In this episode, we announce the launch of our new book, 'Bridge Builder Path to Independence,' aimed at advisors considering leaving their captive broker dealer firms for RIA independence. We discuss the importance of understanding RIA independence, the benefits of skipping the IBD channel, and how the book condenses years of knowledge into an insightful read. The episode dives into the evolving technological landscape, the rising trend of RIA adoption, and the value of having more control over investment options. This episode is a must-listen for advisors pondering the shift towards true business ownership.

Contact us if you are interested in receiving a free copy of our book or purchase it on Amazon! 

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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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