The Advisor Lab by CION
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.
Latest Episodes
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Episode 196 Christopher Hodge: Inflation, Employment, and Interest Rates in a Three-Speed Economy
SEPTEMBER 14, 2026
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 ...
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Episode 195 Richard Lavina: Tax Prep As A Differentiator For Wealth Managers
AUGUST 13, 2026
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 ...
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Episode 194 Rabih Ramadi: Where Does AI Fit in the Advisor Tech Stack?
JULY 16, 2026
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.
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