"Uncovering the Truth: The Inequity of Growth in Financial Planning" with Tobias Salinger

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

Episode notes

In this episode of the 9Innings Podcast, host Kevin Thompson, CEO of 9i Capital Group, engages with Tobias Salinger, a renowned journalist and Chief Correspondent of Financial Planning at Arizent, to delve into the disparities in growth within the RIA sector. They discuss the struggles of smaller firms against larger entities, the burdens of compliance, and the complexities of selling practices. Tobias underscores the significance of fiduciary responsibility and the commendable efforts of advisors focused on professional growth and client service.

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Keywords
9inningscapitalgroupfinancial planningfiduciarycfpriacertified financial plannerbusinessowner9icapitalgrouptobias salinger