Trusted Visions Podcast Sat, 23 May 2026 02:57:08 -0400 https://www.trustedvisions.com/podcast/ en-us © 2026 Trusted Visions Podcast yes 06ea092e-2230-5b71-afc8-d038b314b764 Jon episodic false Buzzsprout (https://www.buzzsprout.com) Advisor Podcast,Recruiter Podcast,Financial Advisor,OSJ Podcast,Enterprise Podcast,Broker-Dealer Podcast, Jon https://storage.buzzsprout.com/pgmt7spsjah84pgcnmd5fqxmdwe0?.jpg Trusted Visions Podcast https://www.trustedvisions.com/podcast/ Advisory Pricing Considerations 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!

]]> 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!

]]> Jon Buzzsprout-15026532 Tue, 07 May 2024 12:00:00 -0500 319 3 14 full false What to do with a Regulatory Event 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?

]]> Jeremy breaks down his advice to advisors facing the prospects of a regulatory event.  How should you react and what steps should you take?

]]> Jon Buzzsprout-14879422 Fri, 12 Apr 2024 15:00:00 -0500 453 3 12 full false Navigating the Regulatory Environment Navigating the Regulatory Environment Jeremy dives into some of the dangers and warning signs when working through regulatory challenges.  Great new topic!

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

]]> Jon Buzzsprout-14814109 Tue, 02 Apr 2024 11:00:00 -0500 449 3 11 full false The Official Transition Day 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!

]]> 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!

]]> Jon Buzzsprout-14781084 Wed, 27 Mar 2024 13:00:00 -0500 385 3 10 full false Let the Transition Begin! 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!!

]]> Jeremy offers solid advice on beginning the transition process and how advisors can better prepare themselves for their move. 
Great information Jeremy... THANKS!!

]]> Jon Buzzsprout-14729771 Wed, 20 Mar 2024 09:00:00 -0500 428 3 9 full false Beginning Your Due Diligence Process 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!

]]> 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!

]]> Jon Buzzsprout-14679889 Tue, 12 Mar 2024 18:00:00 -0500 470 3 8 full false Beginning Your Due Diligence 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!

]]> 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!

]]> Jon Buzzsprout-14642092 Wed, 06 Mar 2024 16:00:00 -0600 474 3 7 full false Getting Granular with OSJs and Advisors 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!

]]> Jeremy concludes this month's series by addressing OSJs and advisors alike.  What can you do to improve YOUR business?
Thanks Jeremy!

]]> Jon Buzzsprout-14598297 Wed, 28 Feb 2024 20:00:00 -0600 508 3 6 full false Getting Granular with Broker Dealers 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!

]]> 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!

]]> Jon Buzzsprout-14547663 Wed, 21 Feb 2024 11:00:00 -0600 508 3 5 full false Getting Granular 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!

]]> 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!

]]> Jon Buzzsprout-14498522 Tue, 13 Feb 2024 17:00:00 -0600 485 3 4 full false 20245 Advice for Advisors 20245 Advice for Advisors Jeremy opens up with some valuable advice for advisiors as they face the challenges ahead in 2024.

]]> Jeremy opens up with some valuable advice for advisiors as they face the challenges ahead in 2024.

]]> Jon Buzzsprout-14373866 Wed, 24 Jan 2024 21:00:00 -0600 423 3 3 full false Stacey Martin - 2023 Recap Stacey Martin - 2023 Recap Stacey delves into trends set during 2023 and gives her opinion of what's in store for 2024.  Great information Stacey!

]]> Stacey delves into trends set during 2023 and gives her opinion of what's in store for 2024.  Great information Stacey!

]]> Jon Buzzsprout-14287329 Wed, 10 Jan 2024 14:00:00 -0600 374 3 2 full false 2023 Industry Recap 2023 Industry Recap Jeremy wraps up 2023 and gives us a glimpse of what he expects moving forward in 2024.  Great information.  Thanks guys!

]]> Jeremy wraps up 2023 and gives us a glimpse of what he expects moving forward in 2024.  Great information.  Thanks guys!

]]> Jon Buzzsprout-14237246 Tue, 02 Jan 2024 16:00:00 -0600 470 3 1 full false Getting Personal with Jon Achilles Getting Personal with Jon Achilles Jeremy introduces Jon Achilles to get his perspective in working with the Trusted Visions Team.  
Happy New Year to all!

]]> Jeremy introduces Jon Achilles to get his perspective in working with the Trusted Visions Team.  
Happy New Year to all!

