Loading…
Hosted by Unknown Host · 🇺🇸 US · EN · 13 episodes
Established thought leaders with verified media credentials.
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 experience and now helps advisors transition to RIA freedom (But only if it’s the right decision for you). Helping you decide what’s best for you, Ray is known for cutting through noise and offering practical, proven guidance without the typical hype. Jonathan Andrews – BraveHeartsTV, Host Jonathan is a business strategist with Beneficial Business Solutions and attorney with a knack for clarity. He keeps the show focused and useful, asking the questions you need answered. The RIA Confidential Podcast is Launched on July 23, 2025. Expect honest conversations, real strategies, and maybe a few surprises! If you’re RIA-curious, this show’s for you! United Advisor Group ("UAG"), is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. UAG, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and search for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.
Unknown Host hosts RIA Confidential Podcast, a business show with 13 episodes published.
Going independent can happen faster than many advisors expect. In the last episode of RIA Confidential, Jonathan Andrews and Ray Gettins II discussed a real advisor transition Ray was involved in that was completed in le
Most advisors assume an RIA transition has to be slow, expensive, disruptive, and painful. This episode knocks those assumptions on their heels as Jonathan Andrews and Ray Gettins break down a real advisor transition tha
In this episode of RIA Confidential, Jonathan Andrews and Ray Gettins take on two of the biggest fears that keep advisors from seriously exploring independence: compliance and transition. For many advisors, these are the
How many advisors have talked themselves out of independence because of compliance fear? More than most people realize. In this episode of RIA Confidential, we sit down with Hadrius to take on one of the biggest forces k
What happens when a successful advisor realizes the old model no longer fits the business they want to build? In this episode, Chris Tasik shares the story behind his move beyond the “House of No” — leaving behind bureau
On this episode of RIA Confidential, hosts Jonathan Andrews and Ray Gettins II bookend a real-world case study with Skee Orr, co-founder of Kinetic Wealth, a fee-only planning firm in Knoxville, TN. Jonathan and Ray open
RIA Confidential is evolving from a podcast into a platform. In this founding episode, attorney Jonathan Andrews and RIA transition expert Ray Gettins (Your RIA Mentor) explain why RIA Confidential is becoming a vendor-n
Most advisors don’t voice their biggest questions publicly. They ask them quietly, in private conversations, late-night reflections, and moments when the industry’s direction feels uncertain. In this year-end episode of
The Strategic Shift: Thriving in the Post–Broker-Dealer Era The wealth management world is facing the biggest transformation in decades — and most advisors feel it long before they talk about it. Mergers. Payout cuts. Co
Busting Advisors' Biggest Fear about Going Independent! the Insurance & Annuity Myth: What Advisors Need to Know About Independence! One of the biggest misconceptions keeping advisors from exploring independence is the b
Mergers and acquisitions are sweeping through the advisory world at record speed. In just the first half of 2025 alone, nearly $183 billion in assets changed hands across close to 200 deals. These headlines aren’t just n
🎙 RIA Confidential – Episode 2: Making Independence Work Breaking away is only half the battle . The real challenge? Building the life and practice you envisioned once you’re on the other side. In this episode, host Jon
Why Advisors Are Making the Move to RIA: Tired of feeling like just another cog in the machine? You’re not alone—and you’re not stuck. In this powerful kickoff episode of the RIA Confidential Podcast, host Jonathan Andre
Sponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
RIA Confidential Podcast has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
RIA Confidential Podcast is hosted by Unknown Host. The show is categorised under Business (education) and has published 13 episodes.
RIA Confidential Podcast has published 13 episodes.
RIA Confidential Podcast regularly covers Business, Entrepreneurship, Education. It sits in the Business category, with a education focus.
RIA Confidential Podcast is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
RIA Confidential Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of RIA Confidential Podcast average 17 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates RIA Confidential Podcast's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 6 days ago.