Welcome back to another episode of Disruption Blueprint! Today, we are joined by Jody Bluitt, Wealth Advisor at WFA in Shreveport, Louisiana. Recently, Jody’s leadership earned him the honor of being named a finalist for the ThinkAdvisor LUMINARIES Class of 2022 in the category of Community Service and the advisory board of the Shreveport-Bossier African American Chamber of Commerce.

In today’s special episode, RFG President Shannon Spotswood and Jody discuss what it means to make the climb to take your career and life to different altitudes. They talk about the importance of “owning it to the best of your ability” and being the best version of you. For Jody, this includes his colleagues Steve Carney, ChFC®, Dany Martin, MBA, and Chase Crump, CFP®–partners and wealth advisors at WFA.

Spending his childhood in Europe with military parents, Jody learned discipline, respect, adaptability, strength, compassion, leadership and gratitude. His parents taught him that he could achieve anything through hard work. But all that would be battle-tested when he lost his father tragically in a car accident when he was 18 years old. His death motivated Jody to pursue his dreams and become a financial advisor.

But Jody has always been up for a challenge, and climbs have put many obstacles in his path. As a Black financial services professional, Jody never backed down or felt intimidated. Jody’s career in financial services, now eight years strong, has allowed him to blaze his own trail and to make an impact on Capital One Investing, Merrill Lynch Wealth Management, and now WFA in Shreveport as the firm expands into the Dallas-Fort Worth areas and beyond.

To bring this episode to a close, Jody reminds us that we are all creators of our own destiny and that by creating our own personal legends we can inspire others to do the same. By creating a legacy for himself—one that honors his dad and pays tribute to those who came before him—Jody reminds us that no matter what happens in life, you can always find a way through it.

“When we strive to become better than we are, everything around us becomes better, too.” – Paulo Coehlo, The Alchemist.

Join the conversation to hear all about:

• Becoming firmly committed on the road to an inspiring journey.
  
• Developing a skillset on how to prioritize your time.
  
• Conquer yourself to be on the top.
  
• The responsibility of leading the future generation.
  
• When you break barriers, you can end up with a diverse team.
  
• The perception of money & how to change it. 
  
• Financial literacy and why it’s important.
  
• Leading the future generation.
  
• Catapulting your career to the next level.
  
• Create your own legacy.
  

Referenced Materials:

• Disruption Blueprint Podcast- Website
  
• Warrior Advisor Conference
  
• Warrior Advisor Podcast – Website 
  
• RFG Advisory – Website
  
• RFG Advisory – Facebook
  
• RFG Advisory – LinkedIn
  
• RFG Advisory – Twitter
  
• RFG Advisory – YouTube 
  
• ThinkAdvisor Class of 2022 LUMINARIES Finalists
  
• ThinkAdvisor LUMINARIES Awards Criteria 
  

–

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.