Making a Difference with Purpose-Driven Financial Advice with Derrick Kinney

In this episode of "Whiskey and WealthTech," host Alex Serman, Managing Director of Wealth and Institutional at First Rate, engages in a spirited conversation with financial advisor Derrick Kinney. The episode kicks off with a tasting of Teeling Irish Whiskey, setting the stage for a discussion on the intricacies of financial success and the role of generosity in wealth management.

 Derrick shares his journey from financial advisor to advocate for purpose-focused financial investing. He emphasizes the importance of debunking myths around money and empowering individuals to embrace financial abundance while making meaningful contributions to their communities.

 The conversation delves into trends in wealth management as well as misconceptions about AI's impact on the industry. Derrick stresses the significance of personal relationships in financial advising and highlights strategies for advisors to enhance client engagement and build lasting connections.

 Listen to the full podcast to hear Derrick Kinney’s financial insights, authenticity, and passion for wealth managers helping investors achieving financial success while making a difference in the world.