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The Advisor Lab by CION

Jun 29, 2022

We’re flipping the script in today’s episode, and in this episode, it comes from a session I recently did with Marie Swift of Impact Communications on her podcast, Swift Chat. We dive into what Advisors can be doing to market towards their niche, including how to think about your audience and persona, what kind of...

Jun 22, 2022

In this episode, we dive into the 3-actions to take with clients when it comes to the current market environment, including what to share, how often to share, and how you can conduct meetings. 

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Jun 15, 2022

In this episode, we sit down with Erica Pauly - founder and owner of Track That Advisor. Erica is all about metrics and what advisors could and should be tracking from a metrics perspective. We dive into what metrics make sense to track, how to get started on your baselines, and how much time it should take to...

Jun 8, 2022

In this episode, we sit down with Anthony Zhang, founder of Vinovest. Vinovest is changing the wine investing game by offering retail investors the ability to invest in wine more seamlessly. We dive into how he's built the business, their eudcaiotn process, and his learnings around growth. 

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