Delegate and Grow
"The biggest reason Advisors experience flat growth is because they are handcuffed by their firm's business model. Advisors are asked to wear too many hats. We have a proven solution for growth."
We are built for growth. How about you? By focusing your time and effort under our model your clients benefit because they get more of your time; and your practice benefits because you can delegate the non-service tasks to a team of specialists.
We understand that you want to grow your business; we simply want to accelerate the process. Further, we recognize that the most important factor in growing your practice is your ability to interact with, service and advise your clients. Our model allows you to focus on those very strengths while we take care of the rest.
At Vestor Capital you act as the voice and face of the firm while we work diligently behind the scenes seeking to constantly improve upon the broad business model and each of the component parts for the benefit of you and your clients.
Marketing
Vestor Capital will provide warm lead flow and accompanying sales training for qualified advisors. A targeted marketing plan will be initiated upon the transfer of your licenses. For all who qualify, training is intensive, mandatory and a lot of fun.
Administration
An experienced and highly capable Client Service Associate (CSA) is assigned to each advisor to handle calls, communications, client requests and appointments.
Investments and Research: 'Solutions Architecture'
While many extol the benefits of an open architecture platform, we go one step further. We are advocates of a 'Solutions Architecture' approach. Our Invesment Committee works diligently on your behalf to identify, track and incorporate the best managers among the thousands that are available thus providing you and your clients' peace of mind in your investment portfolios.
Assuming a fiduciary role is a great responsibility and it is incumbent upon us, and you, as investment advisor representatives to be consistent and deliberate in applying our best practices in our investment solutions.
Standardized Client Service Model
You will benefit from a sixteen point of contact service model that consistently produces 95%+ annualized client retention even through the recent market volatility. Best of all, we drive the process for you. Our process works.