Secure Your Legacy
Ensure Your Future is Bright
Vicus Capital offers a highly skilled network of advisors, so you can find like-minded advisors to ensure your succession plan and a smooth transition for your clients. Time can fly while building strong and fruitful relationships with your clients, and it is difficult to find time to navigate the finer details of a succession plan. Vicus Capital has proven experience in assisting advisors find the next chapter of their story with a focus on minimizing confusion and inconvenience for your clients.
Customized Support Structure
Your business is unique, which means your support will be too
Advisor Engagement
The Advisor Engagement team can help you strategize how to efficiently map your accounts to your successor with minimal impact on your clients. In conjuncture with the Marketing team, they will assist with best practices for communicating with your clients about the transfer.
Advisor Engagement
The Advisor Engagement team can help you strategize how to efficiently map your accounts to your successor with minimal impact on your clients. In conjuncture with the Marketing team, they will assist with best practices for communicating with your clients about the transfer.
Business Development
Our Business Development team will guide you through the succession process, ensuring a smooth transfer that is beneficial to both parties. They will also work in tandem with the Compliance team to coordinate timelines and paperwork to make the succession transfer complete.
Business Development
Our Business Development team will guide you through the succession process, ensuring a smooth transfer that is beneficial to both parties. They will also work in tandem with the Compliance team to coordinate timelines and paperwork to make the succession transfer complete.
Compliance
The Vicus Capital Compliance team will assist with reviewing the legal documents associated with transferring a business, and any contracts between the predecessor and successor regarding the succession plan. The team will also guide you through the paperwork submission process and can assist in arbitrating any outstanding or complex aspects of the deal.
Compliance
The Vicus Capital Compliance team will assist with reviewing the legal documents associated with transferring a business, and any contracts between the predecessor and successor regarding the succession plan. The team will also guide you through the paperwork submission process and can assist in arbitrating any outstanding or complex aspects of the deal.
Finance & Human Resources
Our Finance and Human Resources teams are equipped to assist with all transactions associated with moving assets between the outgoing advisor and their successor, as well as any costs associated with closing accounts and final payouts to the advisor and their staff.
Finance & Human Resources
Our Finance and Human Resources teams are equipped to assist with all transactions associated with moving assets between the outgoing advisor and their successor, as well as any costs associated with closing accounts and final payouts to the advisor and their staff.
Marketing
In tandem with the Advisor Engagement team, the Marketing team will assist with generating communications surrounding the transfer to ensure clients are both aware of the change and comfortable throughout the process. Through thoughtful messaging, the transition will be smooth and seamless.
Marketing
In tandem with the Advisor Engagement team, the Marketing team will assist with generating communications surrounding the transfer to ensure clients are both aware of the change and comfortable throughout the process. Through thoughtful messaging, the transition will be smooth and seamless.
See how our purpose-built, customized support structure encompassing cross departmental collaboration can deliver the unique experience you desire.
