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Behind The Breakaway

Behind The Breakaway

Por: Uptick Partners

Your guide to leaving the captive broker-dealer world behind and experiencing the movement to RIA independence.

24 episodios disponibles

Latest episodes of the podcast Behind The Breakaway

Episode 24 - Why Are RIA Employee Advisors Breaking Away? | Behind The Breakaway 15/04/2025

Episode 23 - Let's Talk: LPL & Commonwealth Deal With Special Guest, Jason Wenk | Behind The Breakaway 01/04/2025

Episode 22 - What Happens If I Lose A 'Good' Client? | Behind The Breakaway 26/03/2025

Episode 21 - How Do I Minimize The Risk of Getting Sued? | Behind The Breakaway 13/03/2025

Episode 20 - What's Ahead for 2025 and 2026? | Behind the Breakaway 22/01/2025

Episode 19 - Myth Busted: 'I Need A Big Back Office' 27/11/2024

Episode 18 - The Uptick Transition Guarantee | Behind The Breakaway 06/11/2024

Episode 17 - Pros And Cons Of AI | Behind The Breakaway 15/10/2024

Episode 16 - Bridge Builder Path To Independence Book Launch | Behind The Breakaway 09/09/2024

Episode 15 - Partner Firm Transition Experience 19/08/2024

Episode 14 - Why Are Advisors Skipping the IBD Channel? 23/07/2024

Episode 13 - What Happens To My Commission Business? 24/06/2024

Episode 12 - Do I Need A Big Back Office? 10/06/2024

Episode 11 - How Do I Explain RIA To Clients? 29/05/2024

Episode 10 - Why Are Company Cultures Changing? (w/ Strive CEO & CIO Matt Cole) 16/05/2024

Episode 9 - What Does Going Independent Mean? 09/05/2024

Episode 8 - What Is The First Step With Uptick? 09/04/2024

Episode 7 - How Do I Pick A Custodian? 25/03/2024

Episode 6 - Do You Own Your Book? 22/02/2024

Episode 5 - What Payout Should I Expect? 22/02/2024

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