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  • EP 60: Finding Your Why! Making The Move To RIA
    2023/07/14

    Welcome to the 9Innings Podcast where we Educate, Empower and Engage.

    ON THIS WEEKS PODCAST: Kevin describes why he decided to open his own RIA, and what lead to his move. He also talks about what he discovered after the move was made, and talk some "Fact vs Fiction". Companies will often make you feel as if you cannot live without them, Kevin takes you on his journey and why that "may" not be true. Website: http://www.9icapitalgroup.com

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    13 分
  • From Low Rates to High Stakes: The Changing Dynamics of Homeownership
    2024/11/19

    In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital group LLC, digs into the bond market, focusing on "bond vigilantes," interest rates, and the housing market. He clarifies that while the Federal Reserve can influence short-term rates, it has limited control over long-term rates, which are driven by market dynamics. Kevin discusses the impact of higher interest rates on homeownership, noting the challenges potential homeowners face due to elevated mortgage rates and high home prices. The episode aims to educate listeners on these financial topics and provide insights into the broader economic environment.

    The Bond Market Overview (00:01:08)

    Federal Reserve vs. Long-Term Rates (00:02:25)

    The Era of Low Long-Term Rates (00:03:21)

    Legacy of Artificially Low Rates (00:04:40)

    Current Housing Market Realities (00:06:45)

    Key Takeaways (00:09:23)

    Follow Us: youtube: / @9icap

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    Website: http://www.9icapitalgroup.com

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    12 分
  • Episode 103: Fiduciary or Fraud? Unmasking the Truth Behind Financial Advice
    2024/11/12

    In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the fiduciary standard with guest Knute Rostad from the Fiduciary Institute. They explore the implications of a new administration potentially deprioritizing this standard, which mandates that financial advisors act in their clients' best interests. The conversation covers the importance of transparency, the evolution of the financial advisory landscape, and the challenges posed by different business models. Both speakers emphasize the need for ongoing education, ethical practices, and constructive dialogue within the financial advisory community to maintain trust and integrity.

    Discussion on the New Administration (00:01:27)

    Fiduciary Perspective Defined (00:02:25)

    Understanding Client Conflicts (00:05:17)

    Creating Factions in Financial Advice (00:09:04)

    Historical Context of Fiduciary Standards (00:11:42)

    The Current State of Financial Advice (00:12:38)

    Critique of Fiduciary Marketing (00:15:29)

    Higher Standards of Fiduciary Practice (00:19:50)

    Importance of Disclosure in Financial Planning (00:20:40)

    Broker-Dealer Challenges (00:22:45).

    Limitations of Disclosure (00:23:26)

    Misleading Standards (00:25:52)

    The Role of the CFP Board (00:30:11)

    Closing Remarks on the Fiduciary Standard (00:35:21)

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    37 分
  • 🎭 Are We Thinking or Just Teaming? The Psychology Behind Political Loyalty
    2024/11/05

    In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, digs into political identity, tribalism, and ideology ahead of an upcoming election. Drawing from "The Myth of Left and Right" by Hyrum Lewis and Verlan Lewis, Kevin challenges the notion that political affiliations are rooted in consistent beliefs, suggesting they may be more about tribal loyalty. He encourages listeners to critically examine their motivations for supporting political parties and to consider whether their beliefs are genuinely held or influenced by group identity. The episode aims to educate and engage the audience in thoughtful reflection on their political choices.

    Tribalism vs. Ideology (00:03:44) Exploration of whether political beliefs stem from ideology or tribal loyalty, using sports fandom as an analogy.

    Changing Political Stances (00:06:18) Kevin highlights how political identities can shift based on group affiliation rather than consistent beliefs.

    Social vs. Essentialist Mindset (00:08:59) Introduction of two mindsets: social (tribal loyalty) and essentialist (principled beliefs), and their impact on political choices.

    Historical Shifts in Political Loyalty (00:11:37) Discussion on how political loyalties and ideologies have changed over time, referencing historical figures and events.

    Implications for Upcoming Elections (00:13:50) Kevin emphasizes the importance of understanding tribal dynamics in the context of the upcoming election.

    Reflection on Political Identity (00:16:18) Encouragement for listeners to critically examine their motivations for political support and the nature of their beliefs.

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

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    Corrections: Editing by http://SwoleNerdProductions.com

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    19 分
  • From Corporate Constraints to Entrepreneurial Freedom In The RIA Space
    2024/10/29

    In this episode of the 9innings podcast, hosted by Kevin Thompson, the focus is on entrepreneurship in financial advisory, community building among advisors, and industry challenges like consolidation. Kevin, the founder of 9i Capital Group LLC, introduces guest Eric J. Negron from Forefront Wealth Partners. Eric shares his journey from feeling constrained in traditional firms to founding his own company, driven by a desire for independence and a supportive work culture. They discuss the significance of the Future Proof Festival, the role of social media, and the importance of authenticity and collaboration in the financial industry.

