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 Growth at Fidelity Institutional Wealth Management Services. They discuss the critical elements of disruption, innovation, and forward-thinking strategies necessary for navigating the complexities of the advisory landscape.

Join Shannon and Rohit as they explore:

• 
  
• (00:01:56) The surprising continuity of financial services discussions
  
• (00:04:15) The accelerating pace of industry change and its implications
  
• (00:09:18) Perspectives on improving client engagement and experience
  
• (00:15:05) Transformation frameworks for future-proofing financial advisory businesses
  
• (00:19:08) Leveraging technology and AI to scale up services while maintaining high-touch experiences 
  
• (00:30:43) The importance of cultivating talent and leadership
  
• (00:36:59) Lessons learned from past failures and the essence of rapid adaptation 
  

Tune in and discover insights that can empower you to adapt and thrive in an ever-changing financial world!

Connect with Shannon Spotswood:

• 
  
• RFG Advisory
  
• LinkedIn: Shannon Spotswood
  
• Email: sspotswood@rfgadvisory.com
  

Connect with Rohit Mahna:

• 
  
• LinkedIn: Rohit Mahna
  

About Our Guest:

As Head of Client Growth at Fidelity Institutional Wealth Management Services, Rohit Mahna leads Fidelity’s strategy in the wealth management, banking, and insurance sectors. Rohit and his team are responsible for Salesforce’s product, marketing, and overall go-to-market strategy for the financial services industry.

—

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.