The Advisor Lab by CION
CION Investments' Derek Schwartz hosts this biweekly interview podcast alongside co-founder Mark Gatto, and the result is a show that punches above its weight class. Named a Top 10 Podcast for Financial Advisors by U.S. News & World Report in 2022, The Advisor Lab brings in thought leaders from across industries -- not just finance -- to share strategic and tactical advice on building successful advisory businesses. With 101 episodes, it's a smaller catalog than some competitors, but the quality is consistent. Conversations cover marketing, business development, succession planning, wealth management technology, and market outlook with a focus on innovative approaches rather than rehashing conventional wisdom. Derek brings genuine curiosity and preparation to his interviews, drawing out actionable insights from guests who've built successful businesses through creative communication and marketing strategies. The show's connection to CION, which specializes in alternative investments for individual investors, gives it a unique angle -- you'll occasionally hear perspectives on alternative asset classes that wouldn't come up on a purely practice-management podcast. At a perfect 5.0 rating from 20 reviews, the sample size is small but the enthusiasm is real. Recent episodes have covered the 2026 economic outlook, custodial platform selection for RIAs, and work-life integration. A solid pick for advisors who want cross-industry inspiration alongside practical financial advisory content.
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