Derrick Kinney advisor

Derrick Kinney

Financial advisor

Derrick Kinney is a best-selling book author, podcast host and financial advisor, known to many as the advisor to advisors.

He is a sought-after keynote speaker on how to attract more high net worth clients to grow advisory business. Learn more at SuccessforAdvisors.com.

Practice and client management

Want to grow your advisory firm? High touch trumps high tech every time

The latest tech can boost productivity, but growth-fueling referrals depend on human interactions that make clients feel safe, smart and valued.

By Derrick Kinney

June 12

TRENDING

Regulation and compliance

Morgan Stanley wins $10M clawback from advisor with checkered record

The arbitration award comes amid the industry's aggressive push to make sure departing wealth managers pay back money owed on recruiting loans.

By Dan Shaw

8h ago
Practice and client management

Older clients, newer services — why one RIA added an expert in aging

GYL Financial sees the services as a fiduciary duty to its customers alongside the industry's business incentives and compliance requirements.

By Tobias Salinger

July 9
Investment strategies

Bitcoin dip buyers pour $438 million into U.S. ETFs in two days

As a flood of supply drives prices lower, many investors are rushing in to buy the cryptocurrency at a discount.

By Sidhartha Shukla

July 9