Our Blog
Mar
20
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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...
Mar
13
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What is an OSJ/Large Enterprise?
Are you an independent financial firm looking to understand more about OSJs (Offices of Supervisory Jurisdiction) and what working with a large enterprise could do...
Feb
3
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Welcome to Evolution Financial Advisors’ New Website
Take a tour of our new website! We've updated our look and feel to improve your experience and keep you up-to-date on what matters most...
Aug
15
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5 Steps to Plan a Client Appreciation Event
Now that we’ve entered the second half of the year, it’s time to start planning for the end of it. That doesn’t mean you should...
Jul
19
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4 Tips for Talking to Clients about Turbulent Markets
Being there for your clients means the tough times along with the good. It’s very easy to be popular when you’re presenting information on growth...
Jun
15
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Six Ideas for Keeping Clients Happy
Last month we talked about some ideas to keep you at the forefront of your clients’ minds between annual meetings, making you the one they...
May
16
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Top 8 Ways to Make Clients Think of You First
One of the best compliments a client can pay you is to let you know that as soon as something happened, whether a good or...
Apr
19
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From the Desk of…
Sometimes your desk is a home away from home, your little island during the workday. It makes sense that your desk has those things on...
Mar
15
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Roots and Celebrations: Women’s History Month
As a proudly woman-owned and woman-led firm, EFA has a close relationship with Women’s History Month, and we believe strongly in empowering women in the...
Feb
18
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Holiday Aftermath and Beyond
Once all the holiday decorations are taken down and put away in the office, the spot where the Christmas tree stood in the entryway seems...
Jan
17
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Practicing Gratitude in the Workplace
We often associate November with thanks (for obvious turkey-related reasons), but January is the start of the year and a great time to begin a...
Dec
15
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EFA Holiday Family Traditions
No matter where you celebrate or with whom, there are always unique personal traditions that accompany any holiday. This month, we wanted to share a...
