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# Visionary Square

Helping business owners execute their vision.

## Sitemaps

- [XML Sitemap](https://visionarysquare.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [How Adding Insurance to Your Practice Creates Stickier Client Relationships](https://visionarysquare.com/blog/how-adding-insurance-to-your-practice-creates-stickier-client-relationships/) - The advisors with the stickiest client relationships all have one thing in common. Find out how insurance plays a bigger role than most advisors realize.
- [What Independent Advisors Actually Need In A Website (And What's Wasting Your Time)](https://visionarysquare.com/blog/what-independent-advisors-actually-need-in-a-website-and-whats-wasting-your-time/) - Your website is working right now. The question is whether it is working for you or against you. Most advisor websites fall into one of two categories. The first is a digital brochure. It lists credentials, services, and a phone number. It exists, but it does not do anything. The second is an overcomplicated project that took months to build, costs a fortune to maintain, and still does not bring in clients. Neither one is what you actually need.
- [How To Build A Referral System That Actually Works](https://visionarysquare.com/blog/how-to-build-a-referral-system-that-actually-works/) - You already have everything you need to grow your practice. It is sitting right there in your client relationships. The challenge is not getting referrals. The challenge is building a system around them so they happen consistently and not just by accident. Most advisors wait. A great client experience happens, someone mentions it to a friend, and a referral shows up. That is not a system. That is luck with a nice story attached.
- [Your Value Proposition is Your Most Powerful Business Tool](https://visionarysquare.com/blog/your-value-proposition-is-your-most-powerful-business-tool/) - Your value proposition is not a tagline. It is not "I put clients first" or "I take a holistic approach." Those phrases appear on thousands of advisor websites, and they mean nothing to someone who does not yet trust you. A real value proposition answers a specific question your ideal prospect is already asking: Why you, specifically, for someone like me?
- [Why Most Financial Advisors Should Not Prioritize AI Search (Yet)](https://visionarysquare.com/blog/why-most-financial-advisors-should-not-prioritize-ai-search-yet/) - Everyone’s talking about AI. Your kids are using it. Your clients probably are, too. And now you’re hearing that you need to show up when people ask financial questions using these tools. So why would I, an expert in marketing for financial advisors, tell you not to make it your top priority?
- [Estate Planning: Essential for Clients and Good for Business - Q&A with Ty Hensley of Hensley Retirement Planning](https://visionarysquare.com/blog/estate-planning-is-essential-for-clients-and-good-for-business/) - Ty sat down with us to share his insights on the important and sometimes sensitive topic of estate planning and how it's a key strategy to grow his business.
- [Why the Right Business Model Matters for Your Growth](https://visionarysquare.com/blog/why-the-right-business-model-matters-for-your-growth/) - If you're like most advisors, you've probably reached a point where growth starts to feel more complicated than it should. More clients mean more responsibility
- [William Harwood and Katie Keppler On the Immediate and Long Term Benefits of Hiring a Junior Advisor](https://visionarysquare.com/blog/hiring-a-junior-advisor/) - In a conversation with Visionary Square, William Harwood discusses how hiring a junior advisor can benefit your firm and your clients in the near and long term.
- [Marketing Matters: A Creative Capital Case Study](https://visionarysquare.com/blog/marketing-matters-a-creative-capital-case-study/) - Marketing your firm and its services allows you to share your value proposition and build a brand that speaks to your desired client base.
- [The Importance of SEO for Financial Advisors](https://visionarysquare.com/blog/the-importance-of-seo-for-financial-advisors/) - One way to boost your visibility and attract potential clients as a financial advisor is through SEO.
- [10 Tips to Grow Your Social Media Following](https://visionarysquare.com/blog/grow-your-social-media-following/) - As a financial advisor, growing your social media following can significantly enhance your online presence, establish credibility, and attract new clients.
- [Choosing the Right Tech Stack as a Financial Advisor](https://visionarysquare.com/blog/choosing-the-right-tech-stack/) - As a financial advisor, choosing the right tech stack is crucial for staying competitive and providing top-notch service to clients.
- [Overcoming Compliance Challenges: How We Empower Advisors](https://visionarysquare.com/blog/overcoming-compliance-challenges/) - We understand the pressures compliance imposes and have built solutions to address the most common challenges you face.
- [5 Marketing Strategies to Attract High-Net-Worth Clients](https://visionarysquare.com/blog/marketing-strategies-to-attract-high-net-worth-clients/) - If you’re looking to grow your practice by attracting high-net-worth clients, consider implementing these five marketing strategies.
- [How to Choose the Right CRM for Your Financial Practice](https://visionarysquare.com/blog/how-to-choose-the-right-crm/) - Choosing the right CRM is one of the most important tech decisions you’ll make for your financial practice.
- [Tech Stack for Financial Advisors: Building Your Future-Ready Practice](https://visionarysquare.com/blog/tech-stack-for-financial-advisors-building-your-future-ready-practice/) - Discover the must-have tech stack for financial advisors—planning, engagement, marketing & more. Build a smarter, stronger practice with Visionary Square.
- [The Complete Guide to Remote Admin Support for Independent Advisors](https://visionarysquare.com/blog/the-complete-guide-to-remote-admin-support-for-independent-advisors/) - Streamline your advisory practice with Visionary Square's Remote Administrative Support
- [From Compliance to Growth: How We Support Independent Financial Advisors](https://visionarysquare.com/blog/from-compliance-to-growth-how-we-support-independent-financial-advisors/) - Discover how Visionary Square empowers advisors with compliance, operations, and growth support at every stage of independence.
- [Succession Planning: Plan for Tomorrow, Today](https://visionarysquare.com/blog/succession-planning/) - The main point of succession planning is to account for an unplanned event that renders the advisor incapable of conducting business.
- [Future-Proof Your Firm with Powerful Visionary Square Solutions](https://visionarysquare.com/blog/future-proof-your-firm-with-powerful-solutions/) - Boost efficiency and scale your advisory practice. Discover tools, strategies, and expert support to streamline back-office operations for financial advisors.
- [The Modern Client Experience: Are You Delivering What Your Clients' Need?](https://visionarysquare.com/blog/the-modern-client-experience/) - Today’s clients expect more than just investment advice. Here’s how you can deliver in the modern client experience.
- [Financial Advisors: Gain Stability and Growth with Our W-2 Program](https://visionarysquare.com/blog/financial-advisors-gain-stability-and-growth-with-our-w-2-program/) - Discover how Visionary Square’s W-2 Program gives financial advisors structure, benefits, and support—combining independence with long-term career stability.
