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The Advisor Lab by CION

Mar 8, 2024

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. 


Feb 22, 2024

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...


Feb 7, 2024

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...


Jan 18, 2024

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...


Jan 4, 2024

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.