OSJ - you may have heard or seen this acronym in learning about the independent advisor channel. It stands for Office of Supervisory Jurisdiction. Until you are familiar with exactly what that means, just substitute "branch" or "network" when you see "OSJ."
I look forward to sharing my insights and knowledge on how to take your investment or financial planning practice from an employee model to an independent model.
I’ve been excited to start this project and I hope it will be helpful and educational for you.
I want to give you a little background on why I decided to start this business and why I'm qualified to provide useful, and hopefully somewhat interesting information, if you’re curious about the other side of our business.