Tag: financial planning
Oct
9
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Leveraging OSJ Know-How: Pinpointing High-Value Client Demographics
Understanding client and prospect demographics is more than knowing their ages or income brackets. It’s about comprehending their life stages, goals, cultural backgrounds, financial concerns,...
Jun
14
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Why Independent Financial Professionals Partner with an OSJ for Compliance Assistance
Welcome to our latest blog post, where we delve into compliance needs for independent financial professionals and agents and the associated benefits that partnering with...
May
8
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Financial Advisors: Harness the Power of an OSJ to Win New Clients
As an independent financial professional, you know that your most valuable resource is how you allocate your time. In an increasingly competitive landscape, focusing on...
Mar
27
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Planning Advice For Plan Participants
As a financial professional working with employers who want to offer retirement plans, you’re well aware of the benefits of the various plan types to...
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...
