75 episodios
Trusted Visions Podcast Jon
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- Economía y empresa
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.
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Advisory Pricing Considerations
This week Jeremy dives into the details when considering advisory pricing from a prospective broker dealer offering. The factors involved are many, so listen closely.Thanks Jeremy!
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What to do with a Regulatory Event
Jeremy breaks down his advice to advisors facing the prospects of a regulatory event. How should you react and what steps should you take?
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Navigating the Regulatory Environment
Jeremy dives into some of the dangers and warning signs when working through regulatory challenges. Great new topic!
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The Official Transition Day
The crucial day has arrived! Jeremy explains what occurs on affiliation day and offers great advice on how to navigate this important period in your transition. Great stuff!
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Let the Transition Begin!
Jeremy offers solid advice on beginning the transition process and how advisors can better prepare themselves for their move. Great information Jeremy... THANKS!!
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Beginning Your Due Diligence Process
Jeremy dives into how to prepare for an advisor transition as well as what to expect as you move forward with the process.Great informtion Jeremy!Thanks!