(346) 703-3070 info@trustedvisions.com

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...