Video Officer of Advisor Video Marketing makes an encore on the pod to get us up to speed on how video is evolving. We asked Katie to come back because we think video is one of most important marketing tools for today's advisor. Katie gets into why video is so effective, how you can get started, and the best uses to grow your practice and create stickier relationships.

    Episode 118: From College to the Real World - Getting Your Grad Hired

    Play Episode Listen Later Feb 15, 2023 28:38


    In this episode, we welcome Beth Hendler-Grunt, founder of Next Great Step. Finding a first job as a new college grad can be difficult. Beth's process teaches kids the skills they need to stand out, and teaches parents how to help their kids launch. The first job is a key piece of the financial journey for both kids and parents, as parents exit the college burden and ramp up retirement planning.

    Episode 117: Evolving Your Practice and Selecting a Platform Partner

    Play Episode Listen Later Jan 31, 2023 22:16


    Amit Dogra is President and COO of tru Independence, a platform that helps financial advisors optimize their independence with guidance, expertise and support. In this episode, we go deep into the continually evolving financial advisory landscape, the trends Amit sees now, and some very good advice for what advisors should be thinking about, from asset growth to succession planning.

    Episode 116: 2023 Outlook - The Beginning of a New Recovery Cycle?

    Play Episode Listen Later Jan 17, 2023 21:06


    On this episode of Advisor Lab by CION, we welcome Brian Levitt, Global Market Strategist. We sat down with Brian to discuss his view on the volatility and uncertainty of last year, how things changed in the last few months, and what he thinks may be in store for the economy and the markets in 2023. Along the way, we hit the Fed's terminal rate, the debt ceiling, the 60/40 portfolio, and got into alternatives. It's a great listen to set you up for 2023.

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