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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. 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. Language: en Genres: Business, Investing, Marketing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 180 John Roberts: Wealth Management is a Relationship Business
Episode 180
Tuesday, 18 November, 2025
We sat down with John Roberts, Executive Vice President and Chief Field Officer of Northwestern Mutual, for a conversation on the role of the advisor-client relationship in financial planning. John shared his insight on how advisors are establishing niche specialties to differentiate their practices, and balancing modern technology with human connection in their relationships with clients.
