Advertise on podcast: The Advisor Lab by CION

Rating

★★★★★

from

20 reviews

Description

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.

Unlock The Advisor Lab by CION podcast Email contact info,
Listeners & Audience details

Email contact information

Direct podcast contact details

Listeners

Audience numbers & engagement insights

Audience details

Podcast Insights

Podcast episodes

Check latest episodes from The Advisor Lab by CION podcast

Episode 197 Kyle Bakos: How AI Search Powers Growth Marketing For Advisors

2026/10/26

We sat down with Kyle Bakos, Head of Product at Advisor I/O, to learn about the role of GEO (Generative Engine Optimization) in growth marketing for financial advisors. Kyle shares how GEO can help advisors appear in AI search results for queries related to their areas of expertise, and how leveraging AI search optimization can convert new clients.

Episode 196 Christopher Hodge: Inflation, Employment, and Interest Rates in a Three-Speed Economy

2026/09/14

We sat down with Chris Hodge, Chief U.S. Economist at Natixis Corporate & Investment Bank Americas, for his outlook on monetary policy in the current rate cycle. Chris joins host Mark Gatto, co-Founder and co-CEO of CION Investments, to discuss whether recent economic data prints point to a disinflationary trend, and how AI capex is bolstering what Chris calls a "three-speed economy" amid flattened consumer spending and declining wage growth.

Episode 195 Richard Lavina: Tax Prep As A Differentiator For Wealth Managers

2026/08/13

We sat down with Richard Lavina, Co-Founder and CEO at Taxfyle, to learn how his firm provides RIAs with the infrastructure to incorporate tax preparation services into their business. Richard discusses how offering tax services can help advisors scale, retain clients, and differentiate their practices.

Episode 194 Rabih Ramadi: Where Does AI Fit in the Advisor Tech Stack?

2026/07/16

We sat down with Rabih Ramadi, co-founder and CEO at Avantos.ai, for a conversation on how his firm is streamlining client servicing for RIAs with an AI-powered relationship management platform. Rabih shares insight on how to successfully integrate AI into the advisor tech stack at scale.

Episode 193 Eli Edwards: With Tax-Efficient Real Estate Strategies, Advisors May Gain A Competitive Edge

2026/06/03

Eli Edwards is Head of U.S. Real Estate Equity at Fortress Investment Group. We sat down with Eli to learn about real estate investment strategies with the potential to provide portfolio diversification and tax-advantaged capital appreciation. Eli shares how the development of these strategies has evolved to meet increasing demand from RIAs, and what's driving advisors to incorporate them into client portfolios.

Episode 192 Shannon Spotswood: A New Frontier For Advisor Independence

2026/05/19

Shannon Spotswood is CEO at RFG Advisory, an innovative RIA platform empowering entrepreneurial advisors to build their businesses and own their firms. We sat down with Shannon for a conversation on recent technological innovation driving growth in the wealth management space, and how RFG is providing advisors with the tools and support to scale.

Episode 191 Dr. Amy D'Aprix: Financial Planning For Life's Major Transitions

2026/05/05

Dr. Amy D'Aprix, Founder and President of LifeBridge Strategies, has over two decades of experience coaching financial advisors on how to best serve clients as they navigate life transitions such as aging, retirement, and estate transfers. We sat down with Dr. Amy to learn how her LifeMap platform and Trusted Advisor of Choice CE help advisors have more meaningful client conversations that build trust and foster multigenerational relationships.

Episode 190 Jeff Ransdell: Expanding Venture Capital Investing to Private Wealth

2026/04/21

Jeff Ransdell is Managing Director and Founding Partner of Fuel Venture Capital Partners, a tech-focused VC firm creating opportunities for advisors and their clients to invest in high-growth disruptive technologies. We sat down with Jeff to discuss access to private market strategies for individual investors, and learn how Fuel maintains a strong commitment to serving financial advisors.

Episode 189 Future Proof Conversations: Trey Prescott

2026/04/14

Trey Prescott is Director of Business Development at Advisory Services Network, a turnkey RIA platform providing custodial and back office infrastructure that allows independent advisors to focus on growth and client relationships. We sat down with Trey at Future Proof Citywide to learn how Advisory Services Network is supporting the next generation of advisors in establishing independence, nurturing clients, and scaling their businesses.

Episode 188 Future Proof Conversations: Doug Fritz

2026/04/07

Doug Fritz is the Executive Chairman and Co-Founder of F2 Strategy, a leading research and consulting firm focused on technology, marketing, and operations for the wealth and asset management space. We sat down with Doug at Future Proof Citywide to discuss how F2 is helping advisors drive valuation expansion and modernize their firms.

Episode 187 Future Proof Conversations: Mark Gatto & Derek Schwartz

2026/03/24

Alternative investments for the private wealth channel have experienced tremendous growth in recent years. Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Derek Schwartz in the CION booth at Future Proof Citywide for a conversation on making alternatives accessible to advisors and their clients. They discuss the importance of structure, manager selection, and diversification when it comes to designing an alternative investment strategy built for the individual investor.

Episode 186 Future Proof Conversations: Alex Laipple

2026/03/17

Alex Laipple is the Chief Growth Officer at Ethic, a tech-driven investment management platform that helps advisors deliver personalized, values-focused portfolios to their clients. We sat down with Alex at Future Proof Citywide to learn how advisors are differentiating their practices with portfolio customization and building deeper, more personal connections with clients.

Episode 185 Larry Shumbres: Leveraging AI For WealthTech Solutions

2026/02/26

We sat down with Larry Shumbres, Founder and CEO of Archive Intel, an AI-powered compliance software solution. Larry joins Mark Gatto, co-Founder and co-CEO of CION Investments, to discuss how AI technology is improving workflows in the wealth management space.

Episode 184 Jeffrey Roach: 2026 Economic Outlook

2026/01/27

We sat down with Jeffrey Roach, Chief Economist at LPL Financial, for a 2026 outlook on the markets and economy. Jeffrey and Derek discuss inflation, tariffs, and market performance in relation to a K-shaped economy that's setting the stage for the year. Jeffrey provides a forecast for the labor market and actions of the Fed, and encourages advisors to favor long-term trends over the headlines as a basis for an investing strategy.

Episode 183 Exiting Your Practice: Succession Planning Starts Early

2026/01/06

Tyson Ray is the CEO and Founding Partner of FORM Wealth Advisors, an independent practice with a holistic, relationship-based approach to financial planning. We sat down with Tyson to tap into his expertise in exit and succession planning for advisors, and discuss his forthcoming book, Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First.

Podcast reviews

Read The Advisor Lab by CION podcast reviews

5 out of 5

20 reviews

★★★★★

Eltonjeff 2021/08/17

So young and knows so much

Late 20’s? Been in the FinTech game for only a year? Ms. Casperson wise beyond her years…

★★★★★

DIY Learner 2021/08/03

Always a good listen

Thanks Seven Group. Always a good show, great guests, and stellar content. I come to podcasts to learn, and you deliver 👏🏻👏🏻

★★★★★

Jranks 2020/09/30

A must listen!

This podcast and the process of The Seven Group is absolutely amazing. There is not a platform out there that is as helpful as theirs. The podcast and...

★★★★★

jhorsch 2020/09/29

All around great!

I love listening to Alex and the team talk through strategy with in branding and marketing. They have great guests and they ask high quality questions...

check all reviews on apple podcasts