Latest Episodes
Episode 6
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February 22, 2024
Episode 6 - Do You Own Your Book?
In this episode, we talk about the advantage of owning your own book of business in the RIA space and when it comes to...
00:26:07
Episode 5
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February 22, 2024
Episode 5 - What Payout Should I Expect?
In this episode, we try to bring some transparency and clarity to what breakaway advisors should expect their payout to be in the RIA...
01:09:27
Episode 4
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February 22, 2024
Episode 4 - Don't Move Your Book Twice
In this episode, we talk about the importance of taking a full measure when it comes to your breakaway to independence and why "Don't...
00:26:37
Episode 3
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February 22, 2024
Episode 3 - Do I Need a Broker-Dealer?
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 2
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February 21, 2024
Episode 2 - What Happens on Transition Day?
In this episode, we walk through our Transition Day experience. Listen as we talk about details you won't hear anywhere else and dive into...
00:45:35
Episode 1
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February 21, 2024
Episode 1 - Will My Clients Follow Me?
In this episode, we answer the biggest question every advisor has when thinking about leaving their current firm, "Will My Clients Follow Me?". Listen...
00:24:47