Founder and CEO
9i Capital Group LLC
Kevin Thompson, CFP®, EA, RICP®, is the Founder and CEO of 9i Capital Group, a boutique registered investment advisory firm focused on tax-efficient financial planning and wealth management. With a strong emphasis on integrating tax strategy into investment decisions, Kevin helps retirees, business owners, and professionals make more informed financial choices. He is a recognized voice in the industry, frequently featured in national media outlets and host of the 9Innings Podcast. Kevin is known for delivering straightforward, practical insights that bridge the gap between complex financial concepts and real-world application.
This session explores how financial advisors can confidently introduce alternative assets—such as private equity, real estate, digital assets, collectibles, and specialized funds—to a broader range of clients. Panelists will discuss practical education strategies, clear communication frameworks, and compliance-friendly methods for explaining both upside potential and inherent risks. Advisors will learn how to set proper expectations, segment which clients may benefit most, and build trust by offering transparent, accessible guidance on this growing asset class.