RIA Confidential - Episode 2 - What Independence Really Looks Like
Failed to add items
Sorry, we are unable to add the item because your shopping cart is already at capacity.
Add to basket failed.
Please try again later
Add to Wish List failed.
Please try again later
Remove from Wish List failed.
Please try again later
Follow podcast failed
Unfollow podcast failed
RIA Confidential - Episode 2 - What Independence Really Looks Like
-
Narrated by:
-
By:
About this listen
The real challenge? Building the life and practice you envisioned once you’re on the other side. In this episode, host Jonathan Andrews sits down with Ray Gettins (“Your RIA Mentor”) to uncover what most advisors don’t see coming after leaving the broker-dealer model—and how to set yourself up for success. You’ll discover:
- The #1 surprise advisors face after independence—and how to navigate it.
- Why trust is built (or broken) in your daily operations, not just portfolio performance.
- Real stories of collaboration inside United Advisor Group that boosted both client outcomes and advisor revenue.
- How to scale your practice without losing authenticity—or your weekends.
- The marketing edge: Why programs like the Sponsor Method help advisors stand out with purpose.
👉 Ready to explore your future?
- Try the RIA Calculator at RIACalculator.org
- Book a Call with Your RIA Mentor, Ray Gettins
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.