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Description

We discuss the in's and out's of the independent broker dealer space and the importance of utilizing a 3rd party recruiter when considering making a broker-dealer change. Financial advisors, OSJ's and Enterprises of all sizes, no matter which channel you operate in can capitalize on the professional expertise of the Trusted Visions executives and their wide array of experience.

Podcast episodes

Check latest episodes from Trusted Visions Podcast podcast

Getting Granular with Broker Dealers

2024/02/21

Jeremy focuses on getting granular from the broker dealer's side of recruiting. Open and honest conversations can certainly improve ALL of our businesses! Thank you Jeremy!

Getting Granular

2024/02/13

Jeremy gets back to basics regarding the actions and expectations of 3rd party recruiting firms, their clients as well as their broker dealer partners. Great topic Jeremy!

20245 Advice for Advisors

2024/01/25

Jeremy opens up with some valuable advice for advisiors as they face the challenges ahead in 2024.

Stacey Martin - 2023 Recap

2024/01/10

Stacey delves into trends set during 2023 and gives her opinion of what's in store for 2024. Great information Stacey!

2023 Industry Recap

2024/01/02

Jeremy wraps up 2023 and gives us a glimpse of what he expects moving forward in 2024. Great information. Thanks guys!

Getting Personal with Jon Achilles

2023/12/26

Jeremy introduces Jon Achilles to get his perspective in working with the Trusted Visions Team. Happy New Year to all!

Getting VERY Personal with Trusted Visions

2023/12/21

Jeremy introduces his family to share in this holiday season. Merry Christmas to ALL!

Getting Personal with Stacey Martin

2023/12/15

Stacey reveals a more personal side, with the story of how she landed at Trusted Visions. Great to meet your team Jeremy! Thanks!

Getting Personal with Trusted Visions - Jeremy

2023/12/12

Jon Achilles gets personal with Jeremy in finding out the origins of Trusted Visions and what separates us from other 3rd party recruiters.

Trends & Red Flags - RIA Only

2023/11/21

Stacey and Jeremy touch on the trends and Red Flags regarding the decision to move a practice to RIA Only. There are many considerations and the crew touch on several. Thanks Guys!

Trends & Red Flags - Joining an OSJ

2023/11/21

Why transition to an OSJ? Stacey and Jeremy discuss the trends as well as the red flags that pertain to such a consideration. Great information guys... THANKS!

Trends & Red Flags - Transition Packages

2023/11/21

Stacey and Jeremy offer valuable information as well as warnings regarding the trends and red flags regarding transition packages. This is a MUST SEE! Thanks a bunch!