What does it take for Financial Advisors to thrive? In this episode of The Disruption Blueprint Podcast, Shannon Spotswood delves into the world of financial services with Rohit Mahna, Head of Client Growth at Fidelity Institutional Wealth Management Services. They discuss the critical elements of disruption, innovation, and forward-thinking strategies necessary for navigating the complexities …
Ready to explore the world of finance and advisory through the lens of experts who are steering the industry’s future? In this episode of The Disruption Blueprint Podcast, Shannon Spotswood sits down with Jim Sumpter, CFP®, and founder and CEO of CMC Financial. This conversation takes you on a journey from Jim’s early days as …
Get ready to delve into the heart of disruption in the financial advisory landscape with Dany Martin and Chase Crump in this week’s episode of The Disruption Blueprint! Here, Shannon Spotswood embarks on a captivating journey exploring the transformative shifts occurring within the financial advisory sector. Joined by industry mavericks Dany Martin, MBA, and Chase …
What does it take to revolutionize the financial advisory landscape? In this episode, Jordan Hutchison is joined by Tom Rieman, the founder of Practice Intel, to talk about the challenges and rewards of entrepreneurship in the financial advisory industry. Tom sheds light on the challenges, triumphs, and impact of creating a data-driven platform for organic …
How can financial advisors unleash their growth potential in the ever-changing landscape of the wealth management industry? Today on The Disruption Blueprint Podcast, Shannon Spotswood interviews Samuel Deane of Deane Wealth Management, who specializes in serving founders and tech employees with equity compensation and tax planning, and Dr. Preston Cherry of Concurrent Financial Planning, who …
How can the financial industry better serve women’s unique needs? In this episode, Shannon Spotswood speaks about women and money with Dr. Barbara Provost, Ed.D., MS Ed, MBM, founder of Purse Strings. Shannon and Dr. Provost explore the disconnect between financial services and women’s needs while emphasizing the importance of a personalized approach, citing research …
Welcome back to another episode of the Disruption Blueprint Podcast! If you’re a financial advisor navigating the challenges of the insurance channel and contemplating a shift to independence, Wes Miller’s transformative journey is a must-listen on the Disruption Blueprint podcast. Wes Miller, Partner and Wealth Management Advisor at Willow Private Wealth, spent the majority of …
It looks like the financial services industry is progressing towards a succession crisis. Are advisors ready to handle it? This week, Shannon Spotswood interviews David DeVoe, the Founder and CEO of DeVoe & Company, about the current state of M&A activity and succession planning in the financial advisory space. Together, they highlight the succession crisis …
How can financial advisors take themselves and their practices a step further to unleash their growth potential? In this episode, Shannon Spotswood hosts Nicole Middendorf, the CEO of Prosperwell Financial, to talk about the power of stepping out of your comfort zone and the value of authenticity in financial advising. Nicole shares her personal journey, …
In every walk with nature, one receives far more than he seeks. – John Muir Could this saying be true with businesses as well, that oftentimes we receive a lot more than we seek? Join Shannon Spotswood from RFG Advisory as she and Eric Clarke, the visionary Founder and CEO of Orion, discuss the rapidly …