The Investipal podcast
A practice built around community.
With Derrick Kinney
Loads the YouTube player when selected.About this episode
Derrick Kinney shares how community engagement helped him grow his advisory practice. The conversation covers marketing, identifying ideal clients through relatable concerns, connecting emotionally across generations, showing value beyond portfolio management, linking financial success to purpose, and lessons from his entrepreneurial transitions.
Discussion themes
- Community engagement and marketing in practice growth.
- Identifying ideal clients through the concerns they relate to.
- Connecting emotionally with clients across generations.
- Communicating value beyond portfolio management and linking money to purpose.
- Lessons from Derrick’s entrepreneurial transitions.
These notes summarize the original episode description. They are not a transcript.