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The Advisor Lab by CION

Sep 20, 2023

Jennifer Palmer, CEO and Founder of JPalmer Collective, joins us to explain asset-based lending and how it can be a solution for businesses that want to raise capital, but also want to keep equity intact. The range of eligible assets is broad, and our discussion about the true cost of capital is eye-opening. Jenn has...


Sep 7, 2023

We welcome Zach Conway, Founder and CEO of Seeds Investor. One of the biggest issues for financial advisors is engaging and retaining the “next gen” investor - Gen X and Millennials. These generations realize investing is key to achieving the flexible life they want, but they want to invest on their terms....


Aug 23, 2023

Our guest this episode is Mark Gatto, co-Founder and co-CEO of CION Investments, Advisor Lab’s parent and sponsor. Mark explains why CION created a podcast focused on the advisor community, and along the way we talk about the growing demand for alternatives from retail investors and CION’s very differentiated view...


Aug 3, 2023

In this episode, we welcome the team that makes up Quorum Private Wealth. Mike Barry, Kelly Milligan, Sue English Mazzetti and Melissa Yue made the decision to become independent a couple years ago, and they are finding that while the process was seamless for their clients, independence has led to some surprising...


Jul 19, 2023


In this episode, we welcome Jonathan DeYoe. Jonathan combines Buddhism, academia, and advisory in a unique practice that focuses on holistic planning and becoming a better investor. The goal is to live a better life, transform relationships with money, and identify a circle of competence that improves outcomes. Sounds...