The Advisor Lab by CION | Podcast Guru

Details

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.

Recent Episodes

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

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 whe...

29 MIN

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

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 s...

33 MIN

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

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...

26 MIN

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

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 ...

39 MIN

Episode 192 Shannon Spotswood: A New Frontier For Advisor Independence

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...

30 MIN