From Legacy to Innovation: Navigating the Shifts in Financial Advisory

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.

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