Derek Kinney is the founder of the Good Money Framework and Success for Advisors, drawing from his experience as a Forbes top 1% advisor.

In this episode, Derek shares insights from his unconventional journey, including how community engagement helped him scale his advisory practice. We discuss effective marketing strategies, practical ways to identify your ideal client by focusing on relatable pain points, and how to bridge generational gaps by connecting emotionally with clients. We also explore how advisors can position their value beyond traditional portfolio management, the importance of tying financial success to purpose, and key lessons learned from Derek’s own entrepreneurial transitions.

Please enjoy our conversation with Derek Kinney.

https://www.successforadvisors.com/