Iyana Harris
Helping Advisors Find the Right TAMP Friendly BD
Specialty:
-
Independent Financial Advisors and RIAs
Successfully Partnered:
-
200+ Transitions
Location:
-
Nationwide
Experience:
-
Co-Founder of Catalyst
-
Former VP of Business Development for one of the Largest Independent Broker Dealers
Focus:
-
TAMP-friendly BD Matchmaking
-
Accelerating Growth Strategy
-
Seamless Transitions
Are You...
-
An advisor already using a TAMP—or thinking about it?
-
Feeling stuck in a legacy BD that doesn’t support your model?
-
Looking for more autonomy without sacrificing support?
-
Wondering if there's a better fit out there, but not sure where to start?
My Approach
Recognizing the pivotal role that TAMPs play in modern advisory practices, I specialize in connecting advisors with broker-dealers that not only understand but actively support TAMP-based models. Too often, advisors are pushed toward legacy platforms that don’t align with how they want to work.
My role is to understand your values, growth goals, and how you serve clients—then connect you with BD partners who match your vision. Whether you’re exploring a transition, scaling your practice, or planning for the next generation, I’ll be there with honest guidance and real insight at every step.
When it’s time to take the next step, I’ll be your connector, strategist, and advocate—helping you navigate the process with confidence and clarity.