Uptick Partners Launches Transition Guarantee Program

NACOGDOCHES, Texas--(BUSINESS WIRE)--Uptick Partners, the “Bridge Builder to Independence,” today announced the launch of the firm’s transition guarantee for advisors seeking to break away from captive broker-dealers.

Uptick is so confident in their non-protocol transition process that they will offer advisors a 100% payout until they get their business revenue back to 100% of what it was before they broke away.

Uptick was founded by industry veterans Steve Barber, Jason Barber, and Taylor Pankratz, all formerly of Edward Jones, and has built the firm’s innovative platform and capabilities to serve advisors looking to provide a stronger service offering and better outcomes for their clients than captive firms can provide.

“We are excited to announce our Uptick Transition Guarantee,” said Jason Barber, Co-Founder of Uptick Partners. “Because of our personal experience with breaking away from a non-protocol captive broker dealer AND our experience helping another advisor do the same successfully, we are excited to be able to offer this guarantee to the next advisors that join Uptick.”

Uptick Partners pioneered the “Bridge Builder to Independence” framework that recognizes the unique challenges and nuances of making the RIA transition for tens of thousands of advisors in captive broker-dealers. Founded by industry experts Steve Barber, Jason Barber, and Taylor Pankratz, the firm’s north star is enabling the best advisors to deliver a wider range of services and better outcomes for their clients. For more information, visit uptickpartners.com or contact Jason Barber at 855-335-2742 or [e-mail].