Videos

IAA Company Videos

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. We provide our affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and retain clients, and boost revenue.
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Independent Advisor Alliance - Company Story

IAA offers FLEX Investment Portfolios so advisors can outsource their portfolio management to our Chief Investment Officer, Chris Zaccarelli. -- Featuring: Chris Zaccarelli & Debbie Re Written By: Diamond Pollard Script Edited By: Allison Bujorian & Cara Siliakus Directed By: Diamond Pollard Teleprompting: Allison Bujorian Editor: Diamond Pollard Audio/Visual Elements Provided By: Envato Elements
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FLEX Portfolios Program Overview

Yellow Penguin allows advisors to add a robo offering to their clients. -- Featuring: Steve Gensler Written By: Diamond Pollard Script Edited By: Allison Bujorian & Cara Siliakus Directed By: Diamond Pollard Teleprompting: Allison Bujorian Editor: Diamond Pollard Audio/Visual Elements Provided By: Envato Elements
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Yellow Penguin Overview

In our industry, relationships matter. Advisors who choose to partner with IAA are true independent business owners. 🌟 We offer support, not sales quotas. 🌟 We provide resources, not limitations. 🌟 We're your advocate, not your adversary. IAA helps advisors execute their business vision; your success is our success. If you’re ready to start your journey to true independence, give us a call.
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True Independence

This video is private.
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Private video

This video is private.
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Private video

IAA celebrated our 10-year anniversary with our favorite people.
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IAA's 10-Year Anniversary Party

4x4 Interviews

Once each quarter CEO & Founder, Robert Russo, will chat with founders, CEOs, and other recognized or influential business professionals in their respective fields. He'll ask four questions, taking a quick dive into their world to learn about their challenges, successes, failures, and maybe some fun facts you never knew. For the first 4x4 interview, Robert sat down with Dan Arnold, President & CEO of LPL Financial, to discuss his experience with LPL and balancing the needs of retail clients, financial advisors, and stockholders. We hope you enjoy it, and thanks for watching!
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4x4 with Dan Arnold, CEO of LPL Financial

Once each quarter CEO & Founder, Robert Russo, will chat with founders, CEOs, and other recognized or influential business professionals in their respective fields. He'll ask four questions, taking a quick dive into their world to learn about their challenges, successes, failures, and maybe some fun facts you never knew. For this 4x4 interview, Robert sat down with Fred Whitfield, President & Vice Chairman of the Charlotte Hornets, to learn more about his role, his thoughts on social justice issues and professional athletes, and more. We hope you enjoy it, and thanks for watching!
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4x4 Interview with Fred Whitfield, President & Vice Chairman of the Charlotte Hornets

In this edition of 4×4, Robert Russo, CEO had the privilege of speaking with Ken Haynes, President of Advocate Health, Southeast Region. They spoke in Ken's office in Uptown Charlotte, where he offered his insights on the blueprint for a successful merger of any size, excelling in a highly regulated field, and how AI and ChatGPT impact the health care industry.
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4x4 Interview With Ken Haynes, President of Advocate Health Southeast Region

60 Seconds with Russo

IAA proudly presents this new series, 60 Seconds with Russo. The goal of this series is to cut to the chase on all matters related to financial advisors and their independence in 60 seconds or less. In this episode, Robert addresses a common misconception advisors face regarding 401k Participant Advice.
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60 Seconds with Russo - Introduction & 401k Participant Advice

What's Your Why?

Our partner advisor, Terri Jackson of Jackson Financial Group, shares how IAA's personal touch, support, and programs offered have allowed her to run a more efficient practice.
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What's Your Why? Featuring Terri Jackson of Jackson Financial Group

In this video, our partner advisor, Nic Nielsen, shares the ways partnering with IAA has benefited his practice and client experience.
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What's Your Why? Featuring Nic Nielsen of Know My Plan

In this video, partner advisor Pete Heimerman of Straight Arrow Financial Group shares how Independent Advisor Alliance's personalized approach has made his team feel confident in running their practice.
YouTube Video UExoeDRkaUh0bEdtLVdQdFdhcU9HN2xVam15VTI4ellabC4wMTcyMDhGQUE4NTIzM0Y5

What's Your Why? Featuring Pete Heimerman of Straight Arrow Financial Group