Shannon Spotswood

Sheds light on the challenges, triumphs, and impact of creating a data-driven platform for organic growth in financial advisory services. #entrepreneur

The challenges and opportunities in wealth management, emphasizing personalized financial planning and the role of advisors as life guides. #advisors

Explore the disconnect between financial services and women’s needs while emphasizing the importance of a personalized approach. #women #finance

The game-changing insights that propelled his practice to 4x growth within two years of making the leap to independence.

Challenges and barriers to succession planning, the factors contributing to a firm’s success, and the impact of marketing on the industry. #advisors

The rapidly evolving landscape of wealth management and the partnership between Orion Advisor Solutions and RFG Advisory. #advisors

Talks about the value of communication, personal interaction, and accountability in financial planning. #advisors #clients #finance

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. #growth

Aligning interests with clients, utilizing technology and digital media, and telling personal stories to connect with clients on a human level.

Technology is disrupting the financial services industry! From collecting data about clients to utilizing AI, a lot is changing. #AI #tech #finance

Advice for advisors considering independence, the importance of taking risks and investing in your business, and the 10-3-1 rule. #advisors

The five freedoms that are essential for building a successful business and living a fulfilling life. #freedom #business #life

The four discuss the inner workings of growing a business in financial advising through marketing. #advisors #marketing

Business Coach Phillip Deas about how to commit to achieving the goals you set for yourself and your business by building habits. #advisors #habits

Advice about how the financial advisor world and investment banker world can blend together. #advisors #conferences #business

Bobby guides us through the varying stages of his life, laying down brick by brick the foundation of what would be RFG. #advisors #life

Wealth Management is not about the assets. It’s about what we can empower people to do with their assets. #advisors #empowerment