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The 2025 Questions Most asked by Advisors in Private: And What They Mean for 2026

The 2025 Questions Most asked by Advisors in Private: And What They Mean for 2026

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 Most advisors don’t voice their biggest questions publicly.

They ask them quietly, in private conversations, late-night reflections, and moments when the industry’s direction feels uncertain.

In this year-end episode of RIA Confidential, we look back at 2025 and bring those private questions into the open while explaining what they signal about the road ahead. Drawing from every episode released in 2025, including The Shockwave, What Happens After the Leap, and the full Caught in the Shuffle series.

Throughout the episode, Ray Gettins (Your RIA Mentor) answers the questions advisors have been asking all year, and connects the dots to what they mean for 2026. This episode explores:
  • Why advisor consolidation accelerated, and what it changed beneath the surface
  • The hidden risks of staying inside a broker-dealer too long
  • What actually happens after advisors step into independence
  • Whether annuity and insurance business can truly survive a transition
  • Which legal fears are real, and which are outdated myths
  • How to recognize when your personal tipping point has arrived
This episode reflects a perspective earned through listening to advisors, to the data, and to the shifts reshaping the profession. If you’ve felt the tension building in 2025 this episode will help you understand why, and how to think differently about what comes next.

Next Steps:
🔹 Try the RIA Calculator at RIACalculator.org
🔹 Follow RIA Confidential on LinkedIn for weekly insights
🔹 Book a confidential conversation with Ray to explore your options 2026 won’t be the year advisors react.

2026 will be the year of Advisors taking control of their own narrative.

Episode Footer - Ready to take control of your future?
  • Run the numbers with the free RIA Calculator at RIACalculator.org
  • Connect with us on LinkedIn at RIA Confidential Podcast
  • Book a confidential call with Ray at RIAMentor.com
  • Visit our website: RIAConfidential.com
Because you don’t have to be caught in the shuffle. You can write your own story.
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