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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

5

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.

Most Recent episodes

Behind the
Drive
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7

Cybersecurity & Hardware

Behind the
Drive
Episode

6

Technology Considerations: The Good, The Bad & The Ugly

Behind the
Drive
Episode

4

Tax Planning & Preparation at a Standalone RIA

Behind the
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Episode

3

Alternative Investments As An Asset Class

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Episode

2

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

Behind the
Drive
Episode

1

Introducing Behind The Drive