Burn the Grid: Independent Advisor Alliance

11/15/24 • 36 min

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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 [email protected] to discuss your options and learn more about Independent Advisor Alliance.

Garrett’s Calendar Link

Garrett’s Calendar Link

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Compassionately Capitalist: Fidant Wealth Partners

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With hearts of social workers and the minds of capitalists, Doug Kisker describes the unique, growth focused culture of his team at Fidant Wealth Partners. They provide their financial advisors the tools and culture to cultivate their business, without the high sales pressure and rigidity of many of their counterparts, offering an ideal environment for growth minded Advisors who want to plug into a growth machine to accelerate their growth.

If you are an Advisor exploring your options and would like to chat about Doug and his team, feel free to give Garrett a call at 919-561-2436 or send an email to [email protected] if you’d like to chat about any questions you may have.

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Next Episode

Financial Advisor’s Guide to Podcasting

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As podcasting continues to grow as a media alternative, millions of investors are turning to podcasts to learn more about making smart decisions with their money. Financial Advisors are eager to tap into the opportunity to share their knowledge and experience with listeners who could be potential clients, but how do we make sure our shows are seen and heard?

In this episode, former Advisor and podcaster Garrett Layell discusses the process of starting and growing a podcast for Financial Advisors. Learn how to start a podcast, how to grow it, and best practices for keeping your listeners engaged and tuned in.

For more information or to speak with Garrett about how he can help:

Visit the website:

Give Garrett a call at 919-561-2436 or

Schedule time to chat: