Our Blog

May

Recap of the EFA 2023 Advisor Forum

Now that we’ve had some time to decompress from the amazing time at the EFA 2023 Advisor Forum on May 1-3, looking back over the...

May

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...

Apr

Hydration Station

Hydration is the name of the game! We all know we should be getting through our 8 glasses of water a day, we all know...

Apr

Top 4 Reasons Why Independent RIAs, Advisors (IARs), & Registered Representatives Partner With an OSJ

The financial services industry is massive, complex, and competitive. As an independent Registered Investment Advisor (RIA), Investment Advisor Representative (IAR), or agent, you may be...

Apr

6 Important Questions To Ask an OSJ

Selecting an office of supervisory jurisdiction (OSJ) is one of the most important decisions you can make. Your allied OSJ will serve as your firm’s...

Mar

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...

Mar

Big Apple Boogie: Running the NYC Half Marathon

If you had told me 2 years ago I would be running in the New York City Half Marathon in March 2023, and that it...

Mar

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

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