From Corporate Constraints to Entrepreneurial Freedom In The RIA Space

The 9Innings Podcast por Kevin Thompson, RICP®, CFP®

Notas del episodio

In this episode of the 9innings podcast, hosted by Kevin Thompson, the focus is on entrepreneurship in financial advisory, community building among advisors, and industry challenges like consolidation. Kevin, the founder of 9i Capital Group LLC, introduces guest Eric J. Negron from Forefront Wealth Partners. Eric shares his journey from feeling constrained in traditional firms to founding his own company, driven by a desire for independence and a supportive work culture. They discuss the significance of the Future Proof Festival, the role of social media, and the importance of authenticity and collaboration in the financial industry.

Forming Forefront Wealth Partners (00:03:50)

Entrepreneurial Spirit (00:05:22)

Future Proof Festival Overview (00:06:51)

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