Episode 43 - The Future of the OSJ Model for Independent Financial Advisors with Jason Gallagher artwork
Modern Financial Advisor

Episode 43 - The Future of the OSJ Model for Independent Financial Advisors with Jason Gallagher

  • 1:05:33
  • August 14th 2020

Jason Gallagher of ViewPointe Strategies Group and Terry Mullen, CEO of Truelytics join Mike Langford for a deep-dive exploration of the current state and future of the OSJ model for independent financial advisors and the broker-dealer ecosystem.

Modern Financial Advisor

The Modern Financial Advisor podcast, hosted by Mike Langford, explores innovative strategies and solutions for RIAs, independent financial advisors, and wealth management firms.