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.
The Advisor Lab by CION
Claim This Podcastby CION Investments
5.0(1 reviews)
195 episodes
Updated Bi-weekly
Accepts GuestsHas Sponsors
64
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality93
Social0
YouTube0
Engagement85
Podcast Overview
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.
Language
🇺🇲
Publishing Since
12/2/2019
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64
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality93
Social0
YouTube0
Engagement85
7
Excellent Areas
3
Good Performance
9
Growth Opportunities
excellent
Episode Length
36 minutes
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good
Publishing Consistency
Every 12 days
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Recent Episodes
August 13, 2026
Episode 195 Richard Lavina: Tax Prep As A Differentiator For Wealth Managers
Host CION interviews Richard Lavina, Co-Founder and CEO at Taxfyle, exploring how tax preparation services differentiate wealth managers and drive client retention.
July 16, 2026
Episode 194 Rabih Ramadi: Where Does AI Fit in the Advisor Tech Stack?
Host CION interviews Rabih Ramadi, co-founder and CEO at Avantos.ai, exploring AI's role in streamlining advisor tech stacks and client servicing.
June 3, 2026
Episode 193 Eli Edwards: With Tax-Efficient Real Estate Strategies, Advisors May Gain A Competitive Edge
Eli Edwards, Head of U.S. Real Estate Equity at Fortress Investment Group, discusses tax-efficient real estate strategies with host [Host Name] that offer advisors portfolio diversification and tax-advantaged capital appreciation.
195 total episodes available with 29 transcripts
Recent guests on The Advisor Lab by CION
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Richard Lavina
Guest
Rabih Ramadi
Guest
Eli Edwards
Guest
Shannon Spotswood
Guest
Jeff Ransdell
Guest
Trey Prescott
Guest
Doug Fritz
Guest
Mark Gatto
Guest
Larry Shumbres
Guest
Jeffrey Roach
Guest
Tyson Ray
Guest
Jason Wenk
Guest
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Frequently asked questions
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- What is The Advisor Lab by CION?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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