A message from our President
As you begin your journey through our Firm’s Advisor Engagement process, we will be focused on you; helping to build your vision of success. Not ours; yours. For our Vision of success is accomplished only when we have helped you achieve yours.
What IS your Vision of success?
At VantagePointe, we believe we can help you achieve your next level of success. Why not find out?
First, of course, you need to determine if we suit. We already believe it will be a good fit.
Our core philosophy, in which I take a great deal of pride, is this:
“The Associate is the Client.”
Consider how you treat your clients. That is how we treat Associates. That is how we will treat you.
Further, consider how you ask questions so that you can better understand your client’s hopes, dreams, fears, goals, and preferences as you work towards assisting your client in achieving them.
We are going to follow the same process with, and for you, as it applies specifically to your vision of success.
Allow me to provide you an idea of some of those questions.
- For our relationship to be a success, what needs to be accomplished in the next 36 months?
- What three things would you like to change about your relationship with your current firm?
- Are you living your dream? If you aren’t, why aren’t you?
- What does perfection look like?
- What three things would you like more time to do today?
At VantagePointe, it’s not the typical offering of compliance oversight and products … it’s about tailoring to your vision … to suit your needs and accomplishing your dreams and goals.
Is that worth a conversation?
Please enjoy the journey through your engagement process. We know you will find it interesting and enjoyable because it will be focused on you.
Today you are our prospect; tomorrow you will be our client. In both circumstances you will be treated with the same warmth and caring you provide your clients.
We look forward to meeting and serving you.
