The Advisor Lab by CION

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 Mark Gatto, co-founder and co-CEO 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 Spotify, Apple Podcasts, YouTube, or wherever you get your podcasts.

196 Episodes

Episode 196 Christopher Hodge: Inflation, Employment, and Interest Rates in a Three-Speed Economy
9/14/2026
29:05
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
8/13/2026
33:16
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.
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Episode 194 Rabih Ramadi: Where Does AI Fit in the Advisor Tech Stack?
7/16/2026
26:12
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
6/3/2026
39:29
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
5/19/2026
30:08
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
5/5/2026
35:42
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
4/21/2026
34:17
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
4/14/2026
15:38
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
4/7/2026
15:15
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
3/24/2026
19:39
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.

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The Advisor Lab by CION

CION Investments

196 Episodes

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

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

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

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

Episode 192 Shannon Spotswood: A New Frontier For Advisor Independence

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

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

Episode 189 Future Proof Conversations: Trey Prescott

Episode 188 Future Proof Conversations: Doug Fritz

Episode 187 Future Proof Conversations: Mark Gatto & Derek Schwartz