RIA Confidential Podcast
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.
Episodes
Jonathan and Ray open the show by reframing what “going independent” really looks like: Less like a single leap and more like a chain of decisions around motivation, timing, support, and capacity.
Before cutting to the full 9:47 case stud...
In this founding episode, attorney Jonathan Andrews and RIA transition expert Ray Gettins (Your RIA Mentor) explain why RIA Confidential is becoming a vendor-neutral Resource Hub built for modern advisors who want clarity without the pitch. If you’ve ever felt buried under “education” that quietly turns into a funnel, this episode lays out the real problem. It’s not an inf...
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 RIA Confidential, we look back at 2025 and bring those private questions into the open while explaining what they signal about the road ahead. Drawing from every episode released in 2025, including The Shockwave, Wha...
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. Compliance bottlenecks. Shrinking product shelves. Rising tech fees.
These aren’t random frustrations…
They’re signals.
In the final episode of our Caught in the Shuffle series, host Jonathan Andrews and Your RIA Mentor, ...
One of the biggest misconceptions keeping advisors from exploring independence is the belief that leaving a broker-dealer means losing access to insurance and annuity solutions. In this eye-opening joint episode of RIA Confidential, host Ray sits down with of Mike and Hunter from DPL Financial Part...
These headlines aren’t just numbers, they’re reshaping firms, careers, and client relationships and the RIA landscape all over the country. That’s why we’re launching Caught in the Shuffle: The Merger Survival Series.
This is the first of three E...
The real challenge? Building the life and practice you envisioned once you’re on the other side. In this episode, host Jonathan Andrews sits down with Ray Gettins (“Your RIA Mentor”) to uncover what most advisors don’t see coming after leaving the broker-dealer model—and how to set yourself up for success. You’ll discover:
- The #1 surp...
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 Andrews sits down with Ray Gettins, "Your RIA Mentor," to explore the growing wave of financial advisors leaving the broker-dealer world behind for something better: the RIA model.
They unpack why more advisors are walking...
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