Shows
Disruption Blueprint PodcastBuilding Your Team (Ep. 42)In this episode, Bobby White talks about how to be the CEO not the COO+ – How to structure your time and efficiently manage the right set of activities to build your dream team.
This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the...
2026-01-2815 minDisruption Blueprint PodcastCrush Everything (Ep. 43)In this episode, Bobby and Dom discuss how to apply Dom Raso’s Crush Everything philosophy around your actions, behaviors, and beliefs to grow your practice and serve your clients.
This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best version of y...
2026-01-2818 minDisruption Blueprint PodcastMindset is Everything (Ep. 38)In this episode, Bobby White and Dom Raso talk about the importance of mindset for financial advisors as a foundation for success and to take their practice to the next level.
This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best ver...
2026-01-2814 minDisruption Blueprint PodcastGet Comfortable Being Uncomfortable ft. Bobby White, Founder of RFG Advisory (Ep. 2)“Fear only will slow you down. Fear will only make you hesitate.”
Welcome to Disruption Blueprint, the podcast for independent financial advisors who want to crush everything and take their A-game to the next level. This episode is brought to you by RFG Advisory with your host Shannon Spotswood and Bobby White, Founder and CEO of RFG Advisory as guest. Bobby White is our fearless leader, devoted to helping advisors pursue their dreams and maximize the value of their independent practice.
“Finance had always been intriguing to me,” Bobby says. With 22+ years of industry experience as a fin...
2026-01-281h 02Disruption Blueprint PodcastGet 1% Better Every Day (Ep. 44)One Year Later on from their prescient conversation on Captiva Island in 2020, Bobby White and Dom Raso reunite for an invigorating, energetic live event from the RFG Podcast studio.
What does it mean to crush everything? It means to get 1% better every day, to have the will to fight, and to persevere in the face of hardship, and to have your mindset on your goals. The challenges that have plagued everyone over the past year have been apparent, but Bobby and Dom take a different approach. Strap in for this incredibly transformative conversation to set the stage...
2026-01-281h 12Disruption Blueprint PodcastHow To Be Prepared for the Industry’s Succession Crisis Ft. Rick Wedell, CIO at RFG Advisory (Ep. 16)Rick Wedell is Chief Investment Officer at RFG, and he’s back on Disruption Blueprint with Shannon Spotswood, President of RFG. Together they tackle one of the biggest challenges in the industry—how to be prepared for a succession crisis. They also identify widely held misconceptions about valuation, deal structures, and everything else in between for advisors that have a $50 – $300 million AUM practice.
Rick is Chief Investment Officer of RFG and oversees RFG’s in-house investment strategies at Bluemonte. Prior to joining us on our mission to build RFG 2.0, Rick spent 12 years at Bain Capital Partners where he craft...
2026-01-281h 11Disruption Blueprint PodcastDoing What It Takes (Ep. 41)In this episode, Bobby White and Dom Raso discuss the actions independent advisors must take in order to be successful, three, five, and ten years from now.
This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best version of yourself in bo...
2026-01-2812 minDisruption Blueprint PodcastWhat’s Holding You Back (Ep. 39)In this episode, Bobby White and Dom Raso discuss how fear is one of the biggest factors holding financial advisors back from reaching their full potential.
This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best version of yourself in both bu...
2026-01-2821 minDisruption Blueprint PodcastHow to Stay Motivated (Ep. 40)In this episode, Bobby White and Dom Raso discuss tactics to train your mind and body to begin a bullet-proof morning routine aligned with purpose.
This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best version of yourself in both business an...
2026-01-2816 minDisruption Blueprint PodcastTake the Seat on a Rocket Ship Ft. RFG Advisory CIO Rick Wedell (Ep. 9)“If someone offers you a seat on a rocket ship, you don’t ask questions. You just sit down and get to work”
This Disruption Blueprint episode featuring Rick Wedell Chief Investment Officer at RFG Advisory dives into topics on building the future, navigating the succession planning process, why he prefers video content above all else, and the big answer to why choose RFG.
“If anyone ever offers you a seat on the rocket ship, you don’t argue about whether or not it’s an aisle or a window, you just take the seat,” Rick says....
2026-01-2836 min
Meet the RIAMeet the RIA: RFG AdvisoryAbby Salameh, Chief Growth Officer at RFG Advisory, discusses the firm’s expanded StrongHer Money initiative, its leadership, and the drivers behind its advisors’ 13% organic growth. She also shares her perspective on the challenges and opportunities ahead for RIAs and what makes RFG’s model compelling for advisors considering their next chapter.
2025-12-0512 min
Game Film PodcastEP09 - Game Film: Lindsey Lewis on Redefining What's Possible in Financial Services | RFG AdvisoryAt RFG Advisory, we believe Advisors should have the freedom to own their future and the support to build a business that truly reflects their vision. That’s why we created the Game Film Podcast: to share stories from leaders who are challenging the status quo and redefining what’s possible in financial services.