    Forming Forefront Wealth Partners (00:03:50)

    Entrepreneurial Spirit (00:05:22)

    Future Proof Festival Overview (00:06:51)

    Discussion on Industry Dynamics (00:11:28) :

    Launching Forefront Advisor Network (00:17:49)

    Learning from Others (00:22:24)

    The Impact of Social Media (00:24:15)

    Authenticity in Business (00:27:34)

    Redefining Success (00:30:29) Eric shares his vision for success, focusing on training new advisors and creating legacies.

    Preparing for Future Proof Festival (00:31:34)

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

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    Corrections: Editing by http://SwoleNerdProductions.com

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    34 分
  • Celebrating 100 Episodes: Lessons Learned from the Financial Advisory Frontlines.
    2024/10/22

    In the 100th episode of the 9innings podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, celebrates this milestone by reflecting on the journey and engaging with notable guests. Josh Brown, CEO of Ritholtz Wealth Management, discusses the impact of AI and consolidation in the financial advisory industry. David Kinder delves into fiduciary standards and Regulation Best Interest (RBI) in the insurance sector, highlighting the industry's resistance to fiduciary obligations. Tyrone Ross Jr., CEO of Turnkey Labs, emphasizes the importance of understanding cryptocurrency in financial planning. Bethany Mclean talks about healthcare disparities and how Covid-19 exposed our healthcare system. This episode underscores themes of autonomy, ethical standards, and continuous education.

    Discussion with Josh Brown (00:01:01).

    Consolidation in the RIA Industry (00:04:41)

    The Fiduciary Myth with David Kinder (00:10:36).

    Tyrone Ross Jr. on Crypto (00:18:16)

    Impact of Wealth Disparity in Politics with Matt k Lewis (00:24:14)

    Healthcare Inequality Exposed by COVID-19 with bethany McLean (00:29:12)

    Follow Us: youtube: / @9icap

    Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

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    Corrections: Editing by http://SwoleNerdProductions.com

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    36 分
  • Episode 99: Profits Over People: Why Marginalized Communities Suffered Most During COVID-19
    2024/10/08

    In this episode of the "9innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, converses with Bethany McLean, author of "The Big Fail: How the Pandemic Revealed What America Protects and Who It Leaves Behind." They discuss the systemic failures exposed by the COVID-19 pandemic, focusing on healthcare disparities and the detrimental impact of private equity on the industry. McLean highlights the inadequacies in pandemic preparedness and the inequities faced by marginalized communities. The episode calls for a reevaluation of healthcare policies to prioritize equitable care and address the systemic issues revealed by the pandemic.

    Pandemic Preparedness Discussion (00:02:10)

    Nuanced Take on Pandemic Preparedness (00:03:10)

    Administration Trust Issues (00:05:05)

    Healthcare Inequality (00:08:01)

    Consequences of Hospital Resource Disparities (00:10:21)

    Capitalism vs. Healthcare (00:12:41)

    Individualism in Healthcare Attitudes (00:14:02)

    Private Equity's Impact on Healthcare (00:17:46)

    Government's Role in Business (00:19:39)

    Short-Term vs. Long-Term Capitalism (00:23:56)

    Flaws in the Healthcare System (00:27:05)

    Funding Community Hospitals (00:30:57)

    Reflection on Pandemic Lessons (00:32:17)

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    35 分
  • Episode 98: The Secret Sauce Behind Future Proof's Explosive Growth and Engagement
    2024/10/01

    In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the groundbreaking Future Proof event with guest Matt Middleton. Kevin praises the event's transformative impact on the financial services industry, highlighting its vibrant atmosphere and innovative networking opportunities. Matt shares insights on the event's success, noting a significant increase in attendance and the importance of fostering a collaborative environment. They discuss the event's no pay-to-play model, which promotes inclusivity and diverse voices. The episode underscores Future Proof's role in creating meaningful connections and setting a new standard for industry gatherings.

    Attendee Experience (00:02:00)

    Networking Philosophy (00:05:22)

    Future Proof's Unique Model (00:12:12)

    Personal Reflections (00:15:16)

    Introduction and Personal Reflection (00:17:18)

    Community Building Insights (00:17:51)

    Future Proof Citywide Announcement (00:18:44)

    Event Structure and Partnerships (00:20:16) .

    Data and Research Initiatives (00:21:13)

    Closing Remarks and Event Success (00:22:01)

    Follow Us: youtube: https://www.youtube.com/@UCw9yLfTDBAprrLWvmcT6fFA Linkedin: https://www.linkedin.com/in/kevin-thompson-ricp%C2%AE-cfp%C2%AE-74964428/ facebook: https://www.facebook.com/MLB2CFP

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    Website: http://www.9icapitalgroup.com

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    Corrections: Editing by http://SwoleNerdProductions.com

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    24 分