“If you try it and fail, that’s fine. But not trying it is way worse.”
Clark Jeffries started his own RIA at 27 years old (love others doing this)
Just vision, courage, and a bet on himself.
He had a front-row seat to the entire advisory ecosystem during his time at Hidden Levers, the FinTech that ended up selling for nine figures without ever raising a dime.
Clark watched from inside as the company scaled and eventually got acquired by Orion.
He realized the RIA business model is incredibly lucrative, high-margin, and recurring. You just need to build it.
So he built an RIA from scratch.
1. Launching a firm without outside capital.
2. Pivoting into a hybrid subscription model
3. Using LinkedIn DMs and real-life connections to find clientsYou don’t need permission to build a firm of your own.
You just need a plan. And the guts to press go.
If you are building a firm for complete independence and freedom, this one is a must-listen.
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Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money.
Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience.
Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow.
We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build.
Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.