Our platform helps you build a marketing program that works.

Our Story

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.

Our Platform is Built on Six Principles

Everyone is a Marketer

We help every advisor we work with to become a marketer and build a marketing mindset as they evolve their organization.

R&D Through Action

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.

Scale Through Ownership

We enable you to scale through owning your marketing and communications in-house. Not having to outsource your efforts results in rapid scale.

Solutions are Devised Collectively

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.

People Connect 
With People

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.

Great Branding Creates Longevity

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.

Our Specialities

We specialize in helping advisors scale through marketing, pairing native knowledge with new thinking. A few of our areas of expertise include:

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Audit and Analysis

Before building any marketing plan, we help you understand where you stand within your market.

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Customer Segmentation

We create a customer persona based on your ideal client.

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Integrated Marketing Strategy

Prior to launching any marketing program, you need a plan. We develop that for you.

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Content Creation

We help you develop and leverage the right content that works for your audience.

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Paid Campaigns and Digital Distribution

We work with you to drive more leads into your practice and create retention with current clients through digital distribution.

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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.

But most importantly, we are problem solvers.

How We Work

This philosophy allows us to solve complex problems simply.

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We start with a plan

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We build the marketing plan

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We execute with you

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We measure and adapt

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Interested in learning more? Let's connect.