]]> Jon Buzzsprout-14206763 Tue, 26 Dec 2023 17:00:00 -0600 524 2 28 full false Getting VERY Personal with Trusted Visions Getting VERY Personal with Trusted Visions Jeremy introduces his family to share in this holiday season.  Merry Christmas to ALL!

]]> Jeremy introduces his family to share in this holiday season.  Merry Christmas to ALL!

]]> Jon Buzzsprout-14188399 Thu, 21 Dec 2023 13:00:00 -0600 261 2 27 full false Getting Personal with Stacey Martin Getting Personal with Stacey Martin Stacey reveals a more personal side, with the story of how she landed at Trusted Visions.  Great to meet your team Jeremy!

Thanks!

]]> Stacey reveals a more personal side, with the story of how she landed at Trusted Visions.  Great to meet your team Jeremy!

Thanks!

]]> Jon Buzzsprout-14155540 Fri, 15 Dec 2023 16:00:00 -0600 583 2 26 full false Getting Personal with Trusted Visions - Jeremy Getting Personal with Trusted Visions - Jeremy Jon Achilles gets personal with Jeremy in finding out the origins of Trusted Visions and what separates us from other 3rd party recruiters.

]]> Jon Achilles gets personal with Jeremy in finding out the origins of Trusted Visions and what separates us from other 3rd party recruiters.

]]> Jon Buzzsprout-14135753 Tue, 12 Dec 2023 13:00:00 -0600 583 2 25 full false Trends & Red Flags - RIA Only Trends & Red Flags - RIA Only Stacey and Jeremy touch on the trends and Red Flags regarding the decision to move a practice to RIA Only.  There are many considerations and the crew touch on several.  

Thanks Guys!

]]> Stacey and Jeremy touch on the trends and Red Flags regarding the decision to move a practice to RIA Only.  There are many considerations and the crew touch on several.  

Thanks Guys!

]]> Jon Buzzsprout-14012722 Tue, 21 Nov 2023 12:00:00 -0600 589 2 24 full false Trends & Red Flags - Joining an OSJ Trends & Red Flags - Joining an OSJ Why transition to an OSJ?  Stacey and Jeremy discuss the trends as well as the red flags that pertain to such a consideration.  

Great information guys... THANKS!

]]> Why transition to an OSJ?  Stacey and Jeremy discuss the trends as well as the red flags that pertain to such a consideration.  

Great information guys... THANKS!

]]> Jon Buzzsprout-14012612 Tue, 21 Nov 2023 12:00:00 -0600 559 2 23 full false Trends & Red Flags - Transition Packages Trends & Red Flags - Transition Packages Stacey and Jeremy offer valuable information as well as warnings regarding the trends and red flags regarding transition packages.  This is a MUST SEE!

Thanks a bunch!

]]> Stacey and Jeremy offer valuable information as well as warnings regarding the trends and red flags regarding transition packages.  This is a MUST SEE!

Thanks a bunch!

]]> Jon Buzzsprout-14012532 Tue, 21 Nov 2023 12:00:00 -0600 619 2 22 full false Trends & Red Flags Trends & Red Flags Jeremy & Stacey open this week's discussion with today's trends regarding market consolidation with a few warnings to recognize. 

Great topic guys - THANKS!

]]> Jeremy & Stacey open this week's discussion with today's trends regarding market consolidation with a few warnings to recognize. 

Great topic guys - THANKS!

]]> Jon Buzzsprout-13897477 Thu, 02 Nov 2023 13:00:00 -0500 581 2 21 full false Financial Advisor Consulting Financial Advisor Consulting Jeremy and Stacey introduce the highlights of our consulting platform for financial advisors and how we can jumpstart individual advisors' production.
Thanks guys!

]]> Jeremy and Stacey introduce the highlights of our consulting platform for financial advisors and how we can jumpstart individual advisors' production.
Thanks guys!

]]> Jon Buzzsprout-13897459 Thu, 02 Nov 2023 13:00:00 -0500 568 2 20 full false OSJ Consulting OSJ Consulting Stacey and Jeremy reveal insights on our OSJ consulting model. 
Great topic guys!

]]> Stacey and Jeremy reveal insights on our OSJ consulting model. 
Great topic guys!

]]> Jon Buzzsprout-13897439 Thu, 02 Nov 2023 13:00:00 -0500 568 2 19 full false Broker Dealer Consulting Broker Dealer Consulting Jeremy Belfiore & Stacey Martin introduce our Consulting model to the audience and throw in a few tips broker-dealer recruiters may find helpful.  Check 'em out!

]]> Jeremy Belfiore & Stacey Martin introduce our Consulting model to the audience and throw in a few tips broker-dealer recruiters may find helpful.  Check 'em out!