- [Advisors Are Re-Thinking Insurance After Partnering With Us](https://visionarysquare.com/blog/advisors-are-re-thinking-insurance-after-partnering-with-us/) - Learn how Visionary Square helps financial advisors simplify insurance and strengthen their practices.
- [An All Reward, No Risk Situation](https://visionarysquare.com/blog/an-all-reward-no-risk-situation/) - Stephen spoke with us from his office in Clemson, SC, about being a guinea pig, the advantages of independence over an employee model, and more.
- [The Reality of Owning Your Own RIA](https://visionarysquare.com/blog/the-reality-of-owning-your-own-ria/) - In a conversation with us, Joe talks about the reality of owning your own RIA and the benefits of partnership over ownership.
- [Erin Mendez Talks ChatGPT, Why Women are Wired to be Good Financial Advisors, and More](https://visionarysquare.com/blog/erin-mendez-advisor-spotlight/) - Erin F. Mendez discussed everything from philanthropy and wealth planning to why women’s representation in the financial services industry is still so low.
- [Diversification of Growth Strategies Pays Off](https://visionarysquare.com/blog/diversification-of-growth-strategies-pays-off/) - In this conversation with us, Ryan talks about diversification of growth strategies, what to consider before making an acquisition, and more.
- [Unlocking Success: Bryan Wieferich Talks Independence and Expansion](https://visionarysquare.com/blog/bryan-wieferich-advisor-spotlight/) - Bryan Wieferich spoke with us, covering everything from the advantages of independence, to buying his first book of business and outsourcing investments.
- [Scaling Smart - A Growth Journey with Kary Brownlee and Growth Suite Consulting](https://visionarysquare.com/blog/scaling-smart-a-growth-journey/) - Years of steady organic growth brought Freedom Wealth Partners to a pivotal point: maintain their current trajectory or strategically scale.
- [Top Digital Marketing KPIs to Boost Your Advisory Firm’s Growth](https://visionarysquare.com/blog/top-digital-marketing-kpis-to-boost-your-advisory-firms-growth/) - Track the right digital marketing metrics—traffic, conversions, CTR, and ROI—to measure success and drive growth for your financial advisory business online.
- [Financial Advisor Trends for 2026: Technology, Clients, and Growth](https://visionarysquare.com/blog/financial-advisor-trends-for-2026-technology-clients-and-growth/) - Discover the key trends driving financial advisor growth in 2026, including personalization, technology, independence, and changing client expectations.
- [Why Financial Advisors Should Reevaluate Their Technology Before Year-End](https://visionarysquare.com/blog/why-financial-advisors-should-reevaluate-their-technology-before-year-end/) - December offers a brief window to realign your technology before the new year begins. Here’s why revisiting your tech stack in December is essential.
- [December Advisor Checklist: How to Close the Year Strong and Start 2026 with Confidence](https://visionarysquare.com/blog/december-advisor-checklist-how-to-close-the-year-strong-and-start-2026-with-confidence/) - Use this year-end advisor checklist to review compliance, client needs, tech, and operations so you can close the year strong and enter 2026 prepared.
- [An Introduction to Niche Marketing](https://visionarysquare.com/blog/an-introduction-to-niche-marketing/) - Niche marketing is one of the biggest opportunities for growth as a financial advisor. Here’s how you can use a niche to bolster your outreach efforts.
- [Building for the Future: The Advantage of Adding a Junior Advisor](https://visionarysquare.com/blog/adding-a-junior-advisor/) - In this blog post, we’ll explore some key benefits of hiring a junior advisor and share tips to help ensure a smooth transition for your practice.
- [Navigating Compliance: 7 Essential Tips for Financial Advisors to Safeguard Client Trust & Business Integrity](https://visionarysquare.com/blog/navigating-compliance/) - It can be intimidating to guarantee that your safeguarding both your clients and your business. In this post, we demystify the complexity of compliance.
- [Unlocking Efficiency: The Power of Outsourcing for Financial Advisors](https://visionarysquare.com/blog/outsourcing-for-financial-advisors/) - In the financial advisory services landscape, businesses are utilizing outsourcing as a strategy to navigate market complexities and optimize operations.
- [5 Ways the Right RIA Firm Can Boost Your Practice](https://visionarysquare.com/blog/partnering-with-the-right-ria/) - Partnering with the right RIA can significantly impact your success trajectory. Here are 5 ways the right RIA firm can help propel your practice forward.
- [12 Essential Questions to Ask a Potential RIA Firm](https://visionarysquare.com/blog/essential-questions-to-ask-an-ria/) - If you're considering leaving your current RIA asking the right questions is essential to ensure alignment with your business goals and values.
- [Strategic Success: The Crucial Role of Segmenting Your Book of Business and How to Master It](https://visionarysquare.com/blog/segmenting-your-book/) - In this post, we explore the compelling reasons why financial advisors should consider segmenting their book of business and provide actionable insights.
- [What to Consider When Moving RIAs](https://visionarysquare.com/blog/what-to-consider-when-moving-rias/) - One of the most crucial aspects of moving RIAs is the intricate interplay of fees, values, and support structures offered by each potential RIA partner.
- [Finding the Right Fit: How Culture Equates to Advisor Success](https://visionarysquare.com/blog/how-culture-equates-to-advisor-success/) - One critical aspect that often determines the success and satisfaction of advisors in their new environment is the firm's culture.
- [5 Benefits of an In-House Compliance Team](https://visionarysquare.com/blog/benefits-of-an-in-house-compliance-team/) - Dedicated compliance professionals can offer numerous benefits. Here are 5 benefits of an in-house compliance team for independent advisors.
- [Navigating Social Media: A Roadmap for Financial Advisors](https://visionarysquare.com/blog/navigating-social-media/) - In this post, we explore the importance of adopting a social media strategy and how you can integrate it seamlessly into your business.
- [A Complete Guide to Attracting New Clients Through Webinars](https://visionarysquare.com/blog/attracting-new-clients-through-webinars/) - As a financial advisor, you can leverage webinars for attracting new clients while showcasing your expertise and providing value to your audience.
- [A Comprehensive Guide for Financial Advisors: Generating New Clients Through Digital Marketing](https://visionarysquare.com/blog/digital-marketing/) - This comprehensive guide aims to provide you with a step-by-step approach to leverage digital marketing strategies effectively.
- [Navigating Compliance Challenges in Digital Marketing for Financial Advisors](https://visionarysquare.com/blog/compliance-challenges-digital-marketing/) - In this article, we'll explore some of the key compliance challenges financial advisors face in digital marketing and offer tips on how to overcome them.
