Business Consulting

IAA's business consulting services are designed to provide our advisor practices with a direct point of contact to walk alongside them as they seek to improve their practice and navigate being independent business owners. We are dedicated to enhancing our partners' businesses and will work together to set and achieve short-and long-term goals.

We partner with you to uncover opportunities for growth and improvement within your practice through data gathering, information analysis, recommendations, and ongoing accountability.

Adding Capacity

We’re here to help you navigate the complexities of adding a junior advisor by developing a timeline, determining compensation and costs, and guiding you through the transition process.

Collaboration & Engagement

We foster collaboration within our network. Through our annual ENGAGE conference, LinkedIn community forum, and peer-to-peer study groups, you’ll create connections with other IAA advisors.

Relationship Management

We streamline your communication with IAA, LPL, and other partners by offering direct contacts to assist in handling issues, advocates to amplify your voice, and resources for your business needs.

Resources to Improve Your Practice

The Crucial Role of Segmenting Your Book & How to Master It
Read the Article
Advisor Spotlight: The Benefits of Hiring a Junior Advisor
Read the Article

A team that has your back.

Jeff Pitt, MBA
Jeff Pitt, MBA
Chief Experience Officer
Gray Davis
Gray Davis
Business Consultant