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Press Releases

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January 22, 2025

IAA Surpasses $20 Billion in Assets Under Supervision in 2024, Setting Stage for 2025 Growth

Independent Advisor Alliance is proud to announce a significant milestone as the company begins 2025: surpassing $20 billion in Assets Under Supervision (AUS). This achievement underscores IAA’s unwavering commitment to empowering independent advisors with the tools, resources, and support they need to succeed in delivering exceptional client service.

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From Our Blog

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Our Latest Resource

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February 04, 2025

2024 Year in Review

Discover the highlights, successes, and key insights from 2024 by downloading our Year in Review.

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Media Mentions

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January 24, 2025

Independent Advisor Alliance, Compound Planning Hail 2024 Milestones

In 2024, Independent Advisor Alliance surpassed $20 billion in assets under supervision and expanded its advisor support team with three new hires.

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Our Video Library

4x4 Interviews

Once each quarter CEO & Founder, Robert Russo, will chat with founders, CEOs, and other recognized or influential business professionals in their respective fields. He'll ask four questions, taking a quick dive into their world to learn about their challenges, successes, failures, and maybe some fun facts you never knew. For the first 4x4 interview, Robert sat down with Dan Arnold, President & CEO of LPL Financial, to discuss his experience with LPL and balancing the needs of retail clients, financial advisors, and stockholders. We hope you enjoy it, and thanks for watching!
YouTube Video UExoeDRkaUh0bEdtLUtoVHRSc3dZeWFHNF94elk4Nm51Si41NkI0NEY2RDEwNTU3Q0M2

4x4 Interview with Dan Arnold, CEO of LPL Financial

Once each quarter CEO & Founder, Robert Russo, will chat with founders, CEOs, and other recognized or influential business professionals in their respective fields. He'll ask four questions, taking a quick dive into their world to learn about their challenges, successes, failures, and maybe some fun facts you never knew. For this 4x4 interview, Robert sat down with Fred Whitfield, President & Vice Chairman of the Charlotte Hornets, to learn more about his role, his thoughts on social justice issues and professional athletes, and more. We hope you enjoy it, and thanks for watching!
YouTube Video UExoeDRkaUh0bEdtLUtoVHRSc3dZeWFHNF94elk4Nm51Si4yODlGNEE0NkRGMEEzMEQy

4x4 Interview with Fred Whitfield, President & Vice Chairman of the Charlotte Hornets

In this edition of 4×4, Robert Russo, CEO had the privilege of speaking with Ken Haynes, President of Advocate Health, Southeast Region. They spoke in Ken's office in Uptown Charlotte, where he offered his insights on the blueprint for a successful merger of any size, excelling in a highly regulated field, and how AI and ChatGPT impact the health care industry.
YouTube Video UExoeDRkaUh0bEdtLUtoVHRSc3dZeWFHNF94elk4Nm51Si4wMTcyMDhGQUE4NTIzM0Y5

4x4 Interview With Ken Haynes, President of Advocate Health Southeast Region

For this 4x4 interview, Robert sat down with Jim Birch, Chief Operating Officer of Olde Mecklenburg Brewery, the Queen City's oldest operating brewery. They met at OMB’s newest location in The Bowl, right in the heart of Ballantyne, to talk about scaling your business and making a mark in a niche market.
YouTube Video UExoeDRkaUh0bEdtLUtoVHRSc3dZeWFHNF94elk4Nm51Si41MjE1MkI0OTQ2QzJGNzNG

4x4 Interview with Jim Birch, Chief Operating Officer of Olde Mecklenburg Brewery

Advisor Technology

Discover the power of Chatbots with Lauren Grames, Director of Advisor Technology at IAA! Watch her video to see how this AI-driven tool can enhance your practice.
YouTube Video UExoeDRkaUh0bEdtLWF6bThvdGRzZU5tdWFHcUFWS0pkQS41NkI0NEY2RDEwNTU3Q0M2

