Empowering Advisors. Simplifying Investing.
Big firm capabilities with a family office feel.
We'd be nothing without our advisors, so YOU are a priority. Our team is committed to providing the support you need to help ensure that you are well-prepared and well-equipped to thrive. Have questions regarding paperwork, business requests, or technology?
During business hours, your call will always be answered by a real person.
We're Ready to Assist You!
Sales Team
- Investment Proposals
- Portfolio Allocation Reviews
Growth Support
Operations Team
- New Account Applications
Ongoing Account Maintenance Needs
- Cashiering Requests
Our Creative Team works with advisors to brand their business with a logo, business cards, and a series of marketing materials. Beyond printed supplies, we provide advisors with a turnkey website and can build out social media marketing outlets as well. All our individual pieces are designed to unify your marketing efforts, solidify your brand, and build credibility.
Lots of firms say they help with marketing, but we help go the extra mile and tangibly invest in you as a true partner should.
Rather than give advisors every tool possible and then send them the bill like many other firms do, we’ve chosen key partners and purposeful technology that allows advisors to function both efficiently and cost-effectively.
Schedule time with us so we can show you and your team how you can spend less time on operational tasks and more time in front of clients and prospects.
We recognize that there's a learning curve when switching firms, so we’re prepared to help every step of the way. New advisors are assigned an onboarding support specialist who provides step-by-step instructions throughout the transition process. Once accounts are opened, our in-house sales team will work alongside you for help with case preparation, prefilling paperwork, and ongoing client services. Through our training methods below, we’re equipped to help you hit the ground running and accelerate your growth.
- Weekly Onboarding Sessions
- Quarterly Sales Roundtables
- Training and How-To Videos
- 1-on-1 Home Office Visits
Compliance Support
Compliance doesn’t have to be overwhelming. Our team is responsible for registering new advisors and preparing required disclosure documents, as well ongoing review. We will continue to work with you throughout your affiliation with IAMS Wealth.
- Updating your Form U4
- Updating your ADV Part 2B Brochure
- Approving Advertising & Marketing Requests
- Personal Securities Reporting
Partnerships
The relationships you have as an advisor with IAMS Wealth Management extend well beyond our four walls.
From asset managers, and lead generation specialists, to practice management coaches - no matter if you’re a one-person shop or part of a 10-person agency, you know you’re a part of something bigger; the IAMS network.
