Podcasts

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M&A Advantages of Working with Trusted Visions

Stacey & Jeremy dig a little deeper in discussing how m&a affects advisors in their ‘Plan B’ preparations. Plus, Jeremy offers Starbuck’s cards to studious listeners!

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Welcome Stacey Martin!

Jeremy welcomes our newest recruiter Stacey Martin and gets insight after her first few weeks on the job. She loves her new gig!

Welcome aboard Stacey!

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Looking Back at 2021

Jeremy takes a quick look back at 2021 and reminds our viewers of some of the key concerns and broker-dealer actions advisors should be aware of when considering making a move.

Thanks Jeremy!

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3rd Party Recruiting Firms & Compensation

Sean and Jeremy tackle the topic of compensation for 3rd party recruiters and dispel some of the myths at the same time. Certainly, you want to get the facts straight.

Thanks guys!

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3rd Party Firm How Involved?

Jeremy and David tackle the subject of how involved a 3rd party recruiter should be and what levels of service you should expect from your representative.

Thanks guys!

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3rd Party Firm Why?

Jeremy and David spell out the reasons why advisors, OSJs and enterprises should consider 3rd party recruiters. There are many reasons, but keep in mind your reasons may not necessarily fit anothers.

Thanks guys for bringing this to light!

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Broker Dealers In The Weeds - Growth

Jeremy and Shaun continue diving into the weeds and cover the importance of growth considerations when selecting a broker-dealer partner. This critical factor requires detailed research.

Thanks for the help guys!

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Broker Dealers In The Weeds - The Transition

Today, the guys get into the weeds again, this time about the negotiation process and the transition assistance that’s involved. There are many factors to consider, so don’t miss this key discussion.

Thanks guys!

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Broker Dealers In The Weeds - Fees & Expenses

David and Jeremy definitely get deep in the weeds when it comes to fees and expenses broker-dealers charge. These are important considerations when determining a new broker-dealer partner.

Check it out!

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The Transition - Day One

The Trusted Visions team discusses what to expect and how to prepare for Day 1 with your new broker-dealer. Know before you go!

Great content guys!

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The Transition - Logistics

Shaun, David and Jeremy dig deep into the logistics involved when an advisor, OSJ or enterprise joins a new broker-dealer. New departments get involved and being detailed oriented becomes your best asset.

Thanks guys!

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The Transition - Advisor Facing

Jeremy & David walk advisors through a transition from their perspective. They discuss critical details and considerations each must take when making their move. This is DEFINITELY a must see podcast!

Way to go guys!

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The Transition - Client Facing

This week, the guys tackle ‘The Transition’ and how wirehouse advisors need to prepare themselves, their clients and their practice for a move to the independent broker-dealer space. What are the considerations!

Great stuff guys – Thank you!

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If Your Firm Has Been Acquired

Jeremy, David and Shaun cover all aspects of an advisor experiencing changes in ownership of their firm. While not all acquisitions are bad, changes in leadership, payouts, pricing and technology can be huge factors!

Perfect!

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Year End Broker Dealer Change

Why do advisors seek to change broker-dealers toward the end of the year? The guys explain the reasons and break it down so you can determine if a change by year-end makes sense.

Thanks guys!

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Recruiting OSJ or Enterprise

Jeremy, David and Shaun tackle what it takes to become a recruiting OSJ or Enterprise. Not only do OSJs need competitive payouts and pricing, but they need to be proactive in their marketing and make sure they have the proper infrastructure in place.

Great job!

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Super OSJ Trends

Jeremy, David and Shaun tackle the often mysterious subject of Super OSJs. While some are not even aware, Super OSJs can check all the boxes for an advisor looking for the perfect fit at their new broker-dealer

Thanks guys for the tremendous insight!

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Rules 1011 & 1017

Jeremy, David & Shaun continue to keep a pulse on the industry by addressing FINRA’s Rules 1011 & 1017. Not familiar with them? Your future’s stability may hang in the balance!

Check out the conversation. You’ll be glad you did. Thanks guys!

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Importance Of A Plan B

The Fabulous Four discuss the incredibly important issue of preparing for a ‘Plan B’. When the dominoes fall and you must make a move to a new broker-dealer, make sure you are ready

Join us in the great discussion!

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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!

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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!

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Set Up Your Practice For Future 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.

What a great message!

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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!

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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!

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Importance Of A Succession Plan

The ‘Formidable 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 terrific discussion!

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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!

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Independent Channel Analysis

Jeremy, David and Shaun dig deep into the Independent Broker-Dealer space, obviously their favorite channel. Tune in to find out the true advantages and disadvantages the independent financial advisor faces.

Great stuff gentlemen!

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Financial Institutions Channel

Jeremy, Shaun, Deb and David review in detail the advantages and disadvantages in working in the Financial Institutions Channel of the broker-dealer world. Our diversely talented professionals can help you work through all scenarios when considering a broker-dealer change for you.

Check us out!

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Wirehouse Channel

The ‘Fab Four’ discuss the in’s & out’s, as well as the pro’s and con’s that Wirehouse advisors face. What are the considerations when considering a move to the independent broker-dealer world?
Thanks for offering such great insight Shaun, Deb, David and Jeremy!

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Where Is The Industry Going?

Deb, David, Shaun and Jeremy 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!

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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.
Thanks Guys!

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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!