IA Community

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Join the IA Community

If this sounds like you, join the IA Community 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!


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: 


  • 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 other 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:


A Note From the Founder, Kate Holmes, CFP®

2020 was a year like no other. In spite of the challenges it brought, I will remember it for the incredible support, collaboration, fun and relentless positivity I experienced engaging financial planning communities around the world. 


I believe everyone should experience what I have so I'm bringing the best of those communities to the US with the launch of the IA Community (IAC): 

  • Inclusion: Membership is open to all current and aspiring client-facing financial advisors and financial planners, regardless of compensation structure, certification(s) or license(s)

  • Locally focused, globally engaged: While much of the profession is globally applicable (see The Innovating Advice Show podcast), it's become clear that community discussions tend to be locally (e.g. nationally) focused. Therefore, IAC is a US-focused Community and benefits from participation in fun, innovative global initiatives with our international collaborators. 

  • Initiatives you won't see anywhere else: 

    • A free International Speaker & Influencer training program for financial planners/advisors

    • Opportunity to speak at a global conference in June '21

    • Free 30-day challenges from fellow members and industry experts

    • 3-months free membership when you enroll in the Video Creation Masterclass 

    • And much, much more

  • No complaining: IAC is about opportunities and lifting each other up, not complaining about regulations, compliance, organizations, etc. There are other forums for that. 

Read on to learn more, become one of the 50 Founding Members or watch the launch webinar replay.

Watch the Launch Webinar Replay

Interested in learning more about the IA Community and the Speaker & Influencer Program?

In this launch event, learn how you can speak at a global conference and hear from: 

  • Kate Holmes, IA Community founder

  • Rohan Sivajoti, Co-founder of NextGen Planners in the UK, our top international collaborator

  • Emily Blanch, Head of Experience at XY Adviser (based in Sydney), on the power of community 

  • Adam Owen, Head of Fun & Wild Ideas at NextGen Planners and IAC with a sneak peak at some of the awesome initiatives we'll be bringing to IAC in 2021


International Speaker & Influencer Program

Building on the program launched in 2020, the International Speaker and Influencer program from Innovating Advice and NextGen Planners is turning the traditional financial planning conference format on its head!

In 2020 we took 30 financial planners, all with little or no public speaking experience and put them through a 6 month speaker and influencer program. The program supported them as they researched a topic for their conference presentation, designed the narrative, developed their presentation skills, and took the virtual stage at the NextGen Planners International Financial Planning Conference.

Following the success of the first program, we are expanding the program in 2021, with 120 speakers each delivering a 10 minute presentation at a unique global virtual conference in June. The virtual conference will visit four nations over a 36 hour period, starting in South Africa, then heading to the USA, followed by Australia and finishing in the UK.


During the Speaker & Influencer Program, participants will receive support from a professional speaking coach, communication skills coaches and, because public speaking can be stressful, a mental health and wellbeing coach.

Participation in the program is free to members of IAC and of those, we are looking for 15 women and 15 men who will receive additional support and training for free and will speak at the global virtual conference in June. 


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 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 themselves will be welcomed. 

How do I learn more and 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.