01
Financial Services Strategy
Growth strategy, positioning, advisor development, relationship infrastructure, and business planning for financial services firms and professionals.
Strategic Work
Strategic Work
Financial services strategy, advisor growth, cross-border business development, and growth infrastructure.
Janice's strategic work is rooted in nearly 30 years of financial services experience. She works at the intersection of advisor growth, business development, recruiting, marketing operations, relationship infrastructure, U.S. market entry, cross-border strategy, and firm-level positioning.
Through Vestry International, Janice supports financial firms, advisors, and growth-minded organizations that need more than surface-level marketing. They need a clear business development strategy, stronger positioning, operational clarity, relationship-driven growth, and infrastructure that can support real expansion.
02
Cross-Border Growth
Support for firms and advisors working with Americans abroad, U.S.-connected clients, international families, and cross-border business opportunities.
03
U.S. Market Entry
Strategic support for advisors and firms exploring U.S. licensing, U.S. market access, RIA relationships, operational readiness, and growth pathways.
04
Advisor Growth & Recruiting
Recruiting strategy, advisor positioning, practice development, referral infrastructure, and relationship-led growth.
05
Business Development Infrastructure
Systems, messaging, workflows, partner development, content strategy, and market positioning designed to support sustainable growth.