Financial advisor Ryan Weise has been serving individuals and families for over two decades – helping many of them create customized income plans based on their current and desired financial positions.
He had been affiliated with a broker-deal for over 11 years when he decided to evaluate other firms. His goal was to transition to a firm that provided the best platform for him to serve his clients, while also being an excellent fit for him personally.
Ryan is a firm believer that a core part of the service that an advisor can provide to their clients is hinged upon making sure that they are affiliated with the right firm, and set up underneath the right type of model to best support them.
“The old adage occurred to me… about climbing a ladder of success only to realize that it’s been leaning against the wrong wall,” says Ryan. “It was important that I find the best fit for me, knowing that I am representing my clients first and foremost.”
Ryan was looking for what he calls “a unicorn” – an ideal firm that meets all of his criteria while providing the ability to offer the very best in service to his clients.
“That’s where Boston Cardinal and the financial advisor consulting firm, Vantage Impact, came in,” says Ryan, “they know what’s out there in terms of advisory firms. They know what exists, and they’re going to find it. I was able to openly and honestly say to Boston, ‘This is what I’m looking for.’”
Ryan recalls that Vantage Impact took what could be a very overwhelming process, streamlining and tailoring it completely to him. “Vantage took into consideration the needs of my clients and what I was seeking to accomplish,” said Ryan, “and quickly whittled down my options to a handful that made sense to meet with. Vantage Impact worked behind the scenes to get important answers to my top questions before my initial meetings so I could privately explore different firms.”
From there, Vantage Impact coordinated the setup of appointments with potential firms, after which Ryan provided the feedback needed to take the next steps.
One of the biggest things for Ryan was being able to be completely transparent throughout the process. “It never felt like a sales pitch, he says, “I was able to focus entirely on finding a firm where I would be most comfortable. Vantage put me in the driver's seat, supporting my efforts so that I could be me. I never felt like I had to sell myself to a particular firm, rather we had two-sided conversations that allowed me to find the best fit.”
When Ryan met with Centura Advisors, he was first introduced to Tommy Besselman, the firm’s principal. After their discussion, it became clear to Ryan that Centura Advisors was where he saw himself in the next phase of his career.
Vantage Impact worked through the complexities associated with making the transition go smoothly for clients and negotiated with Centura Advisors on Ryan’s behalf, securing an attractive opportunity that Ryan accepted.