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Our Purpose

Vantage Impact exists to guide financial advisors through big changes for their practice.

Once we help advisors find the right firm to affiliate with, we provide them with access to our marketing and communications team so they can grow a practice that’s profitable, impactful and life giving.

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We exist to help you.

Get objective, honest advice.

Financial advisors don’t have a good, unbiased source of truth to learn about their current situation and what else is available at other firms. Unlike most advisor recruiting firms, we’re here to represent YOU.

The stakes are high.

We know it’s scary to shake something that you’ve built from the ground up. We'll help protect & build your personal brand loyalty. You don’t know what you don’t know about changing firms, which is why we’re here to help.

Cookie cutter, exit left.

If you’re talking with another recruiter, chances are they’ll try setting up a meeting for you to talk with a new firm before ever getting to know you. Since we work as a consultant for our advisors, we can start working with you at any point in the process, whether you’ve already been in conversation with other Broker Dealers and RIAs or just starting to feel frustrated at your current firm. We tailor our process around your specific needs.

Trustworthy

We know that moving firms or transitioning your practice can be risky as a financial advisor. One wrong move could undermine any decision you planned to make. That’s why we go through extraordinary lengths to protect your information, giving you control over when your decision becomes public.

Knowledgeable

We provide useful information for you to grow and evolve your practice. We’re not affiliated with any single financial advisory firm so that we can represent the best firms, options and opportunities for you. We care about you first, and through our established network, we can find you the best resources that set you up for the most success possible.

Invested

We’re in it for the long-haul and want to fuel your success with a quality over quantity mentality. We will stay engaged with you, so you can keep your internal and external stakeholders engaged throughout any changes. We’ll stick around after a transition to make sure that you’re happy and thriving. If you ever need us, we’re here.

Our Values

Leadership Team: 100% Fabulous!

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Boston Cardinal
CEO
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  • The MacGyver of Transitions and Acquisitions
  • Top Chef Deephaven
  • A pretty good dad
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Boston Cardinal
CEO
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In his former position leading a segment of the recruiting and acquisitions group at Ameriprise Financial, Boston observed more than 1,500 transitions and complex deals. During this time, he was able to learn the necessary steps to ensure successful transitions and perhaps more importantly, avoid the potential pitfalls. He also learned that financial advisors and practices range in their needs and desires, and may find success in different avenues or partnering with different broker dealers. A process-driven guy, Boston has a hyper organized approach to tackling transitions to ensure important items don’t fall through the cracks. Well versed in the broker dealer industry, he can interpret the legal jargon, provide an expert opinion on differences between firms, and guide people to thoughtfully evaluate their options based on their unique goals.

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Traci Beach
VP Communications
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  • The Customer Experience & Change Champion
  • Hiker, mover and shaker
  • Eats chips and salsa for breakfast
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Traci Beach
VP Communications
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A Bloomberg News journalist turned marketer, Traci is an expert at devising strategies that directly impact a client’s bottom line through engaging communications. She’s also a firm believer in the power of a story, and believes every person and business has a story to share- the key is understanding your audience and what’s at stake for them. Traci helps companies tap into the power of creative storytelling in multiple formats to boost motivation, operational excellence and retention of both employees and customers. Traci also leads a change communications firm, focused on acquisitions, reorganizations and changes in tools or systems.

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Stephen Beach
VP Sales & Marketing
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  • The Growth Hacker. All about the inbound
  • Golf, cold brew, bourbon (in that order)
  • Big fan of goofy t-shirts and craft brewery trucker hats
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Stephen Beach
VP Sales & Marketing
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Stephen is a sales rep turned inbound marketer, giving him a unique perspective on marketing-sales alignment and how marketing can best support a company’s sales efforts. Stephen also leads a marketing firm that is a certified HubSpot Partner Agency helping clients set up and optimize HubSpot’s tools to market better and sell more effectively and efficiently. His unique modernized approach to marketing and sales is a game changer for the financial services industry, helping advisory practices move beyond cookie cutter content and hand shaking at events, to be more digital and automated without losing personal touch.

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A positive impact starts with a better vantage point.

Develop a strategy for evaluating new firms.
Consult with us to better understand your options.
Have more freedom and control over your business.
Be paid fairly for the work you perform.
Earn more clients, and grow your business in scope and scale.
Let’s Explore Your Next Steps

Have questions? Send us a note.
© Vantage Impact
Minneapolis, MN + Tampa, FL
763-228-1385