Shannon Spotswood - Podcast Details

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The Advisor Lab by CIONEpisode 164 Future Proof Conversations: Shannon SpotswoodShannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.2025-04-3013 min

Disruption Blueprint PodcastEP60: Unlocking Return on Time: Doug Fritz on How AI, Data & Martech Are Reshaping Wealth Management"By end of 2025, 50% of Advisors will be leveraging AI tools for client meetings, task management, follow up."What happens when one of the sharpest minds in wealthtech gets behind the mic? In this episode, Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy, sits down with host Shannon Spotswood for a high-impact conversation on how AI, data, and digital strategy are reshaping the future of financial advice.Doug pulls back the curtain on the real use cases for AI—tangible productivity gains like AI-driven meeting notes, client task automation, an...2025-03-2843 min

The BamCamEmpowering Women in Finance with Shannon Spotswood (Ep.38)What makes women the future of financial wealth control? Jack Burnette and Alison Castellano as they converse with Shannon Spotswood, President of RFG Advisory. Shannon shares groundbreaking insights on women’s growing influence in wealth management and how they are changing the financial landscape. Explore topics like generational wealth transfers, women’s leadership in finance, and the necessity of inclusive financial services without excessive jargon. Jack and Alison discuss: Breaking down barriers for women in finance and investment (00:09:36) “Wonder Woman Stats” and why they matter (00:11:39) The crucial role of mentorship and encouragement in finance careers...2025-03-2637 min

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

EXTRAordinary RetirementEmpowering Women to Take Charge of Wealth with Shannon Spotswood (Ep. 15)Women are poised to control more wealth than ever before, but they continue to face unique challenges in financial planning. How can advisors create genuine connections to help women achieve financial confidence and purpose-driven wealth management? In this episode of EXTRAordinary Retirement, hosts Nate Yeomans and Greg Indovina welcome Shannon Spotswood, CEO of RFG Advisory and recognized leader in the financial services industry. Shannon shares her insights on the transformative power of women and wealth, drawing on her personal journey and professional experience. Listeners will learn about the unique financial challenges wo...2024-11-1236 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

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

Disruption Blueprint PodcastThe Financial Playbook: Jim Sumpter’s Story of Propelling Growth (Ep. 57)Ready to explore the world of finance and advisory through the lens of experts who are steering the industry’s future? In this episode of The Disruption Blueprint Podcast, Shannon Spotswood sits down with Jim Sumpter, CFP®, and founder and CEO of CMC Financial. This conversation takes you on a journey from Jim’s early days as an advisor, and his transformative personal experiences, to how he’s navigating and capitalizing on some of the most exciting growth trends defining the financial advisory industry today. With a focus on integrating advanced tax planning into fina...2024-05-3048 min

Disruption Blueprint PodcastThe Financial Playbook: Jim Sumpter’s Story of Propelling Growth (Ep. 57)Ready to explore the world of finance and advisory through the lens of experts who are steering the industry’s future?In this episode of The Disruption Blueprint Podcast, Shannon Spotswood sits down with Jim Sumpter, CFP®, and founder and CEO of CMC Financial. This conversation takes you on a journey from Jim’s early days as an advisor, and his transformative personal experiences, to how he’s navigating and capitalizing on some of the most exciting growth trends defining the financial advisory industry today. With a focus on integrating advanced tax planning into fina...2024-05-3048 min

Disruption Blueprint PodcastFeature Episode: Embrace Change & Reshape The Future of Finance with Dany Martin and Chase CrumpGet ready to delve into the heart of disruption in the financial advisory landscape with Dany Martin and Chase Crump in this week’s episode of The Disruption Blueprint! Here, Shannon Spotswood embarks on a captivating journey exploring the transformative shifts occurring within the financial advisory sector. Joined by industry mavericks Dany Martin, MBA, and Chase Crump, CFP®, partners at WFA in Shreveport, Louisiana, this conversation promises a deep dive into how forward-thinking strategies, embracing change, and a focus on client engagement and technologically enhanced experiences reshape the future of financial services. Dany & Chase’s key t...2024-05-1445 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

