『RIA Confidential - The Inside Scoop Behind our New RIA Resource Hub』のカバーアート

RIA Confidential - The Inside Scoop Behind our New RIA Resource Hub

RIA Confidential - The Inside Scoop Behind our New RIA Resource Hub

無料で聴く

ポッドキャストの詳細を見る

概要

 RIA Confidential is evolving from a podcast into a platform.

In this founding episode, attorney Jonathan Andrews and RIA transition expert Ray Gettins (Your RIA Mentor) explain why RIA Confidential is becoming a vendor-neutral Resource Hub built for modern advisors who want clarity without the pitch. If you’ve ever felt buried under “education” that quietly turns into a funnel, this episode lays out the real problem. It’s not an information issue. It’s an incentive issue. And that’s exactly what the Resource Hub is designed to solve. You’ll hear the “RIA Confidential Pledge” (our trust contract), what it means in practice, what’s inside the new Hub (Start Here, Roadmap, Tools, and the Resource Library), and how we’re protecting editorial independence as we formalize the entity and pursue nonprofit status. In this episode, we cover:
  • Why the industry has an incentive problem and how it creates advisor paralysis
  • The 5-point RIA Confidential Pledge and what it looks like in real life
  • What’s changing: the podcast stays the voice, the Hub becomes the infrastructure
  • What you’ll find in Start Here, the Roadmap, Tools, and the Resource Library
  • How to use the Hub based on your stage: exploring, planning, already independent
  • How advisors can shape the platform through the Question Box, Signal Drops, and real stories
  • A preview of 2026: RIA Confidential Live and the Roadshow conversations
Take the Resource Hub for a spin:
RIAConfidential.com Want a private conversation about your situation?
Book a confidential call with Ray: RIAMentor.com RIA Confidential is educational content and is not legal, tax, or investment advice.

Episode Footer - Ready to take control of your future?
  • Run the numbers with the free RIA Calculator at RIACalculator.org
  • Connect with us on LinkedIn at RIA Confidential Podcast
  • Book a confidential call with Ray at RIAMentor.com
  • Visit our website: RIAConfidential.com
Because you don’t have to be caught in the shuffle. You can write your own story.
まだレビューはありません