In this episode, host Dr. Jordan Hutchison welcomes Lindsey Lewis, Managing Director at The American College of Financial Services and Chair of the Center for Women in Financial Services, for an energizing conversation that pushes our industry forward.
This episode serves as a playbook for anyone seek...
2025-10-0659 minGame Film PodcastEP09 - Game Film: Lindsey Lewis on Redefining What's Possible in Financial ServicesAt RFG Advisory, we believe Advisors should have the freedom to own their future and the support to build a business that truly reflects their vision. That’s why we created the Game Film Podcast: to share stories from leaders who are challenging the status quo and redefining what’s possible in financial services.
In this episode, host Dr. Jordan Hutchison welcomes Lindsey Lewis, Managing Director at The American College of Financial Services and Chair of the Center for Women in Financial Services, for an energizing conversation that pushes our industry forward.
This episode serves as a playbook for anyone seek...
2025-10-0259 minGame Film PodcastEP08 - Game Film: Katie Braden on the Power of Video for Financial Advisors -Advisor Video MarketingVideo isn’t the future; it’s right now. And if you’re not using it, you’re already behind.
Financial Advisors who embrace video can use it to stand out, build trust, and grow faster, yet many still hesitate to hit record. Katie Braden, CFP, Founder & Chief Video Officer at Advisor Video Marketing, joins Dr. Jordan Hutchison to break down why video is one of the most powerful tool Advisors have and how to start using it today.
Katie shares her journey from CFP to global speaker, why compliance isn’t actually your biggest obstacle, and how video can help nurtu...
2025-09-0442 minGame Film PodcastEP07 - Game Film: Where Modern Compliance Meets Results - Larry Shumbres on Building Archive Intel“Don't try to do everything. Don't try to micromanage everything. Hire people that you trust to get the job done.”
In this episode of the Game Film Podcast, Dr. Jordan Hutchison sits down with Larry Shumbres, Founder and CEO of Archive Intel, to talk about how compliance is being rewritten with AI, speed, and Advisor-first innovation. Larry shares his journey from IBM to Wall Street, through building and selling Totum Risk, and now scaling one of the fastest-growing surveillance and archiving platforms in fintech.
Larry breaks down how Archive Intel aims to help Advisors streamline workflows, slash false positives, and stay...
2025-08-0544 minGame Film PodcastEP06 - Game Film: Scaling Impact - Ben Cruikshank's Playbook for Advisor Innovation | RFG ADVISORYPlease reach out to your advisor or visit our website if you have any questions!
RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!
RFG Advisory
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
(205) 397-2450
https://www.rfgadvisory.com/
hello@rfgadvisory.com
Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an...
2025-07-0241 min
Game Film PodcastEP.05 Game Film Designing an Authentic Life With Justin Castelli | RFG ADVISORY"I never settled for the first answer. I wanted to know why." On this episode of Game Film, Dr. Jordan Hutchison sits down with Justin Castelli—a 20-year industry vet, life planner, and Financial Advisor—for a high-impact conversation about what it takes to build a life and business that actually means something. Justin opens up about the winding road that led him into financial services, why he walked away from the corporate playbook, and how the EVOKE life planning method helped him find his zone. From launching RO|LA Wealth (named after his sons) to rebranding as Santiago (a no...
2025-06-0455 minGame Film Podcast| RFG ADVISORY"I never settled for the first answer. I wanted to know why."
On this episode of Game Film, Dr. Jordan Hutchison sits down with Justin Castelli—a 20-year industry vet, life planner, and firm founder—for a high-impact conversation about what it takes to build a life and business that actually mean something.
Justin opens up about the winding road that led him into financial services, why he walked away from the corporate playbook, and how the EVOKE life planning method helped him find his zone. From launching RO|LA Wealth (named after his sons) to rebranding as Santiago (a nod...
2025-05-2456 minGame Film PodcastEp. 04: Mission to Modernize Estate Planning with Danny Lohrfink, wealth.com"Don’t make it perfect—get it out there. Because the process of perfection is iteration " In this episode of the Game Film Podcast, host Dr. Jordan Hutchison welcomes Danny Lohrfink, Co-Founder and Chief Product Officer of Wealth.com, to share how he’s shaking up estate planning process with cutting-edge innovation, bold design, and a relentless commitment to Advisor growth From his early days scooping ice cream to running strategy at Goldman Sachs and SoFi, Danny’s path is proof that grit and vision go hand-in-hand. Tune in to hear ho...
2025-05-0541 minGame Film PodcastGame Film Ep.3: Turning Tech into Time with YCharts CEO Sean Brown | RFG ADVISORY"I’ve never gotten in trouble with my wife for saying I love you too many times. And it's similar with clients.’" In this episode of the Game Film Podcast, host Dr. Jordan Hutchison sits down with Sean Brown, CEO of YCharts, for a conversation packed with grit, innovation, and a little Notre Dame pride. Sean shares how a surprise start as a software developer (he thought he was taking a financial analyst role!) turned into a 30-year journey at the intersection of finance and technology. Sean pulls back the curtain on how YCharts is aiming to help Independent Advi...
