Best of the Best 2023

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ASSET MANAGERS Thought Leadership Advisor Education

CION INVESTMENTS

Advisor Lab Podcast

Advisor Lab by CION podcast creates a community for financial advisors. It provides tactical advice to solve day-to-day problems and jumpstart big-picture planning. Episodes are short, targeted and story-specific, so advisors can implement the ideas and advice. The podcast originally focused solely on business development, growth and digital marketing best practices. Advisors needed a human element to explain, sort through the jargon and help them scale marketing to grow their practices. Guests have a point of view and

tactical experience that will be useful. It’s presented in actionable ways and the podcast is usually 25 minutes or less (drive time!) so that advisors can maximize uptake and consistently consume it. We offer content for advisors of all sizes, all niches, all over the country.

CION Investments (CION) is an open-source solutions provider and manager of alternative investments designed to redefine how individual investors build their portfolios and meet their long-term investment goals. CION currently sponsors, among other products, CION Investment Corporation (NYSE: CION), a leading publicly listed business development company that currently manages approximately $1.9 billion in assets, and also sponsors, through CION Ares Management, the CION Ares Diversified Credit Fund, a globally diversified interval fund that currently manages approximately $3.6 billion in assets. CION Investments has also partnered with the Man Group’s Global Private Markets (Man GPM) business. CION’s business model focuses on advisor education and service to advisors at RIAs, independent broker-dealers and wirehouses. CION’s mar-tech platform, Advisor I/O, provides advisors with coaching and customizable content to scale their digital marketing. The Advisor Lab by CION is a top-ten podcast for financial advisors and investors, expanding our thought leadership and education efforts.

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WealthManagement.com

*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

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