September 24th
Summary:
Episode 1: Caught in the Shuffle — The Merger Survival Series
RIA Confidential Podcast
The first half of 2025 shattered every record for mergers and acquisitions in the RIA space. Nearly $183 billion in AUM changed hands across close to 200 deals (Fidelity) — and advisors are feeling the aftershocks.
In this special emergency series, Caught in the Shuffle: The Merger Survival Series, we set aside “business as usual” to address the urgent questions flooding our phones and inboxes:
- What happens to my payout under a new grid?
- Will my clients follow me if I move?
- Is this my moment to finally go independent?
In Episode 1, Ray Gettins (Your RIA Mentor) and Attorney Jonathan Andrews cut through the noise and deliver clarity in the chaos. From hidden payout clauses to the truth about client loyalty, this episode is a 911 briefing for every advisor caught in consolidation news.
What You’ll Learn in Episode 1 of 3
✔ Why advisors often lose their free agency in M&A deals
✔ How payout grids tighten — and what that really costs
✔ The truth about client retention during a transition (hint: they’re loyal to you, not the logo)
✔ Practical steps to prepare before the next announcement hits your inbox
Resources Mentioned
🧮 RIA Calculator — See your true take-home before making a move: RIACalculator.org
☕ Book a Coffee Chat with Ray — Get confidential, 1:1 guidance: RIAMentor.com
🎧 Full Episode — Listen now: RIAConfidential.com
👉 Ready to explore your future?
- Try the RIA Calculator at RIACalculator.org
- Book a Call with Your RIA Mentor, Ray Gettins
TRANSCIPT
Transcript
MUSIC INTRO 0:00
👉 Ready to explore your future?
- Try the RIA Calculator at RIACalculator.org
- Book a Call with Your RIA Mentor, Ray Gettins
Total Episode Duration: Approximately 14 minutes, 15 seconds
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