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The Advisor Lab by CION


Dec 13, 2021

With us coming to the end of the year, we’re going to be taking a two week break from the podcast. We’ll be back on January 3rd with a new set of guests, rocking new episodes every week. We welcome Michael Nathanson, Chair and CEO of Colony Group, an RIA with over $13 billion in assets under management. We dive into all the aspects, why advisors need to innovate, what investors care about, and how you can focus on innovation within your practice without losing the focus on your core business.