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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...

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...