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 help advisors maximize their independence, grow their personal balance sheet, and own their futures.
In this inaugural episode, Bobby, Shannon, and Rick discuss why the podcast is named Disruption Blueprint, the history of RFG advisory, and what their platform for independent advisors is all about.
Bobby, Shannon, and Rick discuss:
- What it means to “disrupt”
- The history behind RFG advisory
- How they all met and became partners at RFG advisory
- What you can expect from future episodes
- And more!
Connect with Shannon Spotswood:
- LinkedIn: Shannon Spotswood
- Email: firstname.lastname@example.org
Connect with Bobby White:
Connect with Rick Wedell:
About Bobby White:
With over two decades of experience in the wealth management industry as a Founder and CEO, and a Financial Advisor, Bobby has built a successful, multi-faceted career. Stemming from his ability to get comfortable being uncomfortable, Bobby firmly believes the very thing that sets RFG Advisory apart is how we adapt to change. “I’d rather be a disruptor than be disrupted,” says Bobby. More than just words, his leadership style reflects the bold, decisive moves that have allowed his company to adapt while staying one step ahead of the competition. Under Bobby’s leadership, RFG Advisory was named Best Places to Work for Financial Advisors in 2021 and 2022, and a Finalist for the InvestmentNews Innovation Awards 2021 and WealthManagement.com Non-Custodial RIA Support Platform in 2020 and 2021. In 2021, RFG Advisory also received two ThinkAdvisor LUMINARY Awards in Thought-Leadership and Education. Financial Times named RFG Advisory a Top 300 RIA out of 13,000 firms in 2020.
About Shannon Spotswood:
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 aspects of RFG 2.0, a fully integrated platform designed for independent financial advisors and the implementation of strategic initiatives contributing to advisor success. Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, advisor-focused RIA of the future.
About Rick Wedell:
Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG’s Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio construction. Rick also leads the design and enhancements of RFG’s custom-built, institutional-caliber, client-focused investment platform known as “Bluemonte,” currently managing over $3 billion of assets under management. Rick designed an innovative investment experience focused on bringing that level of service and direct accessibility to financial Advisors at RFG Advisory.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.
The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
Publishing Tags: Disruption Blueprint, Podcast, RFG Advisory, Financial Advisors, Independent Advisors, Growth, Financial Coaching, Financial coach, Finance Coach, Financial Platform