Advisor I/O by CION

Julia Healey, CEO of United Charitable, joins us for a discussion on Donor Advised Funds. DAFs can create flexibility, while still providing tax benefits and estate planning options. Listen to the full podcast: Spotify: https://spoti.fi/3SYM0YG Apple: https://apple.co/4fX0132

Advisors, Class is in session! Join us for a live demo to get your marketing on track. Content + Coaching = Conversion. https://hubs.ly/Q02MTvCm0

Julia Healey, CEO of United Charitable, joined us for a in-depth discussion of Donor Advised Funds. Charitable giving is more than an estate planning strategy, and DAFs are a way to allow the money to grow and create flexible giving plans. For Advisors, it’s a great way to differentiate your practice. Tune in: Spotify: https://hubs.ly/Q02MdJLS0 Apple: https://hubs.ly/Q02MdSVz0 Derek Schwartz

Financial Advisors, summer is a great time to re-ignite your content marketing plan. Join a demo and let us help you get started! https://hubs.ly/Q02L5FQh0

Derrick Kinney, CEO of Success For Advisors breaks down how to build trust and create sticky relationships - and scale that to build a practice. It’s all about owning a problem and solving it for clients. Tune in: Spotify: https://hubs.ly/Q02KzVrF0 Apple: https://apple.co/3WHYK8a Derek Schwartz

Derrick Kinney has unique solutions for the most important challenges that advisors face. Everything from mindset, to marketing, events, and building your team comes up in our discussion, and the exercises and ideas he gets into are game changers. Tune in: Spotify: https://hubs.ly/Q02Jqqzs0 Apple: https://hubs.ly/Q02JqwSz0 Derek Schwartz

Financial advisors, how do you focus on good growth? It’s the key to building the practice you want, but saying no can go against instinct. Michael J. Clarke, of Protection Point Advisors, Founder of National Referral Network and author of A Firm Worth Building, has a process that works. Tune in: Spotify - https://hubs.ly/Q02HHnNK0 Apple - https://hubs.ly/Q02HHnyL0 Derek Schwartz

How do you scale a business built on high-value relationships that require one:one time? Michael J. Clarke of Protection Point Advisors and author of A Firm Worth Building has a POV that works. Tune in: Spotify - https://hubs.ly/Q02H7yLx0 Apple - https://hubs.ly/Q02H7GQ50

How do you scale a business built on high-value relationships that require one:one time? Michael J. Clarke of Protection Point Advisors and author of A Firm Worth Building has a POV that works. Tune in: Spotify - https://hubs.ly/Q02H7KpQ0 Apple - https://hubs.ly/Q02H7DkY0 Derek Schwartz

Advisor Lab welcomed Michael J. Clarke of Protection Point Advisors, Founder of National Referral Network and author of A Firm Worth Building. Tune in: Spotify - https://hubs.ly/Q02GCVZW0 Apple - https://hubs.ly/Q02GD6ld0 Derek Schwartz