"Derrick, you far exceeded our expectations. Our advisors were challenged and motivated by your presentation on attracting the affluent. You gave a great presentation. When can we have you speak again?"

– Jack McDermott
President, LaSalle Street Securities





To go from an inherently financially minded youth, to launching a wildly successful financial planning and investment company, to current status as a #1 Amazon bestseller and national authority in the financial advising - happens with some history of Then and Now!

NOW     |     THEN


NOW

Derrick Kinney still retains a lucrative and loyal cache of Affluent Clients in his personal practice. This keeps his feet wet and his wallet full. But his passion and the main pillar of his career resides in his public speaking and authoring. As he puts the finishing touches on his next book (this time directed at the general public!) he gives dual time to reporting to major media outlets and giving public presentations at America's leading financial advising institutions.

He is recognized as one of the nation's leading authorities on helping financial professionals succeed with the affluent. He is the author of the #1 Amazon bestseller Attract Your Ideal Clients which has been named one of the Top 5 business books on CNN.com. The book achieved the prestigious status as the #1 Sales & Marketing book, #1 Personal Finance book and #1 Business & Investing book at the same time. Derrick's book has been hailed as a "marketing masterpiece" that should be required reading for every independent financial professional who wants to succeed with the affluent. See more on the NEWSROOM page.

Derrick has been hailed as a "marketing guru" by Investment Advisor Magazine and is interviewed regularly in national media including The Wall Street Journal, Forbes, Newsweek, Smart Money, Entrepreneur, Financial Advisor, CBS Marketwatch, Bloomberg Television and numerous newspapers across the country.

At each speaking engagement, Derrick's #1 goal is to add big value to your advisors and give them powerful and practical strategies they can implement Monday morning to grow their businesses. Attendees leave Derrick's presentations highly motivated to breakthrough to the next level. Derrick is a popular speaker for financial firms and small business conferences across the country.

THEN

From Derrick - Sept. 2006:
Ever since I was a kid, I enjoyed making and saving money. I remember one time I drew up a loan amortization chart and posted it on my closet door so if I loaned money out, I knew how much interest to charge! I also kept cash books where I recorded every expense. To this day, I can go back and see when I received my very first paycheck and how I spent it.

So…I had the makings of a financial advisor even as a youth. When I was in college I began to realize that most students didn't have a plan for how to best manage their money. As a result, I proposed the idea to the university that all students be required to take a personal finance course to give them the basics. My first job out of college was for a start-up software company. It was there that I learned the ins and outs of how a small business was run. Having a desire to follow my passion, I left that company and launched my financial planning and investment company.

That was 11 years ago. Time has flown by and includes my beautiful and blessed family of six, which is my #1 passion and joy. In my personal financial practice, we've helped hundreds of clients achieve their financial goals and we enjoy taking on new clients to this day. We are "retirement income specialists" helping clients about five years from retirement or already retired, create the retirement they've always dreamed about. During this time, I've been humbled by all the media attention we've received as I'm interviewed regularly in national media [listed above].

Because of the success we've had in working with clients, I wrote a book 2 years ago for financial professionals which became a #1 Amazon bestseller Attract Your Ideal Clients which has been named one of the Top 5 business books on CNN.com. The book achieved the prestigious status as the #1 Sales & Marketing book, #1 Personal Finance book and #1 Business & Investing book on Amazon.com at the same time.

I'm now busy at work on my next book…this time aimed at the general public!

I tremendously enjoy the opportunity to speak for financial firms and business conferences across the country.





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