James Lubin's Profile Picture

OUR FOUNDER

JAMES “JIM” LUBIN

Jim founded The Valais Group with the belief every independent RIA should be empowered to thrive in an increasingly digital wealth management industry. Every independent RIA should have access to the same digital assets as the largest private banks and wirehouses, so The Valais Group was established to ensure you have the tools necessary to run and grow your practice, allowing you to concentrate on what matters most: Your Clients.

Jim has a long tenure in the financial services industry, working with PwC’s Banking and Capital Markets Strategy and Operations Advisory Practice, where he worked with some of the world’s largest financial firms. Following this, he worked as an advisor with both Bank of America-Merrrill Lynch and Citigroup. He holds a Bachelor of Arts from Hamilton College, and received his MBA from the Villanova School of Business.

 

 

OUR PHILOSOPHY

THE SALES FUNNEL

We believe the most efficient client acquisition channels are digital marketing and website presence. Gain client awareness through impactful social media and online advertising, and capture new clients’ interest by creating a visually captivating modern website. Convert prospects into clients through professionally developed presentations and deliverables, ensuring new clients view you as a trusted source of financial guidance.

Furthermore, continue to engage your existing clients through insightful research and thought pieces, while also keeping them aware of new events and evolutions of your firm. Your clients want a relationship, and we provide you the tools to effectively communicate and retain your clients so you can concentrate on providing the expertise they desire.

The Sales Funnel
Tablet Screen for Digital Ecosystem

ALIGNING IT TOGETHER

THE DIGITAL ECOSYSTEM

Social media postings, website presence, newsletters and email marketing, and digital presentations, only by coordinating and aligning these different elements can you extract the most value. By bringing these assets together in a unified message, you can gain the most engagement from your audience of new and existing clients, and create a unique brand.

We can guide you in crafting your firm’s message, and maintain a valuable digital presence.