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 marketing, day-to-day operations, compliance oversight, and providing planning and/or investment management services to current clients, you probably would if you could clone yourself to handle the amount of work you have to juggle!   

Since that’s not a viable option, your next best solution is outsourcing work to a third party so you can focus on revenue-producing activities. Enter the OSJ business model.  What if you could offload the time-consuming tasks that weigh you down so you can focus on activities that demand your knowledge and experience? 

While OSJs are known more for their operational and supervisory support roles, you may need to learn that you can also rely on an OSJ for various types of marketing support.  

Here is a look at how our team at Evolution Financial Advisors (EFA) provides marketing support to our independent financial professionals.  

Workshops and Training

At EFA, we organize and conduct diverse training sessions and workshops for our affiliated advisors. These events feature experts from the financial industry, technology specialists, and even local professionals from their respective communities. 

These workshops enhance your knowledge and skills, covering investment trends, digital marketing business practices, and emerging technologies. Additionally, you may gain insights into new business practices that benefit you and your clients.

For example, we recently held a workshop on home mobility issues for seniors. While this was not specific to financial planning or investment management, it was timely and helpful for advisors to understand what home-care alternatives are available for certain clients with special needs.  

Marketing Material Review

Although our OSJ typically does not participate in creating marketing materials, we do provide reviewing, editing, and brainstorming services to help you craft marketing material that resonates with your target audience(s).  

You need marketing materials that resonate with your audience so you can engage with them over time. Examples of marketing materials that we assist with include:

  • Client letters
  • Prospect emails
  • Digital newsletters
  • Postcard mailer messaging
  • Pitch deck ideas
  • Brochures
  • Informative guides

Marketing Coaching 

Whether you’re in the early stages of establishing your practice or a seasoned professional, the Evolution team offers personalized coaching services to help you develop marketing strategies tailored to your goals and markets.

Our coaching services are grounded in proven methodologies drawn from extensive experience. Examples of the consulting and coaching services we make available:

  • Marketing your services to specific niches
  • How to promote your brand to investors with consistent messaging that helps them understand your firm’s values and services
  • How to use technology for marketing
  • How to build Centers of Influence referral partnerships

Professional Networking

You may not consider networking a productive form of marketing, but it can be very productive, especially as an independent financial professional.

The synergy created between financial professionals can lead to extraordinary success. That’s why we’ve made networking a cornerstone of our philosophy. At EFA, we connect you to your peers, our professional staff, strategic partners, and industry thought leaders as a way to expand your professional skills and knowledge.  

We also host several events throughout the year. These events are a combination of business-related events as well as personal events, where it’s just time to enjoy one another’s company.  

Here’s a look at some of the events we held in 2023

  • The Evolution Investment Forum: Where the future of finance takes center stage.
  • EFA Straight Talk Lunches: Bite-sized insights with a side of networking.
  • Family Events: Because we believe in blending business with pleasure.
  • Holiday Party: Celebrating success never looked so festive!

Market Analysis and Client Segmentation

Another valuable marketing function we provide at EFA is the ability to generate detailed market analysis and client segmentation data. This data can equip you with important information to launch successful marketing campaigns. 

Access to this valuable information enables advisors to tailor their marketing efforts to specific target audiences more effectively.

We invite you to learn more about Evolution Financial Advisors

Large Enterprise/OSJ
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.