Disruption Blueprint PodcastBreaking Through Growth Barriers in Wealth Management with Samuel Deane and Dr. Preston Cherry (Ep. 55)How can financial advisors unleash their growth potential in the ever-changing landscape of the wealth management industry? Today on The Disruption Blueprint Podcast, Shannon Spotswood interviews Samuel Deane of Deane Wealth Management, who specializes in serving founders and tech employees with equity compensation and tax planning, and Dr. Preston Cherry of Concurrent Financial Planning, who focuses on Gen X and high-income earners. They discuss the challenges and opportunities in wealth management, emphasizing personalized financial planning and the role of advisors as life guides. Their conversation also covers generational wealth transfer, niche-focused practices, and effective marketing s...2024-03-0751 min

Disruption Blueprint PodcastThe Female Financial Revolution: Rethinking Wealth Management with Dr. Barbara Provost (Ep. 54)How can the financial industry better serve women’s unique needs? In this episode, Shannon Spotswood speaks about women and money with Dr. Barbara Provost, Ed.D., MS Ed, MBM, founder of Purse Strings. Shannon and Dr. Provost explore the disconnect between financial services and women’s needs while emphasizing the importance of a personalized approach, citing research on the industry’s lack of empathy. So, listen in as the conversation focuses on reshaping the financial industry to better support and understand female clients. Main talking points include: Reasons Dr. Provost...2024-01-1133 min

Disruption Blueprint PodcastThe Financial Advisory Succession Crisis with David DeVoe (Ep. 52)It looks like the financial services industry is progressing towards a succession crisis. Are advisors ready to handle it? This week, Shannon Spotswood interviews David DeVoe, the Founder and CEO of DeVoe & Company, about the current state of M&A activity and succession planning in the financial advisory space. Together, they highlight the succession crisis in the field and the importance of succession planning. David also talks about the challenges and barriers to succession planning, the factors contributing to a firm’s success, and the impact of marketing on the industry. David discusses: M...2023-12-1441 min

Disruption Blueprint PodcastStepping Out of Your Comfort Zone and Inspiring Others with Nicole Middendorf (Ep. 51)How can financial advisors take themselves and their practices a step further to unleash their growth potential? In this episode, Shannon Spotswood hosts Nicole Middendorf, the CEO of Prosperwell Financial, to talk about the power of stepping out of your comfort zone and the value of authenticity in financial advising. Nicole shares her personal journey, including her experience of going viral on LinkedIn and creating her ‘Live It List.’ Listen in as Nicole uncovers the importance of promoting women in the financial services industry and the need for advisors to be more inclusive and attentive to fe...2023-11-3046 min

Disruption Blueprint PodcastDriving Trust, Growth, and Innovation in Wealth Management with Eric Clarke (Ep. 50)In every walk with nature, one receives far more than he seeks. – John Muir Could this saying be true with businesses as well, that oftentimes we receive a lot more than we seek? Join Shannon Spotswood from RFG Advisory as she and Eric Clarke, the visionary Founder and CEO of Orion, discuss the rapidly evolving landscape of wealth management and the partnership between Orion Advisor Solutions and RFG Advisory. Listen in as the conversation contrasts traditional Wall Street methods with innovative financial strategies. Throughout the discussion, Shannon and Eric explore: How Eric’s lea...2023-11-1444 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 PodcastEndurance Entrepreneurs: The Thin Line Between Complacency & Burnout with Michael Futterman (Ep. 48)Some advisors become too comfortable with their current situation and stop striving for more, usually due to a fear of disrupting what’s already working. Others are always in the “go, go, go” mindset, ultimately burning themselves out! How can you strike a balance between complacency and burnout? In this episode, Shannon Spotswood speaks with Michael Futterman, executive coach, motivational speaker, and EQ enthusiast. Together, they explore the path to “endurance entrepreneurship” where advisors can maintain a healthy and sustainable level of motivation, engagement, and productivity in their lives, personally and professionally. Shannon discusses...2023-09-1436 min

