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!

Navigating the Regulatory Environment

Apr 2nd, 2024 7m 29s

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

The Official Transition Day

Mar 27th, 2024 6m 25s

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!

Let the Transition Begin!

Mar 20th, 2024 7m 8s

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

Beginning Your Due Diligence Process

Mar 12th, 2024 7m 50s

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!

Beginning Your Due Diligence

Mar 6th, 2024 7m 54s

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!

Getting Granular with OSJs and Advisors

Feb 29th, 2024 8m 28s

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

Getting Granular with Broker Dealers

Feb 21st, 2024 8m 28s

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!

Getting Granular

Feb 13th, 2024 8m 5s

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!

20245 Advice for Advisors

Jan 25th, 2024 7m 3s

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

Stacey Martin - 2023 Recap

Jan 10th, 2024 6m 14s

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

2023 Industry Recap

Jan 2nd, 2024 7m 50s

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

Getting Personal with Jon Achilles

Dec 26th, 2023 8m 44s

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

Getting VERY Personal with Trusted Visions

Dec 21st, 2023 4m 21s

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

Getting Personal with Stacey Martin

Dec 15th, 2023 9m 43s

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

Getting Personal with Trusted Visions - Jeremy

Dec 12th, 2023 9m 43s

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

Trends & Red Flags - RIA Only

Nov 21st, 2023 9m 49s

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!

Trends & Red Flags - Joining an OSJ

Nov 21st, 2023 9m 19s

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!

Trends & Red Flags - Transition Packages

Nov 21st, 2023 10m 19s

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!

OSJ Consulting

Nov 2nd, 2023 9m 28s

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

Financial Advisor Consulting

Nov 2nd, 2023 9m 28s

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

Trends & Red Flags

Nov 2nd, 2023 9m 41s

Jeremy & Stacey open this week's discussion with today's trends regarding market consolidation with a few warnings to recognize. Great topic guys - THANKS!

Insurance Broker Dealer Pros & Cons

Oct 13th, 2023 7m 24s

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

Broker Dealer Consulting

Oct 13th, 2023 11m 57s

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!