Disruption Blueprint Podcast
Latest Episodes
Understanding 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
The 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 industrys future? In this episode of The Disruption Blueprint Podcast, Shannon Spotswood sits down
Feature Episode: Embrace Change & Reshape The Future of Finance with Dany Martin and Chase Crump
Get ready to delve into the heart of disruption in the financial advisory landscape with Dany Martin and Chase Crump in this weeks episode of The Disruption Blueprint! Here, Shannon Spotswood embarks
Transforming 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
Breaking 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 Samu
The Female Financial Revolution: Rethinking Wealth Management with Dr. Barbara Provost (Ep. 54)
How can the financial industry better serve womens 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.
From Captive Insurance BD to 4x Organic Growth in Independence ft. Wes Miller, Partner, Wealth Management Advisor, Willow Private Wealth (Ep. 53)
Welcome back to another episode of the Disruption Blueprint Podcast! If youre a financial advisor navigating the challenges of the insurance channel and contemplating a shift to independence, Wes Mil
The 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 D
Stepping 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 Fina
Driving 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 Spotswoo