Benefits of ICA Affiliation
Join Investment Centers of America, Inc. (ICA) and you'll enjoy a wealth of resources including:
Marketing Support
Are you feeling frustrated with your current lack of marketing support? ICA offers just what you need! ICA houses a dedicated team to assist you with each stage of your career. From placing outgoing calls to providing dedicated support, ICA's Marketing Consultants are committed to helping you build your business. At ICA you can expect to see:
- An abundance of preapproved marketing materials
- Creation, personalization and customization of all marketing pieces
- Website templates
- Monthly newsletters
And so much more!
Wealth Management Support
ICA's Wealth Management Support is a specialized team designed to support you as a financial planner. We offer training and consultation of:
- Life planning
- Income distribution planning
- Investment management
- Risk management
- Wealth transfer planning
ICA's Wealth Management Team can assist you with relaying the message to your clients and prospects so you are not alone. To learn more about this specialized service, contact us today at 800-544-7113!
Practice Management
ICA's practice management platform, AdvisorPath, is designed to assist you with building the best practice to realize your personal and professional goals, increase revenues and productivity, reduce costs and improve the quality of your life. AdvisorPath was designed in five modules to help you assess, plan, grow, manage, and protect your practice.
Transition Support
You can expect our Transition Team to work closely with you every step of the way to manage the myriad of details associated with transitioning your book to ICA. Our proven expertise in every area of the process will help ensure that you enjoy a seamless transition with the least possible adverse impact on your business during the move.
ICA's Transition Team of skilled and dedicated specialists will make sure you and your staff are fully trained and confident on how to go about doing your business, we want to get you comfortable with the ICA culture as soon as possible. We understand you know how to do your business but just need to know how to do your business with ICA.
Peer Support
With ICA's team of investment professionals, help is only a phone call away. We stress our family culture and it shows! ICA's top representatives are always willing and able to take a call from you when you need it. Whether it is talking about current market environments or a sales idea you would like to know more about, they are there. Ask any of our ICA family, our peer support is greater than any other in the industry and is what makes ICA the best firm in this every growing industry to join!