Leveraging Chatbots for Advisors

IAA Company Videos

Based in Charlotte, N.C., Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. We provide our affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue.
YouTube Video UExoeDRkaUh0bEdtLTNfdkd4TnB3N2w1TElTeEJsYlQzcC41NkI0NEY2RDEwNTU3Q0M2

Independent Advisor Alliance - Company Story

IAA offers FLEX Investment Portfolios so advisors can outsource their portfolio management to our Chief Investment Officer, Chris Zaccarelli. -- Featuring: Chris Zaccarelli & Debbie Re Written By: Diamond Pollard Script Edited By: Allison Bujorian & Cara Siliakus Directed By: Diamond Pollard Teleprompting: Allison Bujorian Editor: Diamond Pollard Audio/Visual Elements Provided By: Envato Elements
YouTube Video UExoeDRkaUh0bEdtLTNfdkd4TnB3N2w1TElTeEJsYlQzcC41MjE1MkI0OTQ2QzJGNzNG

FLEX Portfolios Program Overview

Yellow Penguin allows advisors to add a robo offering to their clients. -- Featuring: Steve Gensler Written By: Diamond Pollard Script Edited By: Allison Bujorian & Cara Siliakus Directed By: Diamond Pollard Teleprompting: Allison Bujorian Editor: Diamond Pollard Audio/Visual Elements Provided By: Envato Elements
YouTube Video UExoeDRkaUh0bEdtLTNfdkd4TnB3N2w1TElTeEJsYlQzcC41MzJCQjBCNDIyRkJDN0VD

Yellow Penguin Overview

In our industry, relationships matter. Advisors who choose to partner with IAA are true independent business owners. 🌟 We offer support, not sales quotas. 🌟 We provide resources, not limitations. 🌟 We're your advocate, not your adversary. IAA helps advisors execute their business vision; your success is our success. If you’re ready to start your journey to true independence, give us a call.
YouTube Video UExoeDRkaUh0bEdtLTNfdkd4TnB3N2w1TElTeEJsYlQzcC43MTI1NDIwOTMwQjIxMzNG

True Independence

IAA celebrated our 10-year anniversary with our favorite people.
YouTube Video UExoeDRkaUh0bEdtLTNfdkd4TnB3N2w1TElTeEJsYlQzcC5DMkU4NTY1QUFGQTYwMDE3

IAA's 10-Year Anniversary Party

Marketing Qualified Lessons

Ready to supercharge your marketing strategy? Watch as we dive into the essentials of creating a marketing budget trailored for financial advisors.
YouTube Video UExoeDRkaUh0bEdtOWg5VnJTT0pSR2tQdm56Q3d4RGZkTi41NkI0NEY2RDEwNTU3Q0M2

How to Create a Marketing Budget

Are you considering whether your brand needs a refresh or a full rebrand? Join us for our upcoming webinar, “Brand Rx,” where we will diagnose the key differences between a brand refresh and a rebrand, and prescribe the best approach for your business.
YouTube Video UExoeDRkaUh0bEdtOWg5VnJTT0pSR2tQdm56Q3d4RGZkTi4yODlGNEE0NkRGMEEzMEQy

Brand Rx

Watch a free-flowing conversation with GenWealth's Director of Marketing, Sean Shrewsbury. The marketing duo provides real, tactical advice on marketing strategies that product results. In this interview, you'll hear how Sean built a content empire at GenWealth, how to target two different demographics while not diminishing a brand, and which AI tools Sean uses and how they help efficiency and creativity.
YouTube Video UExoeDRkaUh0bEdtOWg5VnJTT0pSR2tQdm56Q3d4RGZkTi4wMTcyMDhGQUE4NTIzM0Y5

Reaching the Right Audience: A Chat with Sean Shrewsbury

Media Appearances

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS42MjYzMTMyQjA0QURCN0JF

Chris Zaccarelli on Fox Business - October 10, 2024

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS4xM0YyM0RDNDE4REQ1NDA0

Chris Zaccarelli on Fox Business - July 23, 2024

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS5ERkUyQTM0MzEwQjZCMTY5

ChrisZaccarelli on Fox Business - June 24, 2024

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS5CNTcxMDQ0NThBNzMxODYz

Chris Zaccarelli on Fox Business - May 13, 2024

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS5CNTZFOTNGQzZEODg1RUQx

Chris Zaccarelli on Fox Business - April 16, 2024

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. · The economic forecasts set forth in this material may not develop as predicted. · The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. · No action should be taken without prior conversation with a financial professional. · Stock investing includes risks, including fluctuating prices and loss of principal.

