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The Advisor Lab by CION

Dec 14, 2023

We welcome Nick Rose and Emily Biehler, founders of NovaTrak, a SaaS financial planning tool they created that also helps motivate clients and demonstrates the value of the flexible financial planning fee model. It's unique, and we get into the details. 


Nov 23, 2023

Becky Swansburg, CEO of Stonewood Financial, has trained advisors across the country on incorporating tax-efficient retirement strategies into their practices. Becky focuses on the new reality that taxes in retirement likely won't be lower, and the tax risk to a plan is as significant as investment risk. She has some...


Nov 9, 2023

We welcome Tim Gerend, Chief Distribution Officer of Northwestern Mutual. There's a growing recognition among investors that their financial planning needs work, and that financial advisors are the most trusted resource for financial advice. Northwestern Mutual's recent study has the data, and Tim has an interesting and...


Oct 26, 2023

We welcome John DeVincent, Chief Growth Officer of Intention.ly, a financial services-focused marketing consultancy. John has been at the forefront of financial services marketing, leading teams at SaaS platforms that have revolutionized the industry, including eMoney Advisor. Advisors have more tech and tools than ever...


Oct 6, 2023

We welcome Greg Margolies, Partner, Ares Management for a deep dive on private credit. This alternative asset class has seen tremendous demand from retail and HNW investors, and we take a close look. Ares is a leader in the space, and Greg has spent a 35-year career in credit. He gets into the mechanics of the...