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?
- As Featured In:
- InvestmentNews
- ThinkAdvisor
- Citywire
- WealthManagement.com
Financial Advisors Managing $30M+ AUM at Broker-Dealers
Your Broker-Dealer Costs Are Eating 15-20% of Your Income
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