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Podcasts

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

How Trusted Visions is Different

Not your ordinary 3rd party recruiters, our team details examples of why Trusted Visions is fast becoming the premier leader in the industry. Tune in to find out how.

Great job guys and gal!

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Trusted Visions: The Beginning

Jeremy, David and Shaun introduce you to how Trusted Visions reimagined how 3rd party recruiters operate in these competitive times. By focusing solely on what’s best for their advisor clients and not their own pocketbook, advisor prospect growth is accelerating at a formidable pace.

Join us for this intriguing discussion. Welcome!

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Setting up your Practice for Sale

Today, our four master recruiters help advisors tackle the hugely important subject of setting up your practice for sale. These tips and tidbits are paramount when considering the primary steps that must be taken.

Great job guys…. and gal!

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Selling your Practice

Dave, Jeremy and Shaun tackle the practice sales process from the seller’s point of view. What are the considerations? How high is the demand? How is your practice structured and how does that structure affect the offer price?

Join the guys in this truly relevant topic!

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Buying a Practice

Jeremy, Deb and Shaun tackle the often pondered, but not so frequent attempt of Buying a Practice.  Price, terms, financing and transitioning are all key considerations when looking at a practice purchase.

Join the group in this very interesting topic!

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Importance of a Succession Plan

The ‘Formitable Four’ take on the importance of having a structured succession plan in place for advisors. Whether you are new to the industry or entering the retirement phase, how critical can it be to put a plan in place? Actually, it’s quite critical.

Check out this teriffic discussion!

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

RIA Channel

Deb, David, Shaun and Jeremy dig deep into the RIA Channel to view the positives and negatives and the different nuances the channel offers. Check out the last podcast in this series.

Next week, we will be rolling out a completely new series. Stay tuned!

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Independent Channel

Shaun, Jeremy and David take a look at the Independent Channel, their favorite channel by far.  The advantages seem to outweigh the setbacks, but you make the decision. Does it make a good fit for you?

Join us in this lively discussion.

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Financial Institutions Channel

Shaun, Jeremy, David and Deb take a look at the Financial Institutions Channel and the advantages and disadvantages in this realm.  Being significantly different from the Wirehouse channel, does it make a good fit for you?

Join us in this very informative discussion.

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Wirehouse Channel

Shaun, Jeremy, David and Deb take a look at the Wirehouse Channel and the advantages and disadvantages in this field.  Does this channel fit for you?

Join us in this intriguing discussion.

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Where is the Industry Going?

Shaun, Jeremy, David and Deb discuss just where these professionals think the industry is going.  With consolidations gaining even more steam, where can it go?

Join us in this intriguing discussing.

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

How to Protect Your Practice

Shaun, Jeremy, David and Deb discuss the trajectory of the broker-dealer space. How can I advisor enjoy the culture of a smaller broker-dealer without worrying about it being swallowed up by another larger firm next year?

Join us in this uniquely informative discussion!

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

How to Protect Your Practice

Jeremy and Shaun continue the ‘Past, Present & Future’ series, keying on the importance of evaluating your practice, as well as measuring and managing broker-dealer changes over time.

Welcome Jeremy, Shaun and thank you for your keen observations!

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Regulation - Past, Present & Future

Jeremy, Shaun & David discuss how regulation, and its continual disruption in the marketplace affects broker-dealers, large and small. How is YOUR broker-dealer handling such impositions… proactive or reactive?
Welcome Jeremy, Shaun and David and thank you for your expertise!

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Past, Present & Future

Deb & Shaun discuss how advisors’ desire to affiliate with broker-dealers have changed over the years and how that sentiment may change in the future?

Welcome Jeremy, Shaun and Deb and thank you for your solid input!

David Perez - Trusted Visions Placement and Consulting

What is the Involvement of a 3rd Party Recruiter?

Deb & Jeremy discuss whether utilizing the services of a 3rd party recruiter is worth your time. What are the considerations? Why does it make sense… or does it?

Welcome Jeremy and Deb and thank you for helping us through this process!

