IMA can enhance the growth of an advisor's practice by providing client cross-referral opportunities with their 40,000 insurance clients, help advisors to serve those clients better through a growing range of products, services, and expert resources, and allow them to spend more time with clients by taking on the burden of compliance, HR, and administration.

IMA employs a full-time CFP dedicated exclusively to financial planning, without managing a client book of his own. With extensive experience in MoneyGuidePro Elite, Wealth Studios, and Holistiplan, he provides comprehensive support to both advisors and clients. His role includes behind-the-scenes coaching and consultation for advisors, as well as leading fully interactive planning sessions with clients, offering tailored guidance and expertise as needed.

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IMA significantly enhances a partner's operational capacity by providing robust support across compliance, operations, and technology. The firm has a full-time Chief Compliance Officer (CCO) with experience both within RIAs and at the SEC, ensuring all compliance responsibilities are met, with additional backing from third-party technology and resources. The Operations & Technology team includes a senior leader with 16 years of experience at a major wirehouse, supported by two full-time staff members, the entire IMA Financial Group corporate IT department, and a third-party systems integrator specializing in the Envestnet platform. This comprehensive support ensures that partners never have to struggle with technology issues. Additionally, IMA offers seamless access to a wide array of services, including investment management, lending, and trust services, all through the Envestnet platform.

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IMA provides advisors with an expanded suite of products and services, allowing them to offer a personalized combination of solutions tailored to their clients' needs. These offerings include both basic and advanced investment management options, life, disability, and long-term care insurance, personal lines property and casualty insurance, estate planning, and tax advice.

IMA supports advisors in driving organic growth through a combination of internal and external marketing resources. The firm generates a consistent stream of relevant content on topics of interest that advisors can choose to share with clients through the channels they find most impactful, such as direct email or social media. In addition to keeping IMA top of mind with both current and prospective clients, the marketing team also works closely with individual advisors to create customized content and tailored programs that help them engage existing clients and attract new prospects. This approach empowers advisors to build stronger client relationships and grow their business organically.

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IMA offers comprehensive practice management support to help new advisors build and streamline their operations. The firm assists partners in defining staff roles and responsibilities within their local offices to ensure clarity and efficiency. Additionally, they provide guidance on employee reviews and performance management to help advisors foster a productive work environment. IMA also recommends workweek structure models to optimize team workflows, ensuring that each team member's tasks are clearly defined on a daily basis. Beyond day-to-day operations, IMA helps advisors identify and implement strategic growth initiatives, while supporting them in managing their offices toward specific key performance indicators (KPIs). This holistic approach allows new advisors to focus on growth while ensuring their practice runs smoothly and efficiently.

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