They allow me to work on the things I want to work on, and they always have my back.

They are very responsive and quickly adopt new processes.

A clean, thorough process for your compliance needs to be in place…I also like that they share best practices to help us become more efficient and recognize situations that can lead to problems.

First, I was struck by Robert's sincerity and felt that he truly cared about his advisors and would do anything to help them succeed; then I was impressed by all the programs that Visionary Square offers to help us run our business in a more efficient manner both from a time and a cost standpoint.

Having someone that you could work with that you weren't nervous to call and felt that they're more on your side was very important and a benefit for us when we made our transition.

There has never been a moment that I've needed someone and they've not been available to me. I really enjoy the relationships that we have with Visionary Square. From the compliance side of things, the commission runs, the customer service, we really enjoy our relationship with Visionary Square. I wouldn’t want it any other way.

Helped me gain the confidence to launch my own practice. Did a lot of the hard work that I didn't want to do or know how to do.

Moving from another firm to Visionary Square. Tina VonCanon and her team just were so critical in that and making the whole transition very, very seamless. The marketing team was also a great partner. They helped us with our website and with the branding. Couldn't have asked for a better experience.

I feel that they always have our back and are doing things in our best interest. Also, they provide us with the expertise on all aspects of our business.

I would say the partnership with Visionary Square and specifically with Kip, has really helped me have confidence in the insurance side of the business. Kip has really brought a personal touch. It's been nice to have somebody that's an expert in the field that just goes in and you feel like really is going to bat for you and your clients.