Disruption Blueprint Podcast

Disruption Blueprint Podcast


Latest Episodes

Understanding Industry Disruption and Innovation in Financial Services with Rohit Mahna (Ep. 58)
December 02, 2024

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)
May 30, 2024

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
May 14, 2024

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)
April 04, 2024

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)
March 07, 2024

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)
January 11, 2024

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)
December 21, 2023

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)
December 14, 2023

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)
November 30, 2023

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)
November 14, 2023

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