Ep 152: 🔥 Small But Mighty: Building a Lean, Independent RIA

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 vibeThe collaborative, rising-tide culture of the RIA communityThe power of specializing in client niches and knowing your laneReal-world strategies for adopting technology without getting overwhelmedThe impact of mentorship, mastermind groups, and shared knowledgeWhy authenticity, intentional growth, and intentionality matter more than “hustle culture”Conference Participation & Value (00:02:17)Collaboration in the RIA Industry (00:04:09)Niching Strategies in Advisory Firms (00:06:39)Debate on the value of niching, how niches develop naturally, and different approaches to specialization.Technology in Advisory Practices (00:08:39)Tech Choices and Compliance (00:11:04)Mentorship and Community Support (00:16:15)Knowing Your Why & Defining Success (00:18:30)Cyclical Nature of Advisory Business (00:23:41)Intentionality and Running Your Own Race (00:29:10)NEWSLETTER (WHAT NOW): https://substack.com/@9icapital?r=2eig6s&utm_campaign=profile&utm_medium=profile-page Follow Us: youtube: / @9icap Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428 facebook: / mlb2cfp Buy MLB2CFP Here: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4 Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com Disclosure: https://sites.google.com/view/9idisclosure/disclosure