Change firms or launch an RIA with our team of transition consultants
Deciding whether to leave your current firm and finding the right new partner-firm is complicated.
It might be time to start learning about other opportunities at Broker Dealers or RIAs that better support your business.
All at no cost to you. Again, it costs you nothing, because we are paid by the firm you join.
“When I found Vantage Impact, I realized that I really didn't know that much about other opportunities across the industry. Their team put a process in place for me to help me find the next move in my career. Crazy enough, I didn't have to pay anything out of pocket for their support."
-Former Edward Jones Advisor
It can be easy to find yourself in the “Transition Trap.” You’ve built a strong, successful book of business over the years, but you feel frustrated with your current firm. You’re thinking about leaving, but you can’t find the time, don’t know what you should be asking, and can’t keep it all organized.
After helping 1,500+ financial advisors leave their firms and transition their practice over the years, we understand the complexities around this decision and the importance of getting it right. We provide advisors with tools to learn about other firms in a systematic way.
Are you feeling frustrated about your current situation, overwhelmed by all the variables, or simply curious about what else is out there?
We start by defining the challenges and vision for your practice. Then we confidentially connect you with other firms in the industry and work with you to review your best options.
