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Ready to break free from the broker-dealer model? RIA Confidential gives you the insights you need to thrive as an independent Registered Investment Advisor. Sign up now for exclusive content and expert advice to guide your transition. 

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Our Expert Hosts

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.

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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

Discover recent episodes with summaries and insights.
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Why RIA Confidential is Your Best Resource for Going Independent

RIA Confidential offers a unique blend of legal insights and practical transition strategies. Hosted by experienced professionals, our podcast delivers the unfiltered truth about becoming an independent RIA. We equip you with the knowledge and resources needed to navigate the complexities of this transition successfully. Discover the real story, straight from advisors who’ve already made the leap.
A professional financial advisor confidently presenting a strategic plan to a client in a modern office setting, emphasizing trust and expertise.
Expert Legal Guidance
Navigate the complex legal landscape of becoming an independent RIA with confidence. Our host, Jonathan Andrews, provides clear, actionable advice to ensure compliance and protect your business.
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A focused financial advisor reviewing key performance indicators (KPIs) on a digital dashboard, highlighting data-driven decision-making.
Strategic Transition Planning
Benefit from Ray Gettins' expertise in RIA transitions. Learn how to develop a comprehensive plan that addresses the financial, operational, and emotional aspects of going independent.
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A diverse group of financial advisors collaborating in a modern co-working space, symbolizing community and shared learning.
Real-World Insights
Hear directly from advisors who have successfully transitioned to the RIA model. Gain valuable insights and avoid common pitfalls by learning from their experiences and practical advice.
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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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Suite 300
Cincinnati, OH 45242

Contact Ray Gettins

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

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