About – RIA Confidential Podcast

Discover the Truth About Going Independent

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.

Our Experts

Ready to Transition?

Get the real story, straight from advisors who’ve already made the leap. Book a Coffee Call with Ray!

Transition Consulting

Jonathan Andrews

Host & Legal Expert

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

Co Host & RIA Transition Expert

Known as Your RIA Mentor, Ray offers practical advice and mentorship for advisors making the leap to independence.

Financial Advisors Managing $30M+ AUM at Broker-Dealers

Your Broker-Dealer Costs Are Eating 15-20% of Your Income

Calculate your current TRUE COST vs. UAG’s transparent model

Join 46 other top advisors who jumped ship

Ready for Independence?

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

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

*All consultations are confidential and pressure-free

Independent but not alone. True partnership for financial advisor independence.

8170 Corporate Park Dr.
Suite 300
Cincinnati, OH 45242

Contact Ray Gettins

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Media Coverage

United Advisor Group (“UAG”), is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. UAG, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.