Ep 152: 🔥 Small But Mighty: Building a Lean, Independent RIA
The 9Innings Podcast by Kevin Thompson, RICP®, CFP®
Episode notes
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 ...Â
Keywords
certified financial plannerbusinessownerfutureprooftenon financial llcandy pankoenrolled agentregistered investment advisorsretirement income certified professional9i capital group advisor mentorship