Transition

If there’s a gap between what your clients need, how the market is changing, or what resources are available, we can present you a menu of opportunities to transform your practice. We'll introduce you to new partner-firms or partnerships, and guide you through your next move.

Retain

Strategic communications to help clients and employees understand why you're transitioning to a new partner firm, introducing new products, or integrating new technology. Your stakeholders will stand by you if they have a clear understanding of the value.

Thrive

Fully leverage your new tools to grow. With higher profit margins, better tools and more resources, you’ll run a more sustainable and enjoyable business, drive more value to your clients and protect your legacy.

You deserve access to the right tools and resources

Grow and reach your full potential as a financial advisor, earning more for the work you put in.

For financial advisory practices that Vantage Impact represents in their transition, we include a complimentary Vantage Impact Transition Launch Kit.

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

Branding including development of a team name, logo, color palette, and branding guidelines

Messaging framework to clarify brand voice and establish compelling messaging

Transition communications to drive awareness to your move, engage and retain your top talent and existing book of business

6-month marketing strategy roadmap to avoid the "random acts of marketing" trap

Starter website to establish credibility and drive more awareness to your business

App-based project plan to gather information and stay organized

Transition

What does a successful transition look like?

You deserve access to the right tools and resources

Is it time to explore a change?

Have questions? Send us a note.