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.
Apr
8
The OSJ Revolution: It’s Reshaping Marketing for Financial Advisors 
The OSJ Revolution: It’s Reshaping Marketing for Financial Advisors 
Traditionally, OSJs have been known for their regulatory services, ensuring financial advisors comply with industry rules and regulations and providing supervisory functions for independent financial...
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Mar
11
Case Study: How Financial Advisors Leverage the Power of an OSJ
Case Study: How Financial Advisors Leverage the Power of an OSJ
Let’s face it: being a successful independent financial professional requires more than planning and investment expertise. In today’s competitive environment, you need a way to...
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Feb
12
How an OSJ Can Help Financial Professionals Contain Costs
How an OSJ Can Help Financial Professionals Contain Costs
How an OSJ Can Help Financial Professionals Contain Costs Happy New Year! It’s that time again when we set fresh resolutions. For some, it’s about...
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Jan
22
Simplify Compliance: How an OSJ Can Improve Your Marketing Results
Simplify Compliance: How an OSJ Can Improve Your Marketing Results
As an independent financial professional, you have to wear several hats that contribute to the growth and stability of your firm. One of the easier...
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Jan
8
How OSJs Help Independent Financial Advisors with Marketing Support
How OSJs Help Independent Financial Advisors with Marketing Support
Let’s face it: as an independent financial professional, there are only so many hours in a day to build and manage your financial business. Between...
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Dec
28
Why Independent Financial Advisors Will Make the Move to OSJs in 2024
Why Independent Financial Advisors Will Make the Move to OSJs in 2024
OSJs play a pivotal role in the wealth management industry that often goes unrecognized.  If you think about it, OSJs have enabled the independent broker-dealer...
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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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