Episodi
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In this episode of the "9innings Podcast," Kevin Thompson, founder and CEO of 9i Capital Group, discusses the evolving regulatory landscape in the financial services industry with Tracy Lownsberry, owner of Up North Retirement. We delve into the implications of Regulation Best Interest (RBI) and the fiduciary standard, examining the shift from commission-based to fee-based models and the complexities of financial advisory titles.
The conversation highlights the need for transparency, standardized commission structures, and continuous education to better serve consumers. Tracy advocates for clearer regulations and accountability in the insurance industry to enhance consumer protection and advisor competence.
Regulation Best Interest Overview (00:02:12) ..
Personal Experience with Regulation (00:04:20)
Regulation of Financial Titles (00:07:26)
Disclosure Issues in Commissions (00:10:10)
Disclosing Commissions from Top to Bottom (00:14:11)
Impact of Regulation on Compensation (00:19:27)
Fiduciary Standard Debate (00:20:38)
The Need for a Fiduciary Standard (00:25:00)
Regulatory Challenges in the Industry (00:26:44)
Superiority Complex in Financial Services (00:28:06)
Future Vision for the Insurance Industry (00:30:27)
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In this episode of the "9innings Podcast" we discuss the Disruption Blueprint. Kevin Thompson, CEO of 9i Capital Group LLC, and Shannon Spotswood, the CEO of RFG Advisory, discuss the evolving Registered Investment Advisor (RIA) industry. They explore themes of disruption, innovation, and the impact of private equity. Shannon emphasizes the importance of helping independent advisors grow without compromise, leveraging technology, and maintaining strong client relationships. She shares insights on navigating industry challenges, the role of private equity, and the need for advisors to adapt and innovate. The episode concludes with optimism for the future of the RIA space.
Reflection on Career Journey (00:01:00)
Disruption in the RIA Industry (00:04:12)
Challenges in the RIA Space (00:06:43)
Private Equity Dynamics (00:10:39)
Concerns About Aggregation Models (00:12:05)
Competition and Unique Value (00:15:32)
RFG's Growth Services (00:19:05)
Future of the RIA Industry (00:26:17)
Generational Wealth Transfer (00:27:43)
Long-Term Vision for Advisors (00:28:39)
The Ascent vs. The Summit (00:33:44)
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Episodi mancanti?
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In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, hosts a discussion with insurance specialist David Kinder, known as "the tax-exempt wealth guy." They explore the insurance industry's response to Regulation Best Interest (RBI), which mandates obligations like disclosure, care, conflict of interest, and compliance.
David critiques the industry's resistance to fiduciary responsibilities and highlights ethical concerns, particularly with Indexed Universal Life (IUL) insurance. The conversation emphasizes the need for higher practice standards, ethical conduct, and client education, advocating for a balanced approach to regulation that prioritizes consumer interests.
Discussion on Industry Division (00:01:37) .
Regulation Best Interest Overview (00:02:16)
Economic Implications for Agents (00:04:25)
Fiduciary vs. Suitability Standards (00:06:17)
Materiality of Compensation (00:11:25)
Suitability Perspective Critique (00:13:29)
Need for Professional Standards (00:15:36)
Insurance Companies' Priorities (00:19:11)
Insurance Lobby's Opposition to Regulation (00:24:18)
Fiduciary Responsibility (00:26:46)
Critique of Advisors' Recommendations (00:29:02)
Client Versus Company Interests (00:34:52)
Agent Responsibilities (00:36:57)
Industry Disdain and Perception (00:37:26)
Ambiguity in Titles (00:39:45)
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In this episode of the Nominees Podcast, host Kevin Thompson speaks with Matt Middleton, CEO and co-founder of Future Proof, a pioneering financial services festival.
They discuss the festival's inception post COVID-19 pandemic, its innovative approach to industry events, and the challenges faced in establishing it. Middleton emphasizes the importance of inclusivity, genuine connections, and diverse perspectives in the financial sector. Future Proof aims to break traditional event molds by fostering open dialogue and dynamic interactions. The conversation highlights the festival's mission to reshape the financial services landscape through authenticity and continuous innovation.
Inception of Future Proof (00:02:25)
Redefining Event Value (00:04:11)
Creating a Unique Festival Experience (00:06:08)
Encouraging Diverse Perspectives (00:09:01)
Challenges in Launching Future Proof (00:12:43)
Industry Adoption and Growth (00:15:30)
The Transformation of the Industry (00:17:57)
The Importance of Authenticity (00:20:32)
Creating an Inclusive Platform (00:22:24)
Content Creation Process (00:26:05)
The Concept of Future Proof (00:29:10)
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In this podcast episode, Kevin Thompson RICp®, CFP® discusses the insurance industry's opposition to the Regulation Best Interest (RBI) rule established by the SEC. He explains that the Reg BI rule mandates broker-dealers to act in the best interest of their retail customers, enhancing transparency and accountability in financial advising.
