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.
Mike Garrison
Stathis Partners, LLC.
Brad Johnson
Elite Consulting Partners
Sean Kernan
Oechsli
Howard Kettner
Truelytics
Jonathan Kuttin
Sean Kernan: CFP, Independent Financial Advisor and Blogger
Mindy Diamond - Financial Advisor Recruiter and Consultant
Rob Jacomen, Host
Dimensional Fund Advisors
Charlie Van Derven
David DeCelle
Mindshop
3xEquity
SmartPro Financial
Stathis Partners, LLC.
None
Dr. Lisa Miller
Benjamin Ong
Joseph Lukacs
Chip Munn
Pete Bush
Financial Planning
Mindy Diamond - Financial Advisor Recruiter and Consultant
Mindy Diamond - Financial Advisor Recruiter and Consultant
Top of the Table
Kevin Bachman
Steve Sanduski
Sten Morgan & Andy Traub
Barron's Advisor
Advisor Group
SkyView Partners
USA Financial
Bridging The Gap
tru Independence
Jason Brotsky
Michael Kitces
Jim Mellin, Chief Sales Officer, Equitable Advisors
Marc Rogers
Doug Heikkinen
Laura Gregg and David Partain
Julie Keyes
Tom Hine
Succession Link
The Evolving Advisor Podcast
Kim Butler and Tammi Brannan
Scott Hanson
RFG Advisory
Reese Harper, CFP®
Mike Walters
Glenda Beagle
Mike Garrison
Mike Garrison
Jim Martin, Gregg Gonzalez, Jeff Coplan & Brad Warhurst - Rainmakers
Dr. Travis Parry
Brad Wales
None
Bill Coppel
Adam Holt and Derek Notman
John Brown
saragrillo, Author at Sara Grillo
Mikial Singh Nijjar
Richard E. Boone
Paul Kingsman
SEI Ventures
Advisor Hustle
Kurt Kersey
John Anderson and Heather Wilson
Whitney Shindelar and Brianna Glenn
TD Ameritrade Institutional
Alan Moore and Michael Kitces
Coldstream Wealth Managment
WealthCo.ca
Advisor's Edge
Jason Miller
Bill Cates
...For Advisors
XY Media
Impact Communications, Inc.
Family Enterprise Xchange
Jeff Nash
Andy Hart / Listen Notes
Distribution Transformation
MassMutual Eastern Pennsylvania
kestrapwsoutloud
Jonathan Lancaster
BFD Advisors
Trust Matters, The Podcast
Amplifier X
Libby Greiwe
Woodard Events
Brendan Frazier
Elite Financial Advisors
Elite Financial Advisors
Ken Unger
Paul G. McManus
Evan J Mayer