by TvPc@PsM | May 4, 2022 | Uncategorized
Having spent 18 of my 22 years in the financial services industry in corporate America you can bet that I have seen it all. One area that has always baffled me with this industry is the due diligence process when looking for a new broker-dealer partner. There are so...
by TvPc@PsM | Feb 3, 2022 | News
Very excited to welcome Judy Glenney to the Trusted Visions team. She brings a tremendous amount of experience in the industry and a wealth of knowledge. Who would of thought over 10-years later we would be reunited after our Next Financial days. Can’t wait to...
by TvPc@PsM | Apr 26, 2021 | News
Very excited to welcome Judy Glenney to the Trusted Visions team. She brings a tremendous amount of experience in the industry and a wealth of knowledge. Who would of thought over 10-years later we would be reunited after our Next Financial days. Can’t wait to...
by TvPc@PsM | Mar 8, 2021 | News
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...
