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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...