Strategy, growth & cross-border positioning
Work With Janice
- Advisory firm growth strategy
- Business development
- Cross-border market positioning
- Advisor recruiting and AUM development
- Strategic execution
janice@vestryinternational.com
Hosts
Three perspectives. One conversation.
Hosted by Janice Diaz and Romaine Howard, with Claire Irvine joining as a co-host for Season 2. Strategy, operations, and international advisor networks in the same conversation, covering the ground most advisory firm discussions quietly skip.
Co-host
Janice Diaz
Growth Strategy, Business Development & Cross-Border Advisory Firm Positioning
Janice Diaz brings more than 25 years of financial services experience across marketing, business development, recruiting, advisor growth, and cross-border strategy. She works with advisory firms, platforms, and financial professionals on the realities of growth, positioning, market entry, AUM development, and strategic execution.
“Firms do not grow because they say they want growth. They grow when structure, relationships, positioning, and execution finally line up.”LinkedIn
Co-host
Romaine Howard
Operations, VA Systems & Delivery Infrastructure
Romaine Howard brings deep operational expertise across advisory firm support, delegation, VA systems, internal delivery, and execution infrastructure. Her work focuses on the systems underneath the promise: the workflows, people, processes, and accountability that allow advisory firms to function beyond the founder's nervous system.
“If the system is unclear, the outcome will be inconsistent.”LinkedIn
Co-host | Season 2
Claire Irvine
International Advisor Networks, Operations & Cross-Border Infrastructure
Claire Irvine brings a network-level perspective to the realities of running an international advisory firm. As Head of Network Operations at Nexus Global, she works with independent financial advisory firms on the operational frameworks, relationships, and licensing and compliance support that underpin cross-border business.
Her background spans financial services administration, relationship management, and network leadership, including coordinating support for teams across multiple countries. On Built for Advice, Claire joins Janice and Romaine to explore how firms turn growth ambitions into workable structures, and what it takes to support the people delivering the advice.
LinkedInWork With the Hosts
Built for Advice opens the conversation. The work behind it goes deeper.
Janice Diaz works with advisory firms and financial professionals on growth strategy, business development, cross-border positioning, advisor recruiting, AUM development, and strategic execution.
Romaine Howard works with firms on operations, VA systems, delegation structures, workflow design, delivery infrastructure, and the systems needed to support growth.
Operations, VA systems & delivery infrastructure
Work With Romaine
- Operations infrastructure
- VA systems
- Delegation structure
- Workflow design
- Delivery and execution support
support@theifava.com
Professional services offered by Janice Diaz and Romaine Howard are separate from the podcast and are handled through their respective business channels.
Strategy + Operations
Why these perspectives belong in the same room.
Together, Janice and Romaine bring strategy and operations into the same conversation, because advisory firms rarely fail from one isolated problem. They stall when the structure underneath the ambition is not strong enough to carry the business.