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

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)

Check Out These Resources:

(Blog)-https://www.9icapitalgroup.com/blog

(yt)-https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFA

(L)-https://www.linkedin.com/company/9innings-capital-group-llc/?viewAsMember=true

(X)-https://x.com/home?lang=en

(F)-https://www.facebook.com/9iCapGroup

(@)-https://www.threads.net/@mlb2cfp

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)

Follow Us Below-

(Y)- https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFA

(F)- https://www.facebook.com/MLB2CFP

(X)-https://x.com/MLB2CFP

(IG)-https://www.instagram.com/mlb2cfp/

(w)- https://www.9icapitalgroup.com/