When Advisor Group recently underwent a rebrand and became Osaic, it was an announcement that caused the entire financial services industry to take notice. In today’s episode of Advisor Talk, Elite Consulting Partners CEO Frank LaRosa is joined on the show by Kristen Kimmell, EVP, Head of Business Development for Osaic, formerly Advisor Group, for a conversation that explains the how and why behind the name change and what it means for the future.
Topics discussed include:
*The meaning and symbolism behind the name, Osaic.
*The value proposition of Osaic, and why the updated branding is advantageous to the firm’s advisors.
*How placing a heavy focus on streamlining and improving the advisor experience has proven to be a major contributor to the firm’s success.
*The steps that Osaic took to build a strong firm culture and sense of community and how that approach has been instrumental to overall strategy.
This episode presents an opportunity for an unparalleled look into the thought process behind of one of the financial services industry’s most talked about rebranding efforts. Take advantage of this chance to peel back the curtain and learn the Osaic story, told directly by one of the firm’s leaders to Advisor Talk listeners!
