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

In this episode, Kevin Thompson of 9i Capital Group sits down with Cameo Roberson of Atlas Park Consulting to talk about what it really takes to break away and build your own firm.

From navigating the leap from employee to business owner, to building operational systems that actually work, this episode is packed with real-world advice. Cameo shares insights from her book Beyond the Broker, highlighting the power of mentorship, having a clear vision, and staying resilient through the process.

They cover:

• How to choose the right business model for your practice
• Why most advisors underestimate the importance of back-office systems
• How to scale without burning out
• What compliance fears are real—and which ones are in your head

If you're an advisor thinking about going independent, this conversation is the blueprint.

Advisor vs. Business Owner: Key Differences (00:02:45)

Origin and Purpose of Atlas Park Consulting (00:04:49)

Industry Business Models and Reasons for Going Independent (00:07:20)

Paths to Independence: RIA, Tuck-In, Aggregator (00:09:00)

Fee Structures: Fee-Only vs. Fee-Based (00:12:36)

Building a Sticky Client Ecosystem (00:14:41)

Legacy Clients and Revenue Per Hour Analysis (00:15:50)

Scaling While Maintaining Client Service (00:21:34)

Emotional Side of Going Independent (00:25:03)

Optimal Client Load and Service Model (00:30:43)

Key Takeaways from Cameo’s Book (00:33:12)

Final Words and Inspiration (00:34:41)

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

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Corrections: Editing by http://SwoleNerdProductions.com

Disclosure: https://sites.google.com/view/9idisclosure/disclosure

In this episode of the 9 Innings Podcast, we discuss the essentials of estate planning. We explains the importance of having a will, the consequences of dying without one, and the key legal documents everyone should have, such as powers of attorney. We addresses common misconceptions, emphasizes that estate planning is vital for all—not just the wealthy—and urges listeners to regularly update their documents. We encourage proactive steps to protect loved ones and announces that the next episode will cover trusts as part of comprehensive estate planning.

The Importance of Having a Will (00:01:04)

What a Will Actually Does (00:02:19)

Essential Legal Documents for Estate Planning (00:03:37)

Common Mistakes and Misconceptions (00:06:31)

Main Takeaways and Call to Action (00:10:05) Urges listeners to create or update wills and powers of attorney, and highlights estate planning is for everyone.

How a Will Streamlines Probate (00:11:15) Clarifies that a will doesn’t avoid probate but makes the process smoother and more organized.

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