CHARLOTTE, N.C. – December 1, 2017 – Independent Advisor Alliance (IAA), a leading independent registered investment advisory firm, announced the launch of its new Virtual Admin Program. This program is just one more way that IAA is supporting its advisors, helping to ensure each business is operating eﬀectively and eﬃciently while meeting best practice standards.
“IAA is all about offering customizable solutions. There are times when advisors need additional staff but don’t quite have the demand for full-time support,” said Robert Russo, Founder and CEO of IAA. “We’ve implemented the Virtual Admin Program so that our advisors have convenient access to the right level of support and service they need to meet their own unique set of requirements.”
Benefits of the Virtual Admin Program include:
Flexibility – Whether you need help for a specific project or on a recurring basis, advisors decide when and how much.
Industry Expertise – In addition to experience in event planning, scheduling and social media, IAA’s admins are trained in Redtail, Client Works, BranchNet, Compliance and more.
Savings – Hiring and training staff takes time and money. By using IAA’s Virtual Admin Program, advisors can spend their time and money where they really want them to be – with their clients.
For more information about this program, contact: firstname.lastname@example.org.
About Independent Advisor Alliance
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. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves more than 100 independent financial advisors in 14 states, servicing a total of more than $4 billion of retail client assets.
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. IAA provides its affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue. Founded in 2013, today IAA serves 146 partner firms, servicing more than $14 billion of client assets of which $9.1 billion are assets under management as of July 2021.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer**. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com
*Achievement is based on annual production among LPL Advisors only.
**Based on total revenues, Financial Planning magazine June 1996-2020
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance (IAA), a registered investment advisor. IAA and LPL are separate entities.