What Can Queen City Do For Your Practice?
Be part of a team
But Fully independent
Whether you’re looking to grow your practice, simplify your operations, or put a business continuity or succession plan in place, we have solutions to support you.
Get To Know Us
With more than 20 Independent Financial Professionals across four states, Queen City Financial Advisors, LLC is one of the larger branches at Osaic Wealth, Inc., a top-three U.S. independent Broker/Dealer.
QCFA offers the intimacy and personal relationships of a small regional B/D while providing access to the large scale and resources of Osaic. When you partner with Queen City, you’ll experience support in building, growing, and scaling your business as well as planning your exit or transition to your next endeavor.
Branch & B/D Benefits
We do the legwork for you by researching available technology options and gathering feedback from branch advisors. A competitive technology stack keeps your business current and efficient, including a CRM of your choice, AI-powered note-taking tools, and scheduling solutions that adapt to today’s rapidly changing technology landscape. Our collaborative approach helps you confidently select those tools that will provide the greatest benefit to your business.
We ensure every advisor has a solid business continuity plan in place, with arrangements for emergencies and long-term succession planning — so your clients and your practice are protected no matter what the future brings.
You’ll receive support with sales strategies, product insights, and marketing ideas, with access to shared knowledge across the branch. Take on as much or as little product knowledge and support as needed; our branch size enables us to bring wholesalers directly to you.
Cincinnati-area professionals are welcome to use our downtown Cincinnati conference rooms for client meetings, providing a professional, convenient setting as needed.
Advisors are encouraged to link their online presence to the QCFA website, reinforcing to clients that they are part of a larger, established organization.
Affiliation Benefits
Independence doesn’t have to mean going at it alone. When you join us, you become part of a community of like-minded independent advisors. Connect with peers, collaborate, share ideas, and uncover new opportunities through the QCFA network.
Looking for employment support to help take your business to the next level? Hiring, training, and running payroll can be daunting. We can support you through the entire process with our HR support services — from onboarding and training new employees to payroll and benefits administration — so you can spend more time with clients and less time on paperwork.
We offer competitive payouts that align with your production and reflect the value of your work, allowing you to grow your business while keeping more of what you earn. We personally review and approve every piece of business and all client correspondence. Our role is to help advisors present their business in a way that is both appropriate for the client and easy to approve. Over time, our goal is to know your business and your clients as well as you do.
You’ll gain industry insights, best practice ideas, and more at our frequent networking opportunities, held for you and your staff. We believe that advisors sharing ideas and asking questions helps everyone grow! We also regularly host Osaic management and staff at our home office, giving you the opportunity to ask questions and build additional relationships and connections.
You’ll hear from us regularly, because we believe close communication leads to stronger relationships. We’re fully accessible to you and your staff whenever support is needed. We also understand how overwhelming the volume of weekly information can be, so we provide a concise weekly summary of key notifications—making it easier to stay informed without information overload.