Advisors Off Script
Is There a Better Way to Go Independent Than Joining an Independent Broker-Dealer?
42:56
For many advisors, independence starts with an independent broker-dealer (IBD)—but is that really the best way to go independent? Or is there a better way to achieve the freedom, flexibility, and control you actually want?
In this episode of the Kick It Open Podcast, we sit down with Jason Barber, founder of Uptick Partners and Holistic Planning. After building a four-generation business at…