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The Advisor Lab by CIONAuthor: CION Investments
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. Were 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. Language: en Genres: Business, Investing, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 168 Jessica Polito: Selling Your RIA Practice
Episode 168
Thursday, 26 June, 2025
Jessica Polito is the founder and principal of Turkey Hill Management, an M&A advisor for wealth managers. We sat down with Jessica to discuss how the growing landscape of independent fiduciaries and RIA aggregators is fueling M&A activity in the wealth management space.
