The Going Independent Roadshow
A RIA Confidential Roadshow for advisors who want clarity, confidence, and community at every stage of independence and going independent.
Recorded live in cities across the country. Proudly sponsored by United Advisor Group.
A roadshow built for action
- Exploring independence quietly
- Planning a transition
- Newly independent and building your operating rhythm
- In growth mode and tightening your model
What You’ll Walk Away With
Clarity
Practical Takeaways
- Transition questions answered in breakout tables
- Guided walkthrough of the Resource Hub tools (RIA Calculator + Roadmap)
- A clean next-step path for advisors going independent (even if you’re not ready to move today)
- In growth mode and tightening your model
Confidence
Practical Takeaways
- Transition questions answered in breakout tables
- Guided walkthrough of the Resource Hub tools (RIA Calculator + Roadmap)
- A clean next-step path for advisors going independent (even if you’re not ready to move today)
- In growth mode and tightening your model
Community
Practical Takeaways
- Transition questions answered in breakout tables
- Guided walkthrough of the Resource Hub tools (RIA Calculator + Roadmap)
- A clean next-step path for advisors going independent (even if you’re not ready to move today)
- In growth mode and tightening your model
Format may vary slightly by city based on featured guests and partners.
The Advisor Liberation Toolkit Included
- RIA Calculator access
- Transition Readiness Checklist
- Latest “Caught in the Shuffle” report
- Personalized Transition Roadmap as a follow up to the consultation
Upcoming stops (2026):
April 14 & 15
Fast-track your RIA growth with proven C-level strategiesRIA Confidential Hall of Freedom
Hall of Freedom Honoree,
Chicago
Hall of Freedom Honoree,
Denver
Hall of Freedom Honoree,
New York
Registration Form
FAQ
Is this a sales event?
No. This is an education + community experience for advisors who want clarity. You’ll see tools and resources that reduce guesswork, but the focus is on understanding your options, pressure-testing your next step, and connecting with peers — not getting pitched.
What’s included with registration?
Your registration includes:
Admission to the event (in-person seat or virtual access when offered)
Breakout table participation (“Your Transition Questions, Answered”)
Networking time with other advisors (and an evening reception for in-person stops)
The Advisor Liberation Toolkit, including:
RIA Calculator access
Transition Readiness Checklist
The latest “Caught in the Shuffle” report
A discounted consultation offer with Ray (via UAG)
City-specific details (venue, timing, food/beverage) will be shared on your confirmation email and event page.
Can I bring a partner or team member?
Yes — and we recommend it. Independence decisions are rarely solo. Bring your business partner, operations lead, or a key team member so you can align faster afterward.
Seats are limited (30–60), so have each attendee register.
Is there a virtual option?
Not for every stop yet. We’re building a virtual companion experience called The Advisor Freedom Series between cities.
If you want virtual access, register anyway and select “Virtual / Waitlist” — we’ll notify you as dates and formats go live.
What if I’m “just exploring” and not ready to move?
That’s exactly who this is for. You’ll leave with a clearer picture of your options and a practical path forward — without pressure.
Will vendors be there?
This is not a vendor expo. Some stops may include select partners and demos, but it’s curated and purpose-driven, not a pitch-fest.
