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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

2

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 that fee-only RIAs uphold.  

Most Recent episodes

Behind the
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Cybersecurity & Hardware

Behind the
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Episode

6

Technology Considerations: The Good, The Bad & The Ugly

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Episode

5

Important Considerations When Taking Cash Upfront During a Transition

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4

Tax Planning & Preparation at a Standalone RIA

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3

Alternative Investments As An Asset Class

Behind the
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Episode

1

Introducing Behind The Drive