Rooted in 20+ years of experience and hatched out of CION Investment Group, a leading alternatives platform, Advisor I/O enables financial advisors to build a sustainable marketing model. We’re a group of marketers, writers, analysts, and doers.
We help every advisor we work with to become a marketer and build a marketing mindset as they evolve their organization.
We believe the best R&D is done through action and real-time learning. Testing content through various distribution channels is the best way to learn about client behaviors.
We enable you to scale through owning your marketing and communications in-house. Not having to outsource your efforts results in rapid scale.
We believe that solutions are best devised as a group, which is why we spend a day with every advisor diving deep into business issues and solutions.
In today’s world, building your brand is more important than ever. Your brand is your people. We enable you to reach customers through a human-oriented approach.
We believe the best way to create longevity in any business is through a healthy brand. We work to evolve your brand by putting your customer needs at the core.
We specialize in helping advisors scale through marketing, pairing native knowledge with new thinking. A few of our areas of expertise include:
Before building any marketing plan, we help you understand where you stand within your market.
We create a customer persona based on your ideal client.
Prior to launching any marketing program, you need a plan. We develop that for you.
We help you develop and leverage the right content that works for your audience.
We work with you to drive more leads into your practice and create retention with current clients through digital distribution.
You can never improve your marketing if you don't know how it's performing. We work with you to measure the impact of your marketing.