Trusted Visions Podcast: Recent Episodes
Jon
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.
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 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!
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 offer valuable information as well as warnings regarding the trends and red flags regarding transition packages. This is a MUST SEE!
Thanks a bunch!
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!
Jeremy and Stacey introduce the highlights of our consulting platform for financial advisors and how we can jumpstart individual advisors' production.
Thanks guys!
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 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!
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 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 offer the benefits and downsides of affiliating with an insurance broker dealer. Great information 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!
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.
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!
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!
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 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!
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!
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!
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!
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!
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, 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 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!
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, 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? 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 topic!c!
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!
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, 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.
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 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!
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 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.
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.
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.
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?
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?
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 Jeremy Belfiore in discussing when you should be considering your broker-dealer options and the factors that come into play upon making that decision.