Trusted Visions Podcast

Jeremy Belfiore & Stacey Martin introduce our Consulting model to the audience and throw in a few tips broker-dealer recruiters may find helpful.  Check 'em out!

Stacey and Jeremy offer the benefits and downsides of affiliating with an insurance broker dealer.  Great information guys!

Stacey and Jeremy tackle the pros and cons when considering moving your practice to the independent side of the broker-dealer world.  Good news, bad news?  Stay tuned to find out! Thanks guys!

Stacey and Jeremy tackle the benefits and downsides of advisors working in the wirehouse side of the financial services business. Great information!

Jeremy & Stacey continue their discussion surrounding the topic of selling your practice and the pitfalls to avoid when doing so.   Great content guys!

Stacy and Jeremy tackle the difficult proposition of all the considerations involved when selling your book of business. Great topic guys - Thank you!

Stacey and Jeremy open discussions with optimal ways to tackle your succession plans and questions to consider.  Great information guys... THANKS!

Stacey and Jeremy reveal what separates Trusted Visions from other 3rd party recruiters.  The detail and offerings are amazing. Thanks guys!

Jeremy & Stacey warn advisors of the potential hidden fees and expenses associated with transitioning to a new broker dealer.  This is a must see! Thanks guys.  This information is HUGE!

Jeremy & Stacey unpack what should be expected by advisors working with 3rd party recruiting firms.

Stacey & Jeremy dig a little deeper in discussing how m&a affects advisors in their 'Plan B' preparations.  Plus, Jeremy offers Starbuck's cards to studious listeners!

Stacey and Jeremy discuss the natural approach to change when it comes to broker-dealer acquisitions or mergers.  What a great topic.   Thanks for watching!

This week Stacey and Jeremy tackle the confusion that often rises when a broker-dealer is being acquired, rolls up multiple BDs into one name or decides to go self-clearing. Great content guys - Thanks!

Jeremy and Stacey emphasize the true advantages of individual advisors, as well as OSJs working with 3rd party recruiting firms like Trusted Visions.  There are so many unknown questions we ask to prospective broker-dealers that you may never think of.  Tune in for this valuable content. Thanks Jeremy and Stacey!

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

Insights from Jeremy Belfiore and Stacey Martin regarding the fears and challenges advisors face when their broker dealer is considering merging or being acquired by another, larger group.

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!

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!

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!

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!

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!

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!

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, 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!

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!