“We took our young talent, matched it up with the seniors and that system has been working really well ever since.” (05:11–05:41) “I started it so young, I could risk, I had a lot of time and I had a lot of time to make small incremental investments.” (13:06) “You can risk two things in our world, in this world. You can risk time and you can risk money. And because I started it so young, I could risk, I had a lot of time and I had a lot of time to make small incremental investments.” (12:39) "Our mission is to build one of the great firms in the US, with our location up and down the Midwest. And in order to do that, you got to find a wonderful, smart, and you know, people who care about their clients first." 28:46 Kent Skornia launched Krilogy in January 2009 with a $20M book, a junior planner and an assistant, betting on people, culture and a planning‑first platform amid the crisis. He built the firm by recruiting and coaching advisors, adding in‑house expertise (tax, estate, investments, ops), and reinvesting in a team‑centric platform. Krilogy now manages billions across multiple offices. Kent’s lesson: start young, take calculated risks, delegate, and scale without losing culture. ------------------ Advisor Freedom is the podcast for financial advisors who want to learn what it really takes to build a thriving advisory career & what wealthy clients are actually doing with their money. Hosted by Conner Young, who launched his own independent RIA firm in 2021, the show shares real stories from advisors who’ve broken away, built their books from scratch, and refined their client service models through experience. Each episode dives into how advisors got started, how they attracted their first clients, the systems they use today, and the best practices that help them grow. We also open the doors to the other side of the table: interviewing high-net-worth investors, family offices, and entrepreneurs about the investments they love, the strategies they use, and the legacy they’re trying to build. Whether you're just launching your RIA, growing your practice, or exploring new ways to create generational impact, Advisor Freedom is your behind-the-scenes guide to building a business and a life of lasting value. ------------------ Krilogy Financial, LLC (Krilogy) is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor. Registration with the SEC should not be considered an express or implied approval of Krilogy by the SEC. Krilogy does not provide tax and legal advice. Tax services are provided under separate engagement with Krilogy Tax Services, LLC, a separate but affiliated entity to Krilogy. KEP Law, LLC d/b/a Krilogy® Law is an independent law firm affiliated with Krilogy® through common ownership. Legal services are provided under separate engagement through KEP Law, LLC d/b/a Krilogy Law, an independently owned law firm affiliated by common ownership, servicing both Krilogy and non-Krilogy clients. The choice of a lawyer is an important decision and should not be solely based upon advertisement. All expressions of opinion are subject to change. This information is distributed for educational purposes only, and it is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products, or services. Investments involve risk and unless otherwise stated, are not guaranteed. Investors should understand the risks involved of owning investments, including interest rate risk, credit risk and market risk. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategies discussed herein.
