{"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":"🎯 Questions to Ask Your Financial Advisor and Red Flags to Watch For","slug":"questions-to-ask-your-financial-advisor-and-red-flags-to-watch-for","published_at":"2026-01-20T12:30:00+00:00","page_url":"https://stenobird.com/podcast/the-9innings-podcast-2707213/questions-to-ask-your-financial-advisor-and-red-flags-to-watch-for","show_page_url":"https://stenobird.com/podcast/the-9innings-podcast-2707213","url":"https://rss.com/podcasts/9inningscapitalgroup/2471073","audio_url":"https://content.rss.com/episodes/40859/2471073/9inningscapitalgroup/2026_01_20_00_53_42_31c76cc6-d2c5-4161-88b8-a285df0a82b1.mp3","summary":"In this episode of the 9innings Podcast , Kevin Thompson, founder and CEO of 9i Capital Group , breaks down how to properly interview a financial advisor before entering a long-term relationship. Kevin highlights the most common mistake he sees, clients not knowing what questions to ask, and walks through a practical framework covering tax advice, compensation, onboarding, specialties, and overall client fit. The conversation focuses on transparency, alignment, and how to recognize red flags early, so investors can avoid costly mistakes and make confident, informed decisions. The goal is simple: empower listeners to choose the right advisor and build a successful advisor-client relationship. Kevin wraps by inviting listener questions and sharing additional resources for deeper learning on the topic. The Problem with Interviewing Advisors (00:00:57) Why Proper Interviewing Matters (00:02:21) Who Does the Advisor Work For? (00:05:35) Understanding the Onboarding Process (00:06:55) Advisor Specialties, Credentials, and Ideal Client Profile (00:08:38) What Good Answers and Red Flags Look Like (00:09:52) Empowerment and Closing Remarks (00:11:10) 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, founder and CEO of 9i Capital Group , breaks down how to properly interview a financial advisor…","key_points":[],"chapters":[],"topics":[],"duration_seconds":814,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-9innings-podcast-2707213/episodes/questions-to-ask-your-financial-advisor-and-red-flags-to-watch-for/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/questions-to-ask-your-financial-advisor-and-red-flags-to-watch-for.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}