『RIA Confidential - Episode 2 - What Independence Really Looks Like』のカバーアート

RIA Confidential - Episode 2 - What Independence Really Looks Like

RIA Confidential - Episode 2 - What Independence Really Looks Like

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 🎙 RIA Confidential – Episode 2: Making Independence Work Breaking away is only half the battle.

The real challenge? Building the life and practice you envisioned once you’re on the other side. In this episode, host Jonathan Andrews sits down with Ray Gettins (“Your RIA Mentor”) to uncover what most advisors don’t see coming after leaving the broker-dealer model—and how to set yourself up for success. You’ll discover:
  • The #1 surprise advisors face after independence—and how to navigate it.
  • Why trust is built (or broken) in your daily operations, not just portfolio performance.
  • Real stories of collaboration inside United Advisor Group that boosted both client outcomes and advisor revenue.
  • How to scale your practice without losing authenticity—or your weekends.
  • The marketing edge: Why programs like the Sponsor Method help advisors stand out with purpose.
Whether you’re planning your breakaway or already independent, this episode gives you the strategies and stories to make independence truly work for you.

👉 Ready to explore your future?
  • Try the RIA Calculator at RIACalculator.org
  • Book a Call with Your RIA Mentor, Ray Gettins
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