Disruption Blueprint Podcast

Disruption Blueprint Podcast

The Journey Of Independence with Kevin Harper, CFP® (Ep. 23)

February 14, 2023

Most advisors who go independent, never look back. For Kevin Harper, it was the best decision he’s made for his career.

In this episode, Shannon Spotswood speaks with Kevin Harper, CFP®, about his personal journey of independence. He walks us through his journey up to how he found himself where he is today and all the ups, downs, and in-betweens on the way.

Kevin discusses: 

  • What his business looks like
  • Why other advisors are following the trend to go independent
  • How he manages his work-life balance to prioritize what matters the most to him
  • Why more advisors aren’t walking the path that he’s walking
  • How changing the paradigm of where an advisor works weaves into the client experience
  • And more

Connect with Shannon Spotswood:

Connect with Kevin Harper:

About our Guest:

Kevin Harper, CFP® is an independent advisor in wealth management located in Birmingham, Alabama. He graduated from the University of Alabama with a bachelor of science in finance and joined Olde Discount Brokerage the same year as a financial advisor. After 20 years of experience in the financial industry, Kevin joined RFG Advisory and is now an executive vice president.

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.