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…
The skinny
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