The Advisor Lab by CION

Matt Middleton is CEO of Future Proof, the most innovative and disruptive event in the wealth management industry. Only in its third year, Future Proof's events, starting with the Festival in Huntington Beach, are already the foundational and definitional events for where wealth management is going. Matt gets into his vision, and how keeping it tech-enabled and human-centered has meant both massive growth and an incredibly high level of attendee satisfaction.

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David’s research focuses on investment implications of an evolving economic environment. He has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. 

Robert Russo has built a powerhouse firm around the concept of helping independent advisors identify where they need support to grow, and providing that support. From the complexities of business ownership, to gap analysis to grow a practice, his firm, Independent Advisor Alliance, has a process in place. The best part? They also provide a community focused on creating peer learning, growing and resources. 

Julia Healey, the CEO of United Charitable (unitedcharitable.org) has spent a career working with non-profits. She helms a nonprofit organization that works closely with wealth advisors and their clients to increase a donor’s ability to do more with their contributions while minimizing their tax liability through Donor Advised Funds. We get into how giving has become central to how people think about money at all stages of their finanical journey, and how advisors have a central role to play. 

Derrick Kinney is a successful advisor who has become one of the top advisor coaches with his Advisor Accelerator program. He focuses on bringing meaning to money, for both clients and advisors. Along the way, he teaches advisors how to take back time, own problems to drive to solutions, create a strategic brand and rethink events and sponsorships so they are memorable and bring results. We get into the tactics, the specifics - and a lot of great stories. 

Michael Clarke, author of A Firm Worth Building, has figured out the balance between doing the work of an advisor and the work of running a business. Advisors can be prisoners of their own success, and Michael has created a framework and mindset for coaching advisors that covers everything from branding to firm culture to growth strategies, and that allows Advisors to focus streamline their own workload. Along the way, he developed National Referral Network, a COI community that focuses on helping every member create more value for clients. 

Masha Hodi, Partner and Client Experience Officer at Cerity Partners, has worn a lot of hats in her career, and she brings that knowledge to a conception of client experience that is built on and continually references growth. She breaks down how Cerity stays in front of an ever-changing industry, and the importance of creating and maintaining a strong culture. 

Stephanie Bogan, Chief Possibility Officer for Limitless Advisor, makes redefining success upwards - for herself and the advisors, leaders and founders she partners with - look easy. But there's a career's worth of insight, intelligence, method and practice in her coaching. Stephanie gets serious about the inspiration and the hard questions in this episode. 

Adrian Johnstone, CEO of Practifi, has spent a career harnessing technology to optimize growth. Gathering data isn't enough; it's about unlocking knowledge to create a customer experience that helps firms grow at every stage. Moving from insight to action is the challenge for advisors. Doing it consistently and at scale can seem impossible. Adrian breaks down how Practifi thinks about a rapidly evolving industry. 

Doug Boneparth is the financial voice of a generation, and over the course of his career, he's seen how the challenges his generation faced have redefined financial planning. Older millennials may make different decisions from past generations on everything from education debt for their kids to retirement to estate planning. The portfolios they need to reach their goals are very different and need to be based on a whole new set of assumptions.