by TvPc@PsM | Nov 16, 2022 | News
I absolutely realize that there is a tremendous cost in making a broker-dealer change to you and your clients. There are account termination fees, lost revenue, extra staffing, and other costs associated and those shouldn’t be ignored. However, the firm that writes...
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...
