Ep 152: đŸ”„ Small But Mighty: Building a Lean, Independent RIA

The 9Innings Podcast di Kevin Thompson, RICPÂź, CFPÂź

Note sull'episodio

In this episode of the 9Innings Podcast, Kevin Thompson sits down with Andy Panko of Tenon Financial to reflect on their experiences at the Future Proof Festival — an innovative outdoor conference designed for the next generation of financial advisors.

They dive into:

  • The event’s unique format and open-air networking vibe
  • The collaborative, rising-tide culture of the RIA community
  • The power of specializing in client niches and knowing your lane
  • Real-world strategies for adopting technology without getting overwhelmed
  • The impact of mentorship, mastermind groups, and shared knowledge
  • Why authenticity, intentional growth, and intentionality matter more than “hustle culture”

Conference Participation & Value (00:02:17)

Collaboration in the RIA Indu ... 

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Parole chiave
certified financial plannerbusinessownerfutureprooftenon financial llcandy pankoenrolled agentregistered investment advisorsretirement income certified professional9i capital group advisor mentorship