Key Qualities

OUR IDEAL CANDIDATE IS AN INDIVIDUAL PRODUCER OR PRODUCER GROUP WHO:

IS INNOVATIVE & RESOURCEFUL

…is truly open to a new way of approaching the financial services business.

POSSESSES CORE VALUES

…is looking to go beyond the business of financial services and develop a personal life of purpose. We at Valta hold family as an important part of our lives.

HAS CAREER EXPERIENCE

…has been in the financial services business for five years or longer.

DOES QUALITY WORK

…is able to provide more value for their clients by utilizing a higher-level, more complex deliverables platform.

IS OPEN MINDED

…is open to structuring a turnkey lead-generation process for long-term sustainability.

IS A TEAM PLAYER

…is open to being part of a community that fosters teamwork and mentorship in helping each of its members develop a higher level of service. Engagement is powerful.

Attestations

Dom has been a long-term client committed to truly building a business that serves his life. His goal to become the CEO of his Life has never been more evident than with the creation of Valta Advisor Services. He had a vision to truly bring a transformational program to the financial services industry and that dream is now being realized. His philosophy when it comes to financial planning and investment management is very unique and his willingness to share this information with other advisors is extraordinary.

Jeff

The future of our business is to provide comprehensive financial services to our clients, not simply “wealth management.”

I have been fortunate to know Dominique for the better part of a decade, and have engaged the services of his firm to provide the back-office deliverables using his best-in-class team of subject matter experts in tax, legal, financial planning, and insurance. Working together, I am able to provide my Ideal Clients truly comprehensive financial planning in a flat fee, DOL-compliant manner.

Without the team from Valta, it would simply not be possible to gain the knowledge needed in each of the disciplines in a conflict-free environment.

This is the future of our business, and I’m fortunate to have Valta in my corner to serve both my clients and myself.

Dale

Let us help you build an ideal business to serve your life of purpose.

Let’s have a candid conversation about how to take your financial firm to new heights.