The Independence Movement Roadshow
A RIA Confidential Roadshow for advisors who want clarity, confidence, and community at every stage of independence.
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 (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 (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 (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):
RIA 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.
