15 Steps to Independence: A Practical Roadmap for Advisors (Free PDF)

Independence isn’t just a transition; it’s a transformation. Advisors who succeed don’t wing it; they execute a disciplined plan that protects client experience, compresses timelines, and satisfies regulatory requirements.

Why a structured plan wins:

• Clarity: Know exactly what to do next and the ownership over each step.

• Speed: Remove bottlenecks across registration, custodial onboarding, and data migration.

• Consistency: Standardize documentation and client communications.

• Control: Build an operating model that fits your practice - today and at scale.

  
  

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Disclosure: This material is for informational purposes only and does not constitute legal, tax, or investment advice. Advisory services are offered through Victory Financial.