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 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 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

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