No. At Veranovia, you retain full ownership of your book. We support your transition both contractually and technically so your client relationships remain yours for good.
No. Our supervisory structure, insurance coverage, and affiliate agreements are designed to protect you. We build safeguards into the platform so you are never left exposed.
Most advisors do. Without corporate layers, you control your revenue model. In addition, override and subscription income options create growth opportunities you won’t find in a grid-based system.
You don’t have to. We provide planning, implementation, marketing, compliance, HR, and IT support so you can focus on serving your clients.
Our operations team and proprietary server infrastructure ensure quick response, data backups, and continuity planning.
Yes. Whether you want to operate under the Veranovia name or your own brand, both paths are supported. The choice is yours.
No. You’ll be part of a collaborative network of professionals with training, events, and shared best practices. Independence does not mean isolation.
Only if you choose to. There are multiple growth tracks including solo, supported, or team-based. We don’t force hierarchy models.
Today, the bigger risk is not owning your book and brand. We help position you as forward-thinking and client-first, not tied to corporate mandates.
Most transitions take between 30 and 90 days. We manage the timeline with you and provide a full team to handle contracts, technology, and operations.
You’ll have access to centralized compliance support and streamlined workflows. Our advisor-tested protocols meet regulatory standards without unnecessary micromanagement.
Veranovia offers bridge compensation in the form of forgivable loans, revenue sharing, and subscription income. These options are designed to reduce short-term revenue gaps while building long-term equity.
We provide MEWA-based group health options and access to strategic benefits. Independence doesn’t mean going without coverage.
Not at all. We use intuitive, advisor-friendly tools such as Wealthbox, eMoney, and Microsoft E5. Our team handles setup and training so you are ready to go.
You’ll actually gain more. We provide access to shared leads, embedded reps, cold callers, and niche market campaigns tailored to your goals.
You’ll have support through marketing, strategy coaching, and peer accountability. Growth is a shared priority, not something you face alone.
We help integrate your team with the right infrastructure, HR support, and legal resources. Your staff is part of the transition plan.
Clients care about their relationship with you, not the logo. We provide communication strategies that help you explain the transition and the improved independence you’re bringing to them.
Transitions are de-risked with phased onboarding, contractual protections, and multiple exit strategies.
Every transition is customized. Whether you’re dually licensed, fee-only, or serve a unique client base, we’ve likely handled it before and can tailor the process to fit your situation.
You’ve Built a Career. Now Build the Business That Works for You.
We’ve helped advisors like you transition with clarity, confidence, and control. Whether you're just exploring or ready to grow, let's talk about what’s possible. The next step is yours to take, but you don’t have to take it alone