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:

January 25, 2024 20245 Advice for Advisors
Jeremy opens up with some valuable advice for advisiors as they face the challenges ahead in 2024.
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8min
January 10, 2024 Stacey Martin - 2023 Recap
Stacey delves into trends set during 2023 and gives her opinion of what's in store for 2024. Great information Stacey!
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7min
January 02, 2024 2023 Industry Recap
Jeremy wraps up 2023 and gives us a glimpse of what he expects moving forward in 2024. Great information. Thanks guys!
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8min
December 26, 2023 Getting Personal with Jon Achilles
Jeremy introduces Jon Achilles to get his perspective in working with the Trusted Visions Team.
Happy New Year to all!
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9min
December 21, 2023 Getting VERY Personal with Trusted Visions
Jeremy introduces his family to share in this holiday season. Merry Christmas to ALL!
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5min
December 15, 2023 Getting Personal with Stacey Martin
Stacey reveals a more personal side, with the story of how she landed at Trusted Visions. Great to meet your team Jeremy!

Thanks!
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10min
December 12, 2023 Getting Personal with Trusted Visions - Jeremy
Jon Achilles gets personal with Jeremy in finding out the origins of Trusted Visions and what separates us from other 3rd party recruiters.
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10min
November 21, 2023 Trends & Red Flags - RIA Only
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!
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10min
November 21, 2023 Trends & Red Flags - Joining an OSJ
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!
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10min
November 21, 2023 Trends & Red Flags - Transition Packages
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!
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11min

FAQs about Trusted Visions Podcast:

How many episodes does Trusted Visions Podcast have?

The podcast currently has 76 episodes available.