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

Financial Advisor Success

CHAPTER

The Importance of Taking Care of Your Advisors

I remember the conversations of people who were literally getting money out of their bank accounts just so that they could be like cash in a safe to be liquid in case banking stopped working on Monday. And I made this deal with my advisors. Like, here's what we're going to do. I'm going to find an option B like because we might need an option B, you're going to take care of your clients. So yeah, I've become more conservative and probably not as adventurous or probably risk adverse in some ways than I was before that whole financial crisis.

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