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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
17
2023
Top 4 Reasons Why Independent RIAs, Advisors (IARs), & Registered Representatives Partner With an OSJ
Top 4 Reasons Why Independent RIAs, Advisors (IARs), & Registered Representatives Partner With an OSJ
The financial services industry is massive, complex, and competitive. As an independent Registered Investment Advisor (RIA), Investment Advisor Representative (IAR), or agent, you may be...
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Apr
3
2023
6 Important Questions To Ask an OSJ
6 Important Questions To Ask an OSJ
Selecting an office of supervisory jurisdiction (OSJ) is one of the most important decisions you can make. Your allied OSJ will serve as your firm’s...
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Mar
20
2023
Is the OSJ Model Right for Your Practice?
Is the OSJ Model Right for Your Practice?
Are you a CERTIFIED FINANCIAL PLANNER™ looking for a way to grow your business and maximize operational efficiency? The OSJ (Office of Supervisory Jurisdiction) model...
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