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.
<a href="https://uptickpartners.com/">Visit Our Website</a>
<a href="https://holisticplanning.com/disclosures/">Legal Disclosures</a>

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. Visit Our Website Legal Disclosures

In this episode, we answer the question "Do I need a Broker-Dealer?" and the answer might surprise you!&nbsp; Listen as we discuss the benefits of going Fee-Only, and not only for you, but for your clients and your future growth!&nbsp; 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.
<a href="https://uptickpartners.com/" rel="noopener noreferrer">Visit Our Website</a>
<a href="https://holisticplanning.com/disclosures/" rel="noopener noreferrer">Legal Disclosures</a>
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Episode 3 - Do I Need a Broker-Dealer?

Your guide to leaving the captive broker-dealer world behind and experiencing the movement to RIA independence.

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Episode 3 - Do I Need a Broker-Dealer?

Episode 3 - Do I Need a Broker-Dealer?