Kevin Thompson, founder of 9I Capital Group, didn’t take the typical route into finance—and that’s exactly what makes his approach so refreshing. After a career in professional baseball, Kevin pivoted into wealth management with a mission to make content that’s not only educational but deeply human.

His video strategy blends mindset, psychology, ethics, and real conversations with clients—building trust one message at a time.

💡 3 Smart Moves from Kevin’s Content Playbook:

1. Growing Slowly Is Doing It Right
   Kevin doesn’t chase vanity metrics. He’s focused on building meaningful relationships, even if that means slower growth. The result? A loyal audience that trusts him.
2. Lead with Positivity and Purpose
   Numbers matter, but so does energy. Kevin’s videos speak to mindset and life goals—not just portfolios—positioning him as a trusted advisor and a whole-life strategist.
3. Just Ask Your Audience
   One of Kevin’s best moves is also the simplest: he asks his clients what they want to hear about. This direct approach leads to content that resonates, educates, and converts.

Financial advising isn’t just about returns—it’s about relationships. And Kevin’s showing how the right content can build both.

🔗 Resources & Links

Connect with Kevin Thompson

📍 9I Capital Group Website:
https://9icapitalgroup.com/

🔗 Kevin Thompson on LinkedIn:
https://www.linkedin.com/in/kevinthompson9i/

📺 Watch Kevin’s video content:
https://www.youtube.com/@9ICapitalGroup

Maura Shaftoe knows that when it comes to building a financial practice, connection is everything. Her success on LinkedIn isn’t about going viral—it’s about showing up with intention, clarity, and empathy. By leaning into short-form video, authentic messaging, and active engagement, Maura has created a digital presence that resonates with real people.

Here’s what’s working:

💡 3 Keys to Maura’s LinkedIn Strategy:

1. Keep Videos Short and Punchy
   Under 60 seconds, on purpose. Maura uses quick hits of wisdom to grab attention and make a lasting impact.
2. Lead with Authenticity
   Money is emotional. By being open and real on camera, Maura puts people at ease and earns their trust before the first conversation.
3. Engage Thoughtfully
   It’s not just about what you post. Maura actively supports other creators and joins meaningful conversations, increasing visibility and deepening connections.

For any advisor looking to use video to build trust and stand out, Maura’s approach is a masterclass in connection-first content.

🔗 Resources & Links

Connect with Maura Shaftoe

🔗 LinkedIn Profile:
https://www.linkedin.com/in/maura-shaftoe/

📍 Learn more about her work:
https://www.behavioralcashflow.ca/

What if your next 30 clients were already following you on LinkedIn? That’s the reality for Mando Sallavanti, CFP®, founder of Freedom Path Wealth. He transformed his online presence into a client-generating machine. With a smart, consistent approach and a deep understanding of his niche, Mando proves that social media isn’t just for brand awareness—it’s for real business growth.

Here’s how he did it:

💡 3 Keys to Mando’s Success on LinkedIn:

1. Commit to Consistency
   Growth came from showing up daily. Mando carved out time each day to post, comment, and connect—compounding his visibility and credibility.
2. Focus on Your Ideal Client
   He speaks directly to the fears, frustrations, and goals of his target audience. Relevance = results.
3. Lead with Authenticity
   His best-performing content? Personal stories and honest insights. Mando builds trust by keeping it real—and that’s what gets followers to convert.

Any advisor ready to build real relationships online can take a cue from Mando’s approach. It’s not about going viral—it’s about being valuable.

🔗 Resources & Links

Connect with Mando Sallavanti, CFP®

🔗 LinkedIn Profile:
https://www.linkedin.com/in/sallavanti/

📍 Learn more about Freedom Path Wealth / MassMutual:
https://greaterphiladelphia.massmutual.com/about-us/our-financial-services-representatives/armando-mando-sallavanti-iii