2025-04-0239 minGame Film PodcastEP: 02 Game Film Income Labs w/ Justin Fitzpatrick | RFG ADVISORYPlease reach out to your advisor or visit our website if you have any questions!
RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!
RFG Advisory
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
(205) 397-2450
https://www.rfgadvisory.com/
hello@rfgadvisory.com
Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an...
2025-03-2443 minGame Film PodcastThe Game Film Podcast with Dr. Jordan Hutchison | RFG ADVISORYGain an inside look at the careers of top Advisors and industry leaders, breaking down key moments, strategies, and decisions behind their success. Hosted by Jordan Hutchison, VP of Technology & Operations.
Please reach out to your advisor or visit our website if you have any questions!
RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!
...
2025-03-0700 min
Game Film PodcastMark Gilbert on Revolutionizing Advisor Efficiency with AI"When you're focusing, that means you're ignoring other things. And that's probably the hardest part of leadership, is to just let certain things go knowing that you’ve made a bet on what matters most.”Mark Gilbert isn’t just talking about innovation—he’s living it.In the debut episode of Game Film, host Dr. Jordan Hutchison sits down with the Founder and CEO of Zocks to uncover the transformative potential of AI in financial services. From his days at Microsoft to launching a cutting-edge platform that’s changing how...
2025-03-0538 minGame Film PodcastEP126 | RFG ADVISORYWelcome to Game Film with Dr. J, where we share some of the most valuable lessons for advisors from real client experiences and business decisions.
In this episode, Dr. Jordan Hutchison, Vice President of Technology at RFG, welcomes Kelly Klingaman, CFP, RLP, founder of Kelly Klingaman Financial Planning, to an episode of Game Film with Dr. J where Kelly shares her journey into the industry and emphasizes the importance of being present for clients and addressing their emotional needs. She discusses specific examples of helping clients with car purchases and home buying decisions. Kelly also talks about the value of...
2024-11-201h 07Game Film PodcastGame Film EP02 UNLEASHING GROWTH POTENTIAL: SHANNON SPOTSWOOD’S BLUEPRINT FOR SUCCESSDr. Jordan A. Hutchison is the Vice President of Technology at RFG Advisory. His executive leadership expertise in WealthTech, human behavior, and financial planning strategy provide him with the ability to help financial professionals live extraordinary lives. He uses his deep understanding of financial advisors, practice management, and the wealth management business cycle to apply the proper needs to run a successful financial planning firm.
Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management and business development. At RFG Advisory, Shannon oversees all...
2024-11-2035 minGame Film PodcastGame FIlm EP04 Transforming Finance Through Data-Driven Organic Growth | ft. Tom RiemanPlease reach out to your advisor or visit our website if you have any questions!
RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!
RFG Advisory
1400 Urban Center Drive, Suite 475
Vestavia Hills, AL 35242
(205) 397-2450
https://www.rfgadvisory.com/
hello@rfgadvisory.com
Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an...
2024-11-2038 min
Billion Dollar Backstory69: Rewind | Portfolio Manager of $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity | Why Your Personal Brand is an AssetImagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high-powered hedge fund manager for a double-digit billion specialist hedge fund.Now, imagine what it would take to give that up. Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off. Shannon is one of the only people I know to go from one side of the table...
2024-09-181h 11Billion Dollar Backstory48: $4B RIA Platform Chief Behavioral Officer Brendan Frazier of RFG Advisory on the Power of People First | How Listening More Will Get You More Meetings | Why Salespeople Need to Drive Toward NoMost boutique firms strive to raise more funds and stay ahead of market trends. But they lack one key ingredient that the bigs have in their back pockets– behavioral finance expertise. Today, Brendan Frazier, Chief Behavioral Officer of the $4B RIA platform RFG Advisory, is here to level the playing field. Listen in as he and Stacy discuss: The unique challenges boutiques face when raising capital How to tap into the human psyche to raise more funds and land more meetingsA behavioral finance deep dive: why certain sales tactics hit differe...
2024-07-031h 05
The Daily Snapshot - IBMRFG Advisory Boosts Stake in IBM as Nvidia Misses Interbrand's Top 100RFG Advisory LLC has expanded its investments in International Business Movies Co. Meanwhile, Nvidia remains inconspicuous in its branding efforts and has not made it into the top 100 of the Interbrand survey, despite being a company valued in the trillion-dollar range.
2024-06-2406 min
Resilient Advisor PodcastShannon Spotswood of RFG Advisory on RIA StoriesAdvisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with Jay Coulter. Download the Resilient Advisor RIA Due Diligence Guide: http://riastories.com
2024-06-201h 07
Ghost WrapGhost Wrap #69 (KAL Group | AB InBev | Redefine | RFG Holdings | Calgro M3)Ghost Wrap is your regular update on the most interesting company news in the South African market.
In just a few minutes, you can get the latest news and my views on KAL Group, AB InBev, Redefine, RFG Holdings and Calgro M3.
The Ghost Wrap podcast is proudly brought to you by Mazars, a leading international audit, tax and advisory firm with a national footprint within South Africa. Visit the Mazars website for more information.
