The RIA Breakaway: Strategies that Led to Explosive 60% Growth! (088)
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The RIA Breakaway: Strategies that Led to Explosive 60% Growth! (088)
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On this episode, top advisor and Best-in-State winner Jason Geisz shares his full journey from Paine Webber/UBS → Morgan Stanley → launching Familia Wealth, an elite independent practice powered by Sanctuary Wealth.
Jason opens up about the real reasons he left the wirehouse world, the pivotal moments that made independence unavoidable, and how going RIA completely transformed his business, lifestyle, and client experience.
• The early career red flags that made him question the wirehouse model
• How COVID became the turning point for his team
• Why autonomy, tech choice, and open architecture mattered more than he realized
• The unexpected challenges—imperfect retention, new systems, and the learning curve
• How independence led to bigger clients, more referrals, and 60%+ growth
• His “Advisory Board Strategy” that drove 70% of new recurring revenue
• Why affluent families respect independent advisors more than ever
• The branding and media tactics that built massive visibility
• What wirehouse advisors still misunderstand about the RIA channel
If you’re thinking about going independent, breaking away from a wirehouse, or restructuring your practice for growth, this episode delivers an inside look at how top advisors are doing it successfully.
I hope this is helpful. If you're an elite advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk.
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Contact & connect with me:
Text or Call: (908) 902 4903
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Website: https://www.coreywalen.co...