]]> Jon Buzzsprout-13774757 Fri, 13 Oct 2023 18:00:00 -0500 717 2 18 full false RIA Channel Pros and Cons RIA Channel Pros and Cons Jeremy & Stacey lay out the advantages and challenges of developing your practice in the RIA space and what you need to look out for.

]]> Jeremy & Stacey lay out the advantages and challenges of developing your practice in the RIA space and what you need to look out for.

]]> Jon Buzzsprout-13774745 Fri, 13 Oct 2023 18:00:00 -0500 527 2 17 full false Insurance Broker Dealer Pros & Cons Insurance Broker Dealer Pros & Cons Stacey and Jeremy offer the benefits and downsides of affiliating with an insurance broker dealer.  Great information guys!

]]> Stacey and Jeremy offer the benefits and downsides of affiliating with an insurance broker dealer.  Great information guys!

]]> Jon Buzzsprout-13774733 Fri, 13 Oct 2023 18:00:00 -0500 444 2 16 full false Independent Broker Dealer Pros & Cons Independent Broker Dealer Pros & Cons Stacey and Jeremy tackle the pros and cons when considering moving your practice to the independent side of the broker-dealer world.  Good news, bad news?  Stay tuned to find out!

Thanks guys!

]]> Stacey and Jeremy tackle the pros and cons when considering moving your practice to the independent side of the broker-dealer world.  Good news, bad news?  Stay tuned to find out!

Thanks guys!

]]> Jon Buzzsprout-13634723 Thu, 21 Sep 2023 12:00:00 -0500 522 2 15 full false Insurance Broker Dealer Pros & Cons Insurance Broker Dealer Pros & Cons Stacey and Jeremy offer the benefits and downsides of affiliating with an insurance broker dealer.  Great information guys!

]]> Stacey and Jeremy offer the benefits and downsides of affiliating with an insurance broker dealer.  Great information guys!

]]> Jon Buzzsprout-13634702 Thu, 21 Sep 2023 12:00:00 -0500 444 2 16 full false Wirehouse Channel Pros & Cons Wirehouse Channel Pros & Cons Stacey and Jeremy tackle the benefits and downsides of advisors working in the wirehouse side of the financial services business.

Great information!

]]> Stacey and Jeremy tackle the benefits and downsides of advisors working in the wirehouse side of the financial services business.

Great information!

]]> Jon Buzzsprout-13545958 Wed, 06 Sep 2023 23:00:00 -0500 513 2 14 full false Selling Your Practice - Recap Selling Your Practice - Recap Jeremy & Stacey continue their discussion surrounding the topic of selling your practice and the pitfalls to avoid when doing so.  

Great content guys!

]]> Jeremy & Stacey continue their discussion surrounding the topic of selling your practice and the pitfalls to avoid when doing so.  

Great content guys!

]]> Jon Buzzsprout-13493055 Tue, 29 Aug 2023 14:00:00 -0500 611 2 13 full false M&A - Where Do You Start? M&A - Where Do You Start? Stacy and Jeremy tackle the difficult proposition of all the considerations involved when selling your book of business.

Great topic guys - Thank you!

]]> Stacy and Jeremy tackle the difficult proposition of all the considerations involved when selling your book of business.

Great topic guys - Thank you!

]]> Jon Buzzsprout-13378989 Wed, 09 Aug 2023 15:00:00 -0500 563 2 11 full false M&A Questions to Ask M&A Questions to Ask Stacey and Jeremy open discussions with optimal ways to tackle your succession plans and questions to consider.  Great information guys... THANKS!

]]> Stacey and Jeremy open discussions with optimal ways to tackle your succession plans and questions to consider.  Great information guys... THANKS!

]]> Jon Buzzsprout-13333965 Tue, 01 Aug 2023 19:00:00 -0500 610 2 10 full false Differences working with Trusted Visions Differences working with Trusted Visions Stacey and Jeremy reveal what separates Trusted Visions from other 3rd party recruiters.  The detail and offerings are amazing.

Thanks guys!

]]> Stacey and Jeremy reveal what separates Trusted Visions from other 3rd party recruiters.  The detail and offerings are amazing.

Thanks guys!

]]> Jon Buzzsprout-13322529 Mon, 31 Jul 2023 11:00:00 -0500 565 2 9 full false Hidden Fees & Expenses Hidden Fees & Expenses Jeremy & Stacey warn advisors of the potential hidden fees and expenses associated with transitioning to a new broker dealer.  This is a must see!

Thanks guys.  This information is HUGE!

