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

06/04/2026

We sat down with Eli Edwards, Head of U.S. Real Estate Equity at Fortress, to learn about real estate investment strategies with the potential to provide portfolio diversification and tax-advantaged capital appreciation. Eli shares how the development of these strategies has evolved to meet increasing demand from RIAs, and what’s driving advisors to incorporate them into client portfolios.

Listen to the full conversation.

Spotify: https://hubs.ly/Q04k9GBp0

Apple Podcasts: https://hubs.ly/Q04k9ByY0

05/19/2026

On this episode of Advisor Lab we welcome Shannon Spotswood, CEO at RFG Advisory. Shannon joins Derek Schwartz for a conversation about how RFG is leveraging industry partnerships to equip advisors with automation technology that helps them optimize and scale their practices.

Listen to the full conversation.
Spotify: https://hubs.ly/Q04h9x7y0
Apple Podcasts: https://hubs.ly/Q04h9QsR0
YouTube: https://hubs.ly/Q04h9FPv0

As a financial advisor, marketing shouldn't feel like your full time job. Advisor I/O helps you attract and nurture clie...
05/18/2026

As a financial advisor, marketing shouldn't feel like your full time job.

Advisor I/O helps you attract and nurture clients with customizable content for every stage of the marketing funnel.

Join us for an inside look at Advisor I/O. We'll answer all of your marketing questions and teach you some tips and tricks along the way.

Save your seat today! https://hubs.ly/Q04h1vPW0

05/12/2026

Dr. Amy D’Aprix, Founder and President of LifeBridge Strategies, joins Derek Schwartz on Advisor Lab to discuss financial planning for life transitions surrounding aging and retirement. Dr. Amy identifies how fostering deeper client relationships helps advisors differentiate their practices and retain clients as they navigate transitional life events.

Listen to the full conversation.
Spotify: https://hubs.ly/Q04gl1J00
Apple Podcasts: https://hubs.ly/Q04gjL9P0
YouTube: https://hubs.ly/Q04gcM3Z0

05/07/2026

We sat down with Dr. Amy D’Aprix, Founder and Principal of LifeBridge Strategies, for a discussion on serving clients as they navigate life transitions such as aging, retirement, and estate transfers. Dr. Amy shares the communication process she developed for bridging money conversations with the human side of financial planning, and how it helps advisors connect with and retain clients.

Listen to the full conversation.
Spotify: https://hubs.ly/Q04fQRBJ0
Apple Podcasts: https://hubs.ly/Q04fQxCB0
YouTube: https://hubs.ly/Q04fQz6S0

04/29/2026

We sat down with Jeff Ransdell, Managing Director and Founding Partner of Fuel Venture Capital Partners, to discuss how his firm brings venture capital investment opportunities to the private wealth channel. Jeff dives into the structure of Fuel’s newest strategy, which provides advisors and their clients access to the top 100 technology companies at the forefront of the innovation economy.

Listen to the full conversation.
Spotify: https://hubs.ly/Q04dS9QT0
Apple Podcasts: https://hubs.ly/Q04dSd520
YouTube: https://hubs.ly/Q04dS7xW0

04/23/2026

On this episode of Advisor Lab, we welcome Jeff Ransdell, Managing Director and Founding Partner of Fuel Venture Capital. Jeff joins Derek Schwartz for a discussion on private market strategies for individual investors, and shares how his firm creates access to a previously untapped asset class for advisors and their clients.

Listen to the full conversation.
Spotify: https://hubs.ly/Q04d67nk0
Apple Podcasts: https://hubs.ly/Q04d62Dl0
YouTube: https://hubs.ly/Q04d649v0

04/15/2026

Trey Prescott is Head of Business Development at Advisory Services Network, an RIA platform providing operational back office infrastructure to independent advisors. We sat down with Trey at Future Proof Citywide to learn how ASN enables small AUM practices to pursue independence and own their firms.

Listen to the full conversation.

Spotify: https://hubs.ly/Q04c9QLW0
Apple Podcasts: https://hubs.ly/Q04cbFRJ0
YouTube: https://hubs.ly/Q04cbyhN0

04/07/2026

We sat down with Doug Fritz, Executive Chairman and Co-Founder of F2 Strategy, a leading research and consulting firm focused on the wealth and asset management space. Doug joins Derek Schwartz in the CION booth at Future Proof Citywide to share how F2 is supporting advisors through the challenge of implementing effective AI tools at scale.

Listen to the full conversation.

Spotify: https://hubs.ly/Q049RRT50
Apple Podcasts: https://hubs.ly/Q049RMBK0
YouTube: https://hubs.ly/Q049RVjl0

04/02/2026

Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Derek Schwartz at Future Proof Citywide to discuss creating access to alternatives for advisors and their clients, and how diversification is the key to developing investment strategies that can be resilient through market cycles.

Listen to the full conversation.

CION Investments: https://hubs.ly/Q049tkl90
Spotify: https://hubs.ly/Q049tgp00
Apple Podcasts: https://hubs.ly/Q049tfY20
YouTube: https://hubs.ly/Q049tdgz0

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