At IAA, we understand that most advisors have limited transition experience — most only go through a transition once or twice throughout their entire careers. That's precisely why we've brought together our most skilled and experienced specialists to form the "IAA Transition Team". Our group of Transition experts include key personnel from Operations, Compliance and Sales - and each advisor is paired with a Transition Specialist to provide guidance every step of the way.
"IAA has been a tremendous help during my transition. I have been able to focus on my clients while IAA has helped me with re-papering and the processing of all of my accounts. I would definitely recommend anyone searching for a new broker dealer to consider International Assets Advisory."
- Jason, OK
WHAT A FEW OF OUR NEWEST ADVISORS ARE SAYING ABOUT THEIR RECENT TRANSITION....
Each advisor has their own goals and dreams for the future of their business. We understand this vision and we are committed to providing personalized, on-going support to help you achieve your goals.
IAA provides on-going support at every level:
"Joining IAA this past summer was one of the best business decisions I've made during my entire 21 year career in the securities industry. Transitioning a practice to a new firm is extraordinarily challenging at best and based on my experience, the transition team at IAA is second to none! Once transitioned, additional training, home office and clearing support become the next critical steps. Again, I've experienced nothing but the best from IAA. If you are given the opportunity to join IAA as the next step in your career, I would recommend doing so without hesitation."
- James, OR
"Transitioning over to IAA was much easier than I anticipated. Their staff of friendly, experienced transition specialists made my move smooth and as seamless as possible for myself and my clients."
- Brent, AZ
Support that doesn't end with your transition
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