What makes women the future of financial wealth control?

Jack Burnette and Alison Castellano as they converse with Shannon Spotswood, President of RFG Advisory. Shannon shares groundbreaking insights on women’s growing influence in wealth management and how they are changing the financial landscape. Explore topics like generational wealth transfers, women’s leadership in finance, and the necessity of inclusive financial services without excessive jargon.

Jack and Alison discuss: 

• Breaking down barriers for women in finance and investment (00:09:36)
• “Wonder Woman Stats” and why they matter (00:11:39)
• The crucial role of mentorship and encouragement in finance careers (00:15:16)
• How Strong Her Money empowers women through financial education (00:19:07)
• And more

Resources:

• Strong Her Money

Connect with Alison Castellano:

• Iter Financial Wellness
• LinkedIn: Alison Castellano
• Facebook: Iter Financial Wellness
• YouTube: The BamCam Podcast
• Email: alison@iterfw.com
• Call Alison: 205-504-9868

Connect with Jack Burnette:

• Iter Financial Wellness
• LinkedIn: Jack Burnette
• Facebook: Iter Financial Wellness
• YouTube: The BamCam Podcast
• Email: jack@iterfw.com
• Call Jack: 205-613-4994

Connect with Shannon Spotswood:

• LinkedIn: Shannon Spotswood
• RFG Advisory
• LinkedIn: RFG Advisory

About Our Guest:

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. 

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. At RFG Advisory, Shannon of RFG 2.0, a fully integrated platform for independent Financial Advisors and the implementation of strategic initiatives contributing to advisor success