What Financial Advisors Should Look For in an OSJ – Gregory Raines of TAG Advisors
Episode 33 of the Firm Transitions podcast features Gregory Raines, CEO of one of the industries largest OSJs, TAG Advisors.
“We’re filling the space left behind by regional broker dealers—we’re bringing culture, camaraderie, and have essentially built a concierge service.”
#FATransition #CoreyWalen #financialadvisor #independentadvisor
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