As independent financial advisors, RFG Advisorys core values emphasize building a rapport with clients and providing a higher level of service to stand out in a crowded industry. In this episode, Sha

Not every successful team is functional, but every functional team is successful. In this episode, Shannon Spotswood and Greg Menefee, Consulting and Implementation SVP at Orion Advisor Tech, dig into

Setting goals is one thing, but sticking to and achieving them is a whole different marathon. In this episode, Shannon Spotswood speaks with Business Coach Phillip Deas about how to commit to achievin

One can choose to go back toward safety or forward toward growth. Growth must be chosen again and again; fear must be overcome again and again. Abraham Maslow In this episode, Shannon Spotswood s

Fear keeps us from achieving our dreams and striving to be the best version of ourselves. Overcoming fear is one of the biggest accomplishments we can have. In this episode, Shannon Spotswood joins Ja

Most advisors who go independent, never look back. For Kevin Harper, it was the best decision hes made for his career. In this episode, Shannon Spotswood speaks with Kevin Harper, CFP, about his per

Many financial advisors struggle to define themselves in their marketing. If youre one of them, you dont have to struggle any longer. In this episode, Shannon Spotswood speaks with Kelly Waltrich, t

Commitment and care matter to all of our clients as financial advisors. These traits are especially important when working with high-net-worth individuals, and who better to meticulously commit to and

If you store your important documents in a locked drawer or have a list of where they all are that hasnt been updated in a decade, sharing them with your trusted network can be stressful. Prismm make

Were back with another episode of Disruption Blueprint! Today, we are joined by Steve Spaeth, CFP, Founder and CEO of River Oak Asset Advisory out of Cincinnati, OH. Steve recently marked his one-y