Tag: going independent
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...
Aug
31
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How an OSJ Can Help Balance Your Quality of Life
In today’s fast-paced financial world, you may find that as an independent financial professional, you need more time to manage your current clients’ assets, meet...
Jul
31
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How to Use an OSJ to Streamline Your Back Office Operations
As an independent financial professional, you have to wear a lot of hats to make your firm run with some level of efficiency. However, your...
Jul
3
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Boost Your Practice’s Efficiency with FinTech Advancements
As an independent financial professional in today’s fast-paced, digital-centric environment, it’s crucial to leverage the power of technology to stay competitive. If you’re still questioning,...
Mar
20
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Is the OSJ Model Right for Your Practice?
Are you a CERTIFIED FINANCIAL PLANNER™ looking for a way to grow your business and maximize operational efficiency? The OSJ (Office of Supervisory Jurisdiction) model...
Mar
13
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What is an OSJ/Large Enterprise?
Are you an independent financial firm looking to understand more about OSJs (Offices of Supervisory Jurisdiction) and what working with a large enterprise could do...
Feb
3
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Welcome to Evolution Financial Advisors’ New Website
Take a tour of our new website! We've updated our look and feel to improve your experience and keep you up-to-date on what matters most...
