Trusted Visions Podcast

Jeremy opens up with some valuable advice for advisiors as they face the challenges ahead in 2024.

Stacey delves into trends set during 2023 and gives her opinion of what's in store for 2024.  Great information Stacey!

Jeremy wraps up 2023 and gives us a glimpse of what he expects moving forward in 2024.  Great information.  Thanks guys!

Jeremy introduces Jon Achilles to get his perspective in working with the Trusted Visions Team.  
Happy New Year to all!

Jeremy introduces his family to share in this holiday season.  Merry Christmas to ALL!

Stacey reveals a more personal side, with the story of how she landed at Trusted Visions.  Great to meet your team Jeremy!

Thanks!

Jon Achilles gets personal with Jeremy in finding out the origins of Trusted Visions and what separates us from other 3rd party recruiters.

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!

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!

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!