Trusted Visions Podcast

Jeremy and David discuss how deeply involved should 3rd party recruiters actually be.  Since a broker-dealer change is a landmark decision, an advisor needs to count on solid representation when making their move.

Jeremy and David Perez dis some absolutes when deciding whether to work with 3rd party recruiters.  Sometimes, a common sense approach is really the simplest and best route to take.

Jeremy welcomes back Arthur Cooper of Cooper McManus to discuss the realities of making a broker-dealer change during a pandemic.  What are the considerations?  Are there reservations directly related to COVID-19 or should you forge onward?

David Perez and Deb Grier join our host Jeremy Belfiore in evaluating the considerations when deciding to change broker-dealers.  Should you utilize the services of a 3rd party recruiting firm or go directly to a broker dealer?

Arthur Cooper of Cooper McManus joins our host Jeremy Belfiore to help dispel the myths of joining anOSJ and how it can serve you and your practice well, especially in today's times.  Please join us in welcoming Mr. Arthur Cooper!

David Perez and Deb Grier join Jeremy Belfiore in discussing when you should be considering  your broker-dealer options and the factors that come into play upon making that decision.