RIA

June 11, 2025
Dana Ryan

Scaling Smart – A Growth Journey with Kary Brownlee and Growth Suite Consulting

From his office in Kennesaw, GA, Kary shared insights into their process, key learnings, and the resulting outcomes.

May 19, 2025
Dana Ryan

Estate Planning: Essential for Clients and Good for Business – Q&A with Ty Hensley of Hensley Retirement Planning

From his office in Ballantyne, NC, Ty sat down with IAA to share his insights on the important and sometimes sensitive topic of estate planning and how it doubles as a key strategy to grow his business.

August 5, 2024
David Buzo

The 6 Hidden Advantages of the Flat-Fee Affiliation Model

We’re excited to introduce you to our unique model: flat-fee pricing. Dive into how our transparent and cost-effective fee structure can redefine your experience as a financial advisor, offering stability, predictability, and unwavering support on your journey toward success.

May 13, 2024
Dana Ryan

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.

April 1, 2024
David Buzo

5 Benefits of an In-House Compliance Team

There’s a lot to consider when searching for a new firm. One crucial consideration is compliance,
specifically the presence of an in-house compliance team. Dedicated compliance professionals can offer
numerous benefits and peace of mind. Here are 5 benefits of an in-house compliance team for
independent advisors.

March 26, 2024
David Buzo

Finding the Right Fit: How Culture Equates to Advisor Success

When it comes to making career moves as an independent financial advisor, the decision to transition from one firm to another goes beyond just evaluating financial perks and client offerings. One critical aspect that often determines the success and satisfaction of advisors in their new environment is the firm’s culture. Understanding how culture aligns with your values and work style can significantly impact your ability to thrive and excel.

March 22, 2024
David Buzo

What to Consider When Moving RIAs

You are thinking about a move, which is no small decision. The options can feel both promising and daunting. One of the most crucial aspects demanding your attention is the intricate interplay of fees, values, and support structures offered by each potential RIA partner. In this pivotal decision-making process, you are tasked with evaluating not just the financial implications but also the broader implications for your practice, your clients, and your professional growth.

March 15, 2024
David Buzo

12 Essential Questions to Ask a Potential RIA Firm

Whether you are considering leaving your current RIA firm or exploring new opportunities, asking the right questions is essential to ensure alignment with your business goals and values.

March 8, 2024
David Buzo

5 Ways the Right RIA Firm Can Boost Your Practice

Partnering with the right Registered Investment Advisor (RIA) firm can significantly impact your success trajectory. Here are five ways the right RIA firm can help propel your practice forward.

June 17, 2022
Dana Ryan

An All Reward, No Risk Situation

Q + A with Stephen G. Tompkins from Blackbridge Financial
“The biggest misconception I had while at a big firm was that if you leave, you are on your own.”