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Robert Russo discusses how his team at Independent Advisor Alliance helps Advisors execute their visions by building solutions around the needs of the Advisor or their Firm, rather than fitting square pegs into round holes. From modernized flat fee pricing to vision boarding and collaboration, IAA gives Independent Advisors everything they need to be successful without hamstringing with costs and services they don’t, providing a best of breed solution for independence.
If you are considering your options as an Independent Advisor or Firm, give Garrett a call at 919-561-2436 or send an email to Garrett@theadvisoradvocates.com to discuss your options and learn more about Independent Advisor Alliance.
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Charles and Nancy Reinhold talk about how their Firm challenges convention to bring cutting edge investment strategies to Advisors and clients. CPR Investments Website ...
Learn from Founder Ed Meek and Partner Advisor James Alexander how Edge Financial Advisors brings together a team of like-minded Advisors to deliver the...