Tools - Videos

Encore Career: Anita O’Connor

Encore Career: Anita O’Connor

08 Mar 2017

"So I started developing my own relationship with clients and so as I developed in the profession, I really went from an assistant to a paraplanner and then really to a full-on financial advisor in my own right."

Encore Career: Nicola Nichol

Encore Career: Nicola Nichol

08 Mar 2017

All across America, men and women from a wide range of educational of professional backgrounds are discovering the rewards of making a fresh start with an encore career as a financial advisor.

Real Scary: Brad Schlang

Real Scary: Brad Schlang

07 Mar 2017

Watch this powerful video featuring the real-life story of how one advisor’s death almost derailed an entire firm.

Building for Growth

Building for Growth

15 Feb 2017

Transition with Vikkie Bach-Finke & Rob Anderson

OSJ Super Branch

OSJ Super Branch

15 Feb 2017
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