To Build an OSJ or Not to Build: The Mistake Costing You Your Multiple

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.