2024-05-1004 minGame Film PodcastGame Film EP03 WHY YOUR ZOOM CALLS MATTER WITH LIZ DYKES | RFG ADVISORYLiz Dykes is a strategist and coach, pulling insights from her background in market research, financial services, and coaching. Known for her nuanced approach to helping people find clarity amid life’s complexities, Liz focuses on actionable wisdom for both personal and professional growth.
Why do people connect with Liz? It’s her ability to offer grounded advice that helps you bend, not break, in a world of constant change. Liz provides a different perspective—one that broadens your view and empowers you to make informed decisions. And in a world buzzing about artificial intelligence, Liz offers simple, effective ways it can...
2023-12-0536 minBillion Dollar Backstory19: Portfolio Manager for $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity | Why Your Personal Brand is an AssetImagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high powered hedge fund manager for a double-digit billion specialist hedge fund.Now, imagine what it would take to give that up. Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off. Shannon is one of the only people I know to go from one side of the...
2023-09-271h 12
WealthTech TodayEp. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG AdvisoryThe post Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory appeared first on and was written by Craig Iskowitz.
“And so the decision was made of what if you could start over what if you could have a clean foundation, and you could very thoughtfully construct this this platform where you put And advisor independence at the core and the nucleus. Drive all of the services and all of the experiences for advisors with […]
The post Ep. 197: Unleashing Potential: A Next-Gen Advisor Platform with Shannon Spotswood, RFG Advisory appeared first on and...
2023-08-1000 min
CiTR -- Exploding Head MoviesXHM #651 - "Treacherous anniversary grapes" [RFG 12 + XHM 174] (2023 June 05)For CITR's 85th anniversary, as I have taken up 18% of your Monday early evenings over that lifespan, this episode is an awkward Venn diagram of two episodes (2008 & 2013) that attempted profiles on one of my favourite film scores -- 1973's Black Belt Jones -- as both times, you can witness that raw campus radio vibe as inexperience battles then subsequent technical flaws. One day, I will do Jones right.
Advisory: any product, service or event cited has long since expired.
Original episodes: https://www.citr.ca/radio/radio-free-gak/episode/20080331/ & https://www.citr.ca/radio/exploding-head-movies/episode/20130708/
1. Dennis Coffey & Luchi de Jesus...
2023-06-0600 min
CiTR -- Exploding Head MoviesXHM #651 - "Treacherous anniversary grapes" [RFG 12 + XHM 174] (2023 June 05)For CITR's 85th anniversary, as I have taken up 18% of your Monday early evenings over that lifespan, this episode is an awkward Venn diagram of two episodes (2008 & 2013) that attempted profiles on one of my favourite film scores -- 1973's Black Belt Jones -- as both times, you can witness that raw campus radio vibe as inexperience battles then subsequent technical flaws. One day, I will do Jones right. Advisory: any product, service or event cited has long since expired. Original episodes: https://www.citr.ca/radio/radio-free-gak/episode/20080331/ & https://www.citr.ca/radio/exploding-head-movies/episode/20130708/ 1. Dennis Coffey & Luchi de Jesus...
2023-06-062h 01
Inner IntellectSeason 2: Episode 8: "Victory Speech"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".
2023-04-2708 minInner IntellectSeason 2: Episode 7: "Open Swim"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".
2023-04-2003 minInner IntellectSeason 2: Episode 6: "Hurricane"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".
2023-04-1303 minInner IntellectSeason 2: Episode 5: "BurrBerry"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".
2023-04-0603 minInner IntellectSeason 2: Episode 4: "R.N.S"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".
2023-03-3003 minInner IntellectSeason 2: Episode 3: "Pathfinder"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".
2023-03-2304 minInner IntellectSeason 2: Episode 2: "Wait, Play, Fall"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".
2023-03-1604 minInner IntellectSeason 2: Episode 1: "Season Opener"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".
2023-03-0906 min
Disruption Blueprint PodcastHow To Be Prepared for the Industry’s Succession Crisis Ft. Rick Wedell, CIO at RFG Advisory (Ep. 16)Rick Wedell is Chief Investment Officer at RFG, and he’s back on Disruption Blueprint with Shannon Spotswood, President of RFG. Together they tackle one of the biggest challenges in the industry—how to be prepared for a succession crisis. They also identify widely held misconceptions about valuation, deal structures, and everything else in between for advisors … Read More Read More
2023-01-261h 11Disruption Blueprint PodcastTake the Seat on a Rocket Ship Ft. RFG Advisory CIO Rick Wedell (Ep. 9)“If someone offers you a seat on a rocket ship, you don’t ask questions. You just sit down and get to work” This Disruption Blueprint episode featuring Rick Wedell Chief Investment Officer at RFG Advisory dives into topics on building the future, navigating the succession planning process, why he prefers video content above all else, … Read More Read More
2023-01-2436 minDisruption Blueprint PodcastGet Comfortable Being Uncomfortable ft. Bobby White, Founder of RFG Advisory (Ep. 2)“Fear only will slow you down. Fear will only make you hesitate.” Welcome to Disruption Blueprint, the podcast for independent financial advisors who want to crush everything and take their A-game to the next level. This episode is brought to you by RFG Advisory with your host Shannon Spotswood and Bobby White, Founder and CEO … Read More Read More
2023-01-171h 02Inner IntellectSeason 1: Episode 14: "For U"For the final episode of season 1, Intellect breaks down track 14 off his album "Intellectual Ignorance" his song "For U".
