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PODCAST

RIA Confidential Podcast

Ray Gettins and Jonathan Andrews

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

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All Episodes

18:04

The Compliance Myth That Keeps Advisors From...

RIA Confidential Podcast ·

2026/04/22

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 keeping advisors stuck: the belief that compliance on the independent side is simply too overwhelming, too risky, or too complicated to handle. But what if that story is incomplete? This conversation pulls back the curtain on the myths, misunderstandings, and mental roadblocks that

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20:28

Beyond the "House of No": How Chris Tasik Built his...

RIA Confidential Podcast ·

2026/03/25

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 bureaucracy, limitations, and isolation to create a more intentional version of his practice.What makes this conversation powerful is that it is not just about breaking away. It is how he went about building something better: better support, better tools, better alignment, and a better

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20:28

What Independence Really Takes - A Real RIA Launch...

RIA Confidential Podcast ·

2026/02/25

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 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 study interview, they give listeners a simple three-question framework to

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14:48

RIA Confidential - The Inside Scoop Behind our New...

RIA Confidential Podcast ·

2026/01/21

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-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 information issue. It’s an incentive issue. And that’s exactly what the

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13:59

The 2025 Questions Most asked by Advisors in Private:...

RIA Confidential Podcast ·

2025/12/17

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 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, What Happens After the Leap, and the full Caught in the Shuffle

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16:27

The Strategic Shift: How to Thrive in the...

RIA Confidential Podcast ·

2025/11/19

The Strategic Shift: Thriving in the Post–Broker-Dealer EraThe 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, Ray Gettins, break down the truth behind the shift reshaping the

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17:44

RIA Confidential - The Biggest Fear About Going...

RIA Confidential Podcast ·

2025/10/29

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 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 Partners to unpack the truth behind that myth: How fee-based insurance

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14:44

Caught in the Shuffle: The Merger Survival Series. ...

RIA Confidential Podcast ·

2025/09/24

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 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 Episodes, Ray Gettins and Jonathan dedicated to Advisors caught in the

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15:08

RIA Confidential - Episode 2 - What Independence...

RIA Confidential Podcast ·

2025/08/20

🎙 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 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 surprise advisors face after independence—and how to navigate it.Why trust is

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14:01

RIA Confidential - EP 1 -Breaking Free from the...

RIA Confidential Podcast ·

2025/07/23

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 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 away from restrictive platforms, outdated sales quotas, and capped

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10 results

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