{"podcast":{"title":"The 9Innings Podcast","slug":"the-9innings-podcast-2707213","podcast_index_feed_id":2707213,"rss_url":"https://media.rss.com/9inningscapitalgroup/feed.xml","website_url":"https://www.9inningscapitalgroup.com/","image_url":"https://media.rss.com/9inningscapitalgroup/20240409_050443_b1388b42ca94de108962687c973a2703.png","author":"Kevin Thompson, RICP®, CFP®","episode_count":182,"summary":"Kevin Thompson RICP®, CFP® is the founder of 9i Capital Group LLC is the registered investment advisor of 9Innings Capital Group LLc a marketing and consulting firm. On his podcast, he delves into deep financial topics and provides great insight on how markets and economics impact your money. Disclosure: https://sites.google.com/view/9idisclosure/disclosure","last_synced_at":"2026-07-22T02:20:17.801518+00:00","page_url":"https://stenobird.com/podcast/the-9innings-podcast-2707213"},"episode":{"title":"Ep 152: 🔥 Small But Mighty: Building a Lean, Independent RIA","slug":"ep-152-small-but-mighty-building-a-lean-independent-ria","published_at":"2025-10-21T11:30:13+00:00","page_url":"https://stenobird.com/podcast/the-9innings-podcast-2707213/ep-152-small-but-mighty-building-a-lean-independent-ria","show_page_url":"https://stenobird.com/podcast/the-9innings-podcast-2707213","url":"https://rss.com/podcasts/9inningscapitalgroup/2280791","audio_url":"https://content.rss.com/episodes/40859/2280791/9inningscapitalgroup/2025_10_21_01_34_30_c0d5ca7f-4552-4686-93e4-2ed46bcbf7f9.mp3","summary":"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 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","meta_description":"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 F…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1959,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-9innings-podcast-2707213/episodes/ep-152-small-but-mighty-building-a-lean-independent-ria/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-9innings-podcast-2707213/ep-152-small-but-mighty-building-a-lean-independent-ria.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}