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Uptick Partners @UC4u3ek4qQIulu4CHtNxNFcg@youtube.com

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Join Uptick Partners and experience the independence, suppor


14:49
Episode 18 - The Uptick Transition Guarantee | Behind The Breakaw...
25:04
Episode 17 - Pros And Cons Of AI | Behind The Breakaway
25:33
Episode 16 - Bridge Builder Path To Independence Book Launch | Be...
35:50
Episode 15 - Partner Firm Transition Experience | Behind The Breakaway
01:06
The Future of the Business: Why RIAs Are the Way to Go
20:03
Episode 14 - Why Are Advisors Skipping the IBD Channel? | Behind The Breakaway
15:48
Episode 13 - What Happens To My Commission Business? | Behind The Breakaway
28:10
Episode 12 - Do I Need A Big Back Office?
01:49
Breakaway and Take Control of Your Business: The Power of Decision Making and Marketing Control
38:55
Episode 11 - How Do I Explain RIA To Clients? | Behind The Breakaway
01:54
Building a Strong Startup Culture: The Key to Success
17:53
Episode 10 - Why Are Company Cultures Changing?(w/ Strive CEO & CIO Matt Cole)| Behind The Breakaway
01:13
Choosing the Right Business Model: Pros and Cons of W-2 Employment
01:04
Breaking Away from Your Broker-Dealer: How to Navigate the Independent Space
37:26
Episode 9 - What Does Going Independent Mean? | Behind The Breakaway
01:02
You Deserve A Real Technology Due Diligence Experience
49:57
Episode 8 - What Is The First Step With Uptick? | Behind The Breakaway
35:57
Episode 7 - How Do I Pick A Custodian? | Behind The Breakaway
01:09:28
Episode 5 - What Payout Should I Expect? | Behind The Breakaway
26:08
Episode 6 - Do You Own Your Book? | Behind The Breakaway
26:38
Episode 4 - Don't Move Your Book Twice | Behind The Breakaway
33:01
Episode 3 - Do I Need a Broker-Dealer? | Behind The Breakaway
45:36
Episode 2 - What Happens on Transition Day? | Behind The Breakaway
24:48
Episode 1 - Will My Clients Follow Me? | Behind The Breakaway