Jeff Barnes | Guest: RIA Collective

Welcome to RIA Collective. Taking the Fear and Mystery out of Going Independent.

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RIA 10 Registered Investment Advisor 8 Going Indepedent 5 Planning 2 Know Your Client 1 Charitable Giving 1 Tax Saving 1 Breakaway Attorney 1
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Jeff Barnes

Senior Consultant at CBIZ Retirement Plan Services

The Many Career Paths in Financial Services with Jeff Barnes

The Many Career Paths in Financial Services with Jeff Barnes

RIA Collective

The RIA Collective Podcast features leadership at independent firms, offering their guidance to captive advisors who are considering a move to independence.

Serving the advisor community for almost 25 years, I've seen trends and tendencies. None of those trends have the power to change the industry like the mass migration to independence.

With commoditization of technology and the rapid evolution of marketing, for many advisors, the big wire-house firms fail to provide the flexibility and tools they need to succeed.

Tune into the RIA Collective to take the fear and mystery out of going independent.

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