What We Do
Our OSJ provides an array of back-office services that benefit independent financial professionals in western New York State and the rest of the U.S.
We are a full-service OSJ, meaning you select the services that will help you accelerate the growth of your practice.
Transition Services
Transition Services
Marketing Services
Marketing Services
Professional Growth
Professional Growth
Responsive Compliance Services
Responsive Compliance Services
Financial Planning
Financial Planning
Collaboration
Collaboration
Supervision
Supervision
New Clients
New Clients
Meetings & Updates
Meetings & Updates
What You Will Receive
- Custom solutions
- A responsive team of back office professionals
- Coaching and consulting
What You Won't Receive
- Cookie-cutter answers
- Additional demands on your time
- Lack of original ideas
You Have Questions….We Have Answers
We’re proud to have ready answers to the questions we know our clients are asking:
Yes! Every transition is assigned a transition coordinator. This person is supported by a seasoned team of professionals in the Evolution home office as well as in the back office of our broker dealer and RIA.
One thing you won’t find at Evolution is confusing phone mazes and endless hold times. We provide direct access to all team members, and respond to most requests within the same day.
Whether you have a comprehensive marketing plan ready to go right from the start or you are just starting to build out a marketing strategy, Evolution is here to help. We partner with marketing consultants that can assist in every aspect of the process from concept and design to implementation.
Absolutely! We highly encourage all the financial professionals that we support to market their own brand. In fact, there are no producing financial professionals who use the Evolution brand. WE are here to support YOU!
Yes, and if you don’t have one already our marketing consultants can help you get up and running in no time.
Yes, however we encourage you to be as forward as possible with your brand. We can be as present as you want us to be, but we are here for you and your practice – not the other way around.
Our financial professionals provide financial planning, fee-based asset management, commission-based products and services, as well as life insurance based products. We offer a full shelf of all product and solution types to best fit your clients’ needs.
