Behind the
Drive

Welcome to “Behind The Drive,” a unique video series hosted by our founder, Jason Barber, as he makes his daily drive to the office while also filming educational videos to empower financial advisors who are seeking to break free from wirehouses and captive broker-dealers.

Episode

6

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.

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