How I Became an Independent RIA Podcast
1) Wanting More
At 41, Jesse Giordano was at the top of his career. But he didn’t feel like it. He was no longer happy—and it was taking a toll on other relationships in his life. Then he launched his own firm and to...Show More
2) No Matter What
When the 2017 California wildfires threw their clients’ lives into disarray, Jim Aljian and Jessica Markarian were there for them—in ways the pair could not have been before going independent. Learn ...Show More
3) Stronger Together
Joe Zappia wasn’t sure he wanted to strike out on his own. So he didn’t. He joined an existing independent RIA firm instead, and he’s never looked back. Learn what investment advisors can gain profes...Show More
4) Taking the Leap
Jill Reitmeyer, Nancy Mercado, and Dustin Bench felt limited at their previous firm. None of them possessed a sense of ownership or fulfillment in their day-to-day work. They couldn’t help asking, “Ar...Show More