Disruption Blueprint Podcast
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Latest Episodes
Shannon Spotswood’s Journey Towards Servant Leadership with Dr. Daniel Crosby (Ep. 28)
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
Digging Into the 5 Dysfunctions of a Team with Greg Menefee (Ep. 27)
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
Achieving Your Goals One Habit At A Time With Phillip Deas (Ep. 26)
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
Choosing Growth And Overcoming Fear with Laura Hinton, ChFC (Ep. 25)
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
Overcoming Fear with Jack Burnette, CFP® (Ep. 24)
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
The Journey Of Independence with Kevin Harper, CFP® (Ep. 23)
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
Marketing Madness with Kelly Waltrich (Ep. 22)
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
From Lawyer To Advisor: Working With High Net Worth Individuals ft. Lynne Wiggins (Ep. 21)
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
Prismm: The Digital Vault Built For Your Most Important Documents with Martha Underwood (Ep. 20)
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
The Truth About Being an Independent Financial Advisor Ft. Steve Spaeth, CFP® (Ep. 19)
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