Ep 121: The Hidden Dangers of Unqualified Financial Experts: How to Protect Yourself

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

Note sull'episodio

Welcome to the 9Innings Podcast where we Educate, Empower and Engage.

ON THIS WEEKS PODCAST: In this podcast episode, Kevin Thompson and Ryan Hughes of Bull Oak Investments, discuss the financial advisory industry's challenges, particularly for smaller Registered Investment Advisors (RIAs). They explore the difficulties in talent acquisition due to industry consolidation and financial constraints. The conversation also highlights the rise of unqualified individuals claiming to be financial experts, stressing the need for stronger enforcement and consumer education.

Additionally, they touch on current market conditions, inflation, and economic policies, emphasizing the importance of building strong relationships and maintaining integrity within the industry. The episode provides valuable insights into the complex financial landscape.

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inflationcpi9icapitalgroupsocial mediafinfluencercnbcenrolled agentconsumer protectionregistered investment advisorsryan hughesthreads