Financial Planning October 2015

“Being a financial advisor looked interesting, and I realized I could help people,” says Brain McGinnis, a former Florida deputy sheriff turned financial planner with the help of a super OSJ firm.

More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.

New digital tools can help advisors identify and connect with prospective clients no matter where they are.

It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.

The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.