- [The Rise of Video Content: How Financial Advisors Can Use Video to Connect with Clients](https://visionarysquare.com/blog/connecting-with-clients-through-video/) - In today's digital age, video content has emerged as a powerful tool to connect with clients on a deeper level and convey complex financial concepts.
- [Content Marketing Strategies for Financial Advisors: Creating Engaging and Educational Content](https://visionarysquare.com/blog/content-marketing-strategies/) - One of the key strategies for successful content marketing is to focus on creating content that is both engaging and educational.
- [How to Leverage Existing Clients to Gain Referrals](https://visionarysquare.com/blog/gaining-referrals/) - As a financial advisor, leveraging referrals from existing clients is a powerful way to grow your business.
- [Crafting a Robust Succession Plan: A Guide for Financial Advisors](https://visionarysquare.com/blog/crafting-a-succession-plan/) - Whether you’re considering retirement, selling your practice, or transitioning to a new career, a well-crafted succession plan is essential.
- [A Complete Guide to Email Marketing for Financial Advisors](https://visionarysquare.com/blog/email-marketing-for-financial-advisors/) - Email marketing has emerged as a powerful tool for financial advisors to engage with both existing clients and prospects effectively.
- [Visionary Square Advantage: Freedom, Support, and Growth for Advisors](https://visionarysquare.com/blog/freedom-support-and-growth-for-advisors/) - Discover how we empower advisors with transparent support, flexible affiliation models, and trusted support to help practices grow and thrive.
- [Social Media Advertising 101: Targeted Campaigns for Advisor Success](https://visionarysquare.com/blog/social-media-advertising/) - In today's digital age, social media advertising offers a powerful tool to connect with potential clients and drive business growth.
- [A Strategic Move for Growth: Outsourcing Your Investment Strategy](https://visionarysquare.com/blog/outsourcing-your-investment-strategy/) - Read more below about where outsourcing your investment strategy comes into play and how Visionary Square can help you take advantage of all it has to offer.
- [Metrics Matter: A Thorough Guide to Digital Marketing Metrics for Financial Advisors](https://visionarysquare.com/blog/digital-marketing-metrics/) - By monitoring the right digital marketing metrics, you can optimize your strategies, drive better results, and ultimately, grow your business.
- [Attracting the Next Generation of Clients: Key Strategies for Financial Advisors](https://visionarysquare.com/blog/attracting-the-next-generation/) - In blog this post, we will explore some key strategies for financial advisors to consider when targeting the next generation of clients.
- [Key Considerations for Selling Your Financial Advisory Practice](https://visionarysquare.com/blog/selling-your-practice/) - Whether you're ready to retire, pivot to a new venture, or simply cash in on your hard work, selling your practice can be both exciting and daunting.
- [Finding the Right Support Staff: A Guide for Financial Advisors](https://visionarysquare.com/blog/finding-the-right-support-staff/) - In this post, we explore the key steps you should take when building a capable, reliable, and efficient team of support staff for your financial practice.
- [How We Foster Growth and Community for Independent Financial Advisors](https://visionarysquare.com/blog/how-we-foster-growth-and-community-for-independent-financial-advisors/) - Discover how Visionary Square empowers independent advisors with robust support, strategic growth tools, and a vibrant community.
- [Streamlining Your Processes: The Role of Automation in Your Practice](https://visionarysquare.com/blog/the-role-of-automation/) - By incorporating automation tools and processes into your practice, you can save time, reduce errors, and focus on what truly matters: your clients.
- [Strategies to Enhance the Competitiveness of Your Practice in the Job Market](https://visionarysquare.com/blog/strategies-to-enhance-your-competitiveness/) - You need to stand out as a desirable employer to ensure your firm thrives. Here are some strategic ways to make your practice competitive.
- [Year-End Client Engagement Strategies for Financial Advisors](https://visionarysquare.com/blog/year-end-client-engagement-strategies/) - Show your commitment to clients' financial well-being and set the stage for a great new year with these five year-end client engagement strategies.
- [5 Trends Financial Advisors Can't Ignore in 2025](https://visionarysquare.com/blog/2025-trends-for-financial-advisors/) - It's essential to not just be aware of the trends but to proactively adapt. Here are five key trends every financial advisor needs to keep an eye on in 2025.
- [Navigate LinkedIn Like a Pro: Strategies for Advisors to Build an Online Presence](https://visionarysquare.com/blog/navigate-linkedin-like-a-pro/) - LinkedIn is a powerful platform that can help financial advisors establish credibility, expand their network, and generate leads.
- [Essential IT Security Tools for Financial Professionals](https://visionarysquare.com/blog/essential-it-security-tools-for-financial-professionals/) - Learn how financial advisors can safeguard client data with essential cybersecurity practices—plus how our partner, We Handle Tech, provides expert IT support.
- [Boost Efficiency with RAS and Growth Suite](https://visionarysquare.com/blog/boost-efficiency-with-ras-and-growth-suite/) - Streamline your advisory practice.. Learn how Remote Admin Support and Growth Suite help advisors boost efficiency, scale, and hire top talent.
- [10 Powerful Ways to Improve Client Relationships](https://visionarysquare.com/blog/10-proactive-ways-to-strengthen-client-relationships/) - Discover 10 proven ways to deepen client relationships through proactive communication—powered by our tools, support, and advisor-first resources.
- [Advisor Marketing Made Simple: How We Help You Grow Smarter](https://visionarysquare.com/blog/advisor-marketing-made-simple/) - Discover marketing solutions for financial advisors. From branding to digital strategy, our Creative Capital team helps advisors grow and thrive.

## Pages

- [Home](https://visionarysquare.com/) - Visionary Square helps business owners execute their vision. We're built for independent advisors who want control, flexibility, and real support.
- [Our Team](https://visionarysquare.com/about/our-team/) - We believe in the power of personal connections. Get to know our team that will be by your side, supporting you every step of the way.
- [Careers](https://visionarysquare.com/careers/) - Check out our careers page to learn more about the open positions available at Visionary Square.
- [David Buzo](https://visionarysquare.com/about/our-team/david-buzo/) - David Buzo, Chief Operating and Marketing Officer, has been with Visionary Square since August 2023.
- [On-Demand Webinars](https://visionarysquare.com/insights/on-demand-webinars/) - On-Demand Webinars How to Scale Without Adding Headcount Discover how to scale without adding fixed costs — no extra hires required. Watch Now > Evaluating Your RIA Model See exactly where your model stands — pay, control, support, and growth. Watch Now > Where You Lose Time and How to Get it Back Find your
- [Marketing Coordinator](https://visionarysquare.com/careers/marketing-coordinator/) - W're looking for a Marketing Coordinator to join our growing marketing team. This role supports marketing initiatives across the full scope of what we do
- [Insights](https://visionarysquare.com/insights/) - Visionary Square shares their latest insights including press releases, blogs, resources, media mentions, videos, and advisor spotlight.
