Trusted Visions Podcast

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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.

  1. 05/07/2024

    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!

    Advisory Pricing Considerations

  2. 04/12/2024

    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?

    What to do with a Regulatory Event

  3. 04/02/2024

    Navigating the Regulatory Environment

    Jeremy dives into some of the dangers and warning signs when working through regulatory challenges.  Great new topic!

    Navigating the Regulatory Environment

  4. 03/27/2024

    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!

    The Official Transition Day

  5. 03/20/2024

    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!!

    Let the Transition Begin!

  6. 03/12/2024

    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!

    Beginning Your Due Diligence Process

  7. 03/06/2024

    Beginning Your Due Diligence

    We begin a new series this week by digging deeper into the transition process and how you can minimize the stress involved with a broker-dealer change.  Great topic Jeremy!

    Beginning Your Due Diligence

  8. 02/29/2024

    Getting Granular with OSJs and Advisors

    Jeremy concludes this month's series by addressing OSJs and advisors alike.  What can you do to improve YOUR business? Thanks Jeremy!

    Getting Granular with OSJs and Advisors
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About

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.

Information

  • Creator
    Jon
  • Years Active
    2021 - 2024
  • Episodes
    75
  • Rating
    Clean
  • Copyright
    © 2026 Trusted Visions Podcast
  • Show Website
    Trusted Visions Podcast