Stacy and Jeremy tackle the difficult proposition of all the considerations involved when selling your book of business.

Great topic guys - Thank you!

Stacey and Jeremy open discussions with optimal ways to tackle your succession plans and questions to consider.  Great information guys... THANKS!

Stacey and Jeremy reveal what separates Trusted Visions from other 3rd party recruiters.  The detail and offerings are amazing.

Thanks guys!

Jeremy & Stacey warn advisors of the potential hidden fees and expenses associated with transitioning to a new broker dealer.  This is a must see!

Thanks guys.  This information is HUGE!

Jeremy and Stacey emphasize the true advantages of individual advisors, as well as OSJs working with 3rd party recruiting firms like Trusted Visions.  There are so many unknown questions we ask to prospective broker-dealers that you may never think of.  Tune in for this valuable content.

Thanks Jeremy and Stacey!

This week Stacey and Jeremy tackle the confusion that often rises when a broker-dealer is being acquired, rolls up multiple BDs into one name or decides to go self-clearing.
Great content guys - Thanks!

Stacey and Jeremy discuss the natural approach to change when it comes to broker-dealer acquisitions or mergers.  What a great topic.  

Thanks for watching!

Stacey & Jeremy dig a little deeper in discussing how m&a affects advisors in their 'Plan B' preparations.  Plus, Jeremy offers Starbuck's cards to studious listeners!

Jeremy & Stacey unpack what should be expected by advisors working with 3rd party recruiting firms.

Insights from Jeremy Belfiore and Stacey Martin regarding the fears and challenges advisors face when their broker dealer is considering merging or being acquired by another, larger group.