top of page
Search

From Restriction to Independence: Jeff Sadino’s Victory Journey

  • Writer: Laura Baker
    Laura Baker
  • May 6
  • 3 min read

ree

This month marks a major milestone for Jeff Sadino—his one-year anniversary as an independent advisor with Victory Financial Group. Jeff’s journey is the perfect example of why Victory Financial exists: to empower advisors with the tools, freedom, and support to run their business their way—and finally get rewarded for the value they bring.


Why He Made the Leap

Before joining Victory Financial, Jeff was doing what many would consider successful. He had built a solid book of business at a large firm, received quality training early in his career, and helped clients navigate markets with confidence. But as time went on, the cracks in the model began to show.


Despite growing his revenue and deepening client relationships, Jeff’s payout plateaued at just 50%, while his overhead and administrative expenses continued to rise. The cost of staying began to outweigh the comfort of familiarity.


“I felt like I was working harder than ever and taking home less,” Jeff shared. “The more I grew, the more I gave away.”


What he wanted wasn’t outrageous—just a model that made sense. Fair compensation, flexibility in how he served clients, and the ability to focus on what matters most — delivering value through personalized investment strategies.


A Platform Built for Freedom

Victory Financial offered Jeff a simple but powerful value proposition: minimal overhead and full control over how he ran his practice. That change alone gave him the ability to take on fewer clients and deliver a deeper level of service to each one, without sacrificing income. In fact, his revenue increased while his workload became more manageable.


Now, Jeff is doing more of what he loves: investment management.


With access to best-in-class platforms like Advyzon—an intuitive upgrade from legacy systems like Redtail and Black Diamond—Jeff is able to focus on crafting customized strategies and delivering sharper insights to his clients. He’s also utilizing innovative tools, such as Innovator ETFs, to provide more sophisticated and forward-thinking investment solutions.


With no sales quotas or production minimums, Jeff has built a model centered around quality, not quantity. His practice is growing — on his terms — with the freedom to make decisions that best serve his clients.


Support That Matters

Going independent doesn’t mean going it alone.


Throughout his transition and first year, Jeff has experienced firsthand what Victory Financial’s version of support looks like. It’s responsive, experienced, and always available—without ever being intrusive. Whether it’s President Kyle Wardlaw stepping in when needed or ongoing insights from Director of Investments Andrew Szuyzi, Jeff knows he has a team behind him that respects his autonomy and enhances his practice.

“There’s a confidence that comes from knowing you’re backed by people who get it,” Jeff says. “They’re here when I need them—and they trust me to run my business when I don’t.”


What’s Next

Looking ahead, Jeff is focused on continuing to grow his practice with intention. He’s building deeper relationships, elevating his client experience, and spending more time doing the work he enjoys—without the compliance headaches or rigid structures he left behind.

His story is proof that independence doesn’t have to mean sacrificing support—or success. With the right platform, the right tools, and the right team, it can mean finally building the business you’ve always envisioned.


Curious what independence could look like for you?


Reach out to our President, Kyle Wardlaw, at kyle@victoryfinancialgroup.com to start a conversation.

Comments


Commenting on this post isn't available anymore. Contact the site owner for more info.

© Copyright 2025 Victory Financial. All rights reserved.

Appropriately licensed individuals are registered to offer Investment Advisory Services through Victory Financial Group, LLC (“VFG”), an SEC Registered Investment Adviser. VFG does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. This site is published for residents of the United States only. Investment Advisor Representatives of VFG may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the VFG Compliance Department at (512) 763-7671.These materials have been independently produced by Victory Financial Group. Victory Financial Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Victory Financial Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

bottom of page