Behind The Breakaway

In this episode, we talk about the importance of taking a full measure when it comes to your breakaway to independence and why "Don't Move Your Book Twice" advice is so important.  Listen as we discuss the reasons why so many advisors are leaving the IBD channel for RIA independence and why that matters to you! For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com.

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Legal Disclosures

In this episode, we answer the question "Do I need a Broker-Dealer?" and the answer might surprise you!  Listen as we discuss the benefits of going Fee-Only, and not only for you, but for your clients and your future growth!  For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com.

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Legal Disclosures

In this episode, we walk through our Transition Day experience.  Listen as we talk about details you won't  hear anywhere else and dive into what you should expect when you transition your business!  For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com.  And by the way, this is not legal advice. 

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Legal Disclosures

In this episode, we answer the biggest question every advisor has when thinking about leaving their current firm, "Will My Clients Follow Me?".  Listen as we talk about our own experience in transitioning clients and what you should expect with your business!  For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com.

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Legal Disclosures