enhances established financial professionals' businesses with best-practice techniques and proven professional advice. We’ll help your company become the best version of itself though implementing values-based methodology and work-life balance practices. Have the Valta team help transform your business.
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.
We ease the transition from a transaction-based practice to fee-based to keep your business ahead of the curve.