Category: Financial Planning
Weaving Faith and Professional Life Together Ft. Mark Dutram (Ep. 6)

Weaving Faith and Professional Life Together Ft. Mark Dutram (Ep. 6)

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“Wealth Management is not about the assets. It’s about what we can empower people to do with their assets.”

This week on the Disruption Blueprint podcast, Mark Dutram, CPWA®, CFP®, AEP®, Wealth Advisor and President of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Mark’s diverse background in finance has given him a broad view of the financial service industry

BayView is a boutique financial planning office that has the distinct ability to leverage innovative trading platforms, money managers, custom-designed investments, and research with a client-focused approach.

BayView Private Wealth is deeply focused on delivering a differentiated client experience and they have the ability to retain relationships as a result of those personal connections. From client education at the local college in Destin, Florida to serving veterans and active duty military to helping women to live financially fearless as a StrongHer Money Advisor Ambassador, Mark has a warrior spirit with a servant heart.

Make sure to listen to this awesome episode with Mark Dutram, CPWA®, CFP®, AEP®, Wealth Advisor and President of BayView Private Wealth. We are grateful for his tremendous amount of insight and energy.

Join the conversation to hear about :

  • How partnering with RFG positively changed BayView
  • Looking at the risks and taking a step toward independence
  • What doesn’t kill you makes you stronger
  • The power of marketing and social media
  • Serving veterans and active duty military
  • Helping women to live financially fearless
  • Empowering the next generation
  • Coming up with the best possible client experience
  • Opening doors and opportunities with FinTech
  • How Mark weaves his faith and professional life together
  • Figuring out What is my purpose? Why do I do this?

Referenced materials:

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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Navigating Succession Planning, Fellowship, and Teamwork Ft. Chase Crump and Dany Martin (Ep. 5)

Navigating Succession Planning, Fellowship, and Teamwork Ft. Chase Crump and Dany Martin (Ep. 5)

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“Success is going to be built off of the things that you put into it.”

This week we are psyched to have two WFA Partners and Wealth Advisors on the Disruption Blueprint podcast: Chase Crump, CFP®, and Dany L. Martin, MBA. You might recall Dany L. Martin, MBA from Disruption Blueprint Episode 3 and Chase Crump, CFP® on Episode 4.

WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience. We shake things up in this episode and flip a few chapters back to discuss the history of WFA, thoughtful and intentional succession planning, and intentionality around valuation. “Success is going to be built off of the things that you put into it,” says Dany.

Too many people don’t have a vision for the future. They have no plan, no direction, and no way to reach their goals. “As a younger advisor, you don’t have to wait for the retiree to show up and try to sell their business,” Dany says. “Go in there and just bring it up.”

We learn how WFA strategized succession planning in a multifaceted way. They thought about how the clients are going to be cared for and what the transition would be like. They considered the extension of mission vision values, branding, and communication as a team.

It’s all about “taking a step back and realizing it’s not about just you, it’s about clients,” says Chase, which circles back to the WFA motto of Plan. Invest. Inspire. WFA seeks to plant the financial seed, water it with equal parts caring and knowledge, and then watch it grow.

There is so much awesome information in this episode, we know you’re going to get fired up! Make sure to listen to this empowering Disruption Blueprint episode with Chase Crump, CFP® and Dany L. Martin, MBA, Partners and Wealth Advisors at WFA. They say you need to be what you wish to see in the world, so if you want to lead a more inspiring life, join RFG.

Join the conversation to hear about:

  • The history of WFA 
  • WFA Founder Tommy’s intentional approach to succession planning 
  • Transitioning, restructuring, and finding their groove as a new WFA 
  • How RFG helped navigate the path
  • The power of a good team
  • Intentionality around valