Episode 80: Future Proofing Finance: "Breaking Barriers: Succession and Diversity in Finance"
The 9Innings Podcast · Kevin Thompson, RICP®, CFP®
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Show Notes
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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