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Free Peer Benchmark Analyzer

The Future of the OSJ Model for Independent Financial Advisors

Mike Langford
Aug 17, 2020

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.

In this week's episode of the Modern Financial Advisor Podcast, Jason Gallagher of ViewPointe Strategies Group joined Terry Mullen and me to explore the future of the OSJ model. 

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. 

To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Podcasts, Alexa,  SoundCloud, Stitcher, and TuneIn.

Audio Stream


Resources Related to this Episode:
We spend a lot of time thinking about the future at Truelytics. Below are a few other future-forward resources to explore: 

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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