Three ways to work together.
Vestry is a growth strategy and business development consulting firm, led by Janice Diaz. Each engagement draws on the capabilities relevant to your firm, with scope agreed at the outset.
- Business Development and Positioning
- Leadership and Decision-Making
- Operations, Technology, and Responsible AI
- Governance and Accountability
Engagements may involve additional specialists where agreed in the scope.
See the FrameworkVestry Strategy Consultation
60 minutes with Janice Diaz | $500 USD
For advisors and firm leaders making an important decision about their practice or business.
Choose your time and pay securely to confirm your booking. Sessions take place on Google Meet.
Payment is processed through Wealth Marketing Agency. Cancellation and refund terms
Decisions it suits
You may be considering a move to another firm, evaluating a partnership, developing your own proposition, entering a new market, or working through what is holding growth back.
Before the session
Before the session, you identify the decision you are facing and provide one relevant website or document for review.
During the consultation
During the consultation, we examine your priorities, the options and trade-offs, and the questions that need answering before you commit.
What you receive
You receive a concise written recap of the priorities, unresolved questions, and practical next steps discussed.
Scope
The consultation addresses one defined challenge. Detailed due diligence, legal or tax review, negotiations, and implementation are outside its scope and require separate support.
Growth Sprint
A focused Vestry project with an agreed scope, timeframe, and deliverables.
Offer and Positioning
Who the firm serves, what it does, what it does not do, and why it matters.
Advisor and Founder Visibility
Governed market presence that reinforces the firm, not individual personal brands.
Strategy Sprint
A short, focused engagement to diagnose the gap and align leadership on priorities.
Firm-Led Business Development
Move growth from advisor-led production to defined roles, cadence, and standards.
Partnerships and Market Opportunity
Identify and structure partnerships and markets that fit the firm's offer.
Leadership and Decision Rights
Clarify who owns which decisions, and how priorities are set and reviewed.
Messaging Standards and Thought Leadership
Claims discipline, review workflows, and a repeatable structure for content.
Operating Processes and Technology
Delivery, systems, and responsible AI adoption that let the firm grow beyond the founder.
Ongoing Consulting
Continued support with business development, leadership priorities, and implementation under an agreed scope.
Growth Governance Consulting
Regular review of positioning, advisor visibility, market language, and commercial activity.
Implementation Support
Hands-on help putting governance, cadence, and delivery processes in place so the work holds.
Leadership Support
Support for firm leaders in setting priorities, clarifying responsibilities, and maintaining accountability as the business grows.
Strategic Review
A structured look at how the firm positions, wins, and delivers business today, and what to build next. Each review has its own scope and is separate from a consultation.
Market Readiness Review
Is the firm ready to enter, explain itself, and grow in a specific market or client segment?
Growth Governance Audit
Growth language, advisor visibility, positioning, claims discipline, and commercial alignment.
Cross-Border Growth Architecture Review
How structure, language, and offer hold up across markets and with U.S.-connected clients.
Advisor Visibility Review
How advisors, founders, and executives currently appear in market.
Not sure where to start?
Tell us about the firm and we will suggest the right first step.
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