We're at ep 100! In this episode, we sit down with Andres Garcia-Amaya, Founder of Zoe Financial - a platform that connects investors with advisors, while educating the market on different financial planning topics and discussions.  Zoe has become a huge asset for financial advisors trying to grow their practice, but they're also seeing every day what investors want. We get into the biggest investor trends and how you can be thinking about serving clients in a future world.  Check out Zoe at: https://zoefin.com/

We're at ep 100! In this episode, we sit down with Andres Garcia-Amaya, Founder of Zoe Financial - a platform that connects investors with advisors, while educating the market on different financial planning topics and discussions. Zoe has become a huge asset for financial advisors trying to grow their practice, but they're also seeing every day what investors want. We get into the biggest investor trends and how you can be thinking about serving clients in a future world. Check out Zoe at: https://zoefin.com/

We're at ep 100! In this episode, we sit down with Andres Garcia-Amaya, Founder of Zoe Financial - a platform that connects investors with advisors, while educating the market on different financial planning topics and discussions.&nbsp; Zoe has become a huge asset for financial advisors trying to grow their practice, but they're also seeing every day what investors want. We get into the biggest investor trends and how you can be thinking about serving clients in a future world.&nbsp; Check out Zoe at: https://zoefin.com/

Episode 100: The Evolving Investor Mindset and What it Means for Advisors: A Conversation With Zoe’s Andres Garcia-Amaya

The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic & tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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The Financial Advisor landscape is changing in a big way and Advisors need to find new ways to gain and retain clients. Hosted by Derek Schwartz of CION Investments, the Advisor Lab is meant to help Financial Advisors gain insight and inspiration from successful thought leaders across fields and industries. We’re helping Advisors get out of their own head by providing strategic &amp; tactical advice from others who've built successful businesses through innovative marketing and communications. New episode dropping every two weeks. Look for us on iTunes, Spotify, or wherever you get your podcasts.

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Episode 100: The Evolving Investor Mindset and What it Means for Advisors: A Conversation With Zoe’s Andres Garcia-Amaya

Episode 100: The Evolving Investor Mindset and What it Means for Advisors: A Conversation With Zoe’s Andres Garcia-Amaya

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