2022-12-2003 min
Next Podcast: The Wealth Management Firm of the FutureNEXT Podcast: RFG’s Shannon Spotswood on Why Bear Markets are a Bull Market for AdviceWhile equity markets have declined significantly in 2022 and inflation has spiked, the need for financial advice has never been greater — and the profession has never been more accessible.
In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Shannon Spotswood, President of RFG Advisory, about strategies for growth-oriented advisors to connect with new clients in what could be a once-in-a-lifetime market opportunity.
Mark and Shannon discuss:
What is fueling demand and need for professional financial advice
How advisors can leverage technology to market to a broader base of clients and p...
2022-12-1525 minInner IntellectSeason 1: Episode 13: "Tina Wanna Be Like Mommy"Intellect breaks down track 13 off his album "Intellectual Ignorance" his song "Tina Wanna Be Like Mommy"
2022-12-1301 minInner IntellectSeason 1: Episode 12: "Luv The Way"Intellect breaks down track 12 off his album "Intellectual Ignorance" his song "Luv The Way"
2022-12-0601 minInner IntellectSeason 1: Episode 11: "Can't Relate"Intellect breaks down track 11 off his album "Intellectual Ignorance" his song "Can't Relate"
2022-11-2900 minInner IntellectSeason 1: Episode 10: "Addictions"Intellect breaks down track 10 off his album "Intellectual Ignorance" his song "Addictions"
2022-11-2201 minInner IntellectSeason 1: Episode 9: "Drunk Confessional"Intellect breaks down track 9 off his album "Intellectual Ignorance" his song "Drunk Confessional"
2022-11-1501 minInner IntellectSeason 1: Episode 8: "Father's Day"Intellect breaks down track 8 off his album "Intellectual Ignorance" his song "Father's Day"
2022-11-0801 min
The Wisdom, Lifestyle, Money, ShowFamily Plumbing Legacy: Ryan Giles on Building RFG & Investor TipsIn this episode of the Wisdom Lifestyle Money Show, host Scott Dillingham chats with Ryan Giles, owner of RFG Plumbing and Electrical in Essex, Ontario. Ryan shares his journey growing up in a family of plumbers, starting from childhood helping his dad and uncle on jobsites. As a fourth-generation plumber, he discusses how early exposure to the trade built his work ethic and problem-solving skills. Life lessons like perseverance—never giving up when success is just seconds away—and thinking through challenges have shaped his approach to both plumbing and business. He draws parallels to the book "Three Feet from...
2022-11-0220 min
The Wisdom, Lifestyle, Money, ShowBusiness Success Tips With RFG PlumbingSend us a text In this episode, Ryan Giles of RFG Plumbing shares his journey from a fourth-generation plumber to successful business owner, while offering valuable insights for both real estate investors and entrepreneurs.Key Timestamps:[0:00] Family Legacy- Fourth-generation plumber- Early exposure to trade- Family business roots[4:30] Business Evolution- RFG Plumbing founding story- Brand name development- Expansion into electrical[8:45] Marketing Success- Company branding strategy- Rogers commercial feature- Community engagement[12:30] Investor...
2022-11-0220 minInner IntellectSeason 1: Episode 7: "The Code"Intellect breaks down track 7 off his album "Intellectual Ignorance" his song "The Code"
2022-11-0101 minInner IntellectSeason 1: Episode 6: "Jodeci Forever"Intellect breaks down track 6 off "Intellectual Ignorance" his song "Jodeci Forever"
2022-10-2501 minInner IntellectSeason 1: Episode 5: "Link Up"Intellect breaks down track 5 off his album "Intellectual Ignorance" his song "Link Up"
2022-10-1801 minInner IntellectSeason 1: Episode 4: My VeinsIntellect breaks down track 4 on his album "Intellectual Ignorance" his song "My Veins"
2022-10-1101 minInner IntellectSeason 1: Episode 3: "Get Right"Intellect breaks down track 3 off "Intellectual Ignorance" his song "Get Right"
2022-10-0401 minInner IntellectSeason 1: Episode 2: "Over"Intellect breaks down track 2 from "Intellectual Ignorance" his song "Over"
2022-09-2702 min
Inner IntellectSeason 1: Episode 1 - "Know U"Intellect breaks down the intro to his album "Intellectual Ignorance" which is "Know U"
2022-09-2001 min
War Room HuddleEP 19: The Truth About Being an Independent Financial Advisor ft. Steve Spaeth, CFP®We’re back with another episode of War Room Huddle! Today, we are joined by Steve Spaeth, CFP®, Founder and CEO of River Oak Asset Advisory out of Cincinnati, OH. Steve recently marked his one-year anniversary of going independent after leaving a billion-dollar self-built business in the wirehouse channel. Reflecting on his more than 28 years in wealth management, Steve notes that while he had success and partners who supported his growth, ultimately the wirehouse model had limitations. His decision to go independent in 2021 was based largely on his interest in deepening client relationships and optimizing his business mode...
