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

Financial Advisor Success

CHAPTER

The History of the Affiliated Advisors Business

Roxanne Jones: Take us back 30 years ago, like what was the difference between a wire house and independent broker dealer then? J.S.: There's no part of it that resembled each other. And so when I met this, a man who became a huge mentor and supporter for me, Jay Lewis, he said, you know, we're going to start this independent broker together. He started off with very simplistic products that will appeal to probably advisors who have grown up in the insurance arena. So we'll work on trust and variable annuities and mutual funds.

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