Independence with Support and Community – What to Consider in an OSJ
On episode 49 of the Firm Transitions podcast my guest is Rita Robbins, President of Affiliated Advisors, one of the largest OSJs.
Our conversation covers the benefits that advisors can gain by affiliating with an OSJ like Affiliated Advisors. Rita shares how her experience wholesaling helped her awareness and needs possessed by the most successful advisors. She discusses how an OSJ can provide additional support and resources to help advisors navigate large broker-dealers.
This discussion also discusses best practices for transitioning an advisory business and focusing on ideal clients for maximum growth.
#FATransition #coreywalen #financialadvisor #independentadvisor #osj #wirehouse #OfficeofSupervisoryJurisdiction
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