Kevin critiques the insurance lobby's resistance, highlighting concerns about increased regulatory burdens, potential sales reductions, and conflicts with state regulations. He advocates for a standardized fiduciary approach to ensure consumer protection and emphasizes ongoing engagement and support for clients.
Discussion on Best Interest Contract (00:01:13)
Overview of Regulation Best Interest (00:02:00)
Key Components of Regulation Best Interest (00:03:09)
Insurance Lobby's Opposition (00:04:48)
Impact on Commission-Based Models (00:07:58)
Lack of Clarity in Regulation (00:09:10)
Fiduciary Standard vs. Suitability Standard (00:10:25)
Ongoing Client Engagement (00:11:16)
Future Conversations on the Topic (00:12:17)
Conclusion and Call to Action (00:13:08)
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WELCOME TO THE 9Innings PODCAST...
In this episode of the "9inningsPodcast," Kevin Thompson, founder and CEO of 9i Capital Group, discusses the potential for a recession. He examines economic indicators, market reactions, and Federal Reserve actions, providing a comprehensive overview of the current economic landscape. Kevin explains the dual mandate of the Federal Reserve and the significance of the bond market, using the metaphor of "Betelgeuse" to illustrate how recession fears can become a self-fulfilling prophecy.
The episode aims to educate listeners on economic dynamics and the potential impact of Federal Reserve decisions on market stability.
Understanding Recession (00:02:08) Defines recession and discusses the technical aspects of GDP and employment trends.
Federal Reserve's Actions (00:03:24) Examines the Fed's dual mandate and recent interest rate hikes to stabilize prices.
Market Reactions (00:04:25) Discusses how an inverted yield curve signals expectations of a slowing economy.
Bond Market Dynamics (00:05:40) Analyzes current bond market behavior and shifts in investor strategies.
Federal Reserve's Challenges (00:07:58) Highlights the Fed's need to manage market volatility without political implications.
Impact of Media on Investor Behavior (00:09:09) Describes how media narratives influence investor spending and business decisions.
Economic Insights (00:10:28) Summarizes the implications of rising prices and unemployment on the economy.
Closing Thoughts (00:11:34) Speculates on recession likelihood, Fed actions, and the nature of market dynamics.
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Corrections:
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In this episode of the "9innings Podcast," we broach the topic of "spoofing," a scam where fraudsters disguise their identity to deceive individuals into revealing personal information.
The episode provides insights into various spoofing methods, signs to watch for, and practical tips on protecting oneself from such scams, emphasizing the importance of education and vigilance. From Tiktok to Facebook, many individuals have fallen victim to spoofing, and we are here to provide context to what spoofing is, how to recognize it, and how to not fall victim to this fraud.
Understanding Spoofing (00:00:58) Definition of spoofing and how malicious parties disguise their identity.
A TikTok Story of a Spoofing Scam (00:02:50) A speaker shares her emotional experience with a spoofing scam involving Wells Fargo.
How Spoofing Works (00:04:29) Kevin explains the mechanics of caller ID spoofing and its prevalence.
Types of Spoofing (00:06:07) Overview of email, text message, and website spoofing techniques.
Why Spoofing is Effective (00:08:34) Discussion on trust factors and urgency that make spoofing successful.
Signs of Spoofing Scams (00:09:37) Common indicators that suggest a potential spoofing scam.
Protecting Against Spoofing (00:12:23) Advice on verifying sources and avoiding sharing personal information.
Steps to Take if Scammed (00:14:29) Recommended actions if you suspect you've been a victim of spoofing.
Recap and Final Advice (00:16:34) Summary of key points discussed and encouragement to stay vigilant.
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Corrections:
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In this episode of the "9innings Podcast," host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the decline of African American players in Major League Baseball (MLB). He highlights a significant drop from 19% in 1995 to 7% in 2023.
Kevin attributes this trend to several factors, including the lack of domestic academies in the U.S., insufficient representation and role models, economic barriers, competition from other sports, and socioeconomic challenges. He calls for increased investment in domestic academies and outreach programs to foster talent and ensure a more inclusive future for baseball.
Statistics Overview (00:01:00)
Lack of Domestic Academies (00:02:19)
Personal Reflection on Role Models (00:03:38)
Historical Context of Black Players (00:06:00)
Economic and Social Factors (00:08:14)
MLB Outreach Programs (00:09:18)
Impact of Legislation (00:10:24)
Current Efforts and Changes (00:11:28)
Representation and Visibility (00:12:32)
Recent Developments in Draft (00:13:44)
Economic Considerations (00:14:36)
Conclusion and Future Outlook (00:16:51)
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Welcome to the 9Innings Podcast where we Educate, Empower and Engage.
