Why? - Trusted Visions Placement and Consulting

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!

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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.

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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

What Sets Us Apart?

by TvPc@PsM | February 6, 2023 | News | 0 Comments

Recently, I had a phone conversation that was a prime example of what sets Trusted Visions apart from many other 3rd party recruiting firms. We had a conference call with an OSJ and a prospect that had already been introduced to the OSJ’s broker-dealer. When talking...

Happy New Year to All!

by TvPc@PsM | January 3, 2023 | News | 0 Comments

The Trusted Visions team has worked with many billion-dollar plus teams and have guided them through transitioning to a new broker-dealer. I personally stress to OSJ's regularly the importance of having a Plan B in place, whether your broker-dealer is currently going...

Doing Your Research

by TvPc@PsM | December 16, 2022 | News | 0 Comments

Let’s be honest, exploring your broker-dealer options can be a full-time job in itself, not to mention running the successful practice you have built. I am not saying this for the benefit of Trusted Visions or any other 3rd party recruiting company, but you should...

Broker-Dealer Misconceptions

by TvPc@PsM | December 6, 2022 | News | 0 Comments

I have heard a lot throughout my career that financial advisors are afraid to make a broker-dealer change out of fear of losing clients. This is an area that I feel strongly about. Mainly, because a client is not with you because of the broker-dealer you are...

Ownership Structure of the Broker-Dealer

by TvPc@PsM | December 2, 2022 | News | 0 Comments

In today’s environment in the financial services’ space, we have seen the greatest consolidation in the industry and this will only continue. Costs are going up, regulatory issues continue to surface and technology costs are also rising. To remain competitive, many...

Transition Check – Look at What They’re Offering!

by TvPc@PsM | November 16, 2022 | News | 0 Comments

I absolutely realize that there is a tremendous cost in making a broker-dealer change to you and your clients. There are account termination fees, lost revenue, extra staffing, and other costs associated and those shouldn’t be ignored. However, the firm that writes...

Welcome Judy!

by TvPc@PsM | February 3, 2022 | News | 0 Comments

Very excited to welcome Judy Glenney to the Trusted Visions team. She brings a tremendous amount of experience in the industry and a wealth of knowledge. Who would of thought over 10-years later we would be reunited after our Next Financial days. Can't wait to see all...

Where Have You Been?

by TvPc@PsM | April 26, 2021 | News | 0 Comments

Greater Income or More Service…. Why Not Both?

by TvPc@PsM | March 8, 2021 | News | 0 Comments

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

by Jeremy Belfiore | June 24, 2020 | News | 0 Comments

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...

“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

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