We help financial advisors or teams 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
How We Help:
•Strategic transition support: 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.
•Introductions to right-fit partner-firms that can take your career to the next level
•Strategic communications roadmap to drive awareness of your move and retain your existing book of business
All at no cost to you, your team, or your firm.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Minneapolis, Minnesota, Us
- Industry
- Business Consulting And Services
- NAICS
-
Management, Scientific, and Technical Consulting ServicesManagement Consulting ServicesOther Scientific and Technical Consulting ServicesOther Management Consulting Services
- Website
- http://vantageimpact.com
- Keywords
- Digital Marketing, Strategic Communications, Transition Consulting, Change Management, Change Communications, Mergers & Acquisitions, Social Media, Inbound Marketing, Inbound Sales, Growth Consulting, Financial Advisor Marketing, Financial Advisor Sales Training, Outsourced CMO.
- HQ
- Minneapolis, Minnesota
Vantage Impact Questions
Vantage Impact's website is http://vantageimpact.com
Vantage Impact's LinkedIn profile is https://www.linkedin.com/company/vantage-impact
Vantage Impact has
5 employees.
View email and phone details for 5
employees at Vantage Impact.
Vantage Impact's industry is
Business Consulting and Services
Vantage Impact's top competitors are
Heritage Wealth Advisors,
Independent Advisor Alliance,
Northern Re,
Wealth Management Group, Inc.,
Principal Financial Network Of Kansas,
Craft Impact: A Growth & Communications Agency,
B2b2c Marketers Collective,
Candlewood Partners, Llc,
Apollo Health Insurance,
Stirlingshire.
Vantage Impact's categories are Business Consulting and Services
Vantage Impact's founding year is 2020
