May 7, 2024Episode 145 min
Advisory Pricing Considerations
This week Jeremy dives into the details when considering advisory pricing from a prospective broker dealer offering. The factors involved are many, so listen closely.Thanks Jeremy!
Trusted Visions Podcast
Hosted by Jon
Episodes
76
Latest episode
May 2024
Language
EN-US
About the show
We discuss the in's and out's of the independent broker dealer space and the importance of utilizing a 3rd party recruiter when considering making a broker-dealer change. Financial advisors, OSJ's and Enterprises of all sizes, no matter which channel you operate in can capitalize on the professional expertise of the Trusted Visions executives and their wide array of experience.
Listen to episodes
April 12, 2024Episode 127 min
What to do with a Regulatory Event
Jeremy breaks down his advice to advisors facing the prospects of a regulatory event. How should you react and what steps should you take?
April 2, 2024Episode 117 min
Navigating the Regulatory Environment
Jeremy dives into some of the dangers and warning signs when working through regulatory challenges. Great new topic!
March 27, 2024Episode 106 min
The Official Transition Day
The crucial day has arrived! Jeremy explains what occurs on affiliation day and offers great advice on how to navigate this important period in your transition. Great stuff!
March 20, 2024Episode 97 min
Let the Transition Begin!
Jeremy offers solid advice on beginning the transition process and how advisors can better prepare themselves for their move. Great information Jeremy... THANKS!!
March 12, 2024Episode 87 min
Beginning Your Due Diligence Process
Jeremy dives into how to prepare for an advisor transition as well as what to expect as you move forward with the process.Great informtion Jeremy!Thanks!
March 6, 2024Episode 77 min
Beginning Your Due Diligence
We begin a new series this week by digging deeper into the transition process and how you can minimize the stress involved with a broker-dealer change. Great topic Jeremy!
February 29, 2024Episode 68 min
Getting Granular with OSJs and Advisors
Jeremy concludes this month's series by addressing OSJs and advisors alike. What can you do to improve YOUR business?Thanks Jeremy!
February 21, 2024Episode 58 min
Getting Granular with Broker Dealers
Jeremy focuses on getting granular from the broker dealer's side of recruiting. Open and honest conversations can certainly improve ALL of our businesses! Thank you Jeremy!
February 13, 2024Episode 48 min
Getting Granular
Jeremy gets back to basics regarding the actions and expectations of 3rd party recruiting firms, their clients as well as their broker dealer partners. Great topic Jeremy!
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