Robert Russo
- Role
- CEO at Visionary Square
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Robert Russo
My passion is to provide the most transparent hybrid platform within LPL that allows…
Experience
CEO
May 2007 — Present
DEDICATED TO YOUR GROWTH AND SUCCESS Independent Advisor Alliance members are independent-minded entrepreneurs focused on creating successful practices that aim to provide lasting value for themselves, their families and their clients. They value independence for the many choices it provides, from enabling them to be selective in the type of clients they work with, to deciding how to brand their businesses and how to best nurture individual client relationships. IAA fosters a dynamic, supportive environment for independent financial advisors who have a strong drive for success. We offer innovative technology, research and strategic support — the tools we consider essential for growing your book of business. By joining forces with us, you can lower overhead costs and take full advantage of our comprehensive resources, knowledge and experience. Managing your day-to-day business operations can be the most challenging aspect of going independent. As an entrepreneur, you function as the chief marketing officer, website administrator, compliance officer and more. Your affiliation with the Independent Advisor Alliance will help ease your operational burdens and give you more time to serve your existing clients and attract new ones.
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