Episode 053: For many advisors, transitioning from wirehouse firms to independent practices is not just about autonomy—it's about building a business that aligns with their vision and values. However, true independence comes with its own set of challenges. To thrive, advisors need the right technology. When chosen strategically, technology becomes a key partner in building strong client relationships and delivering meaningful financial planning.

In this episode of The Connected Advisor, Kyle talks with Jason Barber, CEO and Co-Founder of Uptick Partners. Jason helps advisors and investors achieve independence. He is also the CEO and Co-Founder of Holistic Planning, where he delivers high-quality, comprehensive, and unbiased financial advice to individuals and families.

Jason talks with Kyle about how breakaway advisors achieve true independence. He shares why he left a large wirehouse, the challenges and opportunities of establishing an independent advisory firm, and the importance of aligning personal values with professional goals.

In this episode:

Key Takeaways

Quotes

[23:06] - "We want to provide you with the things you have to have and nothing more. As for the things you must have, we'll do a great job." ~ Jason Barber

[24:39] - "There's a big opportunity to help people, and people want what we do because we actually do it and have done it ourselves." ~ Jason Barber

[31:37] - "Most advisors want to log into one thing in the morning. They want to have a CRM and a portfolio management tool, they want to be able to do their billing, they want to have a built-in TAMP, and they want to have it all in one place. And that's what we've got with Advyzon." ~ Jason Barber

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