2022-08-3030 min
Estimate Mastery, The PodcastEpisode 2 - The DMO vs RFG Debate!Alena and Josiah go through the what is up with the DMO vs RFG debate that has been ongoing for years. We talk about what Verisk has said when discussing this particular topic.
2022-07-2924 minWar Room HuddleEP 18: Becoming Your Own Personal Legend Ft. Jody Bluitt, Wealth Advisor at WFA- Plan Invest InspireWelcome back to another episode of War Room Huddle! Today, we are joined by Jody Bluitt, Wealth Advisor at WFA in Shreveport, Louisiana. Recently, Jody's leadership earned him the honor of being named a finalist for the ThinkAdvisor LUMINARIES Class of 2022 in the category of Community Service and the advisory board of the Shreveport-Bossier African American Chamber of Commerce. In today's special episode, RFG President Shannon Spotswood and Jody discuss what it means to make the climb to take your career and life to different altitudes. They talk about the importance of "owning it to the best o...
2022-06-2836 min
Become a Warrior AdvisorEP 10 Become Obsessed with Change with Bobby White, CEO of RFG Advisory and Navy SEAL Dom RasoWelcome back to another episode of Become a Warrior Advisor! A podcast that seeks to provide turnkey solutions, analyzing actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruption. In this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, change, changing the generic way of thinking, and more. Through a customized curriculum, meant to stimulate critical thinking and quickly adapt to a new future, this podcast truly aspires to inspire and empower a new breed of advisor.Bobby tells us th...
2022-06-2447 minWar Room HuddleEP 17 Become Obsessed with Change with Bobby White, CEO of RFG Advisory and Navy SEAL Dom RasoWelcome back to another episode of Become a Warrior Advisor! A podcast that seeks to provide turnkey solutions, analyzing actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruption. In this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, change, changing the generic way of thinking, and more. Through a customized curriculum, meant to stimulate critical thinking and quickly adapt to a new future, this podcast truly aspires to inspire and empower a new breed of advisor.Bobby tells us th...
2022-06-2447 minWar Room HuddleEP 16 Executing a Clearly Defined Mission of Resiliency Ft. Eddie Gallagher, Retired United States Navy SEALWelcome back to another episode of Become a Warrior Advisor! A podcast that seeks to provide turnkey solutions, analyzing actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruptionIn this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, change, changing the generic way of thinking, and more. Through a customized curriculum, meant to stimulate critical thinking and quickly adapt to a new future, this podcast truly aspires to inspire and empower a new breed of advisors.All of the...
2022-05-2633 minWar Room HuddleEp. 15 How to be Prepared for the Industry’s Succession Crisis Ft. Rick Wedell, CIO at RFG AdvisoryRick Wedell Is Chief Investment Officer at RFG, and he’s back in War Room Huddle with Shannon Spotswood, President of RFG. Together they tackle one of the biggest challenges in the industry—how to be prepared for a succession crisis. They also identify widely held misconceptions about valuation, deal structures, and everything else in between for advisors that have a $50 - $300 million AUM practice.Rick is Chief Investment Officer of RFG and oversees RFG’s in-house investment strategies at Bluemonte. Prior to joining us on our mission to build RFG 2.0, Rick spent 12 years at Bain Capital Partne...
2022-04-281h 09War Room HuddleEp. 14 The Ultimate Balance: Optimizing Your Time to Do What You Love ft. Ethan Campbell, Owner & Financial Advisor at Stones River Wealth ManagementWelcome Ethan Campbell to this episode of War Room Huddle! Ethan is Owner & Financial Advisor at Stones River Wealth Management, a financial planning practice that helps clients grow their assets, mitigate risk, create a lifelong plan, and be confident about their financial future.Ethan is a 2012 graduate of Middle Tennessee State University with a bachelor’s degree in Finance. Prior to founding Stones River Wealth Management, Ethan was a wealth advisor with Edward Jones. Ethan is a 31-year-old entrepreneur and successful industry leader who is building a rapidly evolving practice. He digs deep into how he is ta...
2022-04-1457 minWar Room HuddleEp. 13 A Honey Hole for Advisors Working with Business Owners Before They Sell ft. Zane Tarence, Managing Director at Founders AdvisorsWelcome Zane Tarence to this episode of War Room Huddle! Zane is a managing director at Founders Advisors, a middle market boutique investment bank headquartered here in Birmingham, Alabama. As a boutique investment bank, they aren’t trying to be everything for all people. Zane helps run the technology practice for Founders Advisors, and he sits at the tip of the spear in this vertical.The differentiator for Zane is that in addition to being an investment banker, he is also a serial entrepreneur. He’s built a couple companies on his own, sold several companies, and is a...
