Episodes – RIA Confidential Podcast

Latest Podcast Episodes

Tune in to expert insights on transitioning to independent RIAs and thriving in the industry.

RIA Playbook

RIA Confidential: EP – 1 – Breaking Free from the Broker Dealer Model

Transcript MUSIC INTRO 0:00 Speaker 1 0:12 Welcome to Ria. Confidential. Your source for the

Operations

Operational Excellence: Streamlining Your RIA’s Workflow

This article discusses the operational aspects of running a successful independent RIA.

Financial Planning

Financial Planning for Independent RIAs: Strategies for Success

This article explores the financial planning strategies crucial for independent RIAs to thrive.

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.

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Cincinnati, OH 45242

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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.