- [Press Releases & Announcements](https://visionarysquare.com/insights/press-releases-announcements/) - Check out our recent press releases to stay in the know of what is happening at Visionary Square.
- [Media Mentions](https://visionarysquare.com/insights/media-mentions/) - Explore Visionary Square's media mentions across various reputable sources and industry experts.
- [Blog](https://visionarysquare.com/insights/blog/) - Check out our blog for helpful tips and advice for independent financial advisors. Topics include marketing, practice management, compliance, and more.
- [Advisor Spotlight](https://visionarysquare.com/insights/advisor-spotlight/) - Our Advisor Spotlight showcases the heart and soul of Visionary Square - our advisors. Here they share their insight and experience as financial advisors.
- [Contact Us](https://visionarysquare.com/contact-us/) - We believe that if you own your practice, you should own your future. Contact us directly using the form or contact information below.
- [Resources](https://visionarysquare.com/insights/resources/) - Independent Advisor Alliance shares a number of resources to help independent financial advisors navigate being a business owner.
- [Onboarding](https://visionarysquare.com/solutions/onboarding/) - Transition your firm with our onboarding team who guides you every step of the way for a personalized and seamless experience.
- [Technology](https://visionarysquare.com/solutions/technology/) - Visionary Square's technology helps you improve efficiency and security with the latest insights, robust platforms, systems, and operational technology tools.
- [Relationship Management](https://visionarysquare.com/solutions/relationship-management/) - With our Relationship Management team, gain an advocate, access resources, and receive support to grow your practice and achieve your goals.
- [Recruiting](https://visionarysquare.com/solutions/recruiting/) - Hire top talent efficiently with our sourcing, screening, and structured candidate workflow management and recruiting support.
- [Marketing](https://visionarysquare.com/solutions/marketing/) - We help you attract and retain clients with branding and digital marketing solutions and strategies.
- [Insurance](https://visionarysquare.com/solutions/insurance/) - Visionary Square helps you close protection gaps by integrating annuities and insurance solutions with dedicated implementation support.
- [Human Resources](https://visionarysquare.com/solutions/human-resources/) - Our Human Resource helps you streamline payroll, benefits, hiring, and employee management for operational efficiency.
- [Exit Strategy](https://visionarysquare.com/solutions/exit-strategy/) - Plan your practice's future, seize opportunities, and protect your legacy through Visionary Square's Exit Strategy solutions.
- [Solutions](https://visionarysquare.com/solutions/) - Visionary Square gives you the solutions and resources you need to stay compliant, use technology effectively, scale your team, and attract and retain clients.
- [Remote Administrative Support](https://visionarysquare.com/solutions/remote-administrative-support/) - Outsource administrative and operational tasks to lighten operational workload, reduce costs and free up your time.
- [Asset Management Services](https://visionarysquare.com/solutions/asset-management-services/) - Asset Management Services allows you to provide clients with diversified, research-driven investment strategies with ongoing portfolio management and oversight.
- [Compass CFO Solutions](https://visionarysquare.com/solutions/compass-cfo-solutions/) - CFO Solutions allows you to streamline financial operations and outsource analysis for efficient practice management.
- [Compensation](https://visionarysquare.com/solutions/compensation/) - Receive accurate billing, payment processing, and transparent reporting for clear earnings visibility with Compensation.
- [Compliance](https://visionarysquare.com/solutions/compliance/) - Navigate complex compliance regulatory requirements with dedicated support that protects your practice and saves time.
- [Estate Planning](https://visionarysquare.com/solutions/estate-planning/) - Protect and transfer your clients' wealth efficiently with estate planning while helping them achieve their legacy and family goals.
- [Tina VonCanon](https://visionarysquare.com/about/our-team/tina-voncanon/) - Tina VonCanon, Director of Transitions, has been with Visionary Square since 2018.
- [Richard Neff](https://visionarysquare.com/about/our-team/richard-neff/) - Richard Neff, Relationship Associate, has been with Visionary Square since April 2026.
- [Paul Nashawaty](https://visionarysquare.com/about/our-team/paul-nashawaty/) - Paul Nashawaty, Marketing Associate, has been with Visionary Square since May 2025.
- [Pat Russo](https://visionarysquare.com/about/our-team/pat-russo/) - Pat Russo, Compliance Associate, has been with Visionary Square since June 2015.
- [Nate Chambers](https://visionarysquare.com/about/our-team/nate-chambers/) - Nate Chambers, Senior Compliance Analyst, has been with Visionary Square since January 2021.
- [Natalie Scruggs](https://visionarysquare.com/about/our-team/natalie-scruggs/) - Natalie Scruggs, Relationship Manager, has been with Visionary Square since April 2026.
- [Lauren Grames](https://visionarysquare.com/about/our-team/lauren-grames/) - Lauren Grames, Director of Advisor Technology, has been with Visionary Square since November 2024.
- [Kip Kiser](https://visionarysquare.com/about/our-team/kip-kiser/) - Kip Kiser, Director of Insurance and Advanced Planning, has been with Visionary Square since August 2021.
- [John Kamel](https://visionarysquare.com/about/our-team/john-kamel/) - John Kamel, Senior Compliance Analyst, has been with Visionary Square since June 2023.
- [Joan Chepkwemoi](https://visionarysquare.com/about/our-team/joan-chepkwemoi/) - Joan Chepkwemoi, Transition Support Analyst, has been with Visionary Square since April 2026.
- [Jacob Robak](https://visionarysquare.com/about/our-team/jacob-robak/) - Jacob Robak, Trading and Operations Associate, has been with Visionary Square since April 2026.
- [Gabby Tschirky](https://visionarysquare.com/about/our-team/gabby-tschirky/) - Gabby Tschirky, Marketing Manager, has been with Visionary Square since December 2021.
- [Dominic DiNardi](https://visionarysquare.com/about/our-team/dominic-dinardi/) - Dominic DiNardi, Content Creator, has been with Visionary Square since September 2025.
- [Devin Stamp](https://visionarysquare.com/about/our-team/devin-stamp/) - Devin Stamp, Custodian and Platform Manager, has been with Visionary Square since April 2025.
- [Derek Motto](https://visionarysquare.com/about/our-team/derek-motto/) - Derek Motto, Director of Technology Surveillance, has been with Visionary Square since February 2022.
