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Behind the
Drive

Welcome to “Behind The Drive,” a unique video series hosted by our founder, Jason Barber, as he makes his daily drive to the office while also filming educational videos to empower financial advisors who are seeking to break free from wirehouses and captive broker-dealers.

Episode

7

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 robust cybersecurity and IT support.

Most Recent episodes

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Technology Considerations: The Good, The Bad & The Ugly

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Important Considerations When Taking Cash Upfront During a Transition

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Tax Planning & Preparation at a Standalone RIA

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Alternative Investments As An Asset Class

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What Is A “Fee-Only” RIA & What Are The Benefits

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Introducing Behind The Drive