News/Blog

Unleashed Potential: How Robert Barre Took His Practice to the Next Level
Unleashed Potential: How Robert Barre Took His Practice to the Next Level
In just one year, Robert has grown his Assets Under Management (AUM) by over 25%. Now, instead of feeling like he’s fighting the system, Robert is energized by what he can do—serve clients better, build stronger relationships, and deliver personalized services that align with clients' goals and aspirations.
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From Limits to Lift-Off: Zachary Treu’s First Year of Independent Success
From Limits to Lift-Off: Zachary Treu’s First Year of Independent Success
Zachary Treu’s move to Victory Financial Group has nearly doubled his assets under management and strengthened his client retention rate, proving the power of the right platform. With better tools and partnerships, he’s building a more efficient, impactful business.
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2024 Q4 Newsletter
2024 Q4 Newsletter
It's been a fast start in 2025! Since our last newsletter, we've onboarded our largest firm to date, wrapped up our first SEC Exam, launched a new technology platform, issued our first profit-sharing checks, and closed the gap on reaching $1B by our 2 year anniversary in May of this year.
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