Company
Vision Brokerage Services LLC
Headquarters
Stamford, Connecticut
Category
Financial Services
Challenge
Today’s registered investment advisor (RIA) faces a future of declining margins, constrained product and service offerings, and less control over the relationship they have with their valued clients. Vision Brokerage Services (VBS) needed to find a way to convey the value proposition of their firm:
- The ability to provide the investment advisor with a unique , growth-oriented environment where they could regain greater independence
- Provide the broker with higher income-generating opportunities through through the use of managed futures programs.
Solution
Optimizeyourbook.com was their answer. By gaining a clear understanding of the target market, our team was able to develop a web design that leveraged the use of simple infographics and an easily navigable site structure facilitating the broker’s understanding and appreciation of the key elements of the offering.
Since the site was brought live, VBS has seen a tremendous uptick in both advisor interest in managed futures as well as their willingness to partner with the firm as an independent adviser rep (IAR), giving the broker both the flexibility and increasing compensation opportunity they deserve.