The OSJ is the unsung hero of the wealth management industry in many ways. Without OSJs, the independent broker-dealer industry would have struggled to scale and thousands of independent financial advisors would have had a hard times growing their business.
Also, as mentioned in the podcast episode and the video above, make sure you check out the newly launched RIABase.com when every SEC Registered Investment Advisor is benchmarked based on public data points.
Leadership During Our New "Work From Home" Reality - Just in case you missed last week's episode with Tammy Robbins... this is a must listen episode. The pandemic, is going to shape the future of our business and you have the opportunity to help lead the way.