Our Blog
Apr
24
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Hydration Station
Hydration is the name of the game! We all know we should be getting through our 8 glasses of water a day, we all know...
Apr
17
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Top 4 Reasons Why Independent RIAs, Advisors (IARs), & Registered Representatives Partner With an OSJ
The financial services industry is massive, complex, and competitive. As an independent Registered Investment Advisor (RIA), Investment Advisor Representative (IAR), or agent, you may be...
Apr
3
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6 Important Questions To Ask an OSJ
It may make sense for you, as an independent financial professional, to partner with an Office of Supervisory Jurisdiction (OSJ) to help you manage the...
Mar
27
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Planning Advice For Plan Participants
As a financial professional working with employers who want to offer retirement plans, you’re well aware of the benefits of the various plan types to...
Mar
24
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Big Apple Boogie: Running the NYC Half Marathon
If you had told me 2 years ago I would be running in the New York City Half Marathon in March 2023, and that it...
Mar
20
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Is the OSJ Model Right for Your Practice?
Are you a CERTIFIED FINANCIAL PLANNER™ looking for a way to grow your business and maximize operational efficiency? The OSJ (Office of Supervisory Jurisdiction) model...
Mar
13
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What is an OSJ/Large Enterprise?
Are you an independent financial firm looking to understand more about OSJs (Offices of Supervisory Jurisdiction) and what working with a large enterprise could do...
Feb
3
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Welcome to Evolution Financial Advisors’ New Website
Take a tour of our new website! We've updated our look and feel to improve your experience and keep you up-to-date on what matters most...
Aug
15
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5 Steps to Plan a Client Appreciation Event
Now that we’ve entered the second half of the year, it’s time to start planning for the end of it. That doesn’t mean you should...
Jul
19
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4 Tips for Talking to Clients about Turbulent Markets
Being there for your clients means the tough times along with the good. It’s very easy to be popular when you’re presenting information on growth...
Jun
15
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Six Ideas for Keeping Clients Happy
Last month we talked about some ideas to keep you at the forefront of your clients’ minds between annual meetings, making you the one they...
May
16
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Top 8 Ways to Make Clients Think of You First
One of the best compliments a client can pay you is to let you know that as soon as something happened, whether a good or...