- [Dana Ryan](https://visionarysquare.com/about/our-team/dana-ryan/) - Dana Ryan, Director of Media and Public Relations, has been with Visionary Square since 2017.
- [Chris Fallin](https://visionarysquare.com/about/our-team/chris-fallin/) - Chris Fallin, Senior Compliance Analyst, has been with Visionary Square since September 2016.
- [Charity Brimley](https://visionarysquare.com/about/our-team/charity-brimley/) - Charity Brimley, Executive Office Manger, has been with Visionary Square since November 2021.
- [Brandon Hall](https://visionarysquare.com/about/our-team/brandon-hall/) - Brandon Hall, Trading and Operations Assistant, has been with Visionary Square since November 2025.
- [Jessica Sexton](https://visionarysquare.com/about/our-team/jessica-sexton/) - Jessica Sexton, Chief Compliance Officer, has been with Visionary Square since February 2014.
- [Jamie Summerlin](https://visionarysquare.com/about/our-team/jamie-summerlin/) - Jamie Summerlin, Chief Experience Officer, joined Visionary Square in January 2025.
- [Dale Riley](https://visionarysquare.com/about/our-team/dale-riley/) - Dale Riley, Chief Growth Officer, has been with Visionary Square since August 2025.
- [Robert Russo](https://visionarysquare.com/about/our-team/robert-russo/) - Robert Russo is the Founder and Chief Executive Officer of Visionary Square.
- [About](https://visionarysquare.com/about/) - Visionary Square was built by a former advisor who understood the gaps. Think of The Square as your hub. A place to turn vision into action.
- [Solutions for Your Vision](https://visionarysquare.com/solutions-for-your-vision/) - Fire the tasks wasting your time. Stop managing your business, and start growing it.
- [Insurance Meeting Confirmation](https://visionarysquare.com/insurance-meeting-confirmation/) - Thank you for taking the first step toward building a stronger insurance partnership. Kip looks forward to connecting with you soon. Please check your inbox for your meeting invitation and calendar details. Kip Kiser Director of Insurance & Advanced Planning
- [Meet at The Square](https://visionarysquare.com/meet-at-the-square/) - Partnership on your terms. Pick the path that meets your current needs and future vision.
- [Frequently Asked Questions](https://visionarysquare.com/frequently-asked-questions/) - Frequently asked questions about partnering with Visionary Square, covering compensation, ownership, transition, and advisor support models.
- [A Guide for Financial Advisors to Attract High-Net-Worth Clients](https://visionarysquare.com/insights/resources/a-guide-for-financial-advisors-to-attract-high-net-worth-clients/) - Download the guide to discover how you can break through to high-net-worth-growth.
- [Personalization at Scale in Action](https://visionarysquare.com/personalization-at-scale/) - Complete the short form below and you'll receive a personalized follow-up email based on your responses.
- [Legacy Planning & Critical Information Checklist](https://visionarysquare.com/insights/resources/legacy-planning-critical-information-checklist/) - Empower your clients with this legacy planning resource that helps them prepare for the unexpected and keep critical information organized.
- [Behind The Rebrand: A Q&A with CMO David Buzo](https://visionarysquare.com/about/behind-the-rebrand-a-qa-with-cmo-david-buzo/) - After more than a decade, IAA has rebranded to Visionary Square. Here is a behind-the-scenes look at how it came to life with CMO David Buzo.
- [How to Drive Personalization at Scale](https://visionarysquare.com/insights/resources/how-to-drive-personalization-at-scale/) - Get a practical playbook to scale personalization, support your team, and deliver a better client experience—without burnout.
- [SEO Checklist](https://visionarysquare.com/insights/resources/seo-checklist/) - Use this checklist to ensure the essential pieces of SEO are in place within your website.
- [Media Kit](https://visionarysquare.com/media-kit/) - Our media kit includes our logos, headshots of our leadership team, and our fact sheet.
- [Why We Rebranded](https://visionarysquare.com/about/why-we-rebranded/) - Visionary Square is the brand that reflects growth. A modern identity built around our true role – helping independent business owners execute their vision.
- [Relationship Manager](https://visionarysquare.com/careers/relationship-manager/) - Visionary Square is seeking a relationship-focused, detail-oriented, and proactive Relationship Manager to join our team.
- [Transition Support Analyst](https://visionarysquare.com/careers/transition-support-analyst/) - Visionary Square is seeking a Transition Support Analyst in Charlotte, North Carolina.
- [Advisor Referral Program](https://visionarysquare.com/referral/) - As we continually build our community of advisors, our advisor referral program leveragesf our most valued and trusted network - our current partner firms.
- [Beyond Referrals: The Future of Advisor Marketing](https://visionarysquare.com/insights/the-future-of-advisor-marketing/) - Visionary Square is excited to share our latest white paper, "Beyond Referrals: The Future of Advisor Marketing."
- [The Social Media Guidebook](https://visionarysquare.com/insights/resources/the-social-media-guidebook/) - Our all-encompassing Social Media Guidebook is designed to help you leverage social media in your practice.
- [Branding 101: The Essentials for a Modern Advisor](https://visionarysquare.com/insights/resources/branding-101/) - Our Branding 101: The Essentials for a Modern Advisor eBook is designed to help you feel more confident about building your practice's brand.
- [Practice Evaluation Scorecard](https://visionarysquare.com/insights/resources/practice-evaluation-scorecard/) - Our practice evaluation scorecard is designed to help you evaluate how their practices measure up.
- [Outsourcing Checklist](https://visionarysquare.com/insights/resources/outsourcing-checklist/) - Our Outsourcing Checklist is designed to help you discover the aspects of your practice you should consider outsourcing.
- [Essential Questions Checklist](https://visionarysquare.com/insights/resources/essential-questions-checklist/) - Our Essential Questions Checklist is designed to help you prioritize and keep track of the questions you should ask a potential RIA firm.
- [Succession Planning Questions Checklist](https://visionarysquare.com/insights/resources/succession-planning-checklist/) - Succession planning is crucial for you to ensure continuity and stability for your clients even after your departure.
- [Video Tips for Financial Advisors](https://visionarysquare.com/insights/resources/video-tips/) - Download the guide to gain helpful video tips and learn how to create videos that enhance client communication and engagement.
- [Podcast Tips for Financial Advisors](https://visionarysquare.com/insights/resources/podcast-tips/) - In this guide, we provide podcast tips to help you effectively create engaging podcasts.
- [Modern Marketing Strategies for Financial Advisors](https://visionarysquare.com/insights/resources/marketing-strategies/) - Download our guidebook to begin utilizing modern marketing strategies in your practice.
