Interdependent Advisors – OSJ of Peers
Creating stronger, more efficient and profitable practices through a sharing of ideas and leveraging of our scale.
The History of
In the spring of 2007, five established and independent wealth management financial planning practices joined together with the common goal of creating economies of scale to get off the proverbial “island” you hear advisors speak of and formed “Interdependent Advisors- OSJ of Peers”. The idea of creating stronger, more efficient and profitable practices through sharing ideas and leveraging our scale proved extremely successful. At our core we focus on: Growth, Collaboration, and Flexibility.
A strong and supportive culture quickly emerged amongst us of sharing best practices with introducing new and creative investment strategies and planning solutions for our clients, offering effective coaching with consultative sales models, building efficient workflows with compliant processes and procedures, and ultimately embodying a collective willingness to help each other grow and enhance our individual practices.
Together, the new group has strategically and successfully grown in production with a broader array of product solutions and planning options. This collaborative approach has led to significant growth of new households and assets under management, along with the steadily increasing number of offices joining the OSJ of Peers. Today Interdependent Advisors- OSJ of Peers is comprised of over 60 producing advisors with a GDC of over $15 million and AUM over $2 billion.
Connect with us to learn how joining Interdependent Advisors- OSJ of Peers can help support you and your clients!