David Perez - Trusted Visions Placement and Consulting

How Involved is a 3rd Party Recruiter?

Jeremy and David discuss how deeply involved should 3rd party recruiters actually be.  Since a broker-dealer change is a landmark decision, an advisor needs to count on solid representation when making their move.

Welcome Jeremy and David and thank you for helping with these critical decisions!

David Perez - Trusted Visions Placement and Consulting

The Do's & Don't's of Working with a 3rd Party Recruiter

Jeremy and David discuss some absolutes when deciding whether to work with 3rd Party Recruiters.  Sometimes, a common sense approach is really the simplest and best route to take

Welcome Jeremy and David and thank you for helping with these common decisions!

David Perez - Trusted Visions Placement and Consulting

3rd Party Firm or Go Broker-Dealer Direct?

What are the considerations when deciding to change broker-dealers?  Jeremy and the crew discusses the factors to consider relating to 3rd party recruiting firms and whether you should utilize their services.

Welcome David & Deb and thank you for joining us in this critical topic!

David Perez - Trusted Visions Placement and Consulting

Your OSJ & BD Team Relationship

How in-depth should you involve your OSJ/Enterprise with the BD and their business development team?  Jeremy and the crew discusses the importance of this communication and how to establish your goals for mutual success.

Welcome David & Deb and thank you for your candid contributions!

David Perez - Trusted Visions Placement and Consulting

OSJ Time and Financial Commitment

Jeremy discusses the difficult decisions regarding the time and financial commitment to recruit successful financial advisors.  Where should the money be spent?

Welcome David & Deb and thank you for your professional opinions!

OSJ - Who to Recruit and How to Price

David and Jeremy discuss how a recruiting OSJ can create a competitive offering as well as establishing a target audience to recruit.

Please welcome our founder and President Jeremy Belfiore and David Perez!

David Perez - Trusted Visions Placement and Consulting
David Perez - Trusted Visions Placement and Consulting

Recruiting OSJs

David Perez & Deb Grier are back with us, joining Jeremy in discussing the most important considerations OSJs face in becoming a recruiting enterprise.

Welcome David & Deb and thank you for your thoughtful input!

Negotiating Your Transition Package

Today’s podcast takes a look at the important aspects relating to negotiating your transition package as well as coordinating the timing of your affiliation.

Please welcome our founder and President Jeremy Belfiore and Deb Grier!

David Perez - Trusted Visions Placement and Consulting

Due Diligence Process

David Perez & Deb Grier are back with us, joining Jeremy in discussing the number of broker-dealers an advisor should consider as well as the due-diligence process.

 Welcome David & Deb and thank you for your professional expertise!

David Perez - Trusted Visions Placement and Consulting

When to Explore your BD Options

When should you be considering your broker-dealer options and considerations?  David Perez & Deb Grier are back with us, joining Jeremy to address these issues.

Welcome David & Deb.  Let’s get started!

Joining an OSJ vs Broker-Dealer Direct

Today’s podcast takes a look at the truths and mistruths of joining an OSJ vs going directly independent with a broker-dealer.  Arthur Cooper, of Cooper McManus helps dispel the myths of joining an OSJ and how it can serve you and your practice well, especially in today’s times.

Please welcome our founder and President Jeremy Belfiore and Arthur Cooper!

David Perez - Trusted Visions Placement and Consulting

Growing Transition Checks. Why?

Today’s podcast joins Jeremy Belfiore with two experts in the industry, David Perez & Deb Grier.

David brings 30 years of experience to Trusted Visions focusing in the past 10-15 years mostly in the financial services industry, while Deb brings her own 25 years of experience to the fold as well.

Please welcome our founder and President Jeremy Belfiore, David Perez and Deb Grier!

Changing Broker-Dealers during COVID-19

Today’s podcast takes a look at a successful and very large OSJ making a decision to change broker-dealers during the height of COVID-19.  We ask Mr. Arthur Cooper, of Cooper McManus questions about preconceived notions of moving a practice during these troubling times and whether or not it is advisable.

Please welcome our founder and President Jeremy Belfiore and Arthur Cooper!