- [Weekly Social Media Planner](https://visionarysquare.com/insights/resources/weekly-social-media-planner/) - The Weekly Social Media Planner is a fillable Excel spreadsheet designed to help you plan and organize your weekly social media posts efficiently.
- [Marketing Action Plan](https://visionarysquare.com/insights/resources/marketing-action-plan/) - Our Marketing Action Plan is designed to provide you with an actionable roadmap to elevate your marketing efforts.
- [2025 Year in Review](https://visionarysquare.com/insights/resources/2025-year-in-review/) - Discover the highlights, successes, and key insights from 2025 by downloading our Year in Review.
- [Disclaimer](https://visionarysquare.com/disclaimer/) - Legal Notices and Terms of Use This website (“site”) is owned and operated by Visionary Square (“I, “we”, “us”). By entering our website (“site”), you acknowledge your agreement with and understanding of the following Legal Notices and Terms of Use pertaining to this site including all material on it. These legal notices may be updated
- [ADV 2B](https://visionarysquare.com/adv2b/) - Please find the ADV 2B brochure for our partners here.
- [Privacy Policy](https://visionarysquare.com/privacy-policy/) - Our privacy policy is in place to protect your personal information from unauthorized access and use.

## Projects

- [Independent Advisor Alliance Welcomes VIBE Wealth Partners](https://visionarysquare.com/blog/portfolio/independent-advisor-alliance-welcomes-vibe-wealth-partners/) - Independent Advisor Alliance is excited to announce that VIBE Wealth Partners has chosen to join its network of partner firms.
- [Visionary Square Welcomes Avondale Wealth Advisors](https://visionarysquare.com/blog/portfolio/visionary-square-welcomes-avondale-wealth-advisors/) - Visionary Square today announced the addition of Avondale Wealth Advisors to its network of partner firms.
- [Visionary Square Expands Community Involvement Through Carolina Grizzlies Sponsorship](https://visionarysquare.com/blog/portfolio/visionary-square-expands-community-involvement-through-carolina-grizzlies-sponsorship/) - Visionary Square is proud to announce its sponsorship of the Carolina Grizzlies basketball team.
- [Visionary Square Launches Integrated Service Team to Elevate Advisor Support and Accelerate Growth](https://visionarysquare.com/blog/portfolio/visionary-square-launches-integrated-service-team/) - Visionary Square announces its new Integrated Service Team, a dedicated support model designed to provide advisors with direct access to specialized expertise.
- [Pontera and IAA Partner to Help its Financial Advisors Optimize Client Wealth for More Secure Retirements](https://visionarysquare.com/blog/portfolio/pontera-and-iaa-partnership/) - Pontera, the fintech company enabling retirement savers to receive 401(k) management from their financial advisor, has formed a partnership with IAA.
- [Defining the Future of Independence: IAA Rebrands as Visionary Square](https://visionarysquare.com/blog/portfolio/iaa-rebrands-as-visionary-square/) - IAA announced it has rebranded as Visionary Square, marking a significant milestone in the firm's evolution and long-term growth strategy.
- [More than 25% of Independent Advisor Alliance Advisors Named to LPL Financial's 2025 Distinguised Advisor List](https://visionarysquare.com/blog/portfolio/advisors-named-to-lpls-list/) - IAA today announced that 73 advisors across its national network of partner firms have been recognized by LPL Financial as Distinguished Financial Advisors.
- [IAA Announces Key Internal Promotions](https://visionarysquare.com/blog/portfolio/key-internal-promotions-announced/) - Key internal promotions of Jamie Summerlin and Devin Stamp have been announced.
- [Independent Advisor Alliance Named to Forbes' Top RIA Firms of 2025](https://visionarysquare.com/blog/portfolio/iaa-named-to-forbes-top-ria-firms-of-2025/) - IAA is thrilled to announces its inclusion on Forbes' Top RIA Firms of 2025 list, earning recognition as #1 in North Carolina.
- [IAA Appoints LPL Executive Dale Riley as Chief Growth Officer](https://visionarysquare.com/blog/portfolio/iaa-appoints-dale-riley-as-chief-growth-officer/) - Independent Advisor Alliance (IAA) is excited to announce the appointment of Dale Riley as its new Chief Growth Officer.
- [Independent Advisor Alliance CEO Robert Russo Named Finalist for CEO of the Year](https://visionarysquare.com/blog/portfolio/iaa-ceo-named-finalist-for-ceo-of-the-year/) - IAA today announced that CEO Robert Russo has been named a finalist for CEO of the Year for the 2025 Wealth Management Industry Awards.
- [Income Lab and Independent Advisor Alliance Partner to Power Personalized Planning for Advisors](https://visionarysquare.com/blog/portfolio/income-lab-and-independent-advisor-alliance-partner-to-power-personalized-planning-for-advisors/) - Income Lab and IAA announced a strategic partnership to bring Income Lab's dynamic retirement planning platform to IAA's network of partner firms.
- [IAA Expands Marketing Team to Support Firm's Growth and Commitment to Independent Financial Advisors](https://visionarysquare.com/blog/portfolio/iaa-expands-marketing-team/) - IAA is excited to announce a build out of its marketing team to support the firm’s ongoing growth and increasing demand for comprehensive resources.
- [IAA Surpasses $20 Billion in Assets Under Supervision in 2024, Setting Stage for 2025 Growth](https://visionarysquare.com/blog/portfolio/iaa-surpasses-20-billion-in-assets-under-supervision/) - IAA is proud to announce a significant milestone as the company begins 2025: surpassing $20 billion in Assets Under Supervision.
- [ENGAGE 2023 Photo Gallery](https://visionarysquare.com/blog/portfolio/engage-2023-photo-gallery/) - Check out our photo gallery from ENGAGE 2023 hosted in Savannah, Georgia. This gallery showcases our networking events, keynote speakers, and more.
- [Independent Advisor Alliance Partners With GuideStone Funds  To Provide Portfolio Solution For SRI Market](https://visionarysquare.com/blog/portfolio/independent-advisor-alliance-partners-with-guidestone-funds-to-provide-portfolio-solution-for-sri-market/) - IAA announced that it has partnered with GuideStone Funds® to provide a portfolio solution for clients interested in socially responsible investing.
- [Independent Advisor Alliance Names Christopher Zaccarelli Chief Investment Officer](https://visionarysquare.com/blog/portfolio/independent-advisor-alliance-names-christopher-zaccarelli-chief-investment-officer/) - Independent Advisor Alliance announced today that Christopher Zaccarelli has been named Chief Investment Officer.