]]> Jeremy & Stacey warn advisors of the potential hidden fees and expenses associated with transitioning to a new broker dealer.  This is a must see!

Thanks guys.  This information is HUGE!

]]> Jon Buzzsprout-13259918 Thu, 20 Jul 2023 15:00:00 -0500 644 2 8 full false Advantages of Working with 3rd Party Recruiters Advantages of Working with 3rd Party Recruiters Jeremy and Stacey emphasize the true advantages of individual advisors, as well as OSJs working with 3rd party recruiting firms like Trusted Visions.  There are so many unknown questions we ask to prospective broker-dealers that you may never think of.  Tune in for this valuable content.

Thanks Jeremy and Stacey!

]]> Jeremy and Stacey emphasize the true advantages of individual advisors, as well as OSJs working with 3rd party recruiting firms like Trusted Visions.  There are so many unknown questions we ask to prospective broker-dealers that you may never think of.  Tune in for this valuable content.

Thanks Jeremy and Stacey!

]]> Jon Buzzsprout-13214061 Wed, 12 Jul 2023 18:00:00 -0500 500 2 6 full false Both Ends of the Spectrum Both Ends of the Spectrum This week Stacey and Jeremy tackle the confusion that often rises when a broker-dealer is being acquired, rolls up multiple BDs into one name or decides to go self-clearing.
Great content guys - Thanks!

]]> This week Stacey and Jeremy tackle the confusion that often rises when a broker-dealer is being acquired, rolls up multiple BDs into one name or decides to go self-clearing.
Great content guys - Thanks!

]]> Jon Buzzsprout-13214054 Wed, 12 Jul 2023 18:00:00 -0500 472 2 5 full false Head in the Sand Head in the Sand Stacey and Jeremy discuss the natural approach to change when it comes to broker-dealer acquisitions or mergers.  What a great topic.  

Thanks for watching!

]]> Stacey and Jeremy discuss the natural approach to change when it comes to broker-dealer acquisitions or mergers.  What a great topic.  

Thanks for watching!

]]> Jon Buzzsprout-13214045 Wed, 12 Jul 2023 18:00:00 -0500 618 2 4 full false M&A Advantages of Working with Trusted Visions M&A Advantages of Working with Trusted Visions Stacey & Jeremy dig a little deeper in discussing how m&a affects advisors in their 'Plan B' preparations.  Plus, Jeremy offers Starbuck's cards to studious listeners!

]]> Stacey & Jeremy dig a little deeper in discussing how m&a affects advisors in their 'Plan B' preparations.  Plus, Jeremy offers Starbuck's cards to studious listeners!

]]> Jon Buzzsprout-13214013 Wed, 12 Jul 2023 18:00:00 -0500 601 2 3 full false Expectations of 3rd Party Firms Expectations of 3rd Party Firms Jeremy & Stacey unpack what should be expected by advisors working with 3rd party recruiting firms.

]]> Jeremy & Stacey unpack what should be expected by advisors working with 3rd party recruiting firms.

]]> Jon Buzzsprout-13213992 Wed, 12 Jul 2023 18:00:00 -0500 670 2 7 full false Mergers & Acquisitions Mergers & Acquisitions Insights from Jeremy Belfiore and Stacey Martin regarding the fears and challenges advisors face when their broker dealer is considering merging or being acquired by another, larger group.

]]> Insights from Jeremy Belfiore and Stacey Martin regarding the fears and challenges advisors face when their broker dealer is considering merging or being acquired by another, larger group.

]]> Jon Buzzsprout-12990380 Tue, 06 Jun 2023 13:00:00 -0500 966 2 2 full false Tracey Martin Welcome! Tracey Martin Welcome! Jeremy welcomes our newest recruiter Stacey Martin and gets insight after her first few weeks on the job.  She loves her new gig!

]]> Jeremy welcomes our newest recruiter Stacey Martin and gets insight after her first few weeks on the job.  She loves her new gig!

]]> Jon Buzzsprout-12990356 Tue, 06 Jun 2023 13:00:00 -0500 689 2 1 full false Looking Back on 2021 Looking Back on 2021 Jeremy takes a quick look back at 2021 and reminds our viewers of some of the key concerns and broker-dealer actions advisors should be aware of when considering making a move.

Thanks Jeremy!

]]> Jeremy takes a quick look back at 2021 and reminds our viewers of some of the key concerns and broker-dealer actions advisors should be aware of when considering making a move.

Thanks Jeremy!