2022-03-2958 minWar Room HuddleEp. 12 How to Build a High-Performing Team ft. Matt Hottle, Co-Founder of Redhawk AdvisoryWelcome Matt Hottle to this episode of WRH. Matt Hottle is the Co-Founder of Redhawk Advisory, and Managing Partner of the Alabama Futures Fund, an early stage VC fund that is driving entrepreneurialism and economic development right here in the state of Alabama.Matt has held several operating positions where he was deep in the trench in a lot of different industries, building high performing teams, and even coached Shannon Spotswood, President at RFG Advisory.Matt is a fountain of information in this episode. If you don't have a team of people who thrive at...
2022-02-111h 10War Room HuddleEp. 11 When Two Worlds Collide ft. Nate Reynolds, Financial Advisor at the Billings Group“It was very challenging, but the energy and the drive and the passion you felt there from both Bobby and Dom and the other guys there was just incredible.”Challenge yourself and change how you communicate with clients. After a background in the U.S. Army, Nate Reynolds dove headfirst into working with his father-in-law as a Financial Advisor at Billings Group.It’s been eye-opening to hear from the Billings Group in their individual War Room Huddle episodes, Ep. 9 with Lance Billings, and Ep. 10 Ft. Josh Kilsch as Lance is father-in-law to both Nate and Jos...
2021-12-1536 minWar Room HuddleEp. 10 Changing How You Communicate with Clients ft. Josh Kilsch, Financial Advisor at Billings GroupThis War Room Huddle episode with guest Josh Kilsch, Financial Advisor at the Billings Group, dives into why succession planning is a necessity, how to build your practice for the future, and how to take ownership of your life no matter what path you’re on. From a very young age, Josh was called to the importance of communication and compassion, the importance of being present with skills that serve him well as an advisor. He is someone who can listen to a client’s story and understand their goals.“There's so much that is detailed to a clie...
2021-12-0832 minWar Room HuddleEp. 9 Be Intentional About Growing Your Practice ft. Lance Billings, Founder & Financial Advisor at The Billings GroupThis War Room Huddle episode features Lance Billings, Founder and Financial Advisor at Billings Group, who so powerfully weaves community, the love of his hometown, and his faith into building his business.Salina, Kansas is home, it’s work, it’s family, it’s the center of everything Lance holds dear. Lance was born and raised in Salina. He raised his family there, started a business there, runs a business there, and will eventually pass the business on to family there. The Billings Group isn’t solely a wealth management firm; it’s a family-run business with deep commun...
2021-11-1934 minWar Room HuddleEp. 8 Take a Seat on the Rocket Ship ft. Rick Wedell, CIO of RFG AdvisoryThis War Room Huddle episode featuring Rick Wedell Chief Investment Officer at RFG Advisory dives into topics on building the future, navigating the succession planning process, why he prefers video content above all else, and the big answer to why choose RFG?“If anyone ever offers you a seat on the rocket ship, you don't argue about whether or not it's an aisle or a window, you just take the seat,” Rick says.Rick is a veteran investor and brings institutional street cred to RFG and its advisors as the Chief Investment Officer. He holds degr...
2021-11-1036 minWar Room HuddleEp. 7 The True Impact of "The Golden Rule" ft. Mark Green, CEO, Founder, President of GFG Wealth AdvisorsThis War Room Huddle episode with guest Mark Green, CEO, Founder, and President at GFG Wealth Advisors, will leave you fired up and ready to take on the world. Based in College Station, Texas, Mark very intentionally made the decision to become independent.“I was scared to make the move just like anybody else was,” Mark says. “I was worried about my clients making the transition.” But ultimately it boiled down to one big reason. “RFG just fit in.”After feeling restless with the decisions the CEOs were making, Mark chose to go independent with RFG Advisory...
2021-09-0338 minBecome a Warrior AdvisorEP 8: Just Show UpIn their element, at Dynamis Alliance HQ, Bobby White, RFG Advisory Founder and CEO, and Dom Raso, former Navy Seal Team 6 Warrior and Founder of Dynamis Alliance, sit down to talk about what it means to show up. This impactful episode is all about pushing through fear and how programming your mind can help you take the leap that you need to build value for yourself, your family, and for your business.You won't want to miss this episode of Become A Warrior.Be sure to check our the entire series on Apple Podcasts, Google...
2021-08-1126 minWar Room HuddleEp. 6 Finding the Other Side of Fear ft. Chris Cipolla, CFP®, CDFA®, Wealth Advisor at RFG Advisory"Education is KEY to changing your own trajectory"This War Room Huddle episode with guest Chris Cipolla, CFP®, CDFA®, and Wealth Advisor at RFG Advisory will leave you so pumped up you'll feel ready to crush anything. She is a co-conspirator and creator of StrongHer Money, along with RFG President and host of War Room Huddle, Shannon Spotswood, where they help women live financially fearless. Chris is a mother, she is an advisor, and she is immensely talented. Chris starts the episode by taking us back a few chapters to discover more about her story.“At t...
