Category: Financial Advisors
Apr
8
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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...
Mar
14
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Management During a Client Meeting Part 1: The Agenda
When preparing for a client meeting, whether it’s your introduction to that client or an annual review for someone who’s worked with you for twenty...
Dec
28
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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...
Sep
11
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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...
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...
Apr
19
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What Is Your Time Worth?
Knowing yourself is a huge part of being a successful financial professional. You are your brand, after all, and the heart of the business that...
Feb
15
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How to Recover from a Cyberattack
While prevention is a huge part of cybersecurity, there’s no defense that is 100%, particular as cyberattack methods change and evolve continually to get around...
Jan
15
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It’s not just about knowing your goals
When looking for opportunities at the start of the year, it’s easy to get overwhelmed by the avalanche of advice, personal ideas, and worries that...
Oct
19
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Business Continuity Month
While no one wants to think about a worst-case scenario, an emergency won’t take your feelings into consideration. Effective planning for your business to navigate...
Apr
1
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Bach Attends Securities America’s 2019 Masters Forum
VICTOR, NY– Apr. 1, 2019 – Victoria Bach of Evolution Financial Advisors in Victor, attended Securities America’s 2019 Masters Forum from March 14-16, 2019, on...
