Jon
Trusted Visions Podcast
We discuss the in's and out's of the independent broker dealer space and the importance of utilizing a 3rd party recruiter when considering making a broker-dealer change. Financial advisors, OSJ's and Enterprises of all sizes, no matter which channel you operate in can capitalize on the professional expertise of the Trusted Visions executives and their wide array of experience.
No dejes de visitar la web del podcast y apoyar a su creador: www.trustedvisions.com
Autor
Jon
Categoría
Web del podcast
Último episodio
7 de may. de 2024
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Episodios
Advisory Pricing Considerations 07.05.2024 5:19
This week Jeremy dives into the details when considering advisory pricing from a prospective broker dealer offering. The factors involved are many, so listen closely. Thanks Jeremy!
What to do with a Regulatory Event 12.04.2024 7:33
Jeremy breaks down his advice to advisors facing the prospects of a regulatory event. How should you react and what steps should you take?
Navigating the Regulatory Environment 02.04.2024 7:29
Jeremy dives into some of the dangers and warning signs when working through regulatory challenges. Great new topic!
The Official Transition Day 27.03.2024 6:25
The crucial day has arrived! Jeremy explains what occurs on affiliation day and offers great advice on how to navigate this important period in your transition. Great stuff!
Let the Transition Begin! 20.03.2024 7:08
Jeremy offers solid advice on beginning the transition process and how advisors can better prepare themselves for their move. Great information Jeremy... THANKS!!
Beginning Your Due Diligence Process 12.03.2024 7:50
Jeremy dives into how to prepare for an advisor transition as well as what to expect as you move forward with the process. Great informtion Jeremy! Thanks!
Beginning Your Due Diligence 06.03.2024 7:54
We begin a new series this week by digging deeper into the transition process and how you can minimize the stress involved with a broker-dealer change. Great topic Jeremy!
Getting Granular with OSJs and Advisors 29.02.2024 8:28
Jeremy concludes this month's series by addressing OSJs and advisors alike. What can you do to improve YOUR business? Thanks Jeremy!
Getting Granular with Broker Dealers 21.02.2024 8:28
Jeremy focuses on getting granular from the broker dealer's side of recruiting. Open and honest conversations can certainly improve ALL of our businesses! Thank you Jeremy!
Getting Granular 13.02.2024 8:05
Jeremy gets back to basics regarding the actions and expectations of 3rd party recruiting firms, their clients as well as their broker dealer partners. Great topic Jeremy!
20245 Advice for Advisors 25.01.2024 7:03
Jeremy opens up with some valuable advice for advisiors as they face the challenges ahead in 2024.
Stacey Martin - 2023 Recap 10.01.2024 6:14
Stacey delves into trends set during 2023 and gives her opinion of what's in store for 2024. Great information Stacey!
2023 Industry Recap 02.01.2024 7:50
Jeremy wraps up 2023 and gives us a glimpse of what he expects moving forward in 2024. Great information. Thanks guys!
Getting Personal with Jon Achilles 26.12.2023 8:44
Jeremy introduces Jon Achilles to get his perspective in working with the Trusted Visions Team. Happy New Year to all!
Getting VERY Personal with Trusted Visions 21.12.2023 4:21
Jeremy introduces his family to share in this holiday season. Merry Christmas to ALL!
Getting Personal with Stacey Martin 15.12.2023 9:43
Stacey reveals a more personal side, with the story of how she landed at Trusted Visions. Great to meet your team Jeremy! Thanks!
Getting Personal with Trusted Visions - Jeremy 12.12.2023 9:43
Jon Achilles gets personal with Jeremy in finding out the origins of Trusted Visions and what separates us from other 3rd party recruiters.
Trends & Red Flags - Transition Packages 21.11.2023 10:19
Stacey and Jeremy offer valuable information as well as warnings regarding the trends and red flags regarding transition packages. This is a MUST SEE! Thanks a bunch!
Trends & Red Flags - Joining an OSJ 21.11.2023 9:19
Why transition to an OSJ? Stacey and Jeremy discuss the trends as well as the red flags that pertain to such a consideration. Great information guys... THANKS!
Trends & Red Flags - RIA Only 21.11.2023 9:49
Stacey and Jeremy touch on the trends and Red Flags regarding the decision to move a practice to RIA Only. There are many considerations and the crew touch on several. Thanks Guys!
OSJ Consulting 02.11.2023 9:28
Stacey and Jeremy reveal insights on our OSJ consulting model. Great topic guys!
Financial Advisor Consulting 02.11.2023 9:28
Jeremy and Stacey introduce the highlights of our consulting platform for financial advisors and how we can jumpstart individual advisors' production. Thanks guys!
Trends & Red Flags 02.11.2023 9:41
Jeremy & Stacey open this week's discussion with today's trends regarding market consolidation with a few warnings to recognize. Great topic guys - THANKS!
Insurance Broker Dealer Pros & Cons 13.10.2023 7:24
Stacey and Jeremy offer the benefits and downsides of affiliating with an insurance broker dealer. Great information guys!
RIA Channel Pros and Cons 13.10.2023 8:47
Jeremy & Stacey lay out the advantages and challenges of developing your practice in the RIA space and what you need to look out for.
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