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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. Unlike most 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.Cookie cutter, exit left: Most financial advisors are struggling to find marketing investments to make an impact. Creative strategies for inbound marketing and sales are hard to come by. That’s why we are here.At Vantage Impact, we believe you deserve access to every tool you need to grow and reach your full potential as a financial advisor and earn more for the work you put in. We’ll help you evolve, grow and scale your financial practice through strategic transitions, acquisitions and top-notch digital marketing and communications.Feel free to connect or shoot me an email at boston@vantageimpact.com
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Founder And CeoVantage ImpactExcelsior, Mn, Us
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Founder & CeoVantage Impact Jun 2020 - PresentVantage Impact exists to help financial advisors grow a practice that is profitable, impactful and life-giving. We'll help you evolve, grow and scale your financial practice through strategic transitions, acquisitions, top-notch digital marketing and communications.
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Divisional DirectorAmeriprise Financial Services, Inc. Mar 2017 - May 2020Minneapolis, Mn, Us• Partner with local field leaders to manage the recruiting pipeline for the Mid-West divisions by leveraging team resources and implementing best practices.• Identify and recruit qualified, experienced financial advisors interested in growing their wealth management business.• Assist in the on-boarding process to help ensure a smooth transition for experienced advisors• Communicate the Ameriprise value proposition. • Build and maintain strong partnerships between corporate partners, field leaders and advisors to align with business strategies. • Remain connected to the industry by discovering and providing intel on the competitive landscape. -
Manager - Recruiting & Practice AcquisitionsAmeriprise Financial Services, Inc. Jul 2015 - Mar 2017Minneapolis, Mn, Us
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Financial Advice Sales ConsultantAmeriprise Financial Services, Inc. Sep 2014 - Jul 2015Minneapolis, Mn, Us
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Strategic Solutions ConsultantAmeriprise Financial Services, Inc. Feb 2011 - Sep 2014Minneapolis, Mn, UsOversees business operations for Advisory and Retail Brokerage products. Tasks include retirement planning solutions, enforcement/interpretation of brokerage taxation regulations, clearing operations and trading of stocks, ETFs, mutual funds and options.Responsible for ad hoc financial analysis in Retail client Qualified and Non-Qualified accounts.
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StockbrokerScottrade Dec 2008 - Dec 2010Saint Louis, Mo, UsFacilitates brokerage transactions with regard for client suitability and financial regulatory policy.Conducted branch seminars to attract potential clients to the firm and educate existing ones on the following subjects: Margin; Options; Order Types; Retirement Plans; Qualified Plan transactions; Bonds; Exchange Traded Funds. -
Finance/Economics InternScottrade Dec 2008 - Dec 2010Saint Louis, Mo, UsServiced and maintained client accountsGained market insight from working with direct channel brokerage clients on a robust stock research platform designed to support active traders.Successful completion of Investments and Capital Markets Intern education program
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Financial Analyst InternIbm May 2008 - Dec 2008Armonk, New York, Ny, UsSupported the budgeting, forecasting and variance analysis for U.S. capital equipment sales.Conducted weekly audits of IBM's capital equipment database.Established budget and forecast analytics to regional management.
Boston Cardinal Skills
Boston Cardinal Education Details
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University Of Minnesota - Carlson School Of ManagementAccounting And Finance -
Saint Cloud State UniversityBusiness Economics
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St. Cloud State UniversityBusiness Economics
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Anoka
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Centennial
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Centennial
Frequently Asked Questions about Boston Cardinal
What company does Boston Cardinal work for?
Boston Cardinal works for Vantage Impact
What is Boston Cardinal's role at the current company?
Boston Cardinal's current role is Founder and CEO.
What is Boston Cardinal's email address?
Boston Cardinal's email address is bo****@****mpf.com
What is Boston Cardinal's direct phone number?
Boston Cardinal's direct phone number is +176322*****
What schools did Boston Cardinal attend?
Boston Cardinal attended University Of Minnesota - Carlson School Of Management, Saint Cloud State University, St. Cloud State University, Anoka, Centennial, Centennial.
What are some of Boston Cardinal's interests?
Boston Cardinal has interest in Children, Investing, Banking, Snowboarding, Economic Empowerment, Poverty Alleviation, Human Rights, Hunting, Fishing.
What skills is Boston Cardinal known for?
Boston Cardinal has skills like Investments, Financial Analysis, Mutual Funds, Options, Series 7, Asset Allocation, Data Analysis, Finance, Retirement Planning, Market Research, Equities, Portfolio Management.
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