Financial Advisor Success

Ep 343: The Evolution Of Super-OSJ Platforms To Support Independent Advisors With Rita Robbins


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Financial Advisor SuccessBy Michael Kitces

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

683 ratings


More shows like Financial Advisor Success

View all
Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

193 Listeners

Behind The Advisor by XYPN

Behind The Advisor

136 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

932 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

273 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

550 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,004 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

457 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,042 Listeners

The Long View by Morningstar

The Long View

850 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

225 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

105 Listeners

Ask The Compound by The Compound

Ask The Compound

296 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

114 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

41 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,010 Listeners