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The Advisor Lab by CION

Jul 11, 2024

Michael Clarke, author of A Firm Worth Building, has 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...


Jun 20, 2024

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...


Jun 7, 2024

Stephanie Bogan, Chief Possibility Officer 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...


May 22, 2024

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...


May 2, 2024

Doug Boneparth 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...