Showing results by author "Ray Gettins and Jonathan Andrews" in All Categories
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RIA Confidential Podcast
- By: Ray Gettins and Jonathan Andrews
- Original Recording
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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 ...
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