]]> Jon Buzzsprout-9843107 Thu, 06 Jan 2022 15:00:00 -0600 524 1 34 full false 3rd Party Recruiting Firms & Compensation 3rd Party Recruiting Firms & Compensation Sean and Jeremy tackle the topic of compensation for 3rd party recruiters and dispel some of the myths at the same time.  Certainly, you want to get the facts straight.

Thanks guys!

]]> Sean and Jeremy tackle the topic of compensation for 3rd party recruiters and dispel some of the myths at the same time.  Certainly, you want to get the facts straight.

Thanks guys!

]]> Jon Buzzsprout-9842853 Thu, 06 Jan 2022 14:00:00 -0600 869 1 33 full false 3rd Party Firm - How Involved 3rd Party Firm - How Involved Jeremy and David tackle the subject of how involved a 3rd party recruiter should be and what levels of service you should expect from your representative.

Thanks Guys!

]]> Jeremy and David tackle the subject of how involved a 3rd party recruiter should be and what levels of service you should expect from your representative.

Thanks Guys!

]]> Jon Buzzsprout-9842814 Thu, 06 Jan 2022 14:00:00 -0600 1180 1 32 full false 3rd Party Firms - Why? 3rd Party Firms - Why? Jeremy and David spell out the reasons why advisors, OSJs and enterprises should consider 3rd party recruiters.  There are many reasons, but keep in mind your reasons may not necessarily fit anothers.  

Thanks guys for bring this to light!

]]> Jeremy and David spell out the reasons why advisors, OSJs and enterprises should consider 3rd party recruiters.  There are many reasons, but keep in mind your reasons may not necessarily fit anothers.  

Thanks guys for bring this to light!

]]> Jon Buzzsprout-9533693 Thu, 11 Nov 2021 15:00:00 -0600 1299 1 31 full false BD in the Weeds - Growth BD in the Weeds - Growth Jeremy and Shaun continue diving into the weeds and cover the importance of growth considerations when selecting a broker-dealer partner.  This critical factor requires detailed research.  

Thanks for the help guys!

]]> Jeremy and Shaun continue diving into the weeds and cover the importance of growth considerations when selecting a broker-dealer partner.  This critical factor requires detailed research.  

Thanks for the help guys!

]]> Jon Buzzsprout-9533687 Thu, 11 Nov 2021 15:00:00 -0600 1527 1 30 full false BD in the Weeds - The Transition BD in the Weeds - The Transition Today, the guys get into the weeds again, this time about the negotiation process and the transition assistance that's involved.  There are many factors to consider, so don't miss this key discussion.

Thanks guys!

]]> Today, the guys get into the weeds again, this time about the negotiation process and the transition assistance that's involved.  There are many factors to consider, so don't miss this key discussion.

Thanks guys!

]]> Jon Buzzsprout-9533681 Thu, 11 Nov 2021 15:00:00 -0600 1593 1 29 full false BD in the Weeds - Fees and Expenses BD in the Weeds - Fees and Expenses David and Jeremy definitely get deep in the weeds when it comes to fees and expenses broker-dealers charge.  These are important considerations when determining a new broker-dealer partner.  

Check it out!

]]> David and Jeremy definitely get deep in the weeds when it comes to fees and expenses broker-dealers charge.  These are important considerations when determining a new broker-dealer partner.  

Check it out!

]]> Jon Buzzsprout-9533666 Thu, 11 Nov 2021 15:00:00 -0600 1373 1 28 full false The Transition - Logistics The Transition - Logistics Shaun, David and Jeremy dig deep into the logistics involved when an advisor, OSJ or enterprise joins a new broker-dealer.  New departments get involved and being detailed oriented becomes your best asset.

Thanks guys!

]]> Shaun, David and Jeremy dig deep into the logistics involved when an advisor, OSJ or enterprise joins a new broker-dealer.  New departments get involved and being detailed oriented becomes your best asset.

Thanks guys!

]]> Jon Buzzsprout-9533457 Thu, 11 Nov 2021 14:00:00 -0600 1385 1 27 full false The Transition - Advisor Facing The Transition - Advisor Facing Jeremy & David walk advisors through a transition from their perspective.  They discuss critical details and considerations each must take when making their move.  This is DEFINITELY a must see podcast!

Thanks guys!

]]> Jeremy & David walk advisors through a transition from their perspective.  They discuss critical details and considerations each must take when making their move.  This is DEFINITELY a must see podcast!

Thanks guys!

]]> Jon Buzzsprout-9533406 Thu, 11 Nov 2021 14:00:00 -0600 1045 1 25 full false The Transition - Client Facing The Transition - Client Facing This week, the guys tackle 'The Transition' and how wirehouse advisors need to prepare themselves, their clients and their practice for a move to the independent broker-dealer space.  What are the considerations!

