• From Legacy to Innovation: Navigating the Shifts in Financial Advisory

  • Feb 18 2025
  • Length: 33 mins
  • Podcast

From Legacy to Innovation: Navigating the Shifts in Financial Advisory

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  • Summary

  • In episode 8 of Thinking Independently, Conor Delaney interviews Dan Kinney, a seasoned financial advisor with a rich family heritage in the industry. They discuss Dan's journey into financial planning, the evolution of retirement plans, and the importance of building personal relationships with clients. Dan shares insights on navigating the entrepreneurial landscape as an independent advisor and offers valuable advice for newcomers in the field. The conversation emphasizes the significance of fiduciary responsibility, the use of technology, and the need for continuous adaptation in the financial advisory space.

    Visit GoodLifeCo.com/podcasts/thinking-independently for more episodes.

    Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.
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