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Robert Russo

CEO

Independent Advisor Alliance

Charlotte, North Carolina


Contact Information

Email
Unlock
LinkedIn

Company Information

Company
Independent Advisor Alliance
Industry
financial services
Employees
32.0
Seniority
C suite
Annual Revenue
9000000.0
Latest Funding
Other

Technologies

Sendgrid Outlook Amazon AWS Flywheel Hubspot Google Tag Manager Bootstrap Framework Google Analytics Google Font API Linkedin Marketing Solutions CrazyEgg Mobile Friendly WordPress.org

Keywords

hybrid ria monitoring maintenance of compliance requirements business continuity succession branding marketing support backoffice administrative support continuing education assistance transition assistance financial planning m a practice management asset management financial advisors independent advisory business support client growth networking opportunities marketing solutions compliance services operation management business consulting training programs peer networking hr solutions financial technology transparency succession planning m&a services investment strategy community initiatives client acquisition advisor support flat-fee pricing customizable programs partnership approach strategic guidance innovative solutions professional development dedicated analysts risk management reporting structure automated tools crm solutions virtual ops branding support market insights training sessions industry collaboration firm culture financial growth team building client service excellence flexibility in affiliation relationship management community forum educational webinars retirement plans employee benefits personalized onboarding b2b management consulting finance technology information technology & services financial services

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