Por: Ray Gettins and Jonathan Andrews

About RIA Confidential: Your Source for the Truth About Going Independent!   Where financial advisors get straight answers.Hosted by attorney Jonathan Andrews and featuring RIA transition expert Ray Gettins (Your RIA Mentor), the show dives into what it really takes to leave the broker-dealer model behind and thrive as an independent RIA.  Each episode tackles the legal, financial, operational, and emotional realities of going RIA. From compliance and tech to ownership and mindset shifts, we go deep into the challenges most advisors don’t hear about until they’re already stuck.  If you're ready for the real story, straight from advisors who’ve already made the leap, the Show promises to: -Demystify the RIA journey; -Share unfiltered advisor experiences; -Equip you with tools and confidence to take control  Meet the Team: Ray Gettins, Your RIA Mentor: Ray brings decades of financial industry experience and now helps advisors transition to RIA freedom (But only if it’s the right decision for you). Helping you decide what’s best for you, Ray is known for cutting through noise and offering practical, proven guidance without the typical hype.   Jonathan Andrews – BraveHeartsTV, Host Jonathan is a business strategist with Beneficial Business Solutions and attorney with a knack for clarity. He keeps the show focused and useful, asking the questions you need answered.  The RIA Confidential Podcast is Launched on July 23, 2025.Expect honest conversations, real strategies, and maybe a few surprises!If you’re RIA-curious, this show’s for you!United Advisor Group ("UAG"), is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. UAG, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name.  Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.

3 episodios disponibles