(346) 703-3070 info@trustedvisions.com

Why We Do

Trusted Visions works with some of the most successful OSJ’s and financial advisors in the industry.  But, that does not mean we only serve the larger OSJ community!

Our Philosophy

We give the same level of attention to each advisor, regardless of whether you are a $100k advisor or a $30 million OSJ.  Understanding the importance of your decision to make a broker-dealer change is certainly something we don’t take lightly.

Working with Trusted Visions, you will never feel like a number, but will become the focal point of our quest to find the perfect fit in your new broker-dealer relationship.

Click the link to request a consultation, or check out the slides below to find out more about our placement process.

Responsiveness

We are extremely responsive to each advisor that works with Trusted Visions and are available 24/7 to answer questions.  We truly understand the importance of your decision to move and realize the impact it will make on your business, its marketing, current business relationships, not to mention the stress it can put on you and your family.

Something pop into your head or a question comes up while you’re eating dinner?  Give us a call.  We don’t want you worrying about it all night!

Suitability

Sure, we could supply a list of broker-dealers we work with and tell you to call them, but relationships are formed with a personal touch.

A thorough conversation with our placement team sets the tone for what we hope will be a new, more exciting and profitable relationship with your new broker-dealer partner.  We delve into everything that is important to you, ask more about what is not and narrow down the partners we know will not work.  From there, we REALLY get into the details to find your perfect fit!

Representation

Representation does not just mean our company’s name is on the list to get paid once you affiliate.  It means we are with you through every step of the process.

From presenting documentation and figures to prospective partners, to office space allowance, marketing budgets and negotiating pricing and payouts, we work to get you the very best a new broker-dealer partner has to offer!

The Latest From Our Blog

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...

Building a Successful Sales Team

Having been a part of and knowing of many sales teams in the financial services industry I have experienced first-hand those teams that were successfully put together and those that were not.  I have come to find it comical that sales managers believe that the more...

To Make a Broker-Dealer change or to not make a Broker-Dealer Change

September 15, 2019:   To make a broker-dealer change or not to make a broker-change? Throughout my career in Business Development with different broker-dealers, I have always started off a conversation with a financial advisor by asking what they were happy about...

“For I know the plans I have for you,” declares the Lord,
“plans to prosper you and not to harm you, plans to give you hope and a future.”

Jeremiah 29:11