Great stuff guys - Thank you!

]]> This week, the guys tackle 'The Transition' and how wirehouse advisors need to prepare themselves, their clients and their practice for a move to the independent broker-dealer space.  What are the considerations!

Great stuff guys - Thank you!

]]> Jon Buzzsprout-9533399 Thu, 11 Nov 2021 14:00:00 -0600 1660 1 24 full false If Your Firm Has Been Acquired If Your Firm Has Been Acquired Jeremy, David and Shaun cover all aspects of an advisor experiencing changes in ownership of their firm.  While not all acquisitions are bad, changes in leadership, payouts, pricing and technology can be huge factors!

Thanks guys!

]]> Jeremy, David and Shaun cover all aspects of an advisor experiencing changes in ownership of their firm.  While not all acquisitions are bad, changes in leadership, payouts, pricing and technology can be huge factors!

Thanks guys!

]]> Jon Buzzsprout-9533383 Thu, 11 Nov 2021 14:00:00 -0600 1501 1 23 full false Year End Broker Dealer Change Year End Broker Dealer Change Why do advisors seek to change broker-dealers toward the end of the year?  The guys explain the reasons and break it down so you can determine if a change by year-end makes sense.

Thanks guys!

]]> Why do advisors seek to change broker-dealers toward the end of the year?  The guys explain the reasons and break it down so you can determine if a change by year-end makes sense.

Thanks guys!

]]> Jon Buzzsprout-9533371 Thu, 11 Nov 2021 14:00:00 -0600 1156 1 22 full false Recruiting OSJ or Enterprise 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 guys!

]]> 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 guys!

]]> Jon Buzzsprout-9533339 Thu, 11 Nov 2021 14:00:00 -0600 1307 1 21 full false Super OSJ Trends Super OSJ Trends Jeremy, David and Shaun tackle the often mysterious subject of Super OSJs.  While some are not even aware, Super OSJs can check all the boxes for an advisor looking for the perfect fit at their new broker-dealer

Thanks guys for the tremendous insight!

]]> Jeremy, David and Shaun tackle the often mysterious subject of Super OSJs.  While some are not even aware, Super OSJs can check all the boxes for an advisor looking for the perfect fit at their new broker-dealer

Thanks guys for the tremendous insight!

]]> Jon Buzzsprout-9020488 Thu, 12 Aug 2021 14:00:00 -0500 1230 1 20 full false Rules 1011 & 1017 Rules 1011 & 1017 Jeremy, David & Shaun continue to keep a pulse on the industry by addressing FINRA's Rules 1011 & 1017.  Not familiar with them?  Your future's stability may hang in the balance!

Check out the conversation.  You'll be glad you did.  Thanks guys!

]]> Jeremy, David & Shaun continue to keep a pulse on the industry by addressing FINRA's Rules 1011 & 1017.  Not familiar with them?  Your future's stability may hang in the balance!

Check out the conversation.  You'll be glad you did.  Thanks guys!

]]> Jon Buzzsprout-9020482 Thu, 12 Aug 2021 14:00:00 -0500 1271 1 19 full false How Trusted Visions is Different How Trusted Visions is Different Not your ordinary 3rd party recruiters, our team details examples of why Trusted Visions is fast becoming the premier leader in the industry.  Tune in to find out how.

Great job guys and gal!

]]> Not your ordinary 3rd party recruiters, our team details examples of why Trusted Visions is fast becoming the premier leader in the industry.  Tune in to find out how.

Great job guys and gal!

]]> Jon Buzzsprout-9020466 Thu, 12 Aug 2021 14:00:00 -0500 1252 1 18 full false Trusted Visions: The Beginning 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!

]]> 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!

]]> Jon Buzzsprout-9020461 Thu, 12 Aug 2021 14:00:00 -0500 1748 1 17 full false Setting Up Your Practice for Sale Setting Up Your Practice for Sale Today, our four master recruiters help advisors tackle the hugely important subject of setting up your practice for sale.  These tips and tidbits are paramount when considering the primary steps that must be taken.

Great job guys.... and gal!

]]> Today, our four master recruiters help advisors tackle the hugely important subject of setting up your practice for sale.  These tips and tidbits are paramount when considering the primary steps that must be taken.

Great job guys.... and gal!

]]> Jon Buzzsprout-9020458 Thu, 12 Aug 2021 14:00:00 -0500 1755 1 16 full false Selling Your Practice 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 topiDave, 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!c!

]]> 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 topiDave, 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!c!

