Thinking about breaking away from your broker-dealer?

Hear Jason Barber, CFP® explain how he helped transformed his multi-generational Edward Jones practice into a $500M independent firm. He shares his thoughts about your own RIA, navigating compliance, and creating a business with ultimate freedom.

Key Insights:
• RIA vs. Broker-Dealer: Pros and Cons
• Marketing strategies for a successful breakaway
• Investment flexibility and growth opportunities
• Compliance and technology considerations

I hope this is helpful. If you're a high-performing advisor that could use the help of a non-biased transition consultant please reach out, I'd be happy to talk. 

Jason Barber, CFP®, Uptick Partners, Holistic Planning

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