Build the firm behind the growth.
Vestry helps RIAs and advisory firms in the U.S. and internationally connect business development, positioning, and operations to support growth.
Specialist experience in cross-border and U.S.-connected markets.
Three challenges we see most often.
Growth depends on the founder.
New business still runs through one person, so growth slows whenever the founder is busy.
Business development is fragmented.
Advisor activity, marketing, and partnerships are not connected by a clear plan.
Processes and technology are not keeping pace.
The firm’s workflows and technology need to support a growing business and a consistent client experience.
Four connected areas of the firm.
Growth holds when these areas are built together.
Business Development and Positioning
How the firm finds, wins, and explains its work.
Leadership and Decision-Making
Who owns which decisions, and how leadership stays focused as the firm grows.
Operations, Technology, and Responsible AI
The workflows and systems behind growth and a consistent client experience.
Governance and Accountability
The standards that keep the work credible and on track across every area.
Three ways to work together.
Strategy Consultation
60 minutes with Janice Diaz | $500 USD
For advisors and firm leaders making an important decision about their practice or business.
Growth Sprint
A focused project with an agreed scope, timeframe, and deliverables.
Ongoing Consulting
Continued support with business development and implementation.
Need a structured assessment first? See the Market Readiness Review
Advisory firms at a point of change.
Independent advisors, RIAs, advisory firms, and wealth platforms in the U.S. and internationally.
- Founder-led firms building a firm-led business
- Firms with unclear market language or positioning
- Firms modernizing operations, technology, or AI use
- Firms entering or expanding in the U.S. market
- European firms serving Americans abroad
- U.S.-connected advisory platforms
Specialist experience in cross-border and U.S.-connected markets.
Resources for the work behind growth.
Practical resources to help wealth professionals build and scale their businesses, develop business, and create and run marketing.
Janice Diaz
Janice brings more than 25 years of experience across financial services, wealth management, business development, advisor recruiting, market positioning, and cross-border advisory growth.
Vestry is a growth strategy and business development consulting firm, led by Janice Diaz.
About JaniceReady to build the firm behind the growth?
Tell us where the firm is today and where it needs to go.