· The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

· The economic forecasts set forth in this material may not develop as predicted.

· The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.

· No action should be taken without prior conversation with a financial professional.

· Stock investing includes risks, including fluctuating prices and loss of principal.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS4wRjhFM0MxMTU1MEUzQ0VB

Chris Zaccarelli on Fox Business - April 4, 2024

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on February 9, 2024. • The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. • The economic forecasts set forth in this material may not develop as predicted. • Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services. • The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. • No action should be taken without prior conversation with a financial professional.

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on February 9, 2024.

• The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
• The economic forecasts set forth in this material may not develop as predicted.
• Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services.
• The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.
• No action should be taken without prior conversation with a financial professional.

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YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS41OURENDc2NEM1MDI5Mjky

Chris Zaccarelli on Fox Business - February 9, 2024

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on January 15, 2024. • The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. • The economic forecasts set forth in this material may not develop as predicted. • Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services. • The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. • No action should be taken without prior conversation with a financial professional.

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on January 15, 2024.

• The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
• The economic forecasts set forth in this material may not develop as predicted.
• Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services.
• The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.
• No action should be taken without prior conversation with a financial professional.

0

YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS42QzdBMzlBQzQzRjQ0QkQy

Chris Zaccarelli on Fox Business - January 15, 2023

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on December 7, 2023. • The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. • The economic forecasts set forth in this material may not develop as predicted. • Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services. • The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance. • No action should be taken without prior conversation with a financial professional.

IAA's CIO, Chris Zaccarelli, made an appearance on Fox Business on December 7, 2023.

• The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
• The economic forecasts set forth in this material may not develop as predicted.
• Any company names noted herein are for informational purposes only and not an indication of trading intent or a solicitation of their products or services.
• The content displayed is not produced or endorsed by LPL Financial or Independent Advisor Alliance.
• No action should be taken without prior conversation with a financial professional.

0

YouTube Video UExoeDRkaUh0bEdtOHl4TUM2TmhfU1h6bHVCZXZ3R1NORS4zMUEyMkQwOTk0NTg4MDgw

Chris Zaccarelli on Fox Business - December 7, 2023

What's Your Why?

Our partner advisor, Terri Jackson of Jackson Financial Group, shares how IAA's personal touch, support, and programs offered have allowed her to run a more efficient practice.
YouTube Video UExoeDRkaUh0bEdtLVdQdFdhcU9HN2xVam15VTI4ellabC41NkI0NEY2RDEwNTU3Q0M2

What's Your Why? Featuring Terri Jackson of Jackson Financial Group

In this video, our partner advisor, Nic Nielsen, shares the ways partnering with IAA has benefited his practice and client experience.
YouTube Video UExoeDRkaUh0bEdtLVdQdFdhcU9HN2xVam15VTI4ellabC4yODlGNEE0NkRGMEEzMEQy

What's Your Why? Featuring Nic Nielsen of Know My Plan

In this video, partner advisor Pete Heimerman of Straight Arrow Financial Group shares how Independent Advisor Alliance's personalized approach has made his team feel confident in running their practice.
YouTube Video UExoeDRkaUh0bEdtLVdQdFdhcU9HN2xVam15VTI4ellabC4wMTcyMDhGQUE4NTIzM0Y5

What's Your Why? Featuring Pete Heimerman of Straight Arrow Financial Group

Advisor Spotlight

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May 13, 2024

Unlocking Success: Bryan Wieferich Talks Independence and Expansion

From his office in Mt. Pleasant, MI, Bryan spoke with IAA, covering everything from the advantages of independence, to buying his first book of business and his entry into outsourcing investments.

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