Vantage Impact provides expert transition consulting services to financial advisors seeking a change in their careers. Their team helps navigate the process of launching an independent Registered Investment Advisor (RIA) or transitioning to a new broker-dealer, ensuring a smooth transition with minimal disruption to clients. By providing a detailed playbook, legal referrals, communications support, and consultation throughout the process, Vantage Impact empowers advisors to take control of their business and future. Their services also include finding the right-fit firm for advisors and clients, negotiating terms, and ensuring a seamless integration. With decades of experience in helping 1,500+ financial advisors transition their practices, Vantage Impact understands the complexities involved and provides tailored support to achieve success.
Vantage Impact worked with
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20400 Western Road, Excelsior Springs, MN, 55331 | 🇺🇸 United States | Get directions |