Direct Affiliation vs. OSJ: Which Model Is Right for You?
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Direct Affiliation vs. OSJ: Which Model Is Right for You?
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Key topics include:
-The core differences between direct affiliation and OSJ / enterprise models.
-Why payout percentages don’t tell the full financial story.
-How scale, support, and service models impact long-term net income.
-When outsourcing operations can accelerate growth - and when it doesn’t.
-How larger teams and solo practitioners should think differently about affiliation.
-Why affiliation decisions are business decisions, not just platform decisions.
Whether you’re considering independence for the first time, reassessing your current setup, or planning your next stage of growth, this episode offers a clear, practical framework to help you evaluate your options and avoid costly mistakes.
Learn more about our companies and resources:
-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com
-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com
-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com
-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com
Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/
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