Trusted Visions Podcast

Author: Jon

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.
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Language: en-us

Genres: Business, Careers, Management

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Advisory Pricing Considerations
Episode 14
Tuesday, 7 May, 2024

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!