The Predictable Practice Advisor Intensive

“You’ve Built a Business Worth Owning. Isn’t It Time You Truly Owned It?”

Explore the opportunity of True Independence — freedom with foundation, ownership with support, and the infrastructure you need to scale without limits.

Dear Financial Advisor,

Every advisor dreams of independence.

But for many, the journey toward it is wrapped in layers of uncertainty - questions about support, technology, compliance, marketing, and the long list of “what ifs” that come with leaving the familiar behind.

That’s why we created The Predictable Practice Advisor Intensive - a one-day, small-group event designed to help advisors like you explore the opportunity of True Independence with clarity, confidence, and a roadmap.

Because when you partner with the right firm, independence doesn’t mean isolation.
It means ownership. Control. Legacy.

And it might just be the smartest business decision you’ll ever make.

The Questions Every Advisor Eventually Faces

At some point, every successful advisor begins to ask…

• Who truly owns my clients - me or my firm?
• Why am I still splitting revenue with managers who add no value to my day-to-day work?
• Why do I have to “qualify” to market my business my way?
• Why am I required to push specific products, even when they’re not the best fit?
• How is it that I’m building long-term value for someone else’s enterprise - instead of my own?
• Why am I capped by payout grids and glass ceilings that have nothing to do with my performance?

These questions aren’t complaints.

They’re indicators that you’re ready for the next chapter - the one where you own the business you’ve built.

That’s what True Independence is all about.

 True Independence Is Freedom with a Foundation

Going independent doesn’t mean starting from scratch.

It means choosing a partner who provides the infrastructure, resources, and expertise that allow you to focus on what you do best - serving clients and growing your business.

At this event, you’ll see exactly how the right partnership can:

✅ Preserve the support you rely on - compliance, marketing, technology, and transition resources - without the red tape.
✅ Give you control of your brand - your name, your message, your story.
✅ Remove production requirements and replace them with flexibility and profitability.
✅ Expand your product access - because “independent” should mean open architecture, not limited menus.
✅ Increase your payout - so your hard work builds equity in your business, not someone else’s.
✅ Provide seamless transition guidance - from paperwork to client communication, we’ve done it all before.

You’ll leave knowing what’s possible — and what predictable independence truly looks like.

A Proven Partner Makes All the Difference

Every advisor who’s made the leap says the same thing:

“It was the best decision I ever made - once I found the right firm.”

The truth is, independence is not about doing everything yourself.
It’s about aligning with a firm that gives you the freedom to grow and the support to scale.

That’s where USA Financial comes in.

Since 1988 we’ve been building the perfect independent advisor structure, and we’ve helped advisors just like you transition smoothly into independence - with turnkey infrastructure, marketing systems, technology integration, and practice management consulting designed for firms that crave true independence (but understand they need strong partners to succeed).

We know the hurdles. We know the fears.
And we know exactly how to turn your next move into the most liberating business decision of your career.

Join Us in San Antonio

Tuesday, January 27, 2026
San Antonio, TX

One powerful day.
Zero cost to attend.
Your registration, travel, and lodging - fully covered by USA Financial.

This event is intentionally small, designed for meaningful conversations with advisors exploring their next move and industry leaders who’ve helped hundreds make the transition successfully.

You’ll walk away with a clear understanding of:

• What True Independence really looks like
• The systems and structure that make it possible
• The financial and professional upside that comes from finally owning what you’ve built

EXPRESS YOUR INTEREST >> Predictable Practice Advisor Intensive | San Antonio, TX

I look forward to meeting you.

Sincerely,

Mark Mersman
Chief Marketing Officer
USA Financial

P.S.
True Independence isn’t about starting over - it’s about finally building something that’s yours.
Join us for one powerful day that could change the way you think about your business, your clients, and your future.

P.P.S.
Looking for an overview of what we’ll cover? Here ya go…