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 ... 

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