The Keys to Consolidation with Kristen Kimmell - EVP, Head of Business Development – Osaic formerly Advisor Group

Advisor Talk with Frank LaRosa · Aug 3, 2023 · 27m

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…