Preview Mode Links will not work in preview mode

The Advisor Lab by CION

Sep 27, 2021

In this episode, we sit down with Meg Bartelt, founder, and lead planner at Flow Financial Planning, a practice focused on women in tech.

With Meg’s background and how she’s doubled down on her niche, I wanted to spend some time learning from her – why she pivoted to going after a specific niche, what were some...

Sep 20, 2021

In this episode, we dive into a report released last month that was deemed: The New State of Advice. We cover the big themes that came out of the report, what it means for the wealth management industry, and what you can do about it as a financial advisor. 

Find the report here:

Sep 13, 2021

In this episode, we sit down with Eric Arnold, CEO of Planswell. Planswell’s mission is to create the world’s most actionable financial planning experience for everyone for free. They provide any consumer the ability to get a financial plan in 3 minutes. They also partner with advisors to connect investors looking...

Sep 6, 2021

In this episode, we discuss the broken marketing model and how you, as a financial advisor, can fix it and increase lead pipeline quality. We cover creating top-of-funnel momentum, developing mid-funnel assets, and a systematic follow-up program. for more.