Vlog / Tuesday Tips
Real Answers. Every Tuesday.
Welcome to Tuesday Tips — a weekly video series where we cut through the noise and give financial advisors straight, practical guidance on the things that matter most to your practice.
No fluff. No jargon. Just real insight from nearly 20 years of experience in the independent financial industry.
Why Tuesday Tips?
Because the questions advisors ask us every day deserve better than a generic FAQ page.
Every Tuesday, we show up with a short, focused video on topics like:
- Navigating compliance and supervision
- Transitioning your book of business
- Technology tools and how to use them
- Back office best practices
- Growing and protecting your practice
- The ins and outs of the independent model
Whether you’re already affiliated with TorOso or just exploring your options, Tuesday Tips is here to help you make smarter decisions for your business.
Watch the Latest Episodes
Contingency and Succession Plans:
Compliance Mistakes:
Time Blocking:
SWOT Analysis:
CRMs:
Reg BI:
Have a Question You’d Like Answered?
We love hearing from advisors. If there’s a topic you’d like us to cover in an upcoming Tuesday Tip, send it our way.