Vestry is an operator-led growth firm that builds repeatable client acquisition systems for established advisory firms ready to grow with standards.
Vestry is not a content shop and not a lead vendor. We install a dedicated acquisition function inside established advisory practices engineered around a single objective: consistent, measurable conversion of qualified households into client relationships.
We specialize in wealth management and cross-border advisory models where compliance, trust, and complexity are not obstacles. They are the operating environment.
We do not build infrastructure on a blurred target. We do not run distribution against an undefined offer. Each phase establishes the foundation for the next.
AI-enabled infrastructure accelerates testing and pattern detection. Strategy and claims discipline remain human-led.
Performance compounds because the system is accountable. Each component is documented and owned by the firm.
Define the target household, sharpen the proposition, establish qualification standards and disqualifiers.
Install the infrastructure: content, distribution, capture, qualification, routing, and measurement.
Establish an operating cadence with attribution, reporting, and iteration. Performance compounds.
Engagements are structured around three outcomes. Each is the point of the work not a byproduct of it.
A defined pipeline of qualified conversations with households that meet your standards and fit your practice.
A system of positioning, content, capture, and qualification that operates inside your firm and compounds over time.
Clear reporting from first touch to qualified opportunity to signed client so leadership can evaluate acquisition like any other capital investment.
Three engagements, three operating realities. Each illustrates what changes when acquisition is treated as a function rather than an activity.
A cross-border firm preparing to enter the U.S. market had clear investment capabilities and no acquisition infrastructure. After a System Install engagement, they had a defined target household model, a compliant positioning framework, and a qualification process built for the regulatory environment they were entering. The confusion in market positioning was replaced with a clear, defensible offer.
A multi-advisor RIA was generating inbound interest but losing it at the qualification stage. After mapping the acquisition funnel and redesigning the routing and follow-up cadence, conversion from first contact to qualified conversation improved materially. The principal could attribute pipeline activity to specific channels for the first time.
A founder-led practice had grown entirely through referral and had no systematic acquisition capability. The engagement installed a full acquisition function: proposition clarity, content and distribution infrastructure, capture and qualification system, and a reporting cadence. Growth became a managed discipline rather than an event.
We work with a limited number of advisory practices at any given time. The engagements that succeed share a common profile.
Vestry brings together two things that rarely exist in the same firm: deep financial services operating experience and modern growth systems infrastructure. One without the other is either good advice with no execution, or a well-built system pointed in the wrong direction.
Janice has spent 25 years inside wealth management and financial services firms globally. Not advising from the outside operating. Building the business development strategy, recruiting structures, and growth frameworks that firms at every stage of scale actually need.
She is the person in the engagement who has seen what works and what does not in this industry, across markets, across firm types, and across every stage of growth. That depth is what Vestry clients are engaging when they work with her.
Vestry engagements include a dedicated systems and execution capability built on 15+ years of GTM architecture, conversion infrastructure, and marketing operations across regulated markets globally.
This practice has managed over $10M in ad spend, built acquisition and attribution systems for professional services firms across multiple jurisdictions, and has been recognized by CNN, Forbes, and TechCrunch.
It is what makes Vestry strategy buildable — and what ensures every engagement produces something your firm owns and operates independently when the work is done.
If your firm has the depth, the capacity, and the commitment to install a real acquisition function, we want to hear from you. A strategy session is 30 minutes a direct assessment of whether the model is appropriate for your practice.
