IA Community (IAC)

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JOIN THE IA COMMUNITY (IAC)

If this sounds like you, join IAC today: 

  • You want to be surrounded by passionate, positive people that are pushing the industry forward  

  • You value collaboration and have an abundance mindset

  • You are committed to continually learning and evolving, and sharing what you've learned with others

  • You understand that mindset matters more than fee models, certifications or years of experience

  • You want to be part of a fun, innovative community and participate in global initiatives

$47/m until cancelled. 

Please remember, your membership is subject to the Membership Agreement

OUR VISION

Our vision is to become the US's most widely recognized, and best-loved, community organization focused on supporting the financial advice and financial planning community in building profession defining, client-focused businesses and awesome career pathways.

 

By joining the IA Community you’ll be part of making this vision a reality!

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JUNE 23RD - 25TH, 2021

THE LARGEST GLOBAL

FINANCIAL PLANNING
CONFERENCE

IN THE WORLD

3

DAYS

4

CONTINENTS

5

THEMES

100+

SPEAKERS

Members of IAC get 80% off conference tickets through May 31st. 

Full price tickets are $420 (£300). IAC members pay $85 (£60) through May 31st. 

Join IAC today to take advantage of this incredible savings and the many other benefits of being an IAC member. 

THE COMMUNITY

The community is made up of financial services heroes who support each other and offer help and support daily through our dedicated, distraction-free social network. It is here that the value of the IA Community becomes evident, in building great relationships, ideas and even businesses together.

The community offers a space to collaborate and showcase the absolute best that the profession has to offer worldwide. 

In addition to joining our awesome community of financial services heroes, you'll receive the following benefits: 

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  • 80% off the annual global conference (this early bird ends May 31st!)

  • Free and discounted IAC Masterclasses curated by IAC members and financial services experts

  • IAC Peer Board every month -- an opportunity to share ideas and fix problems with your peers under Chatham House Rules

  • Access to fun monthly challenges on topics like marketing, social media, video content and more (see below for upcoming challenges)

  • Accountability and support through sharing your weekly goals each Monday

  • A community to celebrate your weekly wins with each Friday

  • Great discounts on software, training, fun gifts and more

  • An opportunity to participate in the free International Speaker & Influencer Program and speak at the annual global conference

  • And much more . . . 

All of this, plus our community, in one place on the dedicated IAC Social Network for only:

$47/month

UPCOMING CHALLENGES

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MAY 2021: INTERNATIONAL SPEAKER & INFLUENCER PROGRAM

A free program to bring diversity to conferences and train those with little to no speaking experience to deliver a kick-ass 10-min presentation at the annual global conference. While the 2021 cohort is full, selection for 2022 will begin later this year. Exclusively available to IAC members. 

JUNE 2021: THE GLOBAL CONFERENCE

Hear from over 100 speakers delivering their 10-min TED-style presentation across five big themes: innovation, financial wellbeing, leadership, financial planning and the advice gap. This unique global conference will run for 35+ hours straight as we travel around the world. Don't worry, attendees will get the recordings so you can sleep. IAC members receive 80% off through May 31st.  

JULY 2021: WRITE A BOOK IN A DAY

That's right! We're coming together as a community and all (who choose) will pitch in to write what will become a properly published book, giving you a published author credit and appreciation for giving back to the profession!

AUGUST 2021: WELLBEING CHALLENGE

3/4 of the way through the year and a good time to slow down, revisit your priorities, make sure you're taking care of yourself and set yourself up for success for the rest of 2021. 

SEPTEMBER 2021: MINI-CONFERENCE + WEBSITE CHALLENGE

Mini-conference TBA. 

Your website is often your first impression. Is it having the impact you'd like it to? Participate in some or all of this challenge to learn easy and inexpensive ways you can maximize your website, like adding interactive video. :) 

OCTOBER 2021: TECH STACK CHALLENGE

It can feel impossible trying to keep up with all the tech developments so this month we're breaking it all down. From your typical tech stack to ways you can stand out, we're covering it with demos, roundtables and workshops and will score you a few additional discounts along the way. 

NOVEMBER 2021: LEADERSHIP CHALLENGE

Whether you're a one person firm thinking about growth or in management at a large firm, this month is focusing on being a leader, both personally and professionally. 

DECEMBER 2021: CHARITY CHALLENGE

'Tis the season of giving. We'll challenge each member to donate one day of their time to a charity or cause of their choice. 

Challenges may change based on the needs and feedback of the community. 

Frequently Asked Questions

Can I join IAC if I'm outside the USA?  

Yes! Membership is open to any current and aspiring client-facing financial planners/advisors, and select related professionals, with a positive, collaborative, evolving mindset. 

Note that if you're in the UK, we encourage you to join NextGen Planners instead and if you're in Australia, the XY Adviser platform may be a better fit with more locally relevant content. 

Can I join IAC if I'm not currently or aspiring to be a client-facing advisor/planner? ​ 

A small number of related professionals that are committed to providing value to IAC members and not soliciting or selling will be welcomed. 

How do I sign up for the Video Creation Masterclass and receive three months free membership?

Have you had 'video content' on your to do list for a while but have been too nervous or overwhelmed to start? We've got you covered with a 3-month Masterclass to maximize your comfort on camera, walk you through the technical elements and master content creation with videos that create themselves. 

Learn more here and if you register, you'll automatically receive three months free IAC membership. 

Other questions? ​ 

Feel free to reach out with any additional questions.