Trusted Visions Podcast

Jeremy, Deb and Shaun tackle the often pondered, but not so frequent attempt of Buying a Practice.  Price, terms, financing and transitioning are all key considerations when looking at a practice purchase.

Join the group in this very interesting topic!

Deb, David, Shaun and Jeremy dig deep into the RIA Channel to view the positives and negatives and the different nuances the channel offers.  Check out the last podcast in this series.

Next week, we will be rolling out a completely new series. Stay tuned!

Shaun, Jeremy and David take a look at the Independent Channel, their favorite channel by far.  The advantages seem to outweigh the setbacks, but you make the decision. Does it make a good fit for you?

Join us in this lively discussion.

Shaun, Jeremy, David and Deb take a look at the Financial Institutions Channel and the advantages and disadvantages in this realm.  Being significantly different from the Wirehouse channel, does it make a good fit for you?

Join us in this very informative discussion.

Shaun, Jeremy, David and Deb take a look at the Wirehouse Channel and the advantages and disadvantages in this field.  Does this channel fit for you?

Join us in this intriguing discussion.

Shaun, Jeremy, David and Deb discuss just where these professionals think the industry is going.  With consolidations gaining even more steam, where can it go?

Join us in this intriguing discussing.

Jeremy and Shaun continue the ‘Past, Present & Future’ series, keying on the importance of evaluating your practice, as well as measuring and managing broker-dealer changes over time.

Welcome Jeremy, Shaun and thank you for your keen observations!

Jeremy, Shaun & David discuss how regulation, and its continual disruption in the marketplace affects broker-dealers, large and small. How is YOUR broker-dealer handling such impositions… proactive or reactive?

Welcome Jeremy, Shaun and David and thank you for your expertise!

Deb & Shaun discuss how advisors’ desire to affiliate with broker-dealers have changed over the years and how that sentiment may change in the future?

Welcome Jeremy, Shaun and Deb and thank you for your solid input!

How in-depth should you involve your OSJ/Enterprise with the BD and their business development team?  Jeremy and the crew discusses the importance of this communication and how to establish your goals for mutual success.