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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 an... more
FAQs about Trusted Visions Podcast:How many episodes does Trusted Visions Podcast have?The podcast currently has 76 episodes available.
May 07, 2024Advisory Pricing ConsiderationsThis 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!...more6minPlay
April 12, 2024What to do with a Regulatory EventJeremy breaks down his advice to advisors facing the prospects of a regulatory event. How should you react and what steps should you take?...more8minPlay
April 02, 2024Navigating the Regulatory EnvironmentJeremy dives into some of the dangers and warning signs when working through regulatory challenges. Great new topic!...more8minPlay
March 27, 2024The Official Transition DayThe 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!...more7minPlay
March 20, 2024Let 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!!...more8minPlay
March 12, 2024Beginning Your Due Diligence ProcessJeremy 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!...more8minPlay
March 06, 2024Beginning Your Due DiligenceWe 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!...more8minPlay
February 29, 2024Getting Granular with OSJs and AdvisorsJeremy concludes this month's series by addressing OSJs and advisors alike. What can you do to improve YOUR business?Thanks Jeremy!...more9minPlay
February 21, 2024Getting Granular with Broker DealersJeremy 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!...more9minPlay
February 13, 2024Getting GranularJeremy 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!...more9minPlay
FAQs about Trusted Visions Podcast:How many episodes does Trusted Visions Podcast have?The podcast currently has 76 episodes available.