How an OSJ’s resources support an advisory practice
Financial advisor Ken Lubkowski says working with his OSJ gives him the flexibility to shape his practice, offering timely support in many areas.
Experienced fee-based financial advisors provide a firsthand look at practical “tips and tools” that have contributed to their practice growth. Topics include prospecting, client segmentation, obtaining referrals, client communications, event planning, technology, and many other business-building strategies.