Women are poised to control more wealth than ever before, but they continue to face unique challenges in financial planning.

How can advisors create genuine connections to help women achieve financial confidence and purpose-driven wealth management?

In this episode of EXTRAordinary Retirement, hosts Nate Yeomans and Greg Indovina welcome Shannon Spotswood, CEO of RFG Advisory and recognized leader in the financial services industry. 

Shannon shares her insights on the transformative power of women and wealth, drawing on her personal journey and professional experience. 

Listeners will learn about the unique financial challenges women face, the importance of financial literacy, and how women can achieve financial stability and independence by building self-confidence in managing their finances.

They discuss: 

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• Shannon’s journey in financial services
  
• The statistic that 70% of women leave their financial advisors in the event of death or divorce.
  
• “StrongHer Money” initiative aimed at empowering women to live financially fearless
  
• The upcoming generational wealth transfer and women’s pivotal role in managing this change
  
• And more!
  

Resources:

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• LinkedIn: StrongHer Money
  
• Instagram StrongHer Money 
  

Connect with Design Wealth Advisors: 

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• LinkedIn: Nathan Yeomans
  
• LinkedIn: Gregg Indovina
  
• LinkedIn: Design Wealth Advisors
  
• DesignWealthAdvisors.com
  
• (720) 833-7676
  

Connect with Shannon Spotswood:

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• RFG Advisory
  
• LinkedIn: Shannon Spotswood
  
• sspotswood@rfgadvisory.com
  
• Instagram: Shannon Spotswood
  

About Shannon Spotswood:

Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management and business development. At RFG Advisory, Shannon oversees all aspects of RFG 2.0, a fully integrated platform designed for independent financial advisors and the implementation of strategic initiatives contributing to advisor success. Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, advisor-focused RIA of the future.