Extensive Practice Acquisition Experience
With over 25 years of wealth management expertise we bring seasoned guidance to every client. Our team has successfully acquired multiple practices, honing a seamless process tailored to meet the needs of retiring advisors and their clients.
Ease of Transition
Voyager ensures a seamless transition with a proven, client-focused communication strategy tailored to your unique style. It begins with an introductory letter subtly announcing the transition, followed by carefully planned touchpoints to keep clients informed and reassured throughout the process.
For advisors joining from an outside firm, we provide both internal and external support to facilitate the efficient transfer of your book of business to Raymond James/Voyager, ensuring minimal disruption and maximum continuity for your clients.
Marketing Strategy
Elevate your practice with a tailored touch point strategy and a dedicated team to help you execute it. We start by learning about your business, clients, and market to create a custom touch point plan designed to drive client acquisition, retention, and AUM growth, helping you achieve your goals.
Our comprehensive approach includes:
- A professionally designed website with updated content and SEO
- Engaging, targeted newsletters and communications
- Client educational webinars and events
- Strategic social media campaigns
- Opportunities to be a part of our professionally produced and optimized podcast and YouTube channel
You’ll also benefit from monthly planning sessions with our Chief Marketing Officer to refine your local marketing strategy and ensure you have the support needed to bring your vision to life.
An Extensive Relationship Network
At Voyager, we’ve cultivated a broad network of trusted professionals, including CPAs, attorneys, and industry leaders. These relationships deepen our expertise and enable us to deliver comprehensive, tailored solutions that benefit our clients.
Our internal team of specialists further enhances this network by providing in-depth expertise in areas such as complex estate planning, stock options, and retirement income strategies, ensuring that every client’s needs are met with precision and care.
Retention of Employees and Office Space
At Voyager, our goal is to retain both your existing office space and key employees, recognizing that these elements are crucial for long-term client retention and satisfaction. Maintaining continuity in your office environment and team ensures a seamless experience for clients while supporting your practice’s ongoing success.
Operational Excellence & Client Service Model
With decades of hands-on experience, our team excels in managing and transitioning wealth advisory practices. We understand the complexities involved and offer streamlined operations to ensure a seamless process for both advisors and their clients.
Our comprehensive approach includes a segmented customer service model, where clients are organized based on specific communication needs and trigger points to provide a personalized experience. By leveraging Voyager’s size, in-house specialists, and strategic marketing, we enhance the overall client experience and ensure operational proficiency, creating a smooth transition and fostering long-term relationships.
