Trusted Visions Podcast

About Trusted Visions Podcast

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.

Publisher

Jon

Category

business · business · business

Language

en

Explicit

No

First episode

23 Mar 2021

Latest episode

7 May 2024

Latest episodes

75 episodes in the feed.

1. 

   7 May 2024

   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!

2. 

   12 Apr 2024

   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?

3. 

   2 Apr 2024

   Navigating the Regulatory Environment

   Jeremy dives into some of the dangers and warning signs when working through regulatory challenges.  Great new topic!

Contact Trusted Visions Podcast

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.