How Breakaway Advisors Achieve True Independence

PublishedJuly 23, 2024

Read time1min read

Episode 053: In this episode of The Connected Advisor, I talk with Jason Barber, CEO and Co-Founder of Uptick Partners, about how breakaway advisors achieve true independence. Jason shares why he left a large wirehouse, the challenges and opportunities of establishing an independent advisory firm, and the importance of aligning personal values with professional goals.

Jason helps advisors and investors achieve independence. He is also the CEO and Co-Founder of Holistic Planning, where he delivers high-quality, comprehensive, and unbiased financial advice to individuals and families.

Key Takeaways

Having the right tech stack can help advisors avoid wasting time and resources. By prioritizing simplicity, functionality, and technology aligned with the firm’s values, advisors can enhance client service, simplify operations, and avoid unnecessary complications.

The shift toward independence allows advisors to create a tailored and impactful advisory practice, focused on client relationships and meaningful financial planning.

Entrepreneurs in the financial advisory space have to be able to navigate challenges, make informed decisions, and maintain a client-centric approach.

Quotes

[23:06] – “We want to provide you with the things you have to have and nothing more. As for the things you must have, we’ll do a great job.” ~ Jason Barber

[24:39] – “There’s a big opportunity to help people, and people want what we do because we actually do it and have done it ourselves.” ~ Jason Barber

[31:37] – “Most advisors want to log into one thing in the morning. They want to have a CRM and a portfolio management tool, they want to be able to do their billing, they want to have a built-in TAMP, and they want to have it all in one place. And that’s what we’ve got with Advyzon.” ~ Jason Barber

Links

Jason Barber on LinkedIn