To Build an OSJ or Not to Build: The Mistake Costing You Your Multiple
About this episode
In this episode, Frank LaRosa and Stacey Frank discuss the mistake of building an OSJ without understanding ownership, impacting financial advisor multiples.
Advisor Talk is a podcast by Elite Consulting Partners focused on financial advisor transitions, recruiting and long-term growth strategy. In this episode, Frank LaRosa and Stacey Frank tackle a mistake that quietly costs advisors their financial advisor multiple: building an OSJ before understanding what they actually own. Frank breaks down the difference between owning revenue and owning an override and why the answer to growing your practice valuation and enterprise value might be simpler than adding headcount.
More episodes of Advisor Talk with Frank LaRosa
- Complacency Is Costing You More Than You Realize
- Hire Slow Fire Fast: The $400,000 Lesson We Learned
- Greatest Hits: Direct Affiliation vs. OSJ - Which Model Is Right for You?
- The Advisor CEO: Why Most Advisors Never Become Business Owners
Explore listener stats, chart rankings, contacts and more on the Advisor Talk with Frank LaRosa podcast page.