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 PodcastGetting Back To Doing What You Love Most as an Advisor with Matt Halloran (Ep. 37)Do you find yourself dragging yourself out of bed, lacking the energizing spark in your work as an advisor? It’s time to reclaim your motivation and kick burnout to the curb! In this episode, Shannon Spotswood is interviewed by Influence Expert and Top Advisor Marketing podcast host, Matt Halloran, about the importance of prioritizing time, aligning interests with clients, utilizing technology and digital media, and telling personal stories to connect with clients on a human level. Shannon also discusses RFG Advisory’s commitment to helping advisors connect with female prospects and clients through their StrongHER Money init...2023-06-2034 min

Disruption Blueprint PodcastAchieving Flow in the Everchanging Finance Industry with Dr. Jordan Hutchison (Ep. 36)Technology is changing the financial landscape, not just for advisors but for clients too. In this episode, Shannon Spotswood brings on RFG’s Vice President of Technology, Dr. Jordan Hutchison, to discuss the tremendously disruptive change in technology the financial industry is going through. Jordan shares his journey to get to where he is today, explains what flow is, and talks about the impacts of the constantly changing fintech space on the client experience. Jordan discusses: His academic and professional journey to becoming the VP of technology at RFG What flow is, and how to...2023-06-0635 min

Disruption Blueprint PodcastHow Technology is Disrupting Financial Services with Joel Bruckenstein and Dr. Jordan Hutchison (Ep. 35)Technology is disrupting the financial services industry! From collecting data about clients to utilizing AI, a lot is changing. In this episode, Shannon Spotswood interviews two guests, Joel P. Bruckenstein, CFS, CMFC, CFP®, Financial Services FinTech Expert, and Dr. Jordan A. Hutchison, RFG’s Vice President of Technology, about the tech landscape in the financial services … Read More Read More 2023-05-3048 min

Disruption Blueprint PodcastThe Secret Sauce of Thriving Businesses – Focusing On Your Niche with Eric Blake, CFP® (Ep. 34)“You can have everything in life you want, if you will just help other people get what they want.” – Zig Ziglar And what better than helping people whom we can really empathize with and understand? In this episode, Shannon Spotswood sits down with Eric Blake, CFP®, Founder and Lead Financial Planner at Blake Wealth Management. Eric shares the benefits of having a niche market, including the ability to concentrate your efforts on a specific audience and the importance of time blocking to organize your priorities. Additionally, Eric talks about the impact women have had in his life...2023-05-1625 min

Disruption Blueprint PodcastCrafting And Growing Your Own Firm As An Independent Advisor with David Koren (Ep. 33)As an independent advisor, you shouldn’t fear growth. You should invest in it! In this episode, Shannon Spotswood interviews the Founder of RVA Wealth Management, David Koren, MBA, ChFC®, CLU® about his advice for advisors considering independence, the importance of taking risks and investing in your business, and the 10-3-1 rule. He also discusses the benefits of crafting your own firm and succession planning, as well as incorporating philanthropy into the client experience. David discusses: His advice for other advisors who are either in a captive environment thinking about independence or are indepe...2023-05-0936 min

Disruption Blueprint PodcastPodcasting Your Way to Influence as a Financial Advisor With Matt Halloran (Ep. 32)Are you tired of being drowned out in a sea of financial advisors all saying the same thing? It’s time to turn up the volume and let your unique voice be heard! In this episode, Shannon Spotswood interviews podcasting guru, Matt Halloran, about why advisors should podcast. Matt discusses the power of podcasting in enabling advisors to showcase their authentic selves, build influence, and strategically align their practice and marketing strategy for maximum impact. With the evolving landscape of the financial industry, he covers the 5 ROIs that advisors can expect to gain from podcasting. Ma...2023-05-0219 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

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 … Read More Read More 2023-04-1158 min

Disruption Blueprint PodcastBuilding Billion-Dollar Brands Through Marketing with Dany Martin, David Pulcini, and Andrew Parrott (Ep. 29)If you’re looking to grow your business, digital marketing should be your go-to. In this episode, Shannon Spotswood brings on three guests, Financial Advisor Dany Martin from Shreveport LA, Financial Advisor David Pulcini from Rochester NY, and digital marketing guru Andrew Parrott in Knoxville TN. The four discuss the inner workings of growing a business in financial advising through marketing. Shannon, Dany, David, and Andrew discuss: The importance of capturing your authentic self in marketing The most common excuses from advisors who don’t market themselves Differentiating excuses from priorities Why advisors need to bu...2023-04-0449 min

