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Today, I'm thrilled to introduce Topaz Morrison, Chief Growth and Chief Operations Officer at Independent Advisor Alliance, a leading hybrid firm strategically focused on empowering financial advisors to succeed as independent business owners by providing services that align with each advisor's unique needs and challenges.

Since joining IAA in August 2023, Topaz has been at the forefront of shaping growth strategies, overseeing sales and consulting teams, and driving advisor adoption of innovative programs and services. I first sat down with Topaz in 2023 at the annual Schwab IMPACT Conference and included some highlights of our first conversation on this podcast.

With an impressive career spanning leadership roles at Northwestern Mutual, LPL Financial, Allianz Life, and Ameriprise Financial, Topaz brings a wealth of experience and vision to the table. He's a proud graduate of Augsburg University with a BA in Business Managerial Economics and holds an MBA from the University of Minnesota's Carlson School of Management.

But that’s just the beginning.

In today's episode, we dive into Topaz’s fresh perspective as Chief Operations Officer at IAA, exploring how he’s building on the strong foundation laid by founder and CEO Robert Russo. Despite joining the team recently in 2023, Topaz has quickly embraced IAA’s mission and vision, contributing to its impressive growth trajectory—from just 7 advisors a decade ago to nearly 240 by the end of 2024. Together with Robert and team, he’s driving the firm’s commitment to the "supported independence model," empowering advisors to focus on their strengths while planning for their futures.

Get ready for an energizing conversation with a rising leader and visionary thinker—right here, In The Suite.

🔗 Links

Topaz Morrison on LinkedIn
Independent Advisor Alliance Website
Schwab IMPACT
Future Proof Festival
MarketCounsel Summit
Newsweek America’s Top Financial Advisory Firms 2025
Robert Russo on Advisor Advocates Podcast

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📧 Want to get in touch? Email me at tina@growintentionally.com

EP 92 From Then to Now: The Power of Vision and Independence with Topaz Morrison, Chief Operations Officer at Independent Advisor Alliance

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