Uptick Partners - Invidious

Uptick Partners

Join Uptick Partners and experience the independence, support, and growth designed specifically for the breakaway advisor. Together let’s chart a course toward unparalleled success in your practice.

Disclosures:
Uptick Partners, LLC offers investment advisory services through Uptick Partners, LLC, a Registered Investment Adviser.

The information presented is intended for educational purposes only, and is not intended as individualized advice.

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25:04

Episode 17 - Pros And Cons Of AI | Behind The Breakaway

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Shared 4 days ago

12 views

25:33

Episode 16 - Bridge Builder Path To Independence Book Launch | Be...

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Shared 1 month ago

13 views

35:50

Episode 15 - Partner Firm Transition Experience | Behind The Breakaway

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Shared 1 month ago

17 views

1:06

The Future of the Business: Why RIAs Are the Way to Go

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Shared 2 months ago

9 views

20:03

Episode 14 - Why Are Advisors Skipping the IBD Channel? | Behind The Breakaway

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Shared 2 months ago

21 views

15:48

Episode 13 - What Happens To My Commission Business? | Behind The Breakaway

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Shared 3 months ago

15 views

28:10

Episode 12 - Do I Need A Big Back Office?

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Shared 4 months ago

11 views

1:49

Breakaway and Take Control of Your Business: The Power of Decision Making and Marketing Control

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Shared 4 months ago

3 views

38:55

Episode 11 - How Do I Explain RIA To Clients? | Behind The Breakaway

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Shared 4 months ago

17 views

1:54

Building a Strong Startup Culture: The Key to Success

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Shared 4 months ago

10 views

17:53

Episode 10 - Why Are Company Cultures Changing?(w/ Strive CEO & CIO Matt Cole)| Behind The Breakaway

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Shared 5 months ago

29 views

1:13

Choosing the Right Business Model: Pros and Cons of W-2 Employment

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Shared 5 months ago

0 views

1:04

Breaking Away from Your Broker-Dealer: How to Navigate the Independent Space

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Shared 5 months ago

4 views

37:26

Episode 9 - What Does Going Independent Mean? | Behind The Breakaway

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Shared 5 months ago

40 views

1:02

You Deserve A Real Technology Due Diligence Experience

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Shared 6 months ago

10 views

49:57

Episode 8 - What Is The First Step With Uptick? | Behind The Breakaway

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Shared 6 months ago

57 views

35:57

Episode 7 - How Do I Pick A Custodian? | Behind The Breakaway

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Shared 6 months ago

53 views

1:09:28

Episode 5 - What Payout Should I Expect? | Behind The Breakaway

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Shared 7 months ago

31 views

26:08

Episode 6 - Do You Own Your Book? | Behind The Breakaway

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Shared 7 months ago

12 views

26:38

Episode 4 - Don't Move Your Book Twice | Behind The Breakaway

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Shared 7 months ago

12 views

33:01

Episode 3 - Do I Need a Broker-Dealer? | Behind The Breakaway

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Shared 7 months ago

24 views

45:36

Episode 2 - What Happens on Transition Day? | Behind The Breakaway

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Shared 7 months ago

34 views

24:48

Episode 1 - Will My Clients Follow Me? | Behind The Breakaway

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Shared 7 months ago

75 views