Generate multiple revenue streams
Do you have a book of business that only generates one source of revenue? Is there anything wrong with that? Not really, but generating multiple revenue streams is a great way to generate more revenue and diversify so your business is more stable.
Generate recurring revenue
Do you have a book of business that only generates revenue from one-time commissions? Is there anything wrong with that? Again, not really but generating recurring revenue is a great way to scale your business and grow it into something that becomes more valuable over time.
As an investment advisor representative, you could generate multiple recurring revenue streams from your current book of business… and you don’t have to stop what you’re doing today
At Twigg, we train and develop financial services professionals so that they can become investment advisor representatives (IARs). If you have an existing book of business, we can help you better serve your clients and grow your business as an IAR.
- Become a trusted advisor instead of being a seller of individual products or services
- Generate high value, annual recurring revenue instead of chasing a higher volume of smaller one-time commissions
- Make additional recurring revenue helping your existing clients instead of spending all of your time prospecting and selling to new clients
- Build a deeper long-term consecutive client relationships that result in additional revenue streams
- Build a book of business that has value and can be sold when you want to retire instead of retiring with nothing
- Have more flexibility and control over your career instead of being at the mercy of industry and technology advancements
Twigg provides you with all of the training and access to tools and resources you need to become an IAR
- Training resources to help you pass your series 65 exam
- Training modules to help you sell services to your current clients
- Training modules to help you manage clients and investments on an ongoing basis
- Access to proprietary technology, tools, and resources
- Marketing and sales support
- Access to compliance and back-office resources
Insurance producers
Tax professionals
Mortgage agents
Anyone with a book of business who wants to provide IAR services
The best part? You do not have to stop providing your current products and services or change anything about your current business… we’ll help you provide additional value to your clients.
- Fill out a form below and tell us about your current role and book of business
- We’ll schedule a call to chat if it looks like becoming an IAR is a good fit for you and your clients
- Get on the path today to become an IAR so you can help you clients in new ways and create additional, recurring revenue streams
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Twigg is an affiliate of Interactive Financial Advisors, Inc. (“IFA”), an investment advisor
registered with the Securities and Exchange Commission.
An IAR works with clients and helps them identify and document what they care about, set good financial goals that are consistent with what they value, create understanding of the real financial implications that arise from life choices they make and think through and making decisions that are best for them and then keeping commitments to themselves.
No. As long as you are a lifelong learner you can be successful as an IAR.
No. As long as you are a lifelong learner you can be successful as an IAR.
No. There are no costs to apply. If you are selected to become a Twigg IAR, you will need to take and pass the series 65 exam (and there is a small cost to do that).
Fill out the form on this page and if we’ll get in touch with you to discuss next steps.
No, IARs are independent but part of the Twigg and IFA network.
Not a problem. We do extensive training and onboarding with all of our recruits.