Transition Your Practice
with Confidence

It’s never too early to plan for your practice’s future, even if it’s still generating revenue. Many advisors underestimate how long a smooth transition takes, and without new clients, your practice’s value may decline. If you plan to step down within 2-3 years, start now to maximize your business’s value and ensure a seamless transition. An early succession plan reassures clients about their financial future and maintains their trust, especially if they’re already curious about your retirement plans.

Our team at Voyager has over 100 years of experience managing a diverse client base, including high-net-worth individuals and families. Our previous clients have similar profiles to those in your book, and we are well-versed in addressing their unique financial needs and simplifying complex situations.

Voyager’s investment philosophy centers around a long-term, goals-based approach, tailored to each client’s specific objectives and risk tolerance. We believe in building strong, trust-based relationships through open communication and regular check-ins.

We plan to prioritize communication during the transition, introducing our lead advisors to your clients and assuring them that their financial goals will remain the focus. We will also schedule one-on-one meetings to understand their needs better and reassure them of our commitment to their success.

Voyager employs a range of targeted marketing strategies to drive growth and expand our client base. These include:

• Crafting targeted monthly newsletters to keep clients informed and connected.
• Hosting educational webinars and creating video content tailored for the next generation.
• Organizing client appreciation events to foster loyalty and referrals.
• Leveraging social media platforms to expand our reach and attract new clients.
• Partnering in community events and sponsorships to build visibility and trust.
• Conducting educational seminars to showcase expertise and encourage engagement.
• Producing a podcast and YouTube channel geared towards topics suited for high-net worth clients.

These strategies work together to strengthen client relationships, generate referrals, and position Voyager as a trusted resource for financial guidance.

Voyager takes a personalized approach to integrating client relationships, ensuring that we understand their history and preferences. We plan to maintain continuity by honoring existing agreements and communicating transparently about any changes.

We prioritize regular communication through various channels, including phone calls, emails, and in-person meetings with our lead advisors. We believe in keeping clients informed about market trends and their portfolios, ensuring they feel involved and valued.

We prioritize regular communication through various channels, including phone calls, emails, and in-person meetings with our lead advisors. We believe in keeping clients informed about market trends and their portfolios, ensuring they feel involved and valued.

Whenever possible, we strive to retain key employees and assume existing office leases to maintain continuity and minimize disruptions. We believe that preserving familiar faces and locations creates a smoother transition for both clients and staff, fostering trust and stability during the changeover process

Voyager is focused on expanding into states along the West Coast, with particular interest in Utah, California, Nevada, Idaho, and Wyoming. We are drawn to areas where we can build strong local connections and provide exceptional service to clients.

Absolutely. We have extensive experience working with advisors transitioning from different broker-dealers and custodians. Our team ensures that the process is handled efficiently and effectively, with minimal disruption to you and your clients.

The optimal timeline for a complete transition is about two years. This allows ample time to implement a structured handover, ensuring a seamless experience for clients while setting your successor up for success.

No, we are not funded by private equity. We are committed to maintaining our independence and avoiding private equity funding for as long as possible to preserve our client-first philosophy and operational integrity.

This is one of the primary reasons advisors reach out to us. Yes, we can help. We offer solutions that allow you to transition ownership while ensuring that your NextGen advisors are supported and equipped to continue serving your clients.

We segment clients to ensure tailored service and provide a robust model designed around their needs. Each client is introduced to a dedicated team, including a lead financial advisor and an associate financial advisor, supported by additional resources to deliver a consistent and high-quality experience.

You can explore our comprehensive investment philosophies on the Voyager website by following this link (What We Believe). We’re committed to providing clear and consistent strategies aligned with our clients’ long-term goals.