RIAs, Financial Institutions, & CPA Firms
RIAs, Financial Institutions, & CPA Firms
Vanbridge’s extensive knowledge of the advisory space has given us a unique perspective. Our firm is uniquely focused on the financial advisory, RIA and planning markets. It is our core business.
We get it. The number one reason advisors fail to identify and execute risk management strategies for their clients is the lack of faith and trust advisors have in insurance brokers. In our experience, advisors would rather do nothing, or the bare minimum, than risk a client relationship over something an insurance wholesaler or broker asks them to do.
Having a broker with experience not only in the technical nuances of their profession but also who has navigated through market cycles and thinks beyond traditional solutions is essential. It is also paramount to have an experienced team of seasoned professionals who have dealt almost specifically with advisors like you throughout those market cycles.
Vanbridge and its historical businesses have been consulting within the planning and investment space for several decades. As a firm with roots in investment and planning services, we maintain a foundation in compliance, independence, and high standards. From our firm principals to our business development consultants, our team is focused on the financial advisory space. Their backgrounds and continued training in financial analysis and fiduciary principles ensure they speak the language of the advisor and their clients. The infrastructure, tools, services, and strategies that are in place at Vanbridge were specifically developed to support our advisory firm clients. This allows us to offer a partnership that feels similar to investment advisory but is focused on insurance.
Over time, our business development consultants are typically leveraged by advisors to provide direct-to-client consultation. Additionally, our internal consultants can be accessed directly for their expertise with respect to case design, product modeling, benchmarking and underwriting niches. Many of our consultants work directly with clients as the primary advisors for these solutions at the request of our financial services clients. This experience is unique given they are trusted to stay in front of the RIA’s clients, consistently and actively. These consultants will keep in constant contact with the advisor, confirming they have all the necessary information to stay up to date and meet client needs ahead of expectations.
Given our experience working with other advisory firms, we have created several purpose-built solutions for integration. Since each advisory firm has its own technology platform and preferences, we can work with any paradigm desired by the business to create a fit-for-purpose solution.