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Our Work Samples

Check out examples of our work with financial advisors. Review transition communications, announcements, marketing, and sales materials. 

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Who We Help:

Individual financial advisors or teams turn to us when they’re...

  • Feeling their firm is no longer making decisions based on the best interest of their clients and practice
  • Overwhelmed by the variables and options in their search for a new firm 
  • Curious about whether there is a better overall compensation package at other firms
  • Left scrambling to find a new firm after an unexpected decision was made (branch closure, acquisition, etc.) 
  • Planning significant changes to their practice and need a team of industry experts to support the process 
  • Struggling to find the time and right way to discern which firms are best suited for them to affiliate with

Firm Opportunities

Join MN RIA, Salary + New Asset Bonus (Retain Equity In Your Existing Practice)

Independent RIA is seeking experienced financial advisor to join the practice and collaborate with members across the team.

Remote Opportunity – Join Independent RIA, Salary + New Asset Bonus (Retain Equity In Your Existing Practice)

Independent RIA is seeking a like-minded, experienced financial advisor to move their clients and provide logistical support for firm's core clients.

Remote Opportunity - Move Existing Book of Business + Grow with Assigned Clients

Independent firm is seeking a competent, experienced financial advisor to move their clients and take on a portion of the firm’s existing client base.

View All Firm Opportunities

How We Help

Strategic transition support paired with free transition communication packages

We have a proven framework to ensure you evaluate your best options, ask the right questions, and negotiate to set your practice up for success.

1
Evaluate your position
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We’ll ask the hard questions, learn what matters most to you and put you in the driver seat - so you can get answers to important questions and minimize disruption to your business.
2
Know your options
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We’ll help you navigate next steps, including evaluation, negotiation, planning, and execution, minimizing unnecessary stress and headaches.
3
Ensure your success
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Most recruiters hand you off and run. We're here to help with the follow through - marketing, communications and change management.

The Vantage Impact (VI) Process

Financial advisor individuals and teams:

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  1. Share the challenges and vision for your practice. We’re good listeners.
  2. Conduct due diligence using our list of 150+ questions. Know what to ask, stay organized in your search, avoid feeling overwhelmed, and conduct your search more efficiently.
  3. Leverage our relationships at different firms in the industry and connect with them to determine if a move could be mutually beneficial.
  4. If you decide to move to a new firm, get an unbiased, objective review of your offer(s) and use our consultants during the negotiation process. Our top concern is getting you the best offer and highest value possible.
  5. Follow our marketing strategies to improve your personal brand, expand your network, and engage clients. We provide customized marketing plans for financial advisor teams, including a new website, branding and messaging, and a visual logo system.
  6. Drive awareness of your move and retain a larger portion of your existing book of business with our strategic communications roadmap.
  7. Establish your new firm’s credibility and help make the value proposition to current and prospective clients. Work with us to craft an announcement on behalf of your firm, using the right messaging.

You deserve a personalized financial advisor transition package

We’re different from other recruiters who just set up a phone call and do not take the time to get to know you. Your success and your clients’ success is our top priority. For financial advisors and teams that Vantage Impact represents in their transition, we include a complimentary Vantage Impact Transition Launch Kit.

At no cost to you, your team, or your firm, this Kit includes:

Individual Advisor Transition Launch Kit

  • Introductions to right-fit partner-firms that can take your career to the next level
  • Personal brand development including a pre-transition LinkedIn campaign to build connections and boost personal brand awareness
  • Strategic communications roadmap to drive awareness of your move and retain your existing book of business
  • Announcement communications on behalf of your firm to establish credibility for your new firm and help make their value proposition to current and prospective clients
  • App-based project plan to gather information and stay organized

Advisor Teams Transition Launch Kit

  • Introductions to right-fit partner-firms that can take your career to the next level
  • Personal brand development for each advisor on your team including a pre-transition LinkedIn campaign to build connections and boost personal brand awareness
  • Strategic communications roadmap to drive awareness of your move and retain your existing book of business
  • StoryBrand messaging workshops to help your team develop compelling and clear messaging for your current and prospective clients 
  • Customized visual system and marketing package including branding, logo, colors, typography, and a starter website
  • Announcement communications on behalf of your firm to establish credibility for your new firm and help make their value proposition to current and prospective clients
  • App-based project plan to gather information and stay organized

Individual Advisor Transition Launch Kit

Advisor Teams Transition Launch Kit

  • Introductions to right-fit partner-firms that can take your career to the next level
  • Personal brand development including a pre-transition LinkedIn campaign to build connections and boost personal brand awareness
  • Strategic communications roadmap to drive awareness of your move and retain your existing book of business
  • Announcement communications on behalf of your firm to establish credibility for your new firm and help make their value proposition to current and prospective clients
  • App-based project plan to gather information and stay organized
  • Introductions to right-fit partner-firms that can take your career to the next level
  • Personal brand development for each advisor on your team including a pre-transition LinkedIn campaign to build connections and boost personal brand awareness
  • Strategic communications roadmap to drive awareness of your move and retain your existing book of business
  • StoryBrand messaging workshops to help your team develop compelling and clear messaging for your current and prospective clients 
  • Customized visual system and marketing package including branding, logo, colors, typography, and a starter website
  • Announcement communications on behalf of your firm to establish credibility for your new firm and help make their value proposition to current and prospective clients
  • App-based project plan to gather information and stay organized

Our promise to you

Confidentiality
We know that transitioning is 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, allowing you to be the one in control of when the decision becomes public.
Unbiased Judgement
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.
Active Engagement
When it comes to helping advisors move firms, we are focused on quality, not quantity. We aren’t interested in simply referring you to another firm and walking away. We create the communications and the roadmap to ensure you transition with success. Ever need us? We’re here for you.

Is it time to explore a change?

Advisors who work with us benefit by:

  • Identifying key characteristics and qualities desired in their next firm
  • Developing important firm interview questions so they have a clear process for making an informed decision about next steps
  • Getting a second opinion from an expert with experience helping hundreds of advisors move firms and sell practices
  • Receiving access to a network of other advisors and team of marketing experts to make your transition as smooth as possible

It never hurts to hear what else is out there. Schedule a confidential 30-min phone call today.

Let's Start the Conversation Now

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