Podcasts
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!
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!
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!
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!
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!
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!
Thanks for offering such great insight Shaun, Deb, David and Jeremy!
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!
Join us in this uniquely informative discussion!
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!