John O’Brien is president of OneSource Retirement Advisors in Malvern, PA. With $250MM in assets under management, he and his partners, Frank Ortner Jr. and Frank Ortner III, have advanced the notion that classic marketing techniques paired with a team-based, collaborative approach can bring success. And so OneSource offers clients in the emerging affluent market a multi-disciplinary, consultative approach to retirement planning. We talked with O’Brien about the strategy that . . .