Advisor I/O | Financial Advisor Marketing

We're an NYC-based marketing platform serving Financial Advisors. Our mission is to help every Advisor market their practice better, period.

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

A question to ask yourself - what are the top 3-5 ways you attract clients into your practice?

If you're unsure, it may be time to reset your biz dev and marketing.

Get to know us.

https://t.co/mdbmXeCSdk

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Content is the foundation of digital marketing. It's also the most time-consuming. With Advisor I/O you have access to customizable content to deploy across articles, email campaigns, and more. Save your seat to learn how to activate your marketing funnel
https://t.co/BnzHKkuFfg

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Callie Cox, Chief Market Strategist at Ritholtz Wealth Management, gets into the power of brand building through social media, and the importance of leading with empathy to foster connection and strengthen advisor/client relationships.

Apple: https://t.co/owCmwOiOWC

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

On this episode of Advisor Lab by CION, we discuss what it means to be fiduciary with George Kinder, founder of the Kinder Institute of Life Planning.

Listen to the full episode here:
https://t.co/QeyQjDahkv
https://t.co/ttoWz8o3HV

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

George Kinder, founder of the Kinder Institute of Life Planning, joined us for a look at how Advisors can develop authentic client relationships and help clients reach their deepest held goals by perfecting the art of listening.

https://t.co/SLTPBo2ap3

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Mike Martinelli, Vice President of Martinelli Financial Services, joins us for a discussion on private markets, and how they incorporate alternatives into client portfolios

https://t.co/JuaQrcYZfi

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Michael Martinelli, Vice President of Martinelli Financial Services, joined Advisor Lab to talk about how he and his father help clients meet their goals by incorporating alternatives. We get into the process, education, and the discussion.

Listen now https://t.co/kTz4xwE44J

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Advisor I/O offers over 100 short videos with in-depth explanations on how to enhance your digital marketing strategy. Watch what you need, when you need it. We’re also available for live coaching: in-platform live chat, monthly office hours, and 15-minute 1:1 Zooms with our team

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Video marketing is 2025’s top strategy. It can help you hold attention while sharing important information, and it can increase engagement rates, showcase your brand and create trust with your audience. Save your seat for our 30 minute demo to learn more!
https://t.co/TVFjJZhPFk

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Grab a seat and meet our team Wednesday, December 18th at 1pm for an inside look at the content financial advisors need to effectively run their digital marketing funnel. We’re here to answer your questions and help you learn about digital marketing.

https://t.co/uUPcSBmKy3

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

@gaberissman co-founder and President of @Your_Stake has created a firm with the vision to enhance the client journey to drive value-based investing. YourStake offers several different models to simplify advisors’ workflow and enhance the client journey.
https://t.co/NaZunJg75y

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Shay Harris-Pierre, Ph.D., LPC, CFT, Certified Financial Therapist and Owner of Shades of You, has a process for bringing family members together to prepare for seamless transition that emphasizes generational wealth.

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Dr. Shaywanna Harris-Pierre, Licensed Professional Counselor, Certified Financial Therapist and Owner of Shades of You, explores how financial socialization shapes our money mindset into adulthood, influencing subconscious behaviors and financial decision-making.

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

We had a great conversation with Jon Foster, Founder and CEO of Angeles Wealth Management on the challenges of creating and passing on multigenerational wealth.  Be sure to check out the full episode: https://t.co/irV5qU7B6G

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Our @FutureProof_HQ conversation with @MichaelKitces got into where this industry visionary sees the value in AI going forward.

Tune in:
Apple: https://t.co/b4Urvr6Cy3
Spotify: https://t.co/qF3CySiWN2

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

We’re excited to be back at XYPN Live. This conference is a highlight of the calendar, and the quality of the content and programming is unmatched. We also love getting to see our XYPN members in person!

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

We had a chance to sit down with Matt Middleton, Founder and CEO of Future Proof, and hear the thought process behind creating the standout event of the financial services event calendar. https://t.co/7Xw5b8mxiL

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Future Proof Festival has once again set a new bar for the industry. Matt Middleton, Founder and CEO of Future Proof, has created an experience that goes deep and broad on content to cover all aspects of wealth management. https://t.co/0rTbeHI1va

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Join us to dive into our content and coaching, and learn how you can build a plan that converts.

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Dr. David Kelly, Chief Global Strategist of J.P. Morgan Asset Management joined us at Future Proof and got deep on what the likely path of the interest rates may be going forward after this first big step down. https://t.co/93uVXslMDS

[Advisor I/O | Financial Advisor Marketing @cionadvisorio]

Dr. David Kelly, Chief Global Strategist of J.P. Morgan Asset Management joined us at Future Proof for a conversation about the Fed, the impact of lower rates, and the role of alternatives in adding diversification to the traditional 60/40 portfolio https://t.co/lyZMu73EcF