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

Modern Financial Advisor - A podcast by finservMarketing

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Business Technology

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.