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WHAT I DO: I work with top Financial Advisors and firms to implement systems that build confidence in their business and the capacity for rapid growth.HOW I DO IT: Within the framework of a consultative engagement, I help clients implement 3 Core Systems:1. The Client Contact Map System for optimal client service.2. A Custom Investment Management System to differentiate your practice.3. The Pinger Connection & Influence System™ for business development.WHO ARE MY CLIENTS: Top performing Financial Advisors, teams and firms use my consulting services. This includes RIA’s, Independent Advisors & Wirehouse Advisors. Specialties: Business Development, Portfolio Management, Investment Management, Presentation, Presentation Training, Sales, Sales Training, Marketing, Advise, Advising, Consult, Consulting, Consultant, Coach, Coaching, Train, Trainer, Training, Speaker, Speaking, Keynote, Breakout, Workshop, Seminar Leader, Leader, Leadership, Conference Speaker, Networking, LinkedIn, Facebook, Twitter, Social Media, Social Selling, Social Influence.
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President And OwnerRc Whatley & CompanyAtlanta, Ga, Us
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President & OwnerRc Whatley & Company Dec 2015 - PresentGreater Atlanta AreaRC Whatley & Company consults with top performing financial advisors, teams and firms on de-commoditizing their business and creating distinction in a hyper-competitive marketplace. We help our clients implement custom practice management and investment processes that create capacity and conviction for transformative business development. SPECIALTIES: Practice Management, Portfolio Management Training, Acquisition Evaluation, New Advisor Training, Social Influence Systems
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Vice-PresidentStephens Inc. Aug 2011 - Dec 2015Atlanta, GaIntroduced the Wealth Management Division of an 80 year-old investment bank to the Georgia. Successfully attracted and transitioned some of the markets most respected advisors to the firm. -
PresidentCommunity Bank List May 2010 - Aug 2011Conceived, developed, and launched a web-based service to connect the owners of privately held bank stock with each other for the purpose of buying and selling the stock in the institution. -
Vp Branch ManagerMorgan Stanley Smith Barney Aug 2002 - May 2010Lead a group of offices for the largest wealth management firm, with 70 professionals and over $4 billion in client assets. -
Financial AdvisorMerrill Lynch Jun 1997 - Jul 2002
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Frequently Asked Questions about Vince Caine
What company does Vince Caine work for?
Vince Caine works for Rc Whatley & Company
What is Vince Caine's role at the current company?
Vince Caine's current role is President and Owner.
What is Vince Caine's email address?
Vince Caine's email address is vi****@****ley.com
What is Vince Caine's direct phone number?
Vince Caine's direct phone number is +177032*****
What schools did Vince Caine attend?
Vince Caine attended University Of Georgia - Terry College Of Business.
What are some of Vince Caine's interests?
Vince Caine has interest in Classic Mercedes, Kids, Cooking, Investing, Electronics, Home Improvement, Reading, Gourmet Cooking, Sports, Automobiles.
What skills is Vince Caine known for?
Vince Caine has skills like Series 7, Commercial Lending, Equities, Leadership, Risk Management, Banking, Small Business Lending, Finance, Loans, Management, Investments, Credit.
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