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Caught in the Shuffle: Merger Survival Series. Episode 3 of 3
The Strategic Shift: How to Thrive in the Post-Broker-Dealer Era
Caught in the Shuffle: Merger Survival Series. Episode 2 of 3
Advisor’s Biggest Fear about Going Independent, and Why it’s Flat-Out Wrong!
Caught in the Shuffle: Merger Survival Series. Episode 1 of 3
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The Real Truth
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
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.
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Episode Highlights
Caught in the Shuffle: How to Thrive in the Post-Broker-Dealer Era. Episode 3 of 3
Summary Episode 3 or 3: Caught in the Shuffle — The Merger Survival Series: The
RIA Confidential: Caught in the Shuffle: The Merger Survival Series. Episode 2 of 3
October 29th Summary: Episode 2 or 3: Caught in the Shuffle — The Merger Survival
RIA Confidential: Caught in the Shuffle: The Merger Survival Series. 1 of 3
September 24th Summary: Episode 1: Caught in the Shuffle — The Merger Survival Series RIA