Disruption Blueprint Podcast

Disruption Blueprint Podcast

Get Comfortable Being Uncomfortable ft. Bobby White, Founder of RFG Advisory (Ep. 2)

January 17, 2023

“Fear only will slow you down. Fear will only make you hesitate.”

Welcome to Disruption Blueprint, the podcast for independent financial advisors who want to crush everything and take their A-game to the next level. This episode is brought to you by RFG Advisory with your host Shannon Spotswood and Bobby White, Founder and CEO of RFG Advisory as guest. Bobby White is our fearless leader, devoted to helping advisors pursue their dreams and maximize the value of their independent practice.

“Finance had always been intriguing to me,” Bobby says. With 22+ years of industry experience as a financial advisor, Bobby lends his life lessons and hard won wisdom in this episode. But like all heroes, the story doesn’t begin there.

In this episode, Bobby guides us through the varying stages of his life, laying down brick by brick the foundation of what would be RFG. We discover a bit about Bobby’s childhood, Bobby’s career background, and the story of how Bobby founded RFG. We were built from the ground up, torn down, and built again.

There are a lot of gems in this episode. Thanks for joining us in this episode of Disruption Blueprint, where we empower independent financial advisors to be the CEO of their practice, not the COO.

Join the conversation to hear about:

  • Big welcome to Bobby (02:57)
  • Rookie of the Year: The history of Bobby’s career background (03:47) 
  • Identifying what you do and don’t want to do in a career (07:32)
  • Growth Crusade: the story of how Bobby founded RFG (09:22)
  • Starting an RIA during a financial crisis and thriving (010:55)
  • Tripling the size of the firm over an 18-month period. What’s next? (17:02)
  • How Bobby and Shannon connected (18:22)
  • Building RFG 2.0 (20:52)
  • Be the CEO of your practice, not the CEO (25:46)
  • The importance of surrounding yourself with smart people (27:29)
  • Disrupting yourself and disrupting the status quo (32:50)
  • Scaling up and building the RFG 2.0 capacity (37:00)
  • Bobby tells us a bit about his childhood and growing up (41:57)
  • Moving out of the family home and building confidence (49:00)
  • What Bobby calls “the best sales presentation I have given in my entire life” (51:40)
  • Get 1% better every day (56:36)

 Referenced materials:

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.