Podcasts · For advisors
RIA Confidential Podcast
As of Oct 7, 2026, RIA Confidential Podcast, hosted by Jonathan Andrews and Ray Gettins, has published 3 episodes in the last 90 days; the latest is "From Intern to Partner | Building a Firm Worth Growing Together" on Sep 30, 2026.
An attorney and an RIA transition adviser walk through what leaving a broker-dealer to go independent involves: compliance, technology, ownership and the fears that stall advisors. Many episodes are case studies of real transitions.
- Hosts
- Jonathan Andrews and Ray Gettins
- For
- Advisors
- Topic
- Practice management
- Latest episode
- Sep 30, 2026
Host verified as a registered investment adviser representative against IAPD on Oct 5, 2026.
Latest episodes
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Sep 30, 2026
From Intern to Partner | Building a Firm Worth Growing Together 22 min
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Aug 26, 2026
"Personal CFO” | The Next Job Description for Financial Advisors? 25 min
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Jul 29, 2026
Going Independent Is Only the Beginning. What Are You Really Building? 23 min
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Jun 24, 2026
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May 20, 2026
The Two Fears Between You and Your Advisor Independence 20 min
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Apr 22, 2026
The Compliance Myth That Keeps Advisors From Independence 18 min
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Mar 25, 2026
Beyond the "House of No": How Chris Tasik Built his Advisor Independence 20 min
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Feb 25, 2026
What Independence Really Takes - A Real RIA Launch Case Study 20 min
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Jan 21, 2026
RIA Confidential - The Inside Scoop Behind our New RIA Resource Hub 15 min
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Dec 17, 2025
The 2025 Questions Most asked by Advisors in Private: And What They Mean for 2026 14 min
From the show's feed, read Oct 7, 2026. Titles are the show's own; links open the show's pages.
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