In this episode, we discuss what to expect when engaging with Uptick Partners as you're navigating the breakaway from your captive broker-dealer. 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>
--
<a title="Diamond Consultant Podcast - Uptick Partners" href="https://youtu.be/yv42OoaGsNE?si=ZSFP2hw8wOusehrl">Check out the @DiamondconsultantsNJ podcast</a>

In this episode, we discuss what to expect when engaging with Uptick Partners as you're navigating the breakaway from your captive broker-dealer. 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 -- Check out the @DiamondconsultantsNJ podcast

In this episode, we discuss what to expect when engaging with Uptick Partners as you're navigating the breakaway from your captive broker-dealer. 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>
--
<a title="Diamond Consultant Podcast - Uptick Partners" href="https://youtu.be/yv42OoaGsNE?si=ZSFP2hw8wOusehrl" rel="noopener noreferrer">Check out the @DiamondconsultantsNJ podcast</a>

Episode 8 - What Is The First Step With Uptick?

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

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Episode 8 - What Is The First Step With Uptick?

Episode 8 - What Is The First Step With Uptick?