(480) 430-5012 info@trustedvisions.com

Missing Truths in the Due Diligence Process

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...

Welcome Judy!

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...

Where Have You Been?

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...

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...