The decision of whether to move your business to a new firm is one of the most important and difficult decisions an adviser can make. From major considerations, like compensation, technology, investment models, and platforms, to the important details like office culture, marketing, and work flexibility - there’s a lot you need to know before making a change. At IA Solutions, we offer business owners the opportunity to run, grow, and protect their business in an engaging environment that puts you and your clients first!

• Engage
  At IA Solutions, we strive to create a supportive environment that engages advisers to build a strong community. You’ll be encouraged to leverage your home office environment using the latest video and office virtualization technology. At the foundation of the firm, we believe that advisers who love their job give better advice. With IA Solutions on your team, you can offer a higher quality of care to your customers, while pursuing a more manageable work/life balance for yourself. We offer a unique opportunity for advisers to grow & thrive as business owners.
  
  
• Run
  Expanding beyond traditional investment management, we offer a platform of advice that ranges from foundational to complex planning to holistic wellness & lifestyle advice. The advisers and clients of IA Solutions have access to resources and professional advice that are normally only available to customers of high-end family offices. IA Solutions has embraced the latest technology to offer the highest quality portfolio management to our customers. Leveraging next generation risk measurement and portfolio management tools, our asset management team can align client investment portfolios to meet clients precise risk tolerance and planning goals.

• Grow
  IAS offers a platform that can provide the design, PR, marketing and advertising resources to help grow your book to optimum size. Leveraging resources available through the IA Solutions platform, we help you develop an integrated and automated marketing funnel that will help you manage all aspects of your marketing, communications & sales efforts. Everything from marketing strategy, content creation, lead generation, sales enablement and client relations are available – along with access to subject matter experts to make it all work.
  
  
• Protect
  We pride ourselves on our ability to help advisers run and grow their business with a collaborative approach to risk management that stands out from the crowd. Client protection is always job #1, but at IAS we take the time to work with advisers to help them explore their options and navigate to the best solution. For advisers used to hearing “no” without any explanation, you’ll find our approach to compliance and supervision to be supportive and business-friendly.

Whether you’re just exploring what’s out there, or actively seeking a new firm, the time is now to explore your options and decide what's important to consider before making your next move. The sky is the limit for advisers who are good at what they do, care about their clients, and want a partner who will help them run, grow, and protect their business. Start a conversation today to discover how “curating well-being” may just be the key to the lifestyle practice you deserve.

A trees beauty lies in its branches, but its strength lies in its roots. - Matshona Dhliwayo