Introducing Behind The Drive

It’s time to take the wheel and steer your financial advisory career in the direction you desire, and our unique video series, Behind the Drive, is here to guide you on that journey toward independence. Join one of our founders, Jason Barber, as he makes his daily drive to the office while also filming videos […]

Technology Considerations: The Good, The Bad & The Ugly

In this video, Jason delves into the pivotal role technology plays for independent advisors, as well as the essential tools needed for a thriving practice. Tune in to equip yourself with the knowledge to make informed decisions and increase efficiency.

Important Considerations When Taking Cash Upfront During a Transition

Embarking on your journey to independence as a financial advisor? Our latest video explores the enticing yet complex topic of taking cash upfront during this pivotal transition. Jason discusses the potential benefits and implications to help you understand if this path is the right fit for you.

Tax Planning & Preparation at a Standalone RIA

Jason discusses tax preparation and planning services at standalone RIAs and independent advisors are increasingly integrating tax advice into their service offerings, creating a one-stop shop for clients’ financial needs. Learn more about how this holistic approach can supercharge both client value and practice growth.

Alternative Investments As An Asset Class

This video illuminates how independent advisors have greater freedom to use alternatives in client portfolios, which has helped ignite a growing trend of using alternatives as an asset class.  Learn more about how independent advisors are leveraging alternative investments to diversify portfolios, generate alpha, and deliver added value to their clients.

What Is A “Fee-Only” RIA & What Are The Benefits

Discover the world of Fee-Only Registered Investment Advisors (RIAs) in our latest video! Learn more about the RIA model, including how it differs from the traditional wirehouse or brokerage model of offering advisory services.  After covering the basics, Jason explores the benefits available to advisors when moving to a fee-only model and the fiduciary standard […]

Family of Edward Jones Advisors Exits to Form New RIA (Barron’s)

Learn more about the inspiration behind Uptick Partners by reading this article on our founders’ own journey to independence. Featured in Barron’s, the article’s publication in March of 2023 coincides with our founders transitioning from Edward Jones to establishing their own Registered Investment Advisor (RIA), Holistic Planning.