With a new partner and preparations for future acquisitions and partnerships, it’s clear that EmVision Capital Advisors’ growth strategy is distinctly different from other financial management firms. Instead of seeking new clients directly, EmVision is recruiting new and seasoned advisors and firms. The customer-centric, yet advisor-oriented team provides comprehensive support and cutting-edge resources for advisors to deliver the best possible service and experience for their clients. In fact, EmVision recently teamed up with seasoned financial advisor Dennis Spontarelli and the team is already helping him better service his clients by leading a thoughtful, strategic, and effective succession planning process.
“As I near retirement, I felt joining the EmVision team now was the best choice for my clients and my practice,” said Dennis Spontarelli, wealth advisor, EmVision Capital Advisors. “The team is committed to maintaining the highest standard of integrity and professionalism and works hard to provide information, services, and products to best serve every client. I want my clients to be involved in the transition period so they can build trust in the team and be comfortable before I determine an official retirement date.”
Spontarelli brings nearly 30 years of experience and more than 300 clients with him to EmVision. He began his investment career in 1994 as a financial advisor with Raymond James Financial, Inc. Through referrals, his client base quickly grew and in 1997 he began practicing on his own. Spontarelli holds Series 7, Series 65, and Series 63 Securities Registrations with LPL Financial, as well as an Ohio Department of Insurance License for Life, Accident and Health, Variable Annuities, and Property and Casualty Insurance.
“We’re honored to have Dennis on our team and excited to offer him the opportunity to eventually retire knowing his clients are taken care of with the same high level of compassion, knowledge, and trust he has offered them for years,” said Michael Embrescia, president and CEO, EmVision Capital Advisors. “It’s been a privilege working with Dennis and getting to know his clients. We look forward to helping other advisors and their clients by providing acquisition services in the future. At EmVision, we are creating enterprise, that is our true differentiator.”
EmVision Offers Acquisition Services and Strategic Partner Opportunities Through Its Proprietary Systems
In the last 5 years, Embrescia has been shifting his efforts to allow for EmVision to offer more than wealth management. He and his team have built a practice and process to help other advisors, as well as their clients, achieve their goals. EmVision is now a culmination of dynamic voice, cadence, wisdom, experience, and technology coming together to create an organization that embraces people and empowers them to live the life they want to live, providing security for themselves and their future generations.
The technology piece includes a two-part system allowing EmVision to offer seamless acquisition transitions, like Spontarelli’s, and provide valuable information to the company’s strategic partners in the form of a data warehouse and resource hub.
“Our partners don’t need to go out and build their own system. We’ve put the time in to create valuable assets, we’ve used them and they work,” said Embrescia. “They can simply partner with us, utilize our system and processes, and start seeing increased profit margins. We are excited to share our system now that we’ve fine-tuned it.”
In addition to providing succession planning services to advisors and opportunities to strategic partners, the EmVision team offers investor services including:
Questions about acquisitions, strategic partnerships, or investor services? Let’s talk!
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