Our Blog

May
30
Recap of the EFA 2023 Advisor Forum
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...
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May
8
Financial Advisors: Harness the Power of an OSJ to Win New Clients
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...
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Apr
24
Hydration Station
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...
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Apr
17
Top 4 Reasons Why Independent RIAs, Advisors (IARs), & Registered Representatives Partner With an OSJ
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...
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Apr
3
6 Important Questions To Ask an OSJ
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...
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Mar
27
Planning Advice For Plan Participants
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...
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Mar
24
Big Apple Boogie: Running the NYC Half Marathon
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...
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Mar
20
Is the OSJ Model Right for Your Practice?
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...
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Mar
13
What is an OSJ/Large Enterprise?
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...
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Feb
3
Welcome to Evolution Financial Advisors’ New Website
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...
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Aug
15
5 Steps to Plan a Client Appreciation Event
5 Steps to Plan a Client Appreciation Event
Now that we’ve entered the second half of the year, it’s time to start planning for the end of it. That doesn’t mean you should...
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Jul
19
4 Tips for Talking to Clients about Turbulent Markets
4 Tips for Talking to Clients about Turbulent Markets
Being there for your clients means the tough times along with the good. It’s very easy to be popular when you’re presenting information on growth...
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