Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Calling All OSJ's

23:18
 
Share
 

Manage episode 496244259 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

280 episodes

Artwork
iconShare
 
Manage episode 496244259 series 2815497
Content provided by Elite Consulting Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elite Consulting Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

280 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play