Professional growth and leadership development for financial advisors
(704) 357-0088
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Valta Inc. Advisors
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Home
About
Benefits
Key Qualities
Workshops
Contact Us
Blog
BrokerCheck
Contact Form
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How would you like to be contacted?
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What is the one thing you read about our program that most impacted or resonated with you?
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Why did you become an advisor?
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How many years have you been in the financial services business?
Under 5 Years
5 - 10 Years
11 - 20 Years
Over 20 Years
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How many hours do you work per week?
Under 30 Hours
30 - 40 Hours
40 - 60 Hours
Over 60 Hours
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How many vacation days did you have last year?
What are vacation days?
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7 - 14 days
14 - 21 days
Over 21 days
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Are your personal goals clear to you?
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Do you have a clear picture of how you want your business to serve your life?
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Do you feel that your business is currently structured in a way that enables you to lead a balanced life?
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No
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What are your current AUM?
Under $25M
$25M - $50M
$50M - $100M
Over $100M
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What do you want your AUM to be three years from now?
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Our Location
Contact Details
(704) 357-0088
(704) 357-1211
(877) 432-6080
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Address:
2810 Coliseum Centre Drive
Suite# 110
Charlotte, NC 28217
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.