ON THIS WEEKS PODCAST: In this episode of the 9innings podcast, Kevin Thompson, founder and CEO of 9i Capital Group, delves into the rise of financial influencers and the importance of discerning credible advice from misinformation.
He stresses verifying the credentials of online financial advisors through platforms like BrokerCheck and the SEC website. Thompson advises conducting background checks via social media and analyzing content quality to assess influencers' credibility. He warns against clickbait tactics and fake reviews, urging listeners to seek guidance from certified professionals and reputable organizations like the Financial Planning Association (FPA) and National Association of Insurance and Financial Advisors (NAIFA).
Industry Registration (00:02:28)
Background Check (00:07:08)
Content Analysis (00:08:16)
Engagement Quality (00:10:54)
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Website: http://www.9icapitalgroup.com
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In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9iCapital Group, delves into the expiration of the Tax Cuts and Jobs Act (TCJA) and its ramifications for small business owners. Thompson outlines the key components of the TCJA, including tax rate reductions, the Section 179 deduction, the Qualified Business Income (QBI) deduction, corporate tax rates, and bonus depreciation. He emphasizes the importance of understanding these potential changes, which could take effect in 2026, and provides a detailed analysis to help small business owners navigate the impending tax landscape.
Overview of the Tax Cuts and Jobs Act (00:02:26)
Impact of TCJA expiration on small businesses (00:03:34)
End of the qualified business income deduction (00:06:05)
Potential changes in corporate tax rate and bonus depreciation (00:08:36)
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In this episode of the 9Innings Podcast, host Kevin Thompson explores the intricate relationship between social media, freedom of speech, and professional consequences. He explains the difference between freedom of speech and freedom from consequence, highlighting the risks social media poses to employment.
Kevin provides practical tips for safeguarding one's career, such as adjusting privacy settings, understanding company policies, and maintaining separate personal and professional accounts. He also discusses the broader societal implications, emphasizing the need for open dialogue on diversity of thought and the risks of expressing personal beliefs online.
Freedom of Speech vs. Consequences (00:01:08
The Fine Line: What is Acceptable? (00:02:09)
Practical Tips for Safeguarding Your Career (00:04:35)
Groupthink and Personal Beliefs (00:07:33)
Impact of Social Media on Careers (00:14:29)
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Website: http://www.9icapitalgroup.com
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In this episode of the 9 Innings Podcast, Kevin Thompson, founder and CEO of 9i Capital Group, discusses the housing market and the decision to rent or buy a home. He shares his personal experience of buying his first home in 2005 and compares it to the current market challenges faced by younger generations.
Kevin highlights the financial burdens of higher home prices and interest rates today. He explores the benefits and trade-offs of homeownership versus renting, emphasizing stability, equity, and tax benefits of owning a home, while acknowledging the flexibility and reduced responsibilities of renting. Kevin encourages listeners to consider their individual preferences and priorities in making this decision.
The housing market and interest rates (00:00:50)
Comparing current and past housing costs (00:02:49)
Renting vs. buying: flexibility and stability (00:06:24)
Benefits of home ownership (00:08:44)
Challenges of renting and the appeal of flexibility (00:12:16)
Renting vs. buying: trade-offs (00:14:37)
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In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, delves into the intricacies of Health Savings Accounts (HSAs). He discusses their benefits, such as tax advantages and long-term savings potential, and also highlights potential downsides, including high-deductible health plan requirements and the complexity of managing these accounts.
The episode aims to provide listeners with a comprehensive understanding of HSAs to help them make informed decisions about their healthcare finances.
Understanding HSA (00:00:50)
Benefits of HSA (00:03:00)
HSA as Retirement Tool (00:07:10)
Potential Downsides of HSA (00:09:18)
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Kevin Thompson and special guest James McGlynn, 9i Capital Consultant, in this gripping episode of the 9innings podcast, where they explore the treacherous terrain of "pig butchering" scams.
Discover the cunning tactics used to swindle individuals via fake relationships and elaborate cryptocurrency cons. Plus, gain valuable knowledge from Zeke Fuax's "Number Go Up," shedding light on the complexities of crypto fraud.
Tune in to arm yourself with the necessary tools to identify and steer clear of these deceptive schemes. Don't miss out on this informative session aimed at safeguarding your finances! #Podcast #ScamAwareness #CryptocurrencyFraud #Educational #mlb2cfp
The Investigation (00:01:53)
Initial Contact and Scam Tactics (00:04:51)
Victims' Situation and Scam Process (00:10:33)
Prevention and Awareness (00:13:53)
Final Thoughts and Book Recommendations (00:17:25)
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In this podcast episode, host Kevin Thompson and guest Dr. Preston Cherry delve into the complexities of the financial planning industry. They discuss the influence of social media, distinguishing between the roles of financial coaching and advising, and the importance of ethical standards.