- [Independent Advisor Alliance Launches Robo-Advisory Platform](https://visionarysquare.com/blog/portfolio/independent-advisor-alliance-launches-robo-advisory-platform/) - Independent Advisor Alliance announced that it has launched its own robo-advisory platform.
- [Independent Advisor Alliance Is The Choice Of Stay For IFP Advisors](https://visionarysquare.com/blog/portfolio/independent-advisor-alliance-is-the-choice-of-stay-for-ifp-advisors/) - IAA announced that they welcomed 51 IFP advisors and $2.3 billion in assets to their firm in 2018.
- [Independent Advisor Alliance Establishes Strategic Partnership with Wealth.com](https://visionarysquare.com/blog/portfolio/partnership-with-wealth-com/) - IAA announces partnership with Wealth.com. All IAA network advisors can now add estate planning tools and resources to their solutions.
- [Independent Advisor Alliance Announces Two Leadership Appointments](https://visionarysquare.com/blog/portfolio/new-leadership-appointments/) - Independent Advisor Alliance announced two leadership appointments, David Buzo joins as Chief Marketing Officer and Topaz Morrison as Chief Growth Officer.
- [Independent Advisor Alliance Announces Partnership with Truelytics](https://visionarysquare.com/blog/portfolio/independent-advisor-alliance-announces-partnership-with-truelytics/) - Independent Advisor Alliance announced a new strategic partnership with Truelytics to leverage their technology in IAA’s mergers and acquisition program.
- [Independent Advisor Alliance Announces Corporate Headquarters Expansion To Accommodate Continued Growth](https://visionarysquare.com/blog/portfolio/iaa-accomodates-continued-growth/) - IAA announced their headquarters expansion into an additional 2,500 square feet of new space located in Ballantyne Office Park.
- [IAA Forms Joint Venture To Solve For Technology Gap Faced By Financial Advisors](https://visionarysquare.com/blog/portfolio/iaa-forms-joint-venture-to-solve-for-technology-gap-faced-by-financial-advisors/) - Independent Advisor Alliance announced that it has partnered with We Handle Tech to create a technology firm dedicated to supporting financial advisors.
- [IAA Expands Services With New Insurance Offering](https://visionarysquare.com/blog/portfolio/iaa-expands-services-with-new-insurance-offering/) - IAA announced today that it has launched Sage Insurance Partners (SIP) to provide advisors with insurance offering for comprehensive financial planning.
- [IAA Announces Charitable Donation To Communities In Schools of Charlotte-Mecklenburg](https://visionarysquare.com/blog/portfolio/iaa-announces-charitable-donation-to-communities-in-schools-of-charlotte-mecklenburg/) - Independent Advisor Alliance announced donations totaling more than $8,000 to support Communities In Schools of Charlotte-Mecklenburg (CIS).
- [IAA Acquires Stake In $763M Firm](https://visionarysquare.com/blog/portfolio/iaa-acquires-stake-in-763m-firm/) - Independent Advisor Alliance announces that it has purchased a minority stake in GenWealth Financial Advisors.
- [Firm With $315M in Assets Joins IAA from Ameriprise](https://visionarysquare.com/blog/portfolio/firm-with-315m-in-assets-joins-iaa-from-ameriprise/) - Independent Advisor Alliance announced today that Liberty Point Advisors has joined its network of independent advisors from Ameriprise Financial.
- [ENGAGE 2024 Photo Gallery](https://visionarysquare.com/blog/portfolio/engage-2024-photo-gallery/) - Thank you to all of those who attended ENGAGE 2024 at the Conrad Hotel in Nashville, TN on April 28 - April 30, 2024.
- [ENGAGE 2022 Photo Gallery](https://visionarysquare.com/blog/portfolio/engage-2022-photo-gallery/) - Check out our photo gallery from ENGAGE 2022 hosted in Charlotte, NC. This gallery showcases our networking events, keynote speakers, and more.
- [$315M Firm Selects IAA To Go Independent](https://visionarysquare.com/blog/portfolio/315m-firm-selects-iaa-to-go-independent/) - Independent Advisor Alliance announced today that Castle Wealth Partners has joined its network of independent advisors.
- [Independent Advisor Launches Virtual Admin Program](https://visionarysquare.com/blog/portfolio/independent-advisor-launches-virtual-admin-program/) - Independent Advisor Alliance (IAA), a leading independent registered investment advisory firm, announced the launch of its new Virtual Admin Program.
- [Independent Advisor Alliance Named To Financial Times 300 Top Registered Investment Advisers](https://visionarysquare.com/blog/portfolio/independent-advisor-alliance-named-to-financial-times-300-top-registered-investment-advisers/) - Independent Advisor Alliance is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top RIAs.
- [IAA Welcomes Harvest Wealth Management](https://visionarysquare.com/blog/portfolio/iaa-welcomes-harvest-wealth-management/) - Independent Advisor Alliance announced today that Harvest Wealth Management has joined its network of independent advisors.
- [Way & Way Selects IAA To Go Independent](https://visionarysquare.com/blog/portfolio/way-way-selects-iaa-to-go-independent/) - Independent Advisor Alliance (IAA) announced today that Way & Way has joined its network of independent advisors.
- [LPL Financial Welcomes Robert Russo To Executive Council](https://visionarysquare.com/blog/portfolio/lpl-financial-welcomes-robert-russo-to-executive-council/) - Robert Russo, CEO of Independent Advisor Alliance, today announced his inclusion in LPL’s Executive Council for the fifth consecutive year.
- [MetCap Wealth Management Launches With Independent Advisor Alliance](https://visionarysquare.com/blog/portfolio/metcap-launches-with-iaa/) - MetCap Wealth Management launches with Independent Advisor Alliance for independence and client-centric support.
- [The 680 Group Selects IAA To Go Independent](https://visionarysquare.com/blog/portfolio/the-680-group-selects-iaa-to-go-independent/) - Independent Advisor Alliance announced today that The 680 Group has joined its network of independent advisors.
- [Steward Guide Wealth Partners Moves $165M Firm to Independent Advisor Alliance](https://visionarysquare.com/blog/portfolio/steward-guide-moves-to-iaa/) - Independent Advisor Alliance (IAA) today announced the addition of Steward Guide Wealth Partners to its network of partner firms.
- [Kip Kiser Joins Independent Advisor Alliance](https://visionarysquare.com/blog/portfolio/kip-kiser-joins-independent-advisor-alliance/) - Independent Advisor Alliance is excited to welcome Kip Kiser to the firm as Director of Insurance and Advanced Planning
- [Independent Advisor Alliance Announces Minority Investment by LPL Financial](https://visionarysquare.com/blog/portfolio/minority-investment-by-lpl/) - Independent Advisor Alliance today announced that LPL Financial has taken a minority stake in its firm, allowing IAA to continue advancing its services.

