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Advisor Freedom
Conner Young
19 episodes
6 days ago
Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money. Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch. Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
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Entrepreneurship
Business
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All content for Advisor Freedom is the property of Conner Young and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money. Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch. Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.
Show more...
Entrepreneurship
Business
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How To Start Your Own RIA From Scratch
Advisor Freedom
25 minutes 53 seconds
1 month ago
How To Start Your Own RIA From Scratch

“When I moved to Knoxville 10 years ago, I literally knew nobody.”

That’s how it started.

Skee Orr didn’t just move cities.He left behind his network, his job, and his comfort zone.

No clients. No warm leads.Just a CFP designation and a golf scramble invite.

He said yes.

That one yes turned into Rotary Club.Rotary turned into volunteer work.Then community boards. Then lunch invites. Then real relationships.

By the time most people noticed, he had built a network of hundreds.

But the real story started way before that.

High school.One new business teacher.One spark for economics.

That spark carried him through college.To a credit union job.To earning his CFP.

And eventually to launching Kinetic Wealth in 2023 with his wife by his side.

She runs client experience.He runs planning.

Together they’re building something different—A firm built around personalization, tax integration, and long-term impact.

They don’t measure success by AUM.
They measure it by outcomes.


In this episode, we covered:

🔹 How Skee built his client base from scratch in a city where he knew no one🔹 Why saying “yes” early gave him the right to say “no” later🔹 How his wife’s background as a nurse shaped the firm’s entire client experience🔹 The decision to leave a big firm and bet on their own vision🔹 Where Kinetic is headed over the next 10+ years


If you’re building a practice with zero leads, no list, and no brand.
Skee’s story is proof that community-first growth still works.

And that one yes can change everything.

Advisor Freedom
Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money. Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch. Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value.