
Sign up to save your podcasts
Or
Rita Robbins is the Founder and President of Affiliated Advisors, a Super-OSJ with Royal Alliance that supports 90 financial advisors and collectively manages $3.5 billion in assets under advisement. Rita stands out for her pioneering role in establishing one of the first woman-owned Super-OSJs nearly three decades ago. She has observed the transformation of the super-OSJ model from providing local oversight of brokers selling proprietary products to becoming back-office platforms that offer an increasingly open-architecture product shelf along with compliance, technology, marketing, business management, and other support to independent financial advisors.
Listen in as Rita shares her journey through the evolution of broker-dealer platforms, her strategies for growing her platform, and how her firm thrived during the pandemic due to its robust technological support. Drawing from her decade-long experience as a wholesaler, Rita discusses the launch of her own OSJ, the expansion of her platform's leadership, and her deep understanding of the advisor community's needs. She also opens up about early-career pressures, a traumatic embezzlement incident, and her ongoing struggle with focusing on uncontrollable factors while navigating business challenges and cycles.
For show notes and more visit: https://www.kitces.com/343
4.7
683683 ratings
Rita Robbins is the Founder and President of Affiliated Advisors, a Super-OSJ with Royal Alliance that supports 90 financial advisors and collectively manages $3.5 billion in assets under advisement. Rita stands out for her pioneering role in establishing one of the first woman-owned Super-OSJs nearly three decades ago. She has observed the transformation of the super-OSJ model from providing local oversight of brokers selling proprietary products to becoming back-office platforms that offer an increasingly open-architecture product shelf along with compliance, technology, marketing, business management, and other support to independent financial advisors.
Listen in as Rita shares her journey through the evolution of broker-dealer platforms, her strategies for growing her platform, and how her firm thrived during the pandemic due to its robust technological support. Drawing from her decade-long experience as a wholesaler, Rita discusses the launch of her own OSJ, the expansion of her platform's leadership, and her deep understanding of the advisor community's needs. She also opens up about early-career pressures, a traumatic embezzlement incident, and her ongoing struggle with focusing on uncontrollable factors while navigating business challenges and cycles.
For show notes and more visit: https://www.kitces.com/343
193 Listeners
136 Listeners
932 Listeners
273 Listeners
550 Listeners
2,004 Listeners
457 Listeners
2,042 Listeners
850 Listeners
225 Listeners
105 Listeners
296 Listeners
114 Listeners
41 Listeners
1,010 Listeners