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The Advisor Lab by CION

Jan 31, 2023

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...


Jan 17, 2023

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...


Dec 7, 2022

On this episode of Advisor Lab by CION, we sit down with Josh Reidinger, CEO of Waverly Advisors. Waverly has grown organically and through acquisitions, backed with private equity. We get into how Waverly built a unique culture, what they see going forward in the independent advisor space, and how they develop...


Nov 15, 2022

On this episode of Advisor Lab by CION, we welcome Anna N’Jie-Konte, the Founder of Dare-To-Dream Financial Planning. Anna N’Jie Konte has built a unique and successful business by looking at what attracted her, and adapting it to her own firm. She’s a firm believer in creating marketing rooted in the...


Oct 25, 2022

In this episode, we welcome Jason Barsema, president and co-founder of Halo Investing. This fintech platform provides financial advisors with solutions for their clients that historically have only been available to ultra high net worth individuals. Be it bonds or equities, the 60/40 portfolios have had the worst first...