]]> Jon Buzzsprout-9020295 Thu, 12 Aug 2021 13:00:00 -0500 1546 1 15 full false Buying a Practice Buying a Practice Jeremy, Deb and Shaun tackle the often pondered, but not so frequent attempt of Buying a Practice.  Price, terms, financing and transitioning are all key considerations when looking at a practice purchase.

Join the group in this very interesting topic!



]]> Jeremy, Deb and Shaun tackle the often pondered, but not so frequent attempt of Buying a Practice.  Price, terms, financing and transitioning are all key considerations when looking at a practice purchase.

Join the group in this very interesting topic!



]]> Jon Buzzsprout-9020280 Thu, 12 Aug 2021 13:00:00 -0500 1654 1 14 full false RIA Channel RIA Channel Deb, David, Shaun and Jeremy dig deep into the RIA Channel to view the positives and negatives and the different nuances the channel offers.  Check out the last podcast in this series.

Next week, we will be rolling out a completely new series. Stay tuned!

]]> Deb, David, Shaun and Jeremy dig deep into the RIA Channel to view the positives and negatives and the different nuances the channel offers.  Check out the last podcast in this series.

Next week, we will be rolling out a completely new series. Stay tuned!

]]> Jon Buzzsprout-8600411 Thu, 27 May 2021 13:00:00 -0500 1148 full false Independent Channel Analysis Independent Channel Analysis Shaun, Jeremy and David take a look at the Independent Channel, their favorite channel by far.  The advantages seem to outweigh the setbacks, but you make the decision. Does it make a good fit for you?

Join us in this lively discussion.

]]> Shaun, Jeremy and David take a look at the Independent Channel, their favorite channel by far.  The advantages seem to outweigh the setbacks, but you make the decision. Does it make a good fit for you?

Join us in this lively discussion.

]]> Jon Buzzsprout-8600402 Thu, 27 May 2021 13:00:00 -0500 1303 full false Financial Institutions Channel Financial Institutions Channel Shaun, Jeremy, David and Deb take a look at the Financial Institutions Channel and the advantages and disadvantages in this realm.  Being significantly different from the Wirehouse channel, does it make a good fit for you?

Join us in this very informative discussion.

]]> Shaun, Jeremy, David and Deb take a look at the Financial Institutions Channel and the advantages and disadvantages in this realm.  Being significantly different from the Wirehouse channel, does it make a good fit for you?

Join us in this very informative discussion.

]]> Jon Buzzsprout-8600394 Thu, 27 May 2021 13:00:00 -0500 1395 full false Wirehouse Channel Wirehouse Channel Shaun, Jeremy, David and Deb take a look at the Wirehouse Channel and the advantages and disadvantages in this field.  Does this channel fit for you?

Join us in this intriguing discussion.

]]> Shaun, Jeremy, David and Deb take a look at the Wirehouse Channel and the advantages and disadvantages in this field.  Does this channel fit for you?

Join us in this intriguing discussion.

]]> Jon Buzzsprout-8600383 Thu, 27 May 2021 13:00:00 -0500 1381 full false Where is the Industry Going? Where is the Industry Going? Shaun, Jeremy, David and Deb discuss just where these professionals think the industry is going.  With consolidations gaining even more steam, where can it go?

Join us in this intriguing discussing.

]]> Shaun, Jeremy, David and Deb discuss just where these professionals think the industry is going.  With consolidations gaining even more steam, where can it go?

Join us in this intriguing discussing.

]]> Jon Buzzsprout-8600379 Thu, 27 May 2021 13:00:00 -0500 1353 full false How to Protect Your Practice How to Protect Your Practice Jeremy and Shaun continue the ‘Past, Present & Future’ series, keying on the importance of evaluating your practice, as well as measuring and managing broker-dealer changes over time.

Welcome Jeremy, Shaun and thank you for your keen observations!

]]> Jeremy and Shaun continue the ‘Past, Present & Future’ series, keying on the importance of evaluating your practice, as well as measuring and managing broker-dealer changes over time.

Welcome Jeremy, Shaun and thank you for your keen observations!

]]> Jon Buzzsprout-8600364 Thu, 27 May 2021 13:00:00 -0500 1212 full false Regulation - Past, Present & Future 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!

]]> 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!

]]> Jon Buzzsprout-8600313 Thu, 27 May 2021 13:00:00 -0500 1139 full false Past, Present & Future Past, Present & Future Deb & Shaun discuss how advisors’ desire to affiliate with broker-dealers have changed over the years and how that sentiment may change in the future?

Welcome Jeremy, Shaun and Deb and thank you for your solid input!

