Trusted Visions Podcast

This week, the guys tackle 'The Transition' and how wirehouse advisors need to prepare themselves, their clients and their practice for a move to the independent broker-dealer space.  What are the considerations!

Great stuff guys - Thank you!

Jeremy, David and Shaun cover all aspects of an advisor experiencing changes in ownership of their firm.  While not all acquisitions are bad, changes in leadership, payouts, pricing and technology can be huge factors!

Thanks guys!

Why do advisors seek to change broker-dealers toward the end of the year?  The guys explain the reasons and break it down so you can determine if a change by year-end makes sense.

Thanks guys!

Jeremy, David and Shaun tackle what it takes to become a recruiting OSJ or Enterprise.  Not only do OSJs need competitive payouts and pricing, but they need to be proactive in their marketing and make sure they have the proper infrastructure in place.

Great job guys!

Jeremy, David and Shaun tackle the often mysterious subject of Super OSJs.  While some are not even aware, Super OSJs can check all the boxes for an advisor looking for the perfect fit at their new broker-dealer

Thanks guys for the tremendous insight!

Jeremy, David & Shaun continue to keep a pulse on the industry by addressing FINRA's Rules 1011 & 1017.  Not familiar with them?  Your future's stability may hang in the balance!

Check out the conversation.  You'll be glad you did.  Thanks guys!

Not your ordinary 3rd party recruiters, our team details examples of why Trusted Visions is fast becoming the premier leader in the industry.  Tune in to find out how.

Great job guys and gal!

Jeremy, David and Shaun introduce you to how Trusted Visions reimagined how 3rd party recruiters operate in these competitive times.  By focusing solely on what's best for their advisor clients and not their own pocketbook, advisor prospect growth is accelerating at a formidable pace.

Join us for this intriguing discussion.  Welcome!

Today, our four master recruiters help advisors tackle the hugely important subject of setting up your practice for sale.  These tips and tidbits are paramount when considering the primary steps that must be taken.

Great job guys.... and gal!

Dave, Jeremy and Shaun tackle the practice sales process from the seller's point of view.  What are the considerations?  How high is the demand?  How is your practice structured and how does that structure affect the offer price? 

Join the guys in this truly relevant topiDave, Jeremy and Shaun tackle the practice sales process from the seller's point of view.  What are the considerations?  How high is the demand?  How is your practice structured and how does that structure affect the offer price? 

Join the guys in this truly relevant topic!c!