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 to embrace coaching and deliver a unique service experience.
- Her walkout song
- Her diverse career background and willingness to pivot
- What motivates her and drives her career
- Her leadership style and its influence on the organization’s culture
- The importance of self-confidence and having a positive mindset in the financial advisory industry
- The partnership between RFG Advisory and Long Ridge Equity Partners and their shared vision for the future
- And more
Connect with Shannon Spotswood:
Connect with Jordan Hutchison:
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.
About Jordan Hutchison:
Dr. 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.
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.