Trusted Visions Podcast

Jeremy welcomes our newest recruiter Stacey Martin and gets insight after her first few weeks on the job.  She loves her new gig!

Jeremy takes a quick look back at 2021 and reminds our viewers of some of the key concerns and broker-dealer actions advisors should be aware of when considering making a move.

Thanks Jeremy!

Sean and Jeremy tackle the topic of compensation for 3rd party recruiters and dispel some of the myths at the same time.  Certainly, you want to get the facts straight.

Thanks guys!

Jeremy and David tackle the subject of how involved a 3rd party recruiter should be and what levels of service you should expect from your representative.

Thanks Guys!

Jeremy and David spell out the reasons why advisors, OSJs and enterprises should consider 3rd party recruiters.  There are many reasons, but keep in mind your reasons may not necessarily fit anothers.  

Thanks guys for bring this to light!

Jeremy and Shaun continue diving into the weeds and cover the importance of growth considerations when selecting a broker-dealer partner.  This critical factor requires detailed research.  

Thanks for the help guys!

Today, the guys get into the weeds again, this time about the negotiation process and the transition assistance that's involved.  There are many factors to consider, so don't miss this key discussion.

Thanks guys!

David and Jeremy definitely get deep in the weeds when it comes to fees and expenses broker-dealers charge.  These are important considerations when determining a new broker-dealer partner.  

Check it out!

Shaun, David and Jeremy dig deep into the logistics involved when an advisor, OSJ or enterprise joins a new broker-dealer.  New departments get involved and being detailed oriented becomes your best asset.

Thanks guys!

Jeremy & David walk advisors through a transition from their perspective.  They discuss critical details and considerations each must take when making their move.  This is DEFINITELY a must see podcast!

Thanks guys!