RIA Confidential Podcast

Real conversations for financial advisors exploring independence.

RIA Confidential is a podcast for advisors who want honest, experience-based insight into transitioning from the broker-dealer model to the RIA world. No hype. No sales pitches. Just real discussions about the legal, financial, and operational realities of going independent.

Listen, learn, and move forward with clarity.
Listen to New Episodes Here!

Quick Start

Explore Start Here
Run the RIA Calculator
Read Top Signals

How to use the podcast with the Resource Hub

Each podcast episode is paired with related resources inside our Resource Hub to help you take the next step beyond listening.

Here’s how to use them together:

  • Start with an episode that matches where you are in your journey.
  • Read the episode post for summaries and key insights.
  • Explore related resources to deepen your understanding and apply what you’ve learned.

Start where you are

Just Exploring

You’re curious about independence but not ready to commit. Learn what independence really looks like and what questions you should be asking.

Actively Planning

You’re thinking seriously about making a move. Get clarity on structure, compliance, payouts, and the transition process.

Already Independent

You’ve made the leap and want to refine, grow, or optimize your firm with real-world insights and strategies.

Featured episode

Latest episodes

The 2025 Questions Most Asked by Advisors in Private — And What They Mean for 2026

Most financial advisors don’t voice their most important questions publicly — they whisper them in private conversations, late-night reflections, or

The Strategic Shift: How to Thrive in the Post-Broker-Dealer Era

In the final installment of the Caught in the Shuffle series, Jonathan and Ray break down the strategic shifts reshaping

Caught in the Shuffle: The Merger Survival Series — Part 2

In Part 2 of the Caught in the Shuffle series, Jonathan and Ray dive deeper into the structural impacts of
Load More

Popular starting points

Immediate Action:

1. Calculate your True Cost above

2. Schedule call with Ray

3. Review RiaConfidential partnership details

4. Make informed decisionc

What Happens Next:

• Confidential consultation with Ray

• Custom transition timeline

• Introduction to RiaConfidential partners

• Complete support throughout

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
Learn More
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.

Get the Signals + best resources—delivered regularly

  • platform shifts that change economics
  • regulatory changes that raise execution risk
  • capital + deal activity that reshapes incentives

FAQ

Financial advisors exploring or navigating independence from a broker-dealer.
No. RIA Confidential focuses on education, transparency, and honest conversation.
Not at all. Episodes are standalone and designed to meet you where you are.
Related tools and guidance are available through the Resource Hub.

Subscribe and Listen

Tune in to RIA Confidential for straight answers on transitioning to RIA and thriving independently.
Subscribe Now
Learn More
RIA Confidential Resource Hub — Guidance on Going Independent. Support to Scale.

Practical tools, clear paths, and real-world playbooks for advisors exploring independence — or making independence work.

Linkedin
Join the Newsletter

Resources

Company

Standards

© 2026 RIA Confidential Resource Hub. All rights reserved.
Educational content only. Not investment, legal, or tax advice.