Tag: OSJ

May
6
Reducing NIGOs With the Help of an OSJ
Reducing NIGOs With the Help of an OSJ
As financial professionals, you understand the importance of accuracy and efficiency in your operations. However, one persistent operational challenge can significantly impact your firm’s productivity...
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Apr
8
The OSJ Revolution: It’s Reshaping Marketing for Financial Advisors 
The OSJ Revolution: It’s Reshaping Marketing for Financial Advisors 
Traditionally, OSJs have been known for their regulatory services, ensuring financial advisors comply with industry rules and regulations and providing supervisory functions for independent financial...
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Mar
14
Management During a Client Meeting Part 1: The Agenda
Management During a Client Meeting Part 1: The Agenda
When preparing for a client meeting, whether it’s your introduction to that client or an annual review for someone who’s worked with you for twenty...
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Mar
11
Case Study: How Financial Advisors Leverage the Power of an OSJ
Case Study: How Financial Advisors Leverage the Power of an OSJ
Let’s face it: being a successful independent financial professional requires more than planning and investment expertise. In today’s competitive environment, you need a way to...
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Feb
12
How an OSJ Can Help Financial Professionals Contain Costs
How an OSJ Can Help Financial Professionals Contain Costs
How an OSJ Can Help Financial Professionals Contain Costs Happy New Year! It’s that time again when we set fresh resolutions. For some, it’s about...
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Jan
16
The Key to Writing Smart Emails
The Key to Writing Smart Emails
In the course of a day, how many emails do you receive? Hundreds, only a fraction of which you probably read, even with the best...
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Jan
8
How OSJs Help Independent Financial Advisors with Marketing Support
How OSJs Help Independent Financial Advisors with Marketing Support
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...
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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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Dec
4
Maximizing Your Practice’s Future with OSJ Succession Strategies
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...
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Nov
20
Boost Your Transition Results with the Right OSJ Partner
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...
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