Trusted Visions Podcast

By Jon

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

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FAQs about Trusted Visions Podcast:

How many episodes does Trusted Visions Podcast have?

The podcast currently has 76 episodes available.

Trusted Visions Podcast episodes:

May 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!
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6min
April 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?
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8min
April 02, 2024 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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8min
March 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!
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7min
March 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!!
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8min
March 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!
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8min
March 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!
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8min
February 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!
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9min
February 21, 2024 Getting Granular with Broker Dealers
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!
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9min
February 13, 2024 Getting Granular
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!
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9min

FAQs about Trusted Visions Podcast:

How many episodes does Trusted Visions Podcast have?

The podcast currently has 76 episodes available.