IMPROVE YOUR PRACTICE
Business Consulting
IAA's business consulting services are designed to provide our advisor practices with a direct point of contact to walk alongside them as they seek to improve their practice and navigate being independent business owners. We are dedicated to enhancing our partners' businesses and will work together to set and achieve short-and long-term goals.
Consulting
We partner with you to uncover opportunities for growth and improvement within your practice through data gathering, information analysis, recommendations, and ongoing accountability.
Adding Capacity
We’re here to help you navigate the complexities of adding a junior advisor by developing a timeline, determining compensation and costs, and guiding you through the transition process.
Collaboration & Engagement
We foster collaboration within our network. Through our annual ENGAGE conference, LinkedIn community forum, and peer-to-peer study groups, you’ll create connections with other IAA advisors.
Relationship Management
We streamline your communication with IAA, LPL, and other partners by offering direct contacts to assist in handling issues, advocates to amplify your voice, and resources for your business needs.
A team that has your back.
Jeff Pitt, MBA
Chief Experience Officer
