The Advisor Lab by CION

<p>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...

<p>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...

<p>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...

<p>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...

<p>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...

<p>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...

<p>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...

<p>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...

<p>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...

<p>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...

<p>Jason Wenk is the founder and CEO of Altruist, a fully-integrated digital brokerage platform and RIA custodian designed to help fiduciary advisors optimize and scale their practices. Jason joins host Mark Gatto...

<p>Brad Johnson is the Co-Founder of Triad Partners, a business development coach for financial advisors. We sat down with Brad to learn how Triad helps advisors scale their practices to nurture business growth while...

<p>We sat down with John Roberts, Executive Vice President and Chief Field Officer of Northwestern Mutual, for a conversation on the role of the advisor-client relationship in financial planning. John shared his insight...

<p>From the beginning of his career, Gabriel Shahin, CFP®, set out to educate investors and serve aspiring wealth accumulators. As Founder and Principal of Falcon Wealth Planning, Gabriel now leads a fee-only RIA...

<p>Dimple Shah is Executive Vice President and Head of Strategy and Client Experience at Osaic. We sat down with Dimple at Future Proof Festival to discuss how the generational wealth transfer is creating a unique...