RIA Confidential Podcast Episode 2 Spills the Tea: “How to Make Independence Work After the Leap”

New episode explores how financial advisors can thrive beyond broker-dealers with structure, trust, and collaboration.

CHICAGO, IL – August 20, 2025 — RIA Confidential, the podcast uncovering the unfiltered truth about going independent as a financial advisor, has released its highly anticipated Episode 2: “What Happens After the Leap—Making Independence Work.”

Following the success of Episode 1, which pulled back the curtain on why advisors are leaving the broker-dealer model, Episode 2 shifts the spotlight to the how. “What it really takes to thrive once you’re on the other side”.

Hosted by Jonathan Andrews of Beneficial Business Solutions and featuring RIA trailblazer Ray Gettins—aka Your RIA Mentor—this episode explores the practical realities and hidden challenges that come with independence.

“Independence doesn’t mean isolation,” says Gettins. “The advisors who succeed are the ones who build structure, lean on collaboration, and stay in their zone of genius. That’s how you scale without burning out.”

Gettins, the architect behind United Advisor Group (UAG), is shaking up the industry with a bold model built on 100% transparency, ultra-low platform fees, and a single-tier partnership structure that puts advisors first.

“This podcast is for the advisor who’s outgrown the old system,” says Andrews. “If you’ve ever felt like your business was someone else’s asset, you’re not crazy. And you’re not alone.”

“Our goal is to hand advisors the real roadmap,” adds Gettins. “No gatekeeping. No jargon. Just clear strategies, raw stories, and the support they need to own their future.”

Key Highlights from Episode 2

• The #1 surprise advisors face after leaving their broker-dealer
• Why trust is built (or broken) by daily operations—not just portfolio performance
• Real collaboration stories from United Advisor Group that boosted client outcomes and revenue
• Scaling smartly: keeping your brand authentic and your weekends free

“Episode 1 was about why independence matters,” adds host Jonathan Andrews. “Episode 2 is about how to make it work.”

Listeners will also learn how United Advisor Group equips advisors with proven systems, collaborative ecosystems, and compliance-first solutions that allow them to grow faster and smarter outside the broker-dealer model.

How to Listen

Episode 2 of RIA Confidential is available now. Advisors can:

• Listen online at RIAConfidential.com
• Follow the show on LinkedIn for new episodes and exclusive insights
• Book a coffee call with Ray Gettins at RIAMentor.com

Media & Guest Appearances

Want to interview Ray Gettins of United Advisor Group or feature RIA Confidential on your platform?

Contact: media@braveheartstv.org

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Compliance Disclaimer

United Advisor Group (“UAG”), is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. UAG, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

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