Let's Talk

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

6

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.

Most Recent episodes

Behind the
Drive
Episode

7

Cybersecurity & Hardware

Behind the
Drive
Episode

5

Important Considerations When Taking Cash Upfront During a Transition

Behind the
Drive
Episode

4

Tax Planning & Preparation at a Standalone RIA

Behind the
Drive
Episode

3

Alternative Investments As An Asset Class

Behind the
Drive
Episode

2

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

Behind the
Drive
Episode

1

Introducing Behind The Drive