The OSJ landscape has changed! The days of just offering supervision and approval of trades are over if OSJs want to excel.
Has your OSJ kept up with the competition?
When: September 20, 2023
10:00 a.m. (PST) / 1:00 p.m. (EST)
Duration: 30 Minutes
Join our team of experienced consultants for a wide-ranging discussion of trends in OSJ value propositions and how you can best take advantage of the shifts in the marketplace.
We will discuss:
1. Why advisors are demanding more from their OSJs.
2. Which features are advisors benefiting from the most.
3. What future services will OSJs need to deliver to keep pace.
Sponsored by
Our Speakers
Diane Carlton
Advisor Strategy Consultant
The AmeriFlex Group
Thomas Goodson
CEO & Moderator
The AmeriFlex Group
Jason Benham
Advisor Strategy Consultant
The AmeriFlex Group
