Category: Financial Advisors

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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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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Jun
15
Six Ideas for Keeping Clients Happy
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...
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Apr
19
What Is  Your Time Worth?
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...
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Feb
15
How to Recover from a Cyberattack
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...
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Jan
15
It’s not just about knowing your goals
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...
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Oct
19
Business Continuity Month
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...
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Apr
1
Bach Attends Securities America’s 2019 Masters Forum
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...
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