Advisor I/O | Financial Advisor Marketing
@cionadvisorioWe're an NYC-based marketing platform serving Financial Advisors. Our mission is to help every Advisor market their practice better, period.
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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. hubs.ly/H0KbxBx0
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.
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: hubs.ly/Q02XNcf10
Our @FutureProof_HQ conversation with @MichaelKitces got into where this industry visionary sees the value in AI going forward. Tune in: Apple: hubs.ly/Q02Vv-zC0 Spotify: hubs.ly/Q02Vv_SD0
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!
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. hubs.ly/Q02RS03q0
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. hubs.ly/Q02RcMS_0
Join us to dive into our content and coaching, and learn how you can build a plan that converts.
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. hubs.ly/Q02QC1Nq0
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 hubs.ly/Q02Qk0ZY0
We welcome Robert Russo, CEO of Independent Advisor Alliance. Robert has built a business around helping advisors differentiate their practices by making great business decisions, identifying gaps in their model, and strategizing a plan to fill them. hubs.ly/Q02Q9K980
We welcome Robert Russo, CEO of Independent Advisor Alliance for a discussion on how he collaborates with advisors to realize their vision for their practice. It’s all about making great business decisions, and having support and community. hubs.ly/Q02PTm6P0
We’re excited to be at Future Proof! Swing by booth 717 for private market assets info, Advisor IO’s marketing platform, and a cool breakthrough event.
Join us to check out our platform and see how our customizable content and business coaching can help you kick off your marketing. hubs.ly/Q02PkfCZ0
Donor Advised Funds are growing as the convenience and flexibility of this vehicle works well over the financial journey of the modern investor. Julia Healey, CEO of United Charitable, joins us on this ep as we explore DAFs. hubs.ly/Q02NFCm40
Advisors, Class is in session! Join us for a live demo to get your marketing on track. Content + Coaching = Conversion. hubs.ly/Q02MTc_g0
Julia Healey, CEO of United Charitable, joined us for a in-depth discussion of Donor Advised Funds. Charitable giving is more than an estate planning strategy, and DAFs are a way to allow the money to grow and create flexible giving plans. hubs.ly/Q02Md3fy0
Financial Advisors, summer is a great time to re-ignite your content marketing plan. Join a demo and let us help you get started! hubs.ly/Q02L5Rqj0
Derrick Kinney, CEO of Successful Advisors breaks down how to build trust and create sticky relationships - and scale that to build a practice. It’s all about owning a problem and solving it for clients. Tune in: Spotify: hubs.ly/Q02KzTxM0 Apple: apple.co/3WHYK8a
Derrick Kinney has unique solutions for the most important challenges that advisors face. Everything from mindset, to marketing, events, and building your team comes up in our discussion, and the exercises and ideas he gets into are game changers. hubs.ly/Q02JqFR20
Financial advisors, how do you focus on good growth? Saying no can go against instinct. Michael Clarke, of Protection Point Advisors, Founder of National Referral Network and author of A Firm Worth Building, has a process that works. hubs.ly/Q02HHhy40
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Who to follow
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Samantha Russell 👩🏼💻
@SamanthaTwenty -
Carson Group
@CarsonGroupLLC -
The AGC™
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Holistiplan
@Holistiplan -
Jason Wenk
@jasonwenk -
Altruist
@altruist -
Joy Lere
@joylerepsyd -
Asset-Map
@AssetMapLLC -
Taylor Schulte, CFP®
@DefineFinancial -
Hannah Moore, CFP®
@thehannahjmoore -
Integrated Partners
@Integrated4FAs -
FP Alpha
@_FPAlpha -
Diana Cabrices
@dianacabrices -
James Pollard
@theadvisorcoach -
Nifty Advisor Support
@meetnifty
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