Latest Podcast Episodes
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
RIA Confidential: EP – 2 – What Independence Really Looks Like!
August 20th Summary: 🎙 RIA Confidential – Episode 2: Making Independence Work Breaking away is
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
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Financial Advisors Managing $30M+ AUM at Broker-Dealers
Your Broker-Dealer Costs Are Eating 15-20% of Your Income
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