Greg Raines, CEO of TAG Advisors, shares insights on leveraging an OSJ for growth as an independent financial advisor.

• Greg discusses how TAG has grown by providing a supportive culture and direct access to leadership.
• The benefits advisors gain from an OSJ's operational support and ancillary services without sacrificing compensation.
• Industry shifts discussing current M&A activity to changing compensation models.

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Thanks for listening!

Corey Walen, Managing Partner, Bridgemark Strategies

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