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Caught in the Shuffle: Merger Survival Series. Episode 1 of 3

What Independence Really Looks Like

 Breaking Free from the Broker Dealer Model

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The Real Truth

If you're ready for the real story, straight from advisors who’ve already made the leap, the Show promises to: Demystify the RIA journey; Share unfiltered advisor experiences; Equip you with tools and confidence to take control
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Jonathan Andrews

Attorney & Host

Jonathan Andrews – Host
Jonathan is a business attorney with a knack for clarity. He keeps the show focused and useful, asking the questions you need answered.

Ray Gettins
RIA Transition Expert & Co-Host

Ray Gettins, Your RIA Mentor: Ray brings decades of financial industry experience and now helps advisors transition to RIA freedom (But only if it’s the right decision for you). Helping you decide what’s best for you, Ray is known for cutting through noise and offering practical, proven guidance without the typical hype.

Ready for Independence?

Join 127+ advisors who’ve calculated their TRUE COST and discovered the UAG advantage.

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Immediate Action:

1. Calculate your True Cost above

2. Schedule call with Ray

3. Review UAG partnership details

4. Make informed decisionc

What Happens Next:

• Confidential consultation with Ray

• Custom transition timeline

• Introduction to UAG partners

• Complete support throughout

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*All consultations are confidential and pressure-free

Episode Highlights

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Tune in to RIA Confidential for straight answers on transitioning to RIA and thriving independently.
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Independent but not alone. True partnership for financial advisor independence.

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Contact Ray Gettins

  • rgettins@uagria.com
  • (513) 702-7211
  • www.uagria.com
  • linkedin.com/in/raymond-gettins-crc-490151

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