RFG Advisory - Podcast Details

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The Human Side of Money137: A 4-Step Framework To Guide Anxious Clients Through Uncertain MarketsThe conversations you have with clients during uncertain markets are the most important you’ll ever have. Helping them safely and confidently navigate times like these is likely the single most important thing you’ll ever do… If you know how to do it! In this episode, Brendan walks through a 4-step framework to equip you with everything you need to confidently guide your clients through uncertain markets You’ll Learn: The critical mindset shift you must make before these conversations What goes on inside the mind of your clients when the...2025-04-2949 min

The Human Side of Money136: A 4-Step Framework To Guide Anxious Clients Through Uncertain MarketsThe conversations you have with clients during uncertain markets are the most important you’ll ever have. Helping them safely and confidently navigate times like these is likely the single most important thing you’ll ever do… If you know how to do it! In this episode, Brendan walks through a 4-step framework to equip you with everything you need to confidently guide your clients through uncertain markets You’ll Learn: The critical mindset shift you must make before these conversations What goes on inside the mind of your clients when the...2025-04-0950 min

The Human Side of Money129: The Best Ideas and Insights from 2024The Human Side of Money in 2024: Released 24 episodes Delivered 1,933 minutes of content on the human side of advice Inside those 24 episodes and 1,933 minutes lie countless ideas, insights, and nuggets that will do two things: Enhance and enrich your clients’ lives and forever change the trajectory of your business and career. But, there were certain ideas inside each episode and conversation that delivered more impact than others. Certain insights and nuggets that move the needle a little bit further. In this episode, I go back through each conversation from 2024 and extract the most impactful ideas and insights advisors need to know. *To...2024-12-311h 15

Disruption Blueprint PodcastUnderstanding Industry Disruption and Innovation in Financial Services with Rohit Mahna (Ep. 58)What does it take for Financial Advisors to thrive? In this episode of The Disruption Blueprint Podcast, Shannon Spotswood delves into the world of financial services with Rohit Mahna, Head of Client Growth at Fidelity Institutional Wealth Management Services. They discuss the critical elements of disruption, innovation, and forward-thinking strategies necessary for navigating the complexities of the advisory landscape. Join Shannon and Rohit as they explore: (00:01:56) The surprising continuity of financial services discussions (00:04:15) The accelerating pace of industry change and its implications (00:09:18) Perspectives on improving client engagement and experience (00:15:05) Transformation frameworks for future-proofing financial a...2024-12-0245 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 11

Dear Rochester, Retire WellProfiting From Probate: A Deep Dive Into Probate Leads Podcast with Connor Boyd: Unlocking Probate Real Estate Opportunities | NYSProbateLeads.com In this episode, we sit down with Connor Boyd, the founder of NYSProbateLeads.com, to explore the often-overlooked world of probate real estate. Connor shares his journey, insights, and strategies for finding and capitalizing on probate properties in New York State. Learn how NYSProbateLeads.com can give real estate investors a competitive edge by providing access to exclusive probate property leads. Whether you’re an experienced investor or new to the game, Connor’s expertise offers valuable takeaways for everyone. Don’t...2024-08-2329 min

The Connected AdvisorA Tech-Driven Approach to Empowering Independent Advisors with Shannon SpotswoodEpisode 055: In this episode, Kyle talks with Shannon Spotswood, CEO at RFG Advisory, about empowering independent advisors through technology. Shannon discusses the importance of a tech-forward approach to delivering services and optimizing internal processes and what it takes to become the RIA of the future. She also shares the foundational pillars of RFG 2.0 and offers a glimpse into the future with RFG 3.0 and the strategic initiatives driving the platform's growth.In this episode: [03:23] - Shannon's money moment [07:39] - Shannon's first experience with wealth management [09:16] - Why Shannon left her career in wealth management [11:01] - How Shannon...2024-08-0649 min

Billion 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 04

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 AdvisorShannon 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 min

Disruption Blueprint PodcastTransforming The Financial Advisory Industry Through Data-Driven Organic Growth with Tom Rieman and Jordan Hutchison (Ep. 56)What does it take to revolutionize the financial advisory landscape? In this episode, Jordan Hutchison is joined by Tom Rieman, the founder of Practice Intel, to talk about the challenges and rewards of entrepreneurship in the financial advisory industry. Tom sheds light on the challenges, triumphs, and impact of creating a data-driven platform for organic growth in financial advisory services while sharing his thoughts on the importance of organic growth, leveraging data-driven platforms, and transforming advisor-client relationships. Episode takeaways are: Tom’s journey from a corporate role to entrepreneurship with Practice Intel The...2024-04-0438 min

