Breaking Free: How Connor Greenberg Transformed His Career at Victory Financial

Connor Greenberg's journey with Victory Financial Group is a testament to the power of embracing independence in the financial advisory world. In a recent interview, Connor reflected on his remarkable first year with the firm, highlighting the substantial growth and newfound opportunities that have defined his transition. 

With a degree in financial investments, Connor began his career at Equitable in 2017, where he learned the foundations of building a client-centered practice. Driven to create his own path, he relocated to Austin and poured his energy into developing a new market, often traveling across Texas to build his client base. 

Those early years were characterized by intense hustle - traveling extensively, making hundreds of calls daily, leaving little time for rest but building a foundation of grit and determination. As Connor put it, "To build your business, you need to make sacrifices others aren't willing to make." His perseverance paid off as he began to see success and moved into leadership roles, but he soon realized the limitations of working under a corporate umbrella.

These limitations, including a lack of ownership over his book of business, planted the seed for a significant shift. "I realized that moving to an independent model could not only provide me with full ownership but also offer better opportunities for my clients," he recalls. Taking a leap of faith, Connor moved to Victory Financial, trusting that his clients would follow him in this new venture. His instincts proved right; all but one client joined him, validating his decision and highlighting the loyalty he had built over the years.

The transition to Victory Financial unlocked new opportunities and gave Connor the tools he needed to expand his services. With access to the Schwab platform and the Pontera team's support, he could creatively address diverse financial needs, meeting clients where they were and helping them grow toward their goals with personalized strategies.

In just one year, Connor's Assets Under Management (AUM) and Gross Dealer Concessions (GDC) have more than doubled and continue to climb even at the end of 2024. This growth, he reflects, is not just about the numbers but about building better, lasting client relationships. With his team at Victory Financial, including the internal team and investment committee, Connor feels supported in ways that were not possible before - surrounded by experts whose insights elevate his practice and bolster his confidence.

While Connor's professional achievements are impressive, his personal life serves as a powerful motivator for his career dedication and growth. His fiancée Joana and their soon-to-be-born daughter Alana, provide the foundation for his unwavering commitment to excellence. These personal relationships have been instrumental in shaping Connor's career trajectory and work ethic, fueling his passion for his profession and driving him to continually strive for greater heights. The balance between his professional ambitions and personal aspirations has been a key factor in Connor's success, demonstrating the importance of a strong support system in achieving one's goals.

Connor's story is an inspiring story for financial advisors seeking greater autonomy, growth potential, and improved client outcomes. For those contemplating a similar move, Connor's experience demonstrates that the leap to independence can lead to extraordinary professional and personal growth with the proper support and resources.

If you want to learn more about this opportunity, contact Kyle Wardlaw at kyle@victoryfinancialgroup.com.

Disclosure: Advisor testimonials provided may not represent the experience of other advisors and are not a guarantee of future performance or success. Advisors of Victory Financial Group may have an incentive to promote its services. There was no compensation provided.