How to Choose the Right CRM for Your Financial Practice
Choosing the right CRM is one of the most important tech decisions you’ll
Press Releases
April 01, 2025
IAA Expands Marketing Team to Support Firm's Growth and Commitment to Indpendent Financial Advisors
Independent Advisor Alliance is excited to announce a build out of its marketing team to support the firm’s ongoing growth and increasing demand for comprehensive resources from independent financial advisors. This expansion reflects IAA’s commitment to empowering advisors with the tools, services, and support they need to meet their unique needs and thrive in today’s competitive landscape.
From Our Blog
Navigate LinkedIn Like a Pro: Strategies for Advisors to Build an Online Presence
LinkedIn is a powerful platform that can help financial advisors establish credibility, expand
The Modern Client Experience: Are You Delivering What Your Clients’ Need?
Today’s clients expect more than just investment advice; they seek a holistic, personalized,
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Advisor Spotlight
June 11, 2025
Scaling Smart - A Growth Journey with Kary Brownlee and Growth Suite Consulting
Years of steady organic growth brought Freedom Wealth Partners to a pivotal point: maintain their current trajectory or strategically scale. Opting for growth, they partnered with Growth Suite Consulting, IAA’s recruiting partner.
From his office in Kennesaw, GA, Kary shared insights into their process, key learnings, and the resulting outcomes.