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Transition Check – Look at What They’re Offering!

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...

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...

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...