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Calling All OSJ's
Episode 227
Published 9 months, 1 week ago
Description
Key highlights include:
-Why every OSJ is claiming “growth support” - and how to prove yours is different.
-The importance of building a defined support team, not just a friendly face.
-The role of succession planning, niche services, and event programming in advisor attraction.
-How to shift your firm from “we say we do this” to “here’s exactly how we do it”.
-Why advisors must treat this like the business decision it is - not just follow their friends.
Whether you lead a large enterprise group or are exploring where to affiliate next, this episode delivers timely insights on how to create - and evaluate - a truly supportive advisor ecosystem.