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Catch Us at Schwab IMPACT
Heading to Boston for Schwab IMPACT at the end of October? Dale Riley, Chief Growth Officer, and Devin Stamp, Custodian and Platform Manager, will be there representing Visionary Square. If you’re attending, let us ...
Headlines
- Catch Us at Schwab IMPACT
- Celebrating 10 Years of Chris Fallin
- Visionary Square Welcomes Cindy Reninger to Crescent Financial Group
- Visionary Square Welcomes Mark Roberts to MetCap Wealth Management
- Visionary Square Welcomes Caden Clamp to Blackbridge Financial
- Q3 2026 State of the Square Recap: Elevated Support, New Faces, and Smarter Ways to Grow
- Visionary Square Launches Integrated Service Team to Elevate Advisor Support and Accelerate Growth
- Visionary Square Sponsors Youth Basketball Team
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Employee Resources
January 2026
SMTWTFS
Rock milestones by week
Visionary Square · quarter of July 17 – October 20, 2026 (all dates 2026) · data as of September 28, 2026
44complete
19past due
40still ahead
17rocks
5off track
Complete
Past due, not complete
Upcoming
Current week
★Company rock
Hover any marker to read the milestones due that week. Track shows the rock's own on/off-track status.
| Rock | Owner | Track | 7/13wk 1 | 7/20wk 2 | 7/27wk 3 | 8/3wk 4 | 8/10wk 5 | 8/17wk 6 | 8/24wk 7 | 8/31wk 8 | 9/7wk 9 | 9/14wk 10 | 9/21wk 11 | 9/28now | 10/5wk 13 | 10/12wk 14 | 10/19wk 15 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Archival and clean up of Compliance box.com files | Jessica Sexton | Rock status in StretyOn track | Week of Monday August 24 – August 30, 20268/28Identify the timeline for document retention from a regulatory perspectiveComplete | Week of Monday September 7 – September 13, 20269/11Move any unnecessary forms to a central location for disposalComplete | Week of Monday September 28 – October 4, 202610/2Draft best practices for files for other departments to useUpcoming | Week of Monday October 19 – October 25, 202610/20Finalize procedures and share with other departmentsUpcoming | |||||||||||
| InvestorCom Retrospective Lookback Documented and Presented | Jessica Sexton | Rock status in StretyOn track | Week of Monday August 10 – August 16, 20268/14Access new compliance dashboardComplete | Week of Monday August 24 – August 30, 20268/25Identify sample size and determine which accounts we're samplingComplete | Week of Monday August 31 – September 6, 20269/4Complete review of rollovers and determine if there were any errorsComplete | Week of Monday September 7 – September 13, 20269/11Document and file review and determine what training opportunities there areComplete | Week of Monday October 19 – October 25, 202610/20Meet with Lauren to develop training gameplan and timeline for Q4Upcoming | ||||||||||
| ★Leverage Full Internal Capabilities of ABOB | Jamie Summerlin | Rock status in StretyOff track | Week of Monday August 3 – August 9, 20268/6Hold Rock Kick-off meeting with key stakeholders including Allie at ABOBComplete | Week of Monday August 10 – August 16, 20268/14Follow-up with Allie regarding their clean-up itemsComplete | Week of Monday August 31 – September 6, 20268/31All ABOB data is clean including branch IDs, REP IDs, and former advisorsComplete8/31Branch ID, Archive advisors and Rep IDs completedComplete | Week of Monday September 7 – September 13, 20269/7Clean up RIA Adjustments (step 2)Past due9/7IAAH payout to zeroPast due | Week of Monday September 14 – September 20, 20269/18ABOB P&L reports by firm and admin reports available for review and auditPast due | Week of Monday October 5 – October 11, 202610/9Reports Glossary created and available for the 4 advisor admin reportsUpcoming | Week of Monday October 19 – October 25, 202610/20Rock completion report submitted and P&L deliveredUpcoming | ||||||||
| ★Revamp Asset Management Services | Jamie Summerlin | Rock status in StretyOff track | Week of Monday August 3 – August 9, 20268/7Initial strategy meeting with Devin & DaleComplete | Week of Monday August 10 – August 16, 20268/14Investment review complete, gaps identifiedComplete | Week of Monday August 31 – September 6, 20268/31Engage marketing on Name, Logo, brandingPast due8/31$17B in Rep as PM - where are the opportunitiesPast due | Week of Monday September 14 – September 20, 20269/18Confirm/Review pricing for clarity and understandingPast due | Week of Monday September 28 – October 4, 20269/30Marketing deliverables reviewed including Trade request form & Sales ProposalUpcoming9/30Assess feasibility of Mapping service Jacob 55ipUpcoming | Week of Monday October 19 – October 25, 202610/20Created presentation for Presidents & Chairman eventsUpcoming10/20Rock completion report submitted and presented to LeadershipUpcoming | |||||||||
