The Diamond Podcast for Financial Advisors: 4 Decades and 3 Generations Later—Former Edward Jones Family Business on Their Path to Growth
Uptick Partners, known as the “Bridge Builder to Independence,” has launched its RIA platform to support advisors transitioning from captive broker-dealers. Uptick offers tailored support services, including a 95% gross payout, modern technology solutions, and a focus on growth and service excellence.
Bridge Builder Path to Independence (Yahoo Finance, Morningstar, Investment News & StreetInsider)
Uptick Partners, known as the “Bridge Builder to Independence,” has launched its RIA platform to support advisors transitioning from captive broker-dealers. Uptick offers tailored support services, including a 95% gross payout, modern technology solutions, and a focus on growth and service excellence.
Former Edward Jones Advisors Launch Breakaway Support Platform (WealthManagement.com)
Former Edward Jones advisors have launched Uptick Partners, a platform featured on WealthManagement.com, assisting advisors in transitioning to independence with tailored support services. Led by industry veterans like Steve Barber, Jason Barber, and Taylor Pankratz, Uptick empowers advisors, including Jonathan Dvorak, to retain ownership of their business while providing operational assistance and personalized transition experiences.
Cybersecurity & Hardware
In this episode of Behind The Drive, Jason emphasizes the critical role of cybersecurity for financial advisors transitioning to independence. Tune in for an insightful discussion on safeguarding your practice and clients’ data in an ever-evolving digital landscape. Discover how our trusted partner, NacSpace, empowers our RIA, Uptick Partners, and the advisors joining us with […]
Introducing Behind The Drive
It’s time to take the wheel and steer your financial advisory career in the direction you desire, and our unique video series, Behind the Drive, is here to guide you on that journey toward independence. Join one of our founders, Jason Barber, as he makes his daily drive to the office while also filming videos […]
Technology Considerations: The Good, The Bad & The Ugly
In this video, Jason delves into the pivotal role technology plays for independent advisors, as well as the essential tools needed for a thriving practice. Tune in to equip yourself with the knowledge to make informed decisions and increase efficiency.
Important Considerations When Taking Cash Upfront During a Transition
Embarking on your journey to independence as a financial advisor? Our latest video explores the enticing yet complex topic of taking cash upfront during this pivotal transition. Jason discusses the potential benefits and implications to help you understand if this path is the right fit for you.
Tax Planning & Preparation at a Standalone RIA
Jason discusses tax preparation and planning services at standalone RIAs and independent advisors are increasingly integrating tax advice into their service offerings, creating a one-stop shop for clients’ financial needs. Learn more about how this holistic approach can supercharge both client value and practice growth.
Alternative Investments As An Asset Class
This video illuminates how independent advisors have greater freedom to use alternatives in client portfolios, which has helped ignite a growing trend of using alternatives as an asset class. Learn more about how independent advisors are leveraging alternative investments to diversify portfolios, generate alpha, and deliver added value to their clients.
What Is A “Fee-Only” RIA & What Are The Benefits
Discover the world of Fee-Only Registered Investment Advisors (RIAs) in our latest video! Learn more about the RIA model, including how it differs from the traditional wirehouse or brokerage model of offering advisory services. After covering the basics, Jason explores the benefits available to advisors when moving to a fee-only model and the fiduciary standard […]