Visionary Square

The Visionary Square leadership team took the stage at Exchange to share insight on firm ownership, operational efficiency, compliance, and sustainable growth. We help independent business owners execute their vision. #financialadvisors #VisionarySquare

Welcome to The Square. At Visionary Square (formerly IAA), we’re moving beyond the "service provider" model. We’ve built a modern hub for advisors who want to scale without conditions. hubs.la/Q046b3430 #WealthManagement #RIA #FinancialAdvisors #VisionarySquare

Spending too much time on admin work? IAA’s Remote Administrative Support helps streamline workflows, free up time, and keep your focus where it belongs — on your clients. Learn more: 👉 hubs.la/Q045_w_m0 #WeAreIAA #AdvisorSupport #PracticeManagement #RIA

You’ve grown your business. Your brand should grow with it. Creative Capital helps advisors modernize their digital presence with websites built for today’s clients. Learn more: hubs.la/Q045_Dqx0 #WeAreIAA #AdvisorMarketing #BrandRefresh #RIA

IAA had fun hosting #FinancialAdvisors at #CharlotteFC's 3– 1 win vs Austin FC! ⚽️ Great game, great conversations, and a reminder that some of the best connections with our partner firms happen outside the office! #Community #Partnership #QueenCity #CLT

We’re excited to welcome Adam Bott and Crescendo Wealth Strategies to IAA. Adam brings a strong commitment to thoughtful planning and client-first advice. We’re proud to support his continued growth and success as part of the IAA community. #WeAreIAA #FinancialAdvisors #RIA

Meet Dominic “Dom” DiNardi, our Content Creator who joined IAA in Sept 2025. Dom helps shape our digital presence across web and social, bringing digital media experience from WEIMA and the Charlotte Knights. #WeAreIAA #EmployeeSpotlight

Transitioning your firm shouldn’t feel overwhelming. It should feel like having a team on your side. Thank you to Terri Jackson for sharing her experience with IAA. Check out how we can help you: hubs.la/Q045_xM10 #WeAreIAA #AdvisorSupport #RIA

Exchange 2026 🎰 We’re headed to Las Vegas — and we’re bringing a big announcement with us. March 15–18. Don’t miss it. #WeAreIAA #Exchange2026 #LasVegas

📊 Webinar: Inside the Wealthbox Enterprise Workspace Existing Wealthbox users — join us March 12 at 10 AM ET for a deeper look at enterprise workflows, reporting, and scalable operations. Register here: 🔗 hubs.la/Q045853F0 #WeAreIAA

Over 25% of our #financialadvisors have been named to @LPLFinancial’s 2025 Distinguished Advisor List — proof of what’s possible when independent business owners have the freedom to lead and the support to grow. That’s the power of #partnership. bit.ly/3MIt4xz

Since July 2025, Tina has led advisor and firm transitions at IAA—ensuring seamless onboarding across custodians, platforms, and systems. She brings expertise, leadership, and heart to everything she does. We’re grateful to have her on the team! #WeAreIAA

Getting started with Wealthbox? We’re teaming up with Wealthbox for a live session built for IAA advisors — focused on workflows, collaboration, and scalable CRM strategy. 📅 March 5 | 10:00 AM ET Register here: 👉 tinyurl.com/4467aa65 #WeAreIAA #Wealthbox

Asset management built for flexibility and scale. From iCIO and Model Management to Portfolio Marketplace, FLEX Investments, and Robo powered by Betterment — IAA equips advisors with the tools to serve clients confidently. Learn more: 👉 tinyurl.com/dnnhhb7v #WeAreIAA

Compliance is the foundation — growth is the goal. See how IAA supports independent financial advisors beyond regulation and into scalable success. Read more: 👉 tinyurl.com/4br5r6my #WeAreIAA #AdvisorSupport #Blog

Happy 12-Year Anniversary, Jessica! 🎉 Thank you for 12 years of leadership, integrity, and dedication as our Chief Compliance Officer. We’re grateful for all you do for IAA. #WeAreIAA

Happy 10-Year Anniversary to Blackbridge Financial Slaughter! 🎉 Thank you for a decade of partnership, growth, and impact. Here’s to many more years ahead. #WeAreIAA

Already using Wealthbox? Join our live session for a deeper look at the Enterprise workspace — workflows, dashboards, reporting, and scalable CRM strategy for growing IAA firms. Register: 👉 tinyurl.com/yc5dmvh4 #WeAreIAA #Wealthbox #AdvisorSupport

Happy 2-Year Anniversary, Caylin! 🎉 Thank you for two years of creativity, dedication, and impact on our marketing team. We’re lucky to have you at IAA! #WeAreIAA

New to Wealthbox? Join our live intro webinar to see how IAA advisors use Wealthbox to manage clients, collaborate, and scale. Register: 👉 tinyurl.com/4467aa65 #WeAreIAA #Wealthbox