2021-08-0527 minWar Room HuddleEp. 5 Faith and Professional Life, Together ft. Mark Dutram, CPWA®, CFP®, AEP®, President of BayView Private Wealth"Wealth Management is not about the assets. It's about what we can empower people to do with their assets."This week on the War Room Huddle podcast, Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Mark's diverse background in finance has given him a broad view of the financial service industryBayView is a boutique financial planning office that has the distinct ability to leverage inn...
2021-08-0330 minWar Room HuddleEp. 4 Thinking About the Future ft. Dany Martin, MBA and Chase Crump, CFP® of WFA“Success is going to be built off of the things that you put into it.”This week we are psyched to have two WFA Partners and Wealth Advisors on the War Room Huddle podcast: Chase Crump, CFP®, and Dany L. Martin, MBA. You might recall Dany L. Martin, MBA from War Room Huddle Episode 2 and Chase Crump, CFP® on Episode 3.WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience. We shake things up in this episode and flip a few chapters back to discuss the history of WFA, thoughtful and intenti...
2021-08-0254 minWar Room HuddleEp. 3 Setting Intentions and Channeling the Competitive Spirit ft. Chase Crump, CFP®, Partner & Wealth Advisor at WFA“Life is bigger than just what we do."Thanks for joining us in the War Room Huddle studio to welcome Chase Crump, CFP®, Partner and Wealth Advisor at WFA. Chase is a heart forward advisor who brings a tremendous amount of authenticity to the profession. Chase is a champion of caring; he cares about how people feel and carries a tremendous amount of empathy for others. He has a way of uplifting his spirit to set his mind in the right place every single day.As we shared in the last War Room Huddle episode wit...
2021-08-0137 minWar Room HuddleEp. 2 Focusing On Tech, Community, & What Matters Most ft. Dany Martin, MBA, Partner & Wealth Advisor at WFA“Feed your mind, feed your soul, just always be open to learning new things.”Today we’d like to welcome Dany L. Martin, MBA, Partner and Wealth Advisor at WFA, to this episode of War Room Huddle. Dany is social media savvy, community driven, and has a keep moving forward attitude that makes him an innovator in our industry. “Feed your mind, feed your soul, just always be open to learning new things,” Dany says.Most recently, Dany was named to InvestmentNews' 40 Under 40 Class of 2021, which is an enormous accomplishment coming from a pool of over 600 c...
2021-07-3145 minWar Room HuddleEp. 1 Get Comfortable Being Uncomfortable ft. Bobby White, Founder of RFG Advisory“Fear only will slow you down. Fear will only make you hesitate.”Welcome to War Room Huddle, the podcast for independent financial advisors who want to crush everything and take their A-game to the next level. This episode is brought to you by RFG Advisory with your host Shannon Spotswood and Bobby White, Founder and CEO of RFG Advisory as guest. Bobby White is our fearless leader, devoted to helping advisors pursue their dreams and maximize the value of their independent practice.“Finance had always been intriguing to me,” Bobby says. With 22+ years of industry experien...
2021-07-291h 02
Le Podcast de l'émission IQSOG - Fenêtres Ouvertes sur la Gestion (RFG)Les auteurs les plus consultés de la RFG -- Eric Lamarque, IAE de Paris Sorbonne Business School, IAE FranceLes auteurs les plus consultés de la RFG -- Eric Lamarque, IAE de Paris Sorbonne Business School, IAE France
2021-07-1706 minBecome a Warrior AdvisorEP 7: Get 1% Better Every DayOne Year Later on from their prescient conversation on Captiva Island in 2020, Bobby White and Dom Raso reunite for an invigorating, energetic live event from the RFG Podcast studio. What does it mean to crush everything? It means to get 1% better every day, to have the will to fight, and to persevere in the face of hardship, and to have your mindset on your goals. The challenges that have plagued everyone over the past year have been apparent, but Bobby and Dom take a different approach. Strap in for this incredibly transformative conversation to set the stage...
2021-02-241h 08
Radio Free GalaxyRFG Clip #2: Talking Ham And Thinking Each Other Is Gross...Here is an outtake that got excluded from Episode 24: Krampus And Ham - The 1st Annual RFG Christmas Special! It picks up in the middle of us talking about ham, vodka, pineapple, and calling each other gross.
2020-12-2702 minBecome a Warrior AdvisorEP 6: Crush EverythingIn this episode, Bobby and Dom discuss how to apply Dom Raso’s Crush Everything philosophy around your actions, behaviors, and beliefs to grow your practice and serve your clients.At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a ne...
2020-12-1016 minBecome a Warrior AdvisorEP 5: Building Your TeamIn this episode, Bobby White talks about how to be the CEO not the COO+ – How to structure your time and efficiently manage the right set of activities to build your dream team.At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire a...
2020-12-0213 minBecome a Warrior AdvisorEP 4: Doing What It TakesIn this episode, Bobby White and Dom Raso discuss the actions independent advisors must take in order to be successful, three, five, and ten years from now.At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation’s leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of a...
2020-11-2409 min