Starting Your Own RIA: How Hard Was It? — with Jason Barber (079)
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Starting Your Own RIA: How Hard Was It? — with Jason Barber (079)
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Thinking about breaking away from your broker-dealer?
Hear Jason Barber, CFP® explain how he helped transformed his multi-generational Edward Jones practice into a $500M independent firm. He shares his thoughts about your own RIA, navigating compliance, and creating a business with ultimate freedom.
Key Insights:
• RIA vs. Broker-Dealer: Pros and Cons
• Marketing strategies for a successful breakaway
• Investment flexibility and growth opportunities
• Compliance and technology considerations
I hope this is helpful. If you're a high-performing advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk.
Jason Barber, CFP®, Uptick Partners, Holistic Planning
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Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.co...