Why Hire a Business Intelligence Institute Specialist
Many financial professionals and consultants are positioning themselves to provide financial professional services to business owners. Those financial professionals who seek the highest level of distinction in the marketplace are aligned with and supported by Osaic FA Business Intelligence Institute (BII).
BII Specialists are among the most experienced and highly trained business owner financial professionals in the financial services marketplace today.
The BII Specialist has demonstrated a track record of effectively delivering plans to business owners.
Osaic FA feels strongly that a financial professional who represents BII and offers to assist you with your business owner planningneeds must have the actual experience of delivering top-notch financial planning solutions to business owners.
The average BII Specialist has 20 years of financial advisory or consultative experience and has achieved the highestlevels of recognition in our firm for consistency in delivering results and performance.
BII Specialists compete for a limited number of seats in our training classes. Only the top financialprofessionals are chosen amongst financial professionals affiliated with Osaic FA across the United States.
Those financial professionals accepted into the Business Intelligence Institute must complete over 20 hoursof prerequisite reading, study and online coursework in addition to multi-day offsite training coursesthroughout the year.
BII Specialists invest a week of their professional life per year attending our market-leading BII training course. Over12 professional faculty presenters cover all of the topics that are critical to delivering plans to business owners. Theyparticipate with their peers, making for a unique learning opportunity and practical experience in delivering servicesacross a spectrum of needs.
BII Specialists pass background checks for integrity and compliance and must be referred by our Management Teamand the BII Selection Committee. They must also conduct a personal interview before acceptance into the program.
*The Business Intelligence Institute is an Osaic FA initiative focusing on business succession strategies.