Disruption Blueprint PodcastShannon Spotswood’s Journey Towards Servant Leadership with Dr. Daniel Crosby (Ep. 28)As independent financial advisors, RFG Advisory’s core values emphasize building a rapport with clients and providing a higher level of service to stand out in a crowded industry. In this episode, Shannon Spotswood is interviewed by Dr. Daniel Crosby, the host of the Standard deviations Podcast. She shares her story of deviance by pivoting her … Read More Read More 2023-03-2852 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

On the Circuit9. Joel Bruckenstein & Shannon SpotswoodShannon Spotswood of RFG Advisory steps behind the mic today to interview Joel Bruckenstein, President of T3 Technology. Listen in for part two of today’s episode, where Spotswood takes her turn answering questions from Three Crowns CEO, Johnny Sandquist.Joel Bruckenstein took to the stage at MarketCounsell just a day before this podcast recording – and we’re lucky enough to get a recap right from the main source. From human vs. computer output to lagging integrations, Bruckenstein isn’t...2023-03-0816 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 PodcastChoosing Growth And Overcoming Fear with Laura Hinton, ChFC (Ep. 25)“One can choose to go back toward safety or forward toward growth. Growth must be chosen again and again; fear must be overcome again and again.” – Abraham Maslow In this episode, Shannon Spotswood speaks with Laura Hinton, ChFC, about her journey to becoming an independent financial advisor. Laura shares how she got into the industry, why she decided to go independent, and how being a two-time breast cancer survivor has helped shape her career with lessons of perseverance, reacting vs responding, and the importance of a solid plan. Laura discusse...2023-02-2841 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 PodcastMarketing Madness with Kelly Waltrich (Ep. 22)Many financial advisors struggle to define themselves in their marketing. If you’re one of them, you don’t have to struggle any longer. In this episode, Shannon Spotswood speaks with Kelly Waltrich, the Co-founder of Intention.ly. Kelly shares her expertise in marketing and how financial advisors can create their own brand that is unique to them and escape the “sameness”. Kelly discusses: What factors need to be paid attention to when building a brand How to determine the appropriate amount to spend on client acquisitions What questions advisors should ask themselves as they put...2023-02-0758 min

Disruption Blueprint PodcastFrom Lawyer To Advisor: Working With High Net Worth Individuals ft. Lynne Wiggins (Ep. 21)Commitment and care matter to all of our clients as financial advisors. These traits are especially important when working with high-net-worth individuals, and who better to meticulously commit to and care for clients than a former lawyer? In this episode, Shannon Spotswood speaks with Lynne Wiggins, a former lawyer, current financial advisor, and founder of Ariv Wealth, about advising high-net-worth individuals. Lynn shares why she switched careers, the importance of commitment and care when working with high-net-worth clients, why multi-generational planning is so exciting, and what led her to found Ariv Wealth. Lynne discusses: W...2023-02-0227 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 PodcastThe Truth About Being an Independent Financial Advisor Ft. Steve Spaeth, CFP® (Ep. 19)We’re back with another episode of Disruption Blueprint! 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 model. In t...2023-01-2630 min

Disruption Blueprint PodcastBecoming Your Own Personal Legend Ft. Jody Bluitt, Wealth Advisor at WFA – Plan Invest Inspire (Ep. 18)Welcome back to another episode of Disruption Blueprint! 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 … Continue reading Becoming Your Own Personal Legend Ft. Jody Bluitt, Wealth Advisor at WFA – Plan Invest Inspire (Ep. 18) →2023-01-2635 min

Disruption Blueprint PodcastBecome Obsessed With Change With Bobby White and Navy Seal Dom Raso (Ep. 17)Welcome back to another episode of Disruption Blueprint! 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 advisors. All of the heart-wrenching even...2023-01-2648 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 PodcastThe Ultimate Balance: Optimizing Your Time To Do What You Love Ft. Ethan Campbell, Owner & Financial Advisor at Stones River Wealth Management (Ep. 15)Welcome Ethan Campbell to this episode of Disruption Blueprint! 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 … Read More Read More 2023-01-2659 min

