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November 19, 2021
Valor Consulting & Distribution launches new event, Valor University
Valor CD was formed to be fully aligned with RIAs and Family Offices by partnering with Best in Class Investment firms (Private & Public) and very unique service providers that can enhance advisor's fiduciary role. We hope you will participate in our upcoming Valor University where you can participate and learn from some of the best and brightest in our industry. We'll have many of partners speaking about their professions and industries.
April 21, 2020
Impact Partners Launches Powerful Network of Industry Partnerships to Help Financial Advisors Grow their Business and Serve Clients
Financial advisors face multiple challenges and increasing complexities today in their quest to build and operate a successful advisory business. Time has become more precious and fleeting as advisors interact with a growing array of investment firms, fintech providers, and other service providers. Based upon 20 years of client facing experience and trusting relationships with many great people in the industry, Impact Partners Consulting & Distribution recognizes these challenges and was formed to become a go-to resource, enabling advisors to focus more on serving their clients with excellence.
read more⟶May 5, 2020
Impact Partners Expands Consulting and Distribution Team with Three Veteran Financial Industry Hires
Ed McRedmond, John Davenport PhD, and Martin Plachko CIMA® Join Firm as Partners & Senior Consultants
"We are pleased to announce today three key additions to our team of experienced industry veterans, that further expand our consulting and distribution capabilities," said Richard Ranck CIMA®, CKA®, and founder of Impact Partners. "These additions will advance our mission to empower advisors through best in class services and investment options (public and private) as they seek trusted partnerships that help them grow their business and serve clients with excellence."
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