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Listen "Starting Your Own RIA: How Hard Was It? — with Jason Barber (079)"
Episode Synopsis
Thinking about breaking away from your broker-dealer?Hear Jason Barber, CFP® explain how he helped transformed his multi-generational Edward Jones practice into a $500M independent firm. He shares his thoughts about your own RIA, navigating compliance, and creating a business with ultimate freedom.Key Insights:• RIA vs. Broker-Dealer: Pros and Cons• Marketing strategies for a successful breakaway• Investment flexibility and growth opportunities• Compliance and technology considerationsI hope this is helpful. If you're a high-performing advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk. Jason Barber, CFP®, Uptick Partners, Holistic Planning--- Contact & connect with me: Text or Call: (908) 902 4903 Meet: https://calendly.com/coreywalen LinkedIn: https://www.linkedin.com/in/coreywalen/ YouTube: https://www.youtube.com/@CoreyWalen Website: https://www.coreywalen.co...
More episodes of the podcast Firm Transitions with Corey Walen
Going From Broker-Dealer to RIA: Your Options, Myths, and Making a Smarter Transition (089)
09/12/2025
Quality Over Quantity: The Mindset Shift That Multiplies Ideal Clients — with Bill Cates (085)
06/10/2025
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