Improve Your Practice
Consulting
We will partner with you to uncover opportunities for growth and improvement within your practice through data gathering, information analysis, recommendations and implementation, and ongoing progress tracking and accountability.
Collaboration & Engagement
We will create many different opportunities for growth through fostering collaboration within the IAA network through information sharing via social forums, peer-to-peer small groups, sponsored events, and conferences and webinars.
Adding Capacity
We help you navigate the complexities of adding a junior advisor by assisting with determining the best timeline to add capacity, figuring out compensation and costs, transitioning and onboarding process, and client engagement and practice structure once live.
Relationship Management
We streamline your communication with IAA, LPL, and other outside partners by providing you with direct points of contact to help navigate issues, advocates to ensure your voice is being heard, partners to brainstorm ideas for growth and resources for every facet of your business.