Turning a Financial Professional into a CEO

Valta Advisor Services helps established financial professionals build a better business.

Orchestrate a team of experts to deliver world-class comprehensive advisory services.

Transitioning to a Fee-Based Model

In the current regulatory environment of today’s financial services industry, including the changes proposed by the Department of Labor, a fee-based model is likely to be the most attractive way to build a practice.
This will be strengthened by a values-centric methodology – often appealing to the new advisor, especially one who wants to build recurring revenue.

Achieve a Values-Based Lifestyle by Building a Values-Based Business

We ease the transition from a transaction-based practice to fee-based to keep your business ahead of the curve.

Affiliated Advisors Will Be Able to:

  • Become compliant with incoming DOL regulations by operating a fee-based practice.
  • Have greater flexibility of options to offer clients within a full service environment.
  • Gain financial stability by having a predictable revenue stream.
  • Have the time and ability to think more strategically about business and client issues.
  • Make their firms financial centers of excellence in their ideal clients’ communities.
  • Become a lifelong resource to their ideal clients by helping them to develop and live their purpose-driven lives.