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 before to market their practices, but sorting through them and selecting the right ones is a challenge. John breaks down the fundamentals of a digital strategy, and along the way offers a lot of insight into the future of the industry. 

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 deals, what to look for, and how private credit can help diversify a portfolio through all stages of the economic cycle.

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 spent a career as a leader in the space, and founding her own firm has allowed her to focus on the segment of the market that she is passionate about. This ep gets deep on financing detail, but also takes a look at the trends and growth in woman-owned businesses.

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. Values-based investing is a huge part of this. Zach has created an efficient and scalable way to help advisors align clients’ values with their goals. We get into detail about how advisors can tell a story beyond performance every time they talk to their clients, which is critical to mapping goals to money.

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 of how to support the advisor community by leading with education. We also get into one of the alts asset classes that is making headlines this year: private credit.

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 results and growth avenues. The new model of financial advice is shifting towards “life advisor,” not just money advisor, and the Quorum team has found new ways to make this core to their practice.

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 like a lot - but Jonathan brings it together in surprisingly tactical ways.

We welcome Jeremy Straub, Founder and CEO of Coastal Wealth, for an episode focused on the business side of building a successful financial advisory practice. Jeremy has created companies that are great places to work at by motivating and managing people to do their best. Jeremy’s story is amazing, and his point of view on steps and strategies to create a financial advisory business that the advisor enjoys is a must-listen.

Real Assets are evolving as we look to a low-carbon, ai-driven future in which geopolitics will play a bigger role. Where are the opportunities? What are choices from an investor standpoint? How does ESG fit in? We sat down with Will Thomson of Massif Capital for an enlightening and in-depth discussion. Some of the answers are surprising.

In this episode, we welcome Carl Richards, the NYTimes Sketch Guy and Chief Brand Officer for Elements. Carl and Derek get into the unique and powerful role that financial advisors play in aligning people's time, dreams, and money. It’s not easy to hold people accountable to their own goals, and supportive conversations are key. Carl also explains why Elements was a great fit - and it comes down to turning prospecting into a simple, actionable visual.