(346) 703-3070 info@trustedvisions.com
Connecting you with the best independent broker-dealer, RIA or hybrid
Whether you are looking to go to an independent broker-dealer, move from one wirehouse to another, or go RIA only, we can help.

Contact us: (346) 703-3070

Trusted Visions Placement & Consulting

Our industry is seeing the most consolidation in its history.  The last thing you want to do is join a new broker-dealer, then shortly thereafter learn the firm you joined has been sold. 

With almost 70 years’ experience in the financial services industry, we have come to understand the competitive landscape that exists within the broker-dealer network.  At Trusted Visions, we understand the amount of work and effort it takes a successful financial advisor to conduct the appropriate due diligence on your next broker-dealer.

We take a hands-on approach to working with you, your staff and your clients.  We want to thoroughly understand your practice and your needs to ensure that we are introducing you to the firm that best suits what you are seeking.  Our services come at no cost to you!  We are fully transparent on how we are paid, which takes nothing away from what the broker-dealers are able to offer you.

The staff at Trusted Visions are available 24/7. We understand and respect that you are putting your financial livelihood in our firm’s hands and we take that seriously!

The Latest From Our Blog

Where Have You Been?

Just in case you have been buried in the everyday busyness that our industry creates, we just wanted to share some important news.  Trusted Visions takes another step toward solidifying their foothold in the 3rd party recruiting field. After adding an 18-year veteran...

Greater Income or More Service…. Why Not Both?

We have touted amazing offerings from top-tier broker-dealers paying 100% on advisory and 95% on commissions, and yes, those offerings are still a reality, but the story doesn’t end there.  Advisors looking to move can expect even more! If you are hesitant to make a...

Business Development Professional’s Role

YOU, the Business Development Professional's Role: I have spent 20-years in the financial services industry as a Business Development professional. Still, to this day I remember my journey in getting into the industry like it was yesterday. In late 2000, I was...

To hire an outside consultant or to not?

Bringing in an outside consulting firm bring true value to your firm? Having been in the industry for 20-years, I have had the privilege of being a part of great broker-dealers.  Throughout my time with these various firms, the organizations have brought in numerous...

Where has our industry gone?

Where has the financial services industry gone over the last 20-years?   I often reflect to when I first started in the financial services industry as a Business Development professional.  Knew nothing about the industry, what I was doing, the many acronyms used,...

Choosing the right broker-dealer

Choosing the right broker-dealer for you and your clients I have spoken to 1000’s of advisors throughout my career and listened to each of them express why they are unhappy with their current broker-dealer and what they are looking for in their new broker-dealer...

Building a Successful Sales Team

Having been a part of and knowing of many sales teams in the financial services industry I have experienced first-hand those teams that were successfully put together and those that were not.  I have come to find it comical that sales managers believe that the more...

To Make a Broker-Dealer change or to not make a Broker-Dealer Change

September 15, 2019:   To make a broker-dealer change or not to make a broker-change? Throughout my career in Business Development with different broker-dealers, I have always started off a conversation with a financial advisor by asking what they were happy about...

“For I know the plans I have for you,” declares the Lord,
“plans to prosper you and not to harm you, plans to give you hope and a future.”

Jeremiah 29:11