Iron Point Financial Advisors, Inc.

Wishing you a Happy Thanksgiving! We will be closed early on Wednesday, and all day Thursday and Friday in observance of Thanksgiving.

Being with an OSJ can more than compliance—it’s also about the value-add resources. At our Iron Point, we focus on training & development with a biannual meeting with our advisors. We ensure that our advisors have the latest tools to stay compliant, competitive and aligned with industry trends. Iron Point is committed to equipping advisors with practical, actionable knowledge that directly impacts their growth and success. From regulatory updates to client engagement strategies, our OSJ programs keep advisors on top of their game. Growth and education go hand in hand, and at Iron Point, we’re here to support every step of your journey. #IronPointOSJ #AdvisorGrowth #TrainingAndDevelopment #OSJ

Today, we honor and extend our deepest gratitude to all veterans. Thank you for your unwavering commitment, your courage, and the sacrifices you've made to protect and serve our country. A special thanks to our Iron Point veterans, Ryan Morrison, Blaine Matteoni, and Germaine Cordes. Your dedication and service inspire us daily. We’re proud to have you as part of our team, bringing the same strength, integrity, and resilience to your mission in our industry. Thank you for your service and the values you uphold. Today and every day.

Let's talk Compliance ?? Working with an OSJ simplifies compliance, allowing financial advisors to focus on clients. By handling the oversight of transactions, communications, and marketing materials, an OSJ reduces your administrative workload and ensures everything aligns with industry standards. This frees up time and boosts your efficiency, so you can confidently grow your business without worrying about compliance complexities. As an added bonus, our CCO, Joel Hemmings is always open to a conversation on what business you're doing and how to best serve the client. #FinancialAdvisors #ComplianceSupport #BusinessGrowth #OSJ #IronPointFinancial

What an unforgettable time at the Osaic ConnectED conference! ?? It was fantastic to gather our Iron Point community, sharing in moments of learning, laughter, and connection. There’s nothing like the power of community—especially when it’s built around shared experiences, a love of learning, and a few (or more!) great meals. A huge thank you to Protective Life for an incredible dinner together and to Osaic for creating an atmosphere filled with energy and camaraderie. The dance floor was never empty, from an unexpected belly dancer to DJ Roonie spinning our favorite tracks or the incredible live bands that kept the spirit alive. It’s these moments—where we come together, celebrate, and learn—that truly make our work meaningful. Here’s to the connections we made, the ideas we’re bringing back, and all the joy shared. ?????? #IronPoint #ConnectED #Osaic

?? Spooky Halloween Facts You Didn’t See Coming!?? As the season of pumpkins, costumes, and candy approaches, here are some spooky facts to get you in the Halloween spirit! ???? ?? Did you know… the U.S. spends over $10 billion on Halloween? ?? From costumes to candy, we’re all in on this holiday. (Fun fact for advisors: That’s a lot of discretionary spending, so keep an eye on those consumer trends!) ?? Did you know… jack-o'-lanterns were originally carved from turnips??? ??In Ireland, folks carved creepy faces into turnips before pumpkins became the go-to in the U.S. Who says we can't switch things up in our investments too, right? ??Did you know… 25% of all the candy sold annually is for Halloween???That’s right! A quarter of the nation’s sugar rush happens around October 31st. It’s a *sweet* time for candy companies and for all the kids (and adults!) cashing in. ?? ?? Did you know… the most popular costume for adults is a witch???♀? Whether it’s classic witches, ghouls, or pop culture icons, Halloween costumes are BIG business. Can you guess who on the Iron Point Financial Advisors, Inc. team has donned this costume SEVERAL times? ??♀? Did you know… Halloween is believed to have originated over 2,000 years ago? ?? It all started with the ancient Celtic festival of Samhain, where people lit bonfires and wore costumes to ward off ghosts. Talk about a tradition with staying power! Halloween is more than just tricks and treats—it’s a cultural and economic powerhouse! ?? How are you celebrating this year? ?? #HalloweenFunFacts #SpookySeason #DidYouKnow #FunAtWork #HalloweenVibes

What is an OSJ? An OSJ or, Office of Supervisory Jurisdiction (OSJ) helps financial advisors by ensuring they follow industry rules and regulations while supporting their business growth. A few ways an OSJ works: ??Peace of Mind: Your compliance with industry rules is taken care of. ??Service & Support : Get help with training, reviewing communications, and marketing. ??Client Transactions: All accounts and transactions are monitored to keep things running smoothly ??Community: Be in the business for yourself, but not by yourself! ?? Growth: You can focus on your clients and business while the OSJ handles the regulatory side. #FinancialAdvisors #ComplianceSupport #BusinessGrowth #OSJ #IronPointFinancial

Happy #ThrowbackThursday to our Iron Point Community! A few of our favorites from #ConnectED23 hosted by Osaic. We are all excited and ready to head to Orlando, FL for #Connected24 Who will we see there?!

It was fun to get our Iron Point Financial Advisors, Inc. together in Sacramento this September for some networking, educational content and training! Thank you to our partners and sponsors for helping make it possible. Osaic sent out a whole group of amazing talent to help bring us up to speed through the transition. Huge thank you to Claire McCarthy, CFP?, Nicholas McEvoy, Liam House-Myers, Lori Bogatz, Toni Michel, Melissa (Gilbert) Brasseur and Scott Friel, BFA? for your time and energy. Thank you to our following sponsors and speakers: Orion | Mike Jeffries, CIPM Capital Group | Victor Lemay & Doug Parsley, CIMA Corebridge Financial | Spencer Goodridge Human Interest | Derek Mills, CFP?, CRPS? Franklin Templeton | Eric Momsen, CFP, CIMA, RMA Liberty One Investment Management | Eric Miller 3EDGE Asset Management | Ryan Connolly Clark Capital Management Group | Frank Little Howard Capital Management | Dan Hornbaker Nitrogen | Alexander Wiens

So proud of our Iron Point Advisor Christian Chukwuma, MBA, AIF?, BFA? sharing his thoughts on the Jali Podcast! ? Christian is one of our most enthusiastic partners, always looking on the Brightside and willing to share his expertise with anyone who crosses his path. He's an amazing partner and friend in our community! Full episode can be heard at https://lnkd.in/gbGfDyXS