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Calling All OSJ's

EPISODE · Jul 24, 2025 · 23 MIN

Calling All OSJ's

from Advisor Talk with Frank LaRosa · host Brian Lutz, Stacey Frank

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.

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Calling All OSJ's

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