Billion 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 10

Disruption Blueprint PodcastUnleashing Growth Potential: Shannon Spotswood’s Blueprint for Success (Ep. 47)What achievements and victories can we learn from Shannon Spotswood? Today, Shannon takes a seat on the other side of the mic to share her experiences and insights with us. In this episode, Shannon Spotswood, President of RFG Advisory, is interviewed by Dr. Jordan Hutchison on the Game Film, a brand extension for Disruption Blueprint. Reflecting on her journey, Shannon talks about her diverse background and fearless approach to risk. She also discusses the importance of self-confidence and mindset in the financial advisory industry, and emphasizes the changing landscape of the industry and the need for advisors...2023-08-3137 min

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

Disruption Blueprint PodcastJust Show Up (Ep. 45)In 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. Be sure to check our the entire series on Apple Podcasts, Google Podcasts, Spotify and ma...2023-07-0428 min

Disruption 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...2023-07-041h 12

Disruption 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...2023-07-0418 min

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...2023-07-0415 min

Disruption 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...2023-07-0412 min

Disruption 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...2023-07-0416 min

Disruption 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...2023-07-0421 min

Disruption 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...2023-07-0414 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 min

Disruption Blueprint PodcastThe 5 Freedoms of a Successful Business and a Life That You Love with Stephanie Bogan (Ep. 31)Stop spending a galactic waste of your time on activities that won’t get you or your advisory practice where you want to be, and start investing yourself into a life that you love. In this episode, Shannon Spotswood interviews Stephanie Bogan, a high-performance business coach at Limitless, about the five freedoms that are essential for building a successful business and living a fulfilling life. She explains why many advisors waste time on practices that don’t support growth, profit, or happiness, and offers two questions that can help them achieve their goals. You will learn how to o...2023-04-2529 min

Inner IntellectSeason 2: Episode 7: "Open Swim"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".2023-04-2003 min

Inner IntellectSeason 2: Episode 6: "Hurricane"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".2023-04-1303 min

Disruption Blueprint PodcastThe 4 Elements of Communication with Apollo Lupescu, PhD (Ep. 30)Would you consider yourself a good communicator? In this episode, Shannon Spotswood speaks with the Vice President at Dimensional Fund Advisors, Apollo Lupescu, PhD, about why communication matters so much in the world of financial advising. Apollo discusses: The importance of communication for advisors and what “Nerd vs. Shark” means How important active listening is for advisors Why advisors need to know who their audience is Why advisors need to create a playbook for selling their words and answering their clients’ questions And more Resources: Advisor Bios Stink by Sara Grillo ...2023-04-1158 min

Inner IntellectSeason 2: Episode 5: "BurrBerry"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".2023-04-0603 min

Inner IntellectSeason 2: Episode 4: "R.N.S"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".2023-03-3003 min

Inner IntellectSeason 2: Episode 3: "Pathfinder"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".2023-03-2304 min

Inner IntellectSeason 2: Episode 2: "Wait, Play, Fall"Inner Intellect is back season 2 breaking songs off the album "March Mayhem 2".2023-03-1604 min

Disruption Blueprint PodcastDigging Into the 5 Dysfunctions of a Team with Greg Menefee (Ep. 27)Not every successful team is functional, but every functional team is successful. In this episode, Shannon Spotswood and Greg Menefee, Consulting and Implementation SVP at Orion Advisor Tech, dig into the 5 dysfunctions of a team. They help advisors identify each dysfunction and its cause, and learn how to resolve it to build a high-performing, opt-in team. Greg discusses: The difference between management and leadership The 5 dysfunctions of a team Which dysfunction is most commonly seen in teams The first step a leader can take to resolve their team’s dysfunction How advisors can create and...2023-03-1431 min

Inner 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 PodcastAchieving Your Goals One Habit At A Time With Phillip Deas (Ep. 26)Setting goals is one thing, but sticking to and achieving them is a whole different marathon. In this episode, Shannon Spotswood speaks with Business Coach Phillip Deas about how to commit to achieving the goals you set for yourself and your business by building habits. He pulls some tips from his book, House Habits: Living on Mission One Habit at a Time, and shares some motivational stories along the way. Phillip discusses: What the 12 house habits are The most important house habit: “We live on” The three keys to habit formation How to form a habi...2023-03-0751 min

Disruption Blueprint PodcastOvercoming Fear with Jack Burnette, CFP® (Ep. 24)Fear keeps us from achieving our dreams and striving to be the best version of ourselves. Overcoming fear is one of the biggest accomplishments we can have. In this episode, Shannon Spotswood joins Jack Burnette, CFP® in a conversation about how he overcame fear to completely turn his life around and get to where he is today. They extend the discussion to how he helps the future of financial advisors to strive for what they want through his story. Jack shares: How his personal journey from working in sales to becoming an independent advisor he...2023-02-2151 min