]]> Deb & Shaun discuss how advisors’ desire to affiliate with broker-dealers have changed over the years and how that sentiment may change in the future?

Welcome Jeremy, Shaun and Deb and thank you for your solid input!

]]> Jon Buzzsprout-8600305 Thu, 27 May 2021 13:00:00 -0500 1193 full false Building a Relationship with your OSJ or Broker-Dealer Team Building a Relationship with your OSJ or Broker-Dealer Team How in-depth should you involve your OSJ/Enterprise with the BD and their business development team?  Jeremy and the crew discusses the importance of this communication and how to establish your goals for mutual success.

]]> How in-depth should you involve your OSJ/Enterprise with the BD and their business development team?  Jeremy and the crew discusses the importance of this communication and how to establish your goals for mutual success.

]]> Jon Buzzsprout-8196076 Tue, 23 Mar 2021 11:00:00 -0500 963 1 7 full false How Involved is a 3rd Party Recruiter? How Involved is a 3rd Party Recruiter? Jeremy and David discuss how deeply involved should 3rd party recruiters actually be.  Since a broker-dealer change is a landmark decision, an advisor needs to count on solid representation when making their move.

]]> Jeremy and David discuss how deeply involved should 3rd party recruiters actually be.  Since a broker-dealer change is a landmark decision, an advisor needs to count on solid representation when making their move.

]]> Jon Buzzsprout-8196057 Tue, 23 Mar 2021 11:00:00 -0500 1039 1 6 full false Do's & Don'ts of Working with 3rd Party Recruiters Do's & Don'ts of Working with 3rd Party Recruiters Jeremy and David Perez dis some absolutes when deciding whether to work with 3rd party recruiters.  Sometimes, a common sense approach is really the simplest and best route to take.

]]> Jeremy and David Perez dis some absolutes when deciding whether to work with 3rd party recruiters.  Sometimes, a common sense approach is really the simplest and best route to take.

]]> Jon Buzzsprout-8196019 Tue, 23 Mar 2021 11:00:00 -0500 1008 1 5 full false Changing Broker-Dealers in the height of COVID Changing Broker-Dealers in the height of COVID Jeremy welcomes back Arthur Cooper of Cooper McManus to discuss the realities of making a broker-dealer change during a pandemic.  What are the considerations?  Are there reservations directly related to COVID-19 or should you forge onward?

]]> Jeremy welcomes back Arthur Cooper of Cooper McManus to discuss the realities of making a broker-dealer change during a pandemic.  What are the considerations?  Are there reservations directly related to COVID-19 or should you forge onward?

]]> Jon Buzzsprout-8195995 Tue, 23 Mar 2021 11:00:00 -0500 598 1 4 full false 3rd Party Firm or Go Broker-Dealer Direct? 3rd Party Firm or Go Broker-Dealer Direct? David Perez and Deb Grier join our host Jeremy Belfiore in evaluating the considerations when deciding to change broker-dealers.  Should you utilize the services of a 3rd party recruiting firm or go directly to a broker dealer?

]]> David Perez and Deb Grier join our host Jeremy Belfiore in evaluating the considerations when deciding to change broker-dealers.  Should you utilize the services of a 3rd party recruiting firm or go directly to a broker dealer?

]]> Jon Buzzsprout-8195963 Tue, 23 Mar 2021 11:00:00 -0500 1051 1 3 full false Truths and Mistruths of Joining an OSJ Truths and Mistruths of Joining an OSJ Arthur Cooper of Cooper McManus joins our host Jeremy Belfiore to help dispel the myths of joining anOSJ and how it can serve you and your practice well, especially in today's times.  Please join us in welcoming Mr. Arthur Cooper!

]]> Arthur Cooper of Cooper McManus joins our host Jeremy Belfiore to help dispel the myths of joining anOSJ and how it can serve you and your practice well, especially in today's times.  Please join us in welcoming Mr. Arthur Cooper!

]]> Jon Buzzsprout-8195921 Tue, 23 Mar 2021 11:00:00 -0500 1107 1 2 full false When You Know it's Time to Explore Broker-Dealer Options When You Know it's Time to Explore Broker-Dealer Options David Perez and Deb Grier join Jeremy Belfiore in discussing when you should be considering  your broker-dealer options and the factors that come into play upon making that decision.

]]> David Perez and Deb Grier join Jeremy Belfiore in discussing when you should be considering  your broker-dealer options and the factors that come into play upon making that decision.

]]> Jon Buzzsprout-8195790 Tue, 23 Mar 2021 10:00:00 -0500 1259 1 1 full false