Trusted Visions Podcast

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!

Jeremy breaks down his advice to advisors facing the prospects of a regulatory event.  How should you react and what steps should you take?

Jeremy dives into some of the dangers and warning signs when working through regulatory challenges.  Great new topic!

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!

Jeremy offers solid advice on beginning the transition process and how advisors can better prepare themselves for their move. Great information Jeremy... THANKS!!

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!

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!

Jeremy concludes this month's series by addressing OSJs and advisors alike.  What can you do to improve YOUR business?Thanks Jeremy!

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!

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!

Jeremy opens up with some valuable advice for advisiors as they face the challenges ahead in 2024.

Stacey delves into trends set during 2023 and gives her opinion of what's in store for 2024.  Great information Stacey!

Jeremy wraps up 2023 and gives us a glimpse of what he expects moving forward in 2024.  Great information.  Thanks guys!

Jeremy introduces Jon Achilles to get his perspective in working with the Trusted Visions Team.  Happy New Year to all!

Jeremy introduces his family to share in this holiday season.  Merry Christmas to ALL!

Stacey reveals a more personal side, with the story of how she landed at Trusted Visions.  Great to meet your team Jeremy!Thanks!

Jon Achilles gets personal with Jeremy in finding out the origins of Trusted Visions and what separates us from other 3rd party recruiters.

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!

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!

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!

Jeremy & Stacey open this week's discussion with today's trends regarding market consolidation with a few warnings to recognize. Great topic guys - THANKS!

Jeremy and Stacey introduce the highlights of our consulting platform for financial advisors and how we can jumpstart individual advisors' production.Thanks guys!

Stacey and Jeremy reveal insights on our OSJ consulting model. Great topic guys!

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!

Jeremy & Stacey lay out the advantages and challenges of developing your practice in the RIA space and what you need to look out for.

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 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!

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!

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!

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!

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

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

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!

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!

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!

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 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!

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!

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!

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!

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!

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!