In this episode, we discuss what's in our plans for 2025 and 2026 as well as more on the process of leaving a captive broker dealer firm for RIA independence, focusing on Uptick Partners' Guarantee. We highlight the benefits of going RIA over choosing the Independent Broker Dealer (IBD) channel, addressing common advisor concerns, potential for higher payouts, and long-term growth. The episode also covers the limitations of being tied to one custodian, the possibilities unlocked by multi-custodial options, and how better economics can boost an advisor's business. Tune in to understand why RIA independence might be the right path for 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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