Disruption Blueprint PodcastA Honey Hole for Advisors Working With Business Owners Before They Sell Ft. Zane Tarence, Managing Director at Founders Advisors (Ep. 14)Welcome Zane Tarence to this episode of Disruption Blueprint! 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 … Read More Read More 2023-01-2658 min

Disruption Blueprint PodcastHow to Build a High-Performing Team Ft. Matt Hottle, Co-founder of Redhawk Advisory (Ep. 13)Welcome Matt Hottle to this episode of Disruption Blueprint. 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 thr...2023-01-241h 08

Disruption Blueprint PodcastWhen Two Worlds Collide Ft. Nate Reynolds, Financial Advisor at Billings Group (Ep. 12)“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 … Read More Read More 2023-01-2436 min

Disruption Blueprint PodcastChanging How You Communicate With Clients Ft. Josh Kilsch, Financial Advisor at Billings Group (Ep. 11)“Show up every day, try to crush it.” This Disruption Blueprint episode with guest Josh Kilsch, Financial Advisor at 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...2023-01-2432 min

Disruption Blueprint PodcastBe Intentional About Growing Your Practice Ft. Lance Billings, Founder & Financial Advisor at Billings Group (Ep. 10)“I always have my faith, my family, and then my business,” says Lance Billings, Founder and Financial Advisor at Billings Group. This Disruption Blueprint episode features Lance Billings, 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 … Read More Read More 2023-01-2434 min

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, … Read More Read More 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 PodcastWeaving Faith and Professional Life Together Ft. Mark Dutram (Ep. 6)“Wealth Management is not about the assets. It’s about what we can empower people to do with their assets.” This week on the Disruption Blueprint podcast, Mark Dutram, CPWA®, CFP®, AEP®, Wealth Advisor and President of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement … Read More Read More 2023-01-1930 min

Disruption Blueprint PodcastNavigating Succession Planning, Fellowship, and Teamwork Ft. Chase Crump and Dany Martin (Ep. 5)“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 Disruption Blueprint podcast: Chase Crump, CFP®, and Dany L. Martin, MBA. You might recall Dany L. Martin, MBA from Disruption Blueprint Episode 3 and Chase … Read More Read More 2023-01-1954 min

Disruption Blueprint PodcastSetting Intentions and Channeling the Competitive Spirit ft. Chase Crump, CFP®, Partner & Wealth Advisor at WFA (Ep. 4)“Life is bigger than just what we do.” Thanks for joining us in the Disruption Blueprint 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 … Read More Read More 2023-01-1937 min

Disruption Blueprint PodcastFocusing On Tech, Community, & What Matters Most ft. Dany Martin, MBA, Partner & Wealth Advisor at WFA (Ep. 3)“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 Disruption Blueprint. 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 candidates...2023-01-1946 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

Disruption Blueprint PodcastComing Soon! Disruption Blueprint Podcast 2023-01-0501 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

Wealthies CircleThe Virtual Connection with Shannon SpotswoodThe past year and a half has taught us that virtual platforms need to be available for advisors to stay in contact with their clients. How can advisors leverage new technology to create the optimal client experience? In this episode, David Armstrong is joined by Shannon Spotswood, president of RFG Advisory, a two-time finalists for … Continue reading The Virtual Connection with Shannon Spotswood →2021-11-1159 min

In the Suite23. Being All-In and Iterating Towards Excellence with Shannon Spotswood, President of RFG AdvisorySend us a textToday’s episode of In The Suite with Shannon Spotswood brings me back to the glory days when we first met at the Orion’s Fuse Hackathon in Park City, Utah. Surrounded by teams of resilient coders and developers pulling all-nighters against the backdrop of the majestic mountains of Park City felt like a reality TV show⸺with Shannon and I playing supporting roles as judges, taking power walks to the set of The Fuse House. Fast forward nearly 5 years later and Shannon’s career is still energized. As President of RFG Advis...2020-10-081h 01