Author: Chris Virgil

Chris Virgil

More about the author: Chris Virgil

Chris is the assistant vice president at Evolution Financial Advisors. He works to help advisors grow their businesses and gain a sense of freedom. Chris is a business and behavioral coach working with existing EFA financial professionals to create a more fulfilling practice, streamline operations, and enhance client experience.
Dec
4
Maximizing Your Practice’s Future with OSJ Succession Strategies
Maximizing Your Practice’s Future with OSJ Succession Strategies
You’ve poured your blood, sweat, and tears into building your financial practice. Years of hard work, dedication, and focus have made your practice what it...
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Nov
20
Boost Your Transition Results with the Right OSJ Partner
Boost Your Transition Results with the Right OSJ Partner
So, you are a financial advisor considering leaving your current firm to start your own business. Exciting, right? But along with that excitement comes a...
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Nov
6
Expand with Confidence: Harnessing an OSJ’s Powerhouse Network
Expand with Confidence: Harnessing an OSJ’s Powerhouse Network
Starting your own independent financial advisory practice can be one of the most exciting times in your life. The allure of freedom, direct client interactions,...
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Oct
23
Elevate Your Financial Advisory Skills: The Power of OSJ Collaboration
Elevate Your Financial Advisory Skills: The Power of OSJ Collaboration
It can be exciting and stressful if you have recently transitioned from being an employee of a larger financial entity to starting your advisory practice....
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Oct
9
Leveraging OSJ Know-How: Pinpointing High-Value Client Demographics
Leveraging OSJ Know-How: Pinpointing High-Value Client Demographics
Understanding client and prospect demographics is more than knowing their ages or income brackets. It’s about comprehending their life stages, goals, cultural backgrounds, financial concerns,...
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Sep
14
Building Your Practice: How OSJs Help BreakAway Financial Advisors
Building Your Practice: How OSJs Help BreakAway Financial Advisors
Starting your own firm is exciting for many financial professionals, including insurance agents and breakaway advisors. While this transition can be challenging, there are also...
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Sep
11
Introducing EFAssist:  Real People, Real Support, Real Solutions
Introducing EFAssist:  Real People, Real Support, Real Solutions
As one of the leading Super OSJs of Securities America, Evolution Financial Advisors (EFA) has created a service that our independent financial professional partners rely...
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Aug
31
How an OSJ Can Help Balance Your Quality of Life
How an OSJ Can Help Balance Your Quality of Life
In today’s fast-paced financial world, you may find that as an independent financial professional, you need more time to manage your current clients’ assets, meet...
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Aug
21
Grow Your Professional Network with the Help of an OSJ
Grow Your Professional Network with the Help of an OSJ
With the increasing competition and levels of marketing sophistication in the financial advisory industry, no financial advisor can afford to go it alone. Therefore, professional...
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Jul
24
How Can An OSJ Help Financial Advisors Stay Current With  Industry Trends
How Can An OSJ Help Financial Advisors Stay Current With  Industry Trends
In an industry as dynamic and evolving as finance services, staying up-to-date with trends that change almost daily is not just an option but a...
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