In this episode, we talk about the advantage of owning your own book of business in the RIA space and when it comes to risk mitigation, business valuation, and succession planning. 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 talk about the advantage of owning your own book of business in the RIA space and when it comes to risk mitigation, business valuation, and succession planning. 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 talk about the advantage of owning your own book of business in the RIA space and when it comes to risk mitigation, business valuation, and succession planning. 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 6 - Do You Own Your Book?

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

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Episode 6 - Do You Own Your Book?

Episode 6 - Do You Own Your Book?