Give us a call or drop by anytime, we endeavour to answer all enquiries within 24 hours on business days.
PO Box 16122 Collins Street West Victoria 8007 Australia
info@domain.com example@domain.com
Phone: + (066) 0760 0260 + (057) 0760 0560
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
Independent Advisor Alliance February 17, 2021 8:58 pm
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
FLEX Portfolios Program Overview
Independent Advisor Alliance June 29, 2021 12:57 pm
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
Yellow Penguin Overview
Independent Advisor Alliance December 17, 2021 8:46 pm
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!
4x4 with Dan Arnold
Independent Advisor Alliance January 10, 2023 2:00 pm
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!
4x4 with Fred Whitfield
Independent Advisor Alliance April 28, 2023 1:00 pm
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.
60 Seconds with Russo - Introduction & 401k Participant Advice
Independent Advisor Alliance January 19, 2023 2:00 pm
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.
What's Your Why? Featuring Terri Jackson of Jackson Financial Group
Independent Advisor Alliance June 7, 2023 7:56 pm
This video is private.
What's Your Why? Featuring Nic Nielsen of Know My Plan
Independent Advisor Alliance July 28, 2023 1:00 pm
