Disruption Blueprint Podcast

Disruption Blueprint Podcast


Giving Away Enterprise Value: Why Financial Advisors Should Seek Independence to Build Their Valuation

December 30, 2025

In this episode, RFG Advisory’s CEO, Shannon Spotswood, and President, Ed Swenson, discuss the need for Financial Advisors to take action and transition to a business model where they can build enterprise value. They challenge captive Advisors to break out of indecision and take control of their business’ valuation.


They discuss the cost of indecision, address concerns around clients not following during a transition to a new firm, and how the right platform can give advisors more time back and accelerate growth.


What You’ll Learn:

·     The cost of indecision and where enterprise value fades.

·     Why independence is a growth strategy and not a DIY burden.

·     How an independent platform can free Advisors to focus on growth.


Learn more at www.rfgadvisory.com