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Where Have You Been?

Just in case you have been buried in the everyday busyness that our industry creates, we just wanted to share some important news.  Trusted Visions takes another step toward solidifying their foothold in the 3rd party recruiting field. After adding an 18-year veteran...

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...