Trusted Visions Podcast

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!

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 walk advisors through a transition from their perspective.  They discuss critical details and considerations each must take when making their move.  This is DEFINITELY a must see podcast! Thanks guys!

Shaun, David and Jeremy dig deep into the logistics involved when an advisor, OSJ or enterprise joins a new broker-dealer.  New departments get involved and being detailed oriented becomes your best asset. Thanks guys!

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!

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!

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 & 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!

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, 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!

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...

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!

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!

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!

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.

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 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 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.

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!

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 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?

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?

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 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.

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.