RIA Confidential Podcast

business, education, entrepreneurship · EN

About RIA Confidential: Your Source for the Truth About Going Independent! Where financial advisors get straight answers. Hosted by attorney Jonathan Andrews and featuring RIA transition expert Ray Gettins (Your RIA Mentor), the show dives into what it really takes to leave the broker-dealer model behind and thrive as an independent RIA. Each episode tackles the legal, financial, operational, and emotional realities of going RIA. From compliance and tech to ownership and mindset shifts, we go deep into the challenges most advisors don’t hear about until they’re already stuck. If you're ready for the real story, straight from advisors who’ve already made the leap, the Show promises to: -Demystify the RIA journey; -Share unfiltered advisor experiences; -Equip you with tools and confidence to take control Meet the Team: Ray Gettins, Your RIA Mentor: Ray brings decades of financial industry