Episode 5
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February 22, 2024
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01:09:27
In this episode, we try to bring some transparency and clarity to what breakaway advisors should expect their payout to be in the RIA space and what Uptick Partners provides their partner firms! For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com.
Episode 3
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February 22, 2024
In this episode, we answer the question "Do I need a Broker-Dealer?" and the answer might surprise you! Listen as we discuss the benefits...
00:33:00
Episode 10
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May 16, 2024
In this episode, Jason Barber interviews Matt Cole, CEO & CIO of Strive Asset Management, to discuss the importance of culture in financial firms...
00:17:52
Episode 18
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November 06, 2024
In this episode, we are excited to introduce Uptick's Transition Guarantee, recently highlighted in a wealthmanagement.com interview. We discuss how this innovative approach can...
00:14:48