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:

November 02, 2023 Trends & Red Flags
Jeremy & Stacey open this week's discussion with today's trends regarding market consolidation with a few warnings to recognize.

Great topic guys - THANKS!
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10min
November 02, 2023 Financial Advisor Consulting
Jeremy and Stacey introduce the highlights of our consulting platform for financial advisors and how we can jumpstart individual advisors' production.
Thanks guys!
...more
10min
November 02, 2023 OSJ Consulting
Stacey and Jeremy reveal insights on our OSJ consulting model.
Great topic guys!
...more
10min
October 13, 2023 Broker Dealer Consulting
Jeremy Belfiore & Stacey Martin introduce our Consulting model to the audience and throw in a few tips broker-dealer recruiters may find helpful. Check 'em out!
...more
12min
October 13, 2023 RIA Channel Pros and Cons
Jeremy & Stacey lay out the advantages and challenges of developing your practice in the RIA space and what you need to look out for.
...more
9min
October 13, 2023 Insurance Broker Dealer Pros & Cons
Stacey and Jeremy offer the benefits and downsides of affiliating with an insurance broker dealer. Great information guys!
...more
8min
September 21, 2023 Independent Broker Dealer Pros & Cons
Stacey and Jeremy tackle the pros and cons when considering moving your practice to the independent side of the broker-dealer world. Good news, bad news? Stay tuned to find out!

Thanks guys!
...more
9min
September 21, 2023 Insurance Broker Dealer Pros & Cons
Stacey and Jeremy offer the benefits and downsides of affiliating with an insurance broker dealer. Great information guys!
...more
8min
September 07, 2023 Wirehouse Channel Pros & Cons
Stacey and Jeremy tackle the benefits and downsides of advisors working in the wirehouse side of the financial services business.

Great information!
...more
9min
August 29, 2023 Selling Your Practice - Recap
Jeremy & Stacey continue their discussion surrounding the topic of selling your practice and the pitfalls to avoid when doing so.

Great content guys!
...more
11min

FAQs about Trusted Visions Podcast:

How many episodes does Trusted Visions Podcast have?

The podcast currently has 76 episodes available.