How Breakaway Advisors Achieve True Independence with Jason Barber

Episode 053: In this episode of The Connected Advisor, Kyle Van Pelt talks 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.

In this episode of The Connected Advisor, Kyle talks with Jason Barber, CEO and Co-Founder of Uptick Partners. 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.

In this episode:

• [02:01] - Jason's money moment

• [08:12] - What Jason learned from his time at Cutco

• [11:06] - The similarities between selling a product and selling services

• [13:17] - What made Jason leave wirehouse firms and start an independent RIA

• [22:58] - Jason's concept for launching an independent RIA

• [26:57] - The challenges of selecting the right tech stack

• [32:55] - Jason's Milemarker Minute

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.

Links 

• Jason Barber on LinkedIn

• Uptick Partners

• Holistic Planning

• Steve Barber

• Edward Jones

• Dell

• Cutco

• Vector Marketing

• Raymond James

• Wealthbox

• Advyzon

• Nitrogen Wealth

• RightCapital

• MoneyGuidePro

• The Holy Grail of Investing

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

Subscribe and stay in touch

• Apple Podcasts

• Spotify

• YouTube

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.

Kyle Van Pelt