Advisor I/O by CION

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 along the way. https://hubs.ly/Q02_PNLW0

Gabe Rissman, co-founder and President of YourStake has created a firm with the vision to enhance the client journey to drive value-based investing. YourStake’s initial innovation was to leverage AI to create deeper understanding of the ways potential values-based investment companies are succeeding on their mission and where they are falling short, and couple that with portfolio recommendations. YourStake has evolved to be a firm that offers several different models to simplify advisors’ workflow and enhance the client journey. https://hubs.ly/Q02-KZ-20

Research shows that financial advisors are losing the beneficiary as a client when an inheritance passes down. 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.

Shay Harris-Pierre, Ph.D., LPC, CFT, 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. Dr. Shay helps advisors create an environment of understanding and empathy to address clients' subconscious financial behaviors and strengthen the advisor/client relationship

We had a great conversation with Jonathan Foster, Founder and CEO of Angeles Investments on the challenges of creating and passing on multigenerational wealth.  Having difficult conversations with adult children is a big piece of this, and in building a practice that focuses on UHNW and HNW families, Jon has a unique approach. Be sure to check out the full episode: https://hubs.ly/Q02XMxZr0

Our Future Proof conversation with Michael Kitces got into where this industry visionary sees the value in AI going forward. We just back from XYPN Live, and seeing how Michael’s vision for XYPN has come to fruition was inspiring. These two industry-defining events lead with great content and programming, and are always out front with the evolution of the industry. Tune in: Apple: https://hubs.ly/Q02VvXqd0 Spotify: https://hubs.ly/Q02Vw5CB0 Mark Gatto

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 are delighted to welcome Michael Kitces of Kitces.com, Buckingham Wealth Partners and XYPN. Michael joined us at Future Proof, and the timing of this podcast episode is perfect as XYPN Live is happening in Minneapolis this week. Michael gets into the bifurcation he’s seeing as financial advisory evolves. Tune in: Apple: https://hubs.ly/Q02Tx8mB0 Spotify: https://hubs.ly/Q02Txbk30 Mark Gatto

We had a chance to sit down with Matt Middleton, Founder and CEO of Future Proof, and hear about his thought process in creating the standout event of the financial services event calendar. Matt’s vision has resulted in a model for connection that is reinventing all aspects of the financial services industry ecosystem. Tune in: Spotify: https://hubs.ly/Q02RS2bc0 Apple: https://hubs.ly/Q02RS5xt0 YouTube: https://hubs.ly/Q02RSngt0 Mark Gatto

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 - and more - and present it in an environment that breaks down barriers. Future Proof’s Breakthrough meetings have redefined connection as a tech-enabled art form that grows every year. Tune in: Spotify: https://hubs.ly/Q02RcM0L0 Apple: https://hubs.ly/Q02RcLkS0 YouTube: https://hubs.ly/Q02RcDTX0 Mark Gatto