The conversation also covers the challenges posed by misinformation online and the necessity for financial professionals to educate and guide clients effectively. Regulatory issues are explored, with emphasis on the need for clear definitions and protections for the term "financial planner." Finally, they consider the role of technology in enhancing client relationships while maintaining a personal touch in financial advising.
Social Media Impacts (00:00:00)
Financial Coaching Value (00:08:16) .
Regulatory Clarity (00:12:31) .
Technology in Financial Advising (00:17:21)
Building trust and maintaining strong client relationships (00:22:47)
The role of financial advisors and social media (00:27:03)
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In this episode of the 9Innings podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, tackles the challenging topic of why most people won't amass $1 million in their Roth IRA. Thompson debunks common financial myths, particularly those spread by social media influencers, and explains the practical difficulties in reaching such a substantial retirement savings goal. He provides listeners with strategies for optimizing their Roth IRA contributions and highlights the importance of strategic financial planning and understanding the nuances of investment to realistically approach the $1 million milestone.
The Roth IRA (00:01:01)
Average Returns (00:01:56)
Geometric Return (00:03:19)
Millionaire Roth Calculation (00:04:40)
Ideal Conditions for a Millionaire Roth (00:07:00)
Strategies for a $1 Million Roth (00:10:14) Practical steps and strategies for maximizing contributions and converting traditional IRAs to achieve a $1 million Roth balance.
Investment Opportunities (00:12:16)
Addressing Misconceptions (00:13:36)
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In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital Group, and Tobias Salinger, chief correspondent at Financial Planning at Arizent, explore pressing issues in the financial industry. They discuss the importance of succession planning, the need to increase diversity and improve talent acquisition, and the challenges faced by newcomers. The conversation also covers the Leaders Forum event, which will address the evolving concept of financial advisor independence, and the impact of discrimination on career progression within the industry.
Leaders Forum event (00:01:59)
Succession planning challenges (00:05:12)
Apprenticeship opportunities (00:11:14)
Discrimination cases in the industry (00:15:45)
Challenges in the Financial Industry (00:19:24)
Mentorship and Career Development (00:22:40)
Upcoming Live Discussion Event (00:26:49)
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(X)-https://twitter.com/9ICapGroup/status/1624034073361502212
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Welcome to the 9Innings Podcast where we Educate, Empower and Engage.
ON THIS WEEKS PODCAST: Kevin Thompson explores the intricacies of financial advisor compensation, highlighting potential conflicts of interest and various payment structures. The focus is on educating both advisors and clients about the significance of transparent compensation practices and ensuring advisors act in the best interest of their clients. The episode serves as a guide to better understand the financial advisor-client relationship and the impact of compensation on advisory services.
Understanding Conflicts of Interest (00:01:24) -Explanation of conflicts of interest in the advisory world and how they can manifest in various ways, including compensation structures and product sales.
Types of Financial Advisors (00:04:36) -Discussion of commission-based, fee-based, and fee-only advisors, including their compensation models and potential conflicts of interest.
The Client's Best Interest (00:11:13)-Examination of fee-only advisors, their advantages, and the reduced conflicts of interest, along with the concept of acting in the client's best interest.
Key Aspects of the Client's Best Interest (00:16:30)- Explanation of fiduciary duty, disclosures, suitability, and continuous monitoring as crucial components of acting in the client's best interest.
Evaluating the Value of Financial Advisors (00:18:35)- Emphasis on assessing the level of service received, understanding the true cost, and determining if the services align with the client's needs and expectations.
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In this episode of the 9innings podcast, host Kevin Thompson, 9i Capital Group, speaks into the challenges faced by the Federal Reserve. The discussion focuses on the Fed's dual mandate of ensuring price stability and full employment, and the complexities of managing inflation and interest rates. Thompson explores the delicate balance the Fed must maintain to bridge economic conditions, the implications of their rate decisions, and the risk of these decisions being influenced by political factors. The episode provides an in-depth analysis of the Fed's current predicament and its potential effects on the economy and markets.
Correction: (Meant to say rate cuts not hikes around 10 minute mark)
-Will the Democrats or Republicans love/hate Jerome Powell?
- Is Powell the best pilo tto land this plane?
- Is Stagflation a concern?
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In this podcast episode, host Kevin Thompson, founder and CEO of 9i Capital Group, interviews Matt Drews, his former financial advisor and ex-professional baseball player. They discuss their shared history with the Stanford Company, which was involved in a Ponzi scheme, and the personal and financial repercussions they faced following the company's collapse.
Kevin credits the experience for his current success in financial planning and owning his firm. Matt, now working in real estate development, shares insights on overcoming adversity and encourages athletes to leverage their skills beyond sports. The episode is a blend of personal reflection, industry critique, and motivational advice for listeners transitioning from sports to new careers.
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