Advisor I/O by CION

Advisor I/O by CION Our mission is to help every Financial Advisor in America become digitally dialed-in. We give you th

02/10/2026

We sat down with Jeffrey Roach, Chief Economist at LPL Financial, for his perspective on how advisors can best position client portfolios for the year ahead. Jeffrey highlights the recent surge in U.S. productivity, and focuses on the importance of long-term trends that will outlive today’s headlines.

Listen to the full conversation:

Spotify: https://hubs.ly/Q042vnM40
Apple Podcasts: https://hubs.ly/Q042vnWn0
Youtube: https://hubs.ly/Q042vjVf0

02/02/2026

On this episode of Advisor Lab we welcome Jeffrey Roach, Chief Economist at LPL Financial. Jeffrey and Derek Schwartz discuss the outlook on economic and monetary policy in the year ahead, and Jeffrey provides forecasts for where he expects inflation and the Fed Funds rate to land in 2026.

Listen to the full conversation:

Spotify: https://hubs.ly/Q041nphd0
Apple Podcasts: https://hubs.ly/Q041nh0d0
Youtube: https://hubs.ly/Q041nl3H0

01/14/2026

We sat down with Tyson Ray, CEO and Founding Partner of FORM Wealth Advisors, for a conversation about succession planning and the challenges advisors face in preparing their exit strategy. Tyson shares with host Derek Schwartz the framework he developed to guide advisors through the process of envisioning, committing to, and acting on a succession plan that enables them to exit confidently.

Listen to the full conversation.

Spotify: https://hubs.ly/Q03-S9_f0
Apple Podcasts: https://hubs.ly/Q03-S7-_0
YouTube: https://hubs.ly/Q03-ScPC0

01/06/2026

On this episode of Advisor Lab we welcome Tyson Ray, CEO and Founding Partner of FORM Wealth Advisors. Tyson joins host Derek Schwartz to discuss succession planning in the wealth management space, and Tyson’s forthcoming book, Total Succession: 5 Steps for Financial Advisors to Exit Confidently, Be Fully Compensated, and Keep Clients' Interests First.

Listen to the full conversation.

Spotify: https://hubs.ly/Q03ZJhfS0

Apple Podcasts: https://hubs.ly/Q03ZJmMC0

YouTube: https://hubs.ly/Q03ZJhZN0

12/18/2025

On this episode of Advisor Lab we welcome Jason Wenk, founder and CEO of Altruist. Jason joins host Mark Gatto, co-founder and co-CEO of CION Investments, to discuss the pain points he discovered in RIA operations that motivated him to create a new RIA custodial solution.

Listen to the full conversation.
Spotify: https://hubs.ly/Q03YDMKv0
Apple Podcasts: https://hubs.ly/Q03YDNkN0
YouTube: https://hubs.ly/Q03YDP810

12/04/2025

On this episode of Advisor Lab we welcome Brad Johnson, Co-Founder of Triad Partners. Brad joins host Derek Schwartz to discuss how advisors can scale up their practices to build a business bigger than themselves, while also creating the freedom to establish a better work-life balance.

Spotify: https://hubs.ly/Q03WSGbn0
Apple: https://hubs.ly/Q03WSyR_0
Youtube: https://hubs.ly/Q03WSw240

11/18/2025

John Roberts, Executive Vice President and Chief Field Officer of Northwestern Mutual, joins host Derek Schwartz on Advisor Lab for a conversation on the importance of the advisor-client relationship. John and Derek discuss the results of a recent survey conducted by Northwestern Mutual, which found that about half of respondents prefer a human connection with their advisor over working exclusively with AI.

Spotify https://hubs.ly/Q03TPqZJ0
Apple https://hubs.ly/Q03TPymv0
Youtube https://hubs.ly/Q03TPygQ0

11/11/2025

On this episode of Advisor Lab, host Derek Schwartz discusses alternative investments with Gabriel Shahin, Founder and Principal of Falcon Wealth Planning. Gabriel gets into how finding the right strategy starts with identifying the appropriate structure for your client’s investor profile.

Spotify https://hubs.ly/Q03SFPbw0
Apple https://hubs.ly/Q03SFNq-0
Youtube https://hubs.ly/Q03SFP4-0

11/07/2025

Thank you to everyone who stopped by our booth in Tech Alley! We had great conversations on the power of content to create meaningful connections and fuel your marketing funnel. Until next year, Schwab.

11/04/2025

We sat down with Gabriel Shahin, Founder and Principal of Falcon Wealth Planning, to discuss his new book, How the Rich Get Richer: Your Ultimate Guide to Building Wealth. Gabriel shared his insight on how understanding your client’s money story is the key to aligning their financial planning with their investing goals.

Spotify https://hubs.ly/Q03RCJ7B0
Apple https://hubs.ly/Q03RCKXn0

11/03/2025

Advisor I/O is excited to be at Schwab IMPACT 2025 in Denver, Colorado this week!

Join us at TECH21 to learn how content driven by authentic messaging and genuine connection drive engagement to fuel your marketing funnel.

10/28/2025

We sat down with Dimple Shah, Executive Vice President and Head of Strategy and Client Experience at Osaic, on the boardwalk at Future Proof Festival to understand how advisors are engaging with multiple generations of clients amid the current landscape of technology and AI.

Listen to the full episode.

Apple https://hubs.ly/Q03Qzfzp0
Spotify https://hubs.ly/Q03Qz9y-0

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