Tag: financial professionals
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...
Dec
4
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Refresh vs Rebrand: Which One Works for You?
Over the last few months, we’ve shared several blog articles that can help you get back in touch with your marketing components such as your...
Dec
4
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Maximizing Your Practice’s Future with OSJ Succession Strategies
You’ve poured your blood, sweat, and tears into building your financial practice. Years of hard work, dedication, and focus have made your practice what it...
Nov
20
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Boost Your Transition Results with the Right OSJ Partner
So, you are a financial advisor considering leaving your current firm to start your own business. Exciting, right? But along with that excitement comes a...
Nov
13
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Brand Freshness Check: Is your Logo Outdated?
One of the most defining features of a brand is its logo. Most of the places we eat, websites we visit, and services we utilize...
Nov
6
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Expand with Confidence: Harnessing an OSJ’s Powerhouse Network
Starting your own independent financial advisory practice can be one of the most exciting times in your life. The allure of freedom, direct client interactions,...
Oct
23
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Elevate Your Financial Advisory Skills: The Power of OSJ Collaboration
It can be exciting and stressful if you have recently transitioned from being an employee of a larger financial entity to starting your advisory practice....
Oct
16
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Mission Statement Impossible: Tips for Writing Your Best Mission Statement
You’ve got a clever tagline in your email and on your business cards that sums up your unique practice, don’t you? As a financial professional,...
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,...
Sep
14
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Building Your Practice: How OSJs Help BreakAway Financial Advisors
Starting your own firm is exciting for many financial professionals, including insurance agents and breakaway advisors. While this transition can be challenging, there are also...
