The Referring Advisor/Admin
- May be any IAA partner advisor or admin*
- Must be involved and impactful in the recruiting process
- Cannot have any economic interest in the referral affiliating with IAA
Your Network. Your Reward.
Advisor Referral Rewards Program
As we continually build our community of advisors, we’re requesting referrals from our most valued and trusted network - our current partner firms. Be rewarded for simply leveraging your network.
Submit a qualified advisor referral as part of the Advisor Referral Rewards Program and you could receive up to $30,000* for a referral that affiliates with IAA.
Eligibility Requirements
Contact
Email: bd@iaaria.com
Phone: 888.430.1555
Address
11215 N. Community House Road, Suite 775, Charlotte, NC 28277
The Referred Advisor
- Have a validated minimum of either $100,000 in trailing 12-month production or $10 million in transferable assets under management (AUM)**
- Not already engaged with IAA Business Development
Rewards
- We are offering up to $30,000* for a referral that affiliates with IAA.
- Payment of the reward will be processed 90 days from the referred advisor’s transition date to IAA, and both the referring advisor or admin and the referred advisor must be with IAA at the time of the payment.
Submit Your Referral
* Administrators include any associate in an administrative, clerical, or other non-sales role in the firm.
* *Payment subject to IAA analysis of production documentation provided by referred advisor at time of IAA affiliation. IAA reserves the right to negotiate cumulative payments in the case of a new partner firm transitioning with multiple advisors. IAA may revoke this special promotion at any time and without prior notice.