As a Regional Vice President, you’re responsible for the growth and performance of your region. You work with Branch Managers and advisors to develop strong teams, grow practices, attract talent, and execute the broader strategy of your organization.
Your role requires you to look across the region, understand where opportunities exist, and give your teams the resources they need to succeed.
The Challenge
Growing a region requires more than supporting the advisors you already have. You also need to continuously identify and recruit new advisors who can contribute to the future of the organization.
Finding the right advisors can be difficult. The market is large, advisor information is spread across different sources, and identifying advisors who may be a good fit for your organization can require significant time and research.
At the same time, you need to support existing branches, develop leaders, and drive growth across the region.
The Approach
Capfluence gives you a powerful platform to discover, research, and engage with Financial Advisors across your market.
Access one of the largest databases of Financial Advisors to identify potential recruits based on the markets, firms, experience, and characteristics that matter to your organization. Build targeted lists of advisors, manage recruitment pipelines, and keep track of relationships as they develop.
Capfluence can also help you better understand the advisor relationships already within your organization and support the growth of your existing teams.
Through the Capfluence Academy, your teams can develop practical skills across prospecting, relationship building, client service, and business development.
The Outcome
Build a stronger pipeline of advisors while supporting the growth of the teams you already have.
Find potential recruits
Search a large database of Financial Advisors to discover potential candidates for your organization.
Target the right advisors
Build focused lists based on the firms, markets, experience, and characteristics that align with your recruitment strategy.
Build recruitment relationships
Organize and manage relationships with advisors you are considering recruiting and stay connected throughout the process.
Expand your reach
Go beyond your existing network to discover advisors you may not otherwise come across.
Support regional growth
Give Branch Managers and advisors the tools and resources to build stronger practices and relationships.
Develop your teams
Use the Academy to help advisors and leaders continuously improve their prospecting, relationship building, client service, and business development skills.
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