Insights to Elevate Your Advisory Practice
Is There a Better Way to Go Independent Than Joining an Independent Broker-Dealer?
Is an independent broker-dealer (IBD) really the best path to independence? Or is there a better way? In this episode of the Kick It Open Podcast, we sit down with Jason Barber, founder of Uptick Partners and Holistic Planning. After building a four-generation business at Edward Jones, Jason pivoted the family enterprise to an RIA. He reveals how advisors can achieve true freedom and maximize enterprise value by choosing the right path from the start.
What Should Advisors Look for to Find the Perfect Culture Fit?
In this episode of Kick It Open, host Shelby Nicholl talks with Becca Hajjar of Commonwealth Financial Network about how advisors can evaluate firm culture, maximize efficiency, and find the best environment for long-term success. Iyana Harris, co-founder of Catalyst and a leading industry recruiter joins the conversation. Whether you’re making a move or just exploring your options, this episode delivers expert insights you won’t want to miss.
Should I Settle? Or, Should I Build My Own RIA?
In this episode of Kick It Open, host Shelby Nicholl talks with Chuck Failla, CFP about his journey from cold-calling in the ’90s to launching Sovereign Financial Group, an independent RIA. They dive into the benefits of the RIA model, the resources available for advisors going independent, and why client demand for fiduciary services is reshaping the industry.