## Categories

- [Advisor Spotlight](https://visionarysquare.com/blog/category/advisor-spotlight/) - Read below to hear some great insights from our partner advisors.
- [Practice Management](https://visionarysquare.com/blog/category/practice-management/) - Read our blog posts below to learn more about practice management.
- [Marketing](https://visionarysquare.com/blog/category/marketing/) - Read our blog posts below to learn our marketing tips for financial advisors.
- [Compliance](https://visionarysquare.com/blog/category/navigating-compliance/) - Read our blog posts below to learn about navigating compliance as a financial advisor.
- [Transition Support](https://visionarysquare.com/blog/category/transition-support/) - Read the blog posts below to learn more about ensuring a smooth transition in your practice.
- [Mergers & Acquisitions](https://visionarysquare.com/blog/category/mergers-acquisitions/) - Read our blog posts below to learn more about mergers and acquisitions as a financial advisor.
- [Technology](https://visionarysquare.com/blog/category/technology/) - Read our blog posts below to learn more about implementing technology in your practice.
- [Industry Trends](https://visionarysquare.com/blog/category/industry-trends/) - Read our blog posts to learn about industry trends for financial advisors.
- [Business Development](https://visionarysquare.com/blog/category/business-development/)
- [Insurance](https://visionarysquare.com/blog/category/insurance/)

## Tags

- [Junior Advisor](https://visionarysquare.com/blog/tag/junior-advisor/) - Read our blog posts below to learn more about the benefits of adding a junior advisor.
- [Managing Your Practice](https://visionarysquare.com/blog/tag/managing-your-practice/) - Read our blog posts below to learn more about managing your practice.
- [Succession Planning](https://visionarysquare.com/blog/tag/succession-planning/) - Read our blog posts below to learn more about succession planning.
- [Advisor Marketing](https://visionarysquare.com/blog/tag/advisor-marketing/) - Read our blog posts below to learn more about marketing your practice as a financial advisor.
- [RIA](https://visionarysquare.com/blog/tag/ria/) - Read our blog posts below to learn more about IAA as an RIA.
- [Independent Financial Advisors](https://visionarysquare.com/blog/tag/independent-financial-advisors/) - Read our blog posts below to learn more about navigating business ownership as an independent financial advisor.
- [Niche Marketing](https://visionarysquare.com/blog/tag/niche-marketing/) - Read our blog posts below to learn more about niche marketing.
- [Growth Strategy](https://visionarysquare.com/blog/tag/growth-strategy/) - Read our blog posts below to learn more about growth strategies as a financial advisor.
- [Women in Finance](https://visionarysquare.com/blog/tag/women-in-finance/) - Read our blog posts below to hear the stories of women in finance.
- [Financial Advisors](https://visionarysquare.com/blog/tag/financial-advisors/) - Read our blog posts below to gain helpful insights on being a financial advisor.
- [Marketing Strategy](https://visionarysquare.com/blog/tag/marketing-strategy/) - Read our blog posts below to learn more about marketing strategies for financial advisors.
- [SEO](https://visionarysquare.com/blog/tag/seo/) - Read our blog posts below to learn more about search engine optimization (SEO).
- [Compliance & Regulations](https://visionarysquare.com/blog/tag/compliance-and-regulations/) - Read our blog posts below to learn more about navigating the compliance and regulatory landscape.
- [Outsourcing](https://visionarysquare.com/blog/tag/outsourcing/) - Read our blog posts below to learn more about the benefits of outsourcing tasks as a financial advisors
- [Social Media](https://visionarysquare.com/blog/tag/social-media/) - Read our blog posts below to learn more about utilizing social media as a financial advisor.
- [Video Marketing](https://visionarysquare.com/blog/tag/video-marketing/) - Read our blog posts below to learn more about video marketing.
- [Referrals](https://visionarysquare.com/blog/tag/referrals/) - Read our blog posts below to learn more about leveraging clients to gain referrals.
- [Advisor Technology](https://visionarysquare.com/blog/tag/advisor-technology/) - Read our blog posts below to learn more about utilizing technology as a financial advisor.
- [Fintech](https://visionarysquare.com/blog/tag/fintech/) - Read our blog posts below to learn more about the latest in fintech.
- [Tech Stack](https://visionarysquare.com/blog/tag/tech-stack/) - Read our blog posts below to learn more about the importance of the right tech stack.
- [Social Media Marketing](https://visionarysquare.com/blog/tag/social-media-marketing/) - Read our blog posts below to learn more about social media marketing for your practice.
- [Investment Strategy](https://visionarysquare.com/blog/tag/investment-strategy/) - Read our blog posts below to learn more about investment strategies to improve the efficiency of your practice.
- [Technology](https://visionarysquare.com/blog/tag/technology/)
- [Insurance](https://visionarysquare.com/blog/tag/insurance/)

## Projects Categories

- [Press Releases](https://visionarysquare.com/blog/project-type/press-releases/) - Read the latest news from Visionary Square.
- [Announcements](https://visionarysquare.com/blog/project-type/announcements/) - Read the posts below to learn more about the excitement happening at Visionary Square.
- [2017](https://visionarysquare.com/blog/project-type/2017/) - Read our articles below to learn more about the highlights of 2017 for Visionary Square.
- [2018](https://visionarysquare.com/blog/project-type/2018/) - Read our articles below to learn more about the highlights of 2018 for Visionary Square.
- [2019](https://visionarysquare.com/blog/project-type/2019/) - Read our articles below to learn more about the highlights of 2019 for Visionary Square.
- [2020](https://visionarysquare.com/blog/project-type/2020/) - Read our articles below to learn more about the highlights of 2020 for Visionary Square.
- [2021](https://visionarysquare.com/blog/project-type/2021/) - Read our articles below to learn more about the highlights of 2021 for Visionary Square.
- [2022](https://visionarysquare.com/blog/project-type/2022/) - Read our articles below to learn more about the highlights of 2022 for Visionary Square.
- [2023](https://visionarysquare.com/blog/project-type/2023/) - Read our articles below to learn more about the highlights of 2023 for Visionary Square.
- [2024](https://visionarysquare.com/blog/project-type/2024/) - Read our articles below to learn more about the highlights of 2024 for Visionary Square.
- [2025](https://visionarysquare.com/blog/project-type/2025/) - Read our articles below to learn more about the highlights of 2025 for Visionary Square.
- [2026](https://visionarysquare.com/blog/project-type/2026/) - Read our articles below to learn more about the highlights of 2026 for Visionary Square.