Disruption Blueprint PodcastThe Journey Of Independence with Kevin Harper, CFP® (Ep. 23)Most advisors who go independent, never look back. For Kevin Harper, it was the best decision he’s made for his career. In this episode, Shannon Spotswood speaks with Kevin Harper, CFP®, about his personal journey of independence. He walks us through his journey up to how he found himself where he is today and all the ups, downs, and in-betweens on the way. Kevin discusses: What his business looks like Why other advisors are following the trend to go independent How he manages his work-life balance to prioritize what matters the most to him ...2023-02-1439 min

Disruption Blueprint PodcastPrismm: The Digital Vault Built For Your Most Important Documents with Martha Underwood (Ep. 20)If you store your important documents in a locked drawer or have a list of where they all are that hasn’t been updated in a decade, sharing them with your trusted network can be stressful. Prismm makes it easier and more secure. In this episode, Shannon Spotswood speaks with Martha Underwood, founder of Prismm, a digital vault built for end-of-life. Martha talks about her career in technology and executive leadership and introduces Prismm, why she saw a need for it, how it allows people to share important documents before or at the end of their life wi...2023-01-3133 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 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...2023-01-261h 11

Disruption 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....2023-01-2436 min

Disruption Blueprint PodcastFearlessly Connecting With Empathy and Intentionality Ft. Chris Wedell (Ep. 7)“Education is KEY to changing your own trajectory” This Disruption Blueprint episode with guest Chris Wedell, 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 Disruption Blueprint, 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 the end of...2023-01-1927 min

Disruption 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...2023-01-171h 02

Disruption Blueprint PodcastThe Disruption Blueprint featuring Bobby White, Shannon Spotswood and Rick Wedell (Ep. 1)Introducing the Disruption Blueprint podcast, a support and coaching resource for Advisors that want to disrupt the norm, service their clients better, and gain success in the financial industry. For the past two years, we have been on a journey to bring Independent Financial Advisors content that can help them create a practice of the future. Now, it’s time for the next iteration, founded on our passion to be the disruptors instead of being disrupted. Join us as we bring together industry experts, successful advisors, and professionals on the bleeding edge of our industry to...2023-01-1745 min

Inner 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 min

Inner 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 min

Inner 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 min

Inner 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 min

Inner IntellectSeason 1: Episode 10: "Addictions"Intellect breaks down track 10 off his album "Intellectual Ignorance" his song "Addictions" 2022-11-2201 min

Inner IntellectSeason 1: Episode 9: "Drunk Confessional"Intellect breaks down track 9 off his album "Intellectual Ignorance" his song "Drunk Confessional" 2022-11-1501 min

Inner 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, 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 min

The Wisdom, Lifestyle, Money, ShowBusiness Success Tips With RFG PlumbingRyan Giles, owner of RFG Plumbing, shares his journey in the plumbing industry and offers advice for business owners and investors. He emphasizes the importance of hard work, perseverance, and not giving up when faced with challenges. Ryan also discusses the services RFG Plumbing offers, including inspections for investors to ensure the quality of a property, and the backwater valve and sump pump subsidy program provided by the City of Windsor. He highlights the significance of customer reviews and the reputation of a business.(00:00) - Introduction and Background (00:28) - Childhood and Early Exposure to Plumbing (02:52) - Starting RFG Plumbing...2022-11-0219 min

Inner IntellectSeason 1: Episode 7: "The Code"Intellect breaks down track 7 off his album "Intellectual Ignorance" his song "The Code"2022-11-0101 min

Inner IntellectSeason 1: Episode 6: "Jodeci Forever"Intellect breaks down track 6 off "Intellectual Ignorance" his song "Jodeci Forever"2022-10-2501 min

Inner IntellectSeason 1: Episode 5: "Link Up"Intellect breaks down track 5 off his album "Intellectual Ignorance" his song "Link Up"2022-10-1801 min

Inner IntellectSeason 1: Episode 4: My VeinsIntellect breaks down track 4 on his album "Intellectual Ignorance" his song "My Veins"2022-10-1101 min

Inner IntellectSeason 1: Episode 3: "Get Right"Intellect breaks down track 3 off "Intellectual Ignorance" his song "Get Right"2022-10-0401 min

Inner 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 min

War 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 min

War 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 min

War 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 min

War 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 09

War 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 min

War 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 min

War 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 10

War 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 min

War 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 min

War 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 min

War 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 min

War 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 min