| ★Financial Clarity | David Buzo | Rock status in StretyOff track | Week of Monday August 10 – August 16, 20268/13Edit existing P&L to match CPA's method, update KPIsComplete8/14Re-allocate expenses to appropriate departmentComplete | Week of Monday August 17 – August 23, 20268/21Audit Tech vendorsComplete | Week of Monday August 31 – September 6, 20268/31ABOB Timeline is definedPast due | Week of Monday September 7 – September 13, 20269/11Fix P&L to follow GAAPPast due9/11Create non-GAAP reports (EBITDA)Complete9/11Run P&L with GAAPPast due | Week of Monday October 5 – October 11, 202610/9Share updated reports with Leadership TeamUpcoming | Week of Monday October 12 – October 18, 202610/16Share department P&LUpcoming | |||||||||
| ★Develop, document and distribute AI policies and procedures | Jessica Sexton | Rock status in StretyOn track | Week of Monday August 24 – August 30, 20268/28Discover what tools employees are already using and for what purposeComplete | Week of Monday August 31 – September 6, 20269/4Identify any concerns with these tools and/or material being uploadedComplete | Week of Monday September 14 – September 20, 20269/18Consult with Bates Group and custodians on key points for our proceduresComplete | Week of Monday October 5 – October 11, 202610/9Draft procedure document and request formUpcoming | Week of Monday October 19 – October 25, 202610/20Review procedure with VS employees and fileUpcoming | ||||||||||
| Advisor Readiness and Onboarding Feedback Framework | Tina VonCanon | Rock status in StretyOn track | Week of Monday August 17 – August 23, 20268/18Gather and review existing surveys regarding the onboarding experienceComplete | Week of Monday August 24 – August 30, 20268/26Identify key readiness questions and outline three core deliverablesComplete | Week of Monday August 31 – September 6, 20269/4Draft the advisor readiness scorecard/checklistPast due | Week of Monday September 7 – September 13, 20269/11Review the readiness scorecard with internal stakeholders and revisePast due | Week of Monday September 14 – September 20, 20269/18Draft the pre-repapering onboarding surveyPast due | Week of Monday September 21 – September 27, 20269/25Draft the separate repapering surveyPast due | Week of Monday October 5 – October 11, 202610/8Share the framework and both survey drafts with stakeholdersUpcoming | Week of Monday October 12 – October 18, 202610/12Incorporate stakeholder feedback and prepare final draftsUpcoming10/15Finalize the readiness framework and surveysUpcoming | |||||||
| Build Transitions Coverage Through Cross Training | Joan Chepkwemoi | Rock status in StretyOn track | Week of Monday August 24 – August 30, 20268/28Shadow Tina on all four tasks, capture current state notesComplete | Week of Monday August 31 – September 6, 20269/4First supervised live execution of Rep ID requests and shared mailboxesPast due | Week of Monday September 7 – September 13, 20269/11Draft SOPs complete for Rep ID requests and a checklist for shared mailboxComplete | Week of Monday September 14 – September 20, 20269/18Begin shadowing NLA terminations, employee terminations, Schwab/Fidelity requestsComplete | Week of Monday September 21 – September 27, 20269/25Supervised live execution of NLA and employee terminationsComplete | Week of Monday September 28 – October 4, 20269/30SOPs finalized and reviewed with Tina, sign off on independent readinessUpcoming10/2Cover a real window independently, at least one full day handled soloUpcoming | Week of Monday October 5 – October 11, 202610/10Submit completion report with results and finalized SOPs attachedUpcoming | ||||||||
| Policies and Procedures for Smarsh | John Kamel | Rock status in StretyOn track | Week of Monday August 24 – August 30, 20268/28Review current electronic communications policiesComplete | Week of Monday August 31 – September 6, 20269/4Identify all communication channels subject to retention and supervisionComplete | Week of Monday September 28 – October 4, 202610/1Revise supervision procedures to reflect current proceduresUpcoming | Week of Monday October 12 – October 18, 202610/13CCO ReviewUpcoming | Week of Monday October 19 – October 25, 202610/20Updated Smarsh Policies & Procedures approved and publishedUpcoming | ||||||||||
| Document P&P for RIA Advertising | dmotto | Rock status in StretyOn track | Week of Monday September 14 – September 20, 20269/18Draft written advertising policies (include SEC Rule + Legal interpretations)Complete | Week of Monday September 28 – October 4, 202610/2Meet with impacted associates (Compliance/Marketing) for policy discussionUpcoming | Week of Monday October 12 – October 18, 202610/14Post policy to VS policies and procedures documentsUpcoming | Week of Monday October 19 – October 25, 202610/19Communicate policy to all VS associatesUpcoming | |||||||||||
| InvestorCom SME | Chris Fallin | Rock status in StretyOn track | Week of Monday October 5 – October 11, 202610/5Create test cases in InvestorCom to learn navigation and outputsUpcoming | Week of Monday October 12 – October 18, 202610/12Document common advisor questions and answers and file in BoxUpcoming | Week of Monday October 19 – October 25, 202610/20Share documentation with Compliance team and make adjustmentsUpcoming | ||||||||||||
| Creative Capital's Marketing Catalyst | Gabby Tschirky | Rock status in StretyOff track | Week of Monday August 24 – August 30, 20268/28Build Claude Design Systems for Current DMS AdvisorsComplete | Week of Monday September 7 – September 13, 20269/11Build & Test the Content ProcessPast due | Week of Monday September 21 – September 27, 20269/25Build Brand & Website Process for New AdvisorsPast due | Week of Monday September 28 – October 4, 202610/2Create the Advisor ExperienceUpcoming | Week of Monday October 5 – October 11, 202610/9Develop the Marketing PlanUpcoming | Week of Monday October 12 – October 18, 202610/12Create Launch AssetsUpcoming | Week of Monday October 19 – October 25, 202610/20Finalize & LaunchUpcoming | ||||||||
| Podcast Setup | Dominic | Rock status in StretyOff track | Week of Monday August 31 – September 6, 20268/31Podcast concept document finalized: name, audience, theme, format, lengthComplete | Week of Monday September 14 – September 20, 20269/16Host confirmed and distribution plan documentedPast due | Week of Monday September 21 – September 27, 20269/23Visual identity and design elements approved and production-readyPast due | Week of Monday October 5 – October 11, 202610/7Pilot episode script or outline finalized and run-of-show confirmedUpcoming | Week of Monday October 12 – October 18, 202610/16Pilot episode filmed and raw footage delivered for editing reviewUpcoming | ||||||||||
| Solution Awareness Videos | Dominic | Rock status in StretyOn track | Week of Monday September 21 – September 27, 20269/22Post Path 1Past due | Week of Monday October 5 – October 11, 202610/6Post Path 2Upcoming | Week of Monday October 12 – October 18, 202610/13Post Path 3Upcoming | Week of Monday October 19 – October 25, 202610/20Post Path 4Upcoming10/20All 4 videos published and live across designated distribution channelsUpcoming | |||||||||||
| Competitive & Keyword Content Research | Paul Nashawaty | Rock status in StretyOn track | Week of Monday August 10 – August 16, 20268/14Conduct competitor content auditComplete | Week of Monday August 24 – August 30, 20268/28Research and familiarize myself with SpyFuComplete8/28Complete keyword research using SpyFu; identify priority terms and gapsComplete | Week of Monday August 31 – September 6, 20269/4Synthesize findings into advisor pain points and content opportunitiesComplete | Week of Monday September 14 – September 20, 20269/18Draft first round of blog content and social campaignsComplete | Week of Monday September 21 – September 27, 20269/25Build first full content campaign for upcoming content calendarComplete | Week of Monday October 5 – October 11, 202610/9Draft additional content campaigns; refine based on early performanceUpcoming | Week of Monday October 19 – October 25, 202610/20Review content performance and finalize research-informed playbookUpcoming | ||||||||
| Create Internal Tech SOPs for processes | Lauren Grames | Rock status in StretyOn track | Week of Monday August 10 – August 16, 20268/12Brainstorm Responsibilities and listComplete | Week of Monday August 24 – August 30, 20268/24Identify SOPs/Training guides that need to be updated or createdComplete8/24Create Box location where all items to be housedComplete | Week of Monday October 19 – October 25, 202610/19Create SOPs and upload to BoxComplete10/19Have internal review to edit and walk through to ensure SOPs make senseComplete | ||||||||||||
| TAC Model Transition and Profitability1 outsideFalls outside the quarter10/30Profitability/Usage analysisUpcoming · after the quarter | Richard Neff | Rock status in StretyOn track | Week of Monday August 3 – August 9, 20268/7Gather Historical Data from MariahComplete | Week of Monday August 17 – August 23, 20268/17Create/Deliver communication for existing advisors using TACComplete | Week of Monday September 14 – September 20, 20269/15Amendments made to legacy contractsComplete | ||||||||||||
| Milestones due | – | – | – | 3 | 7 | 3 | 11 | 12 | 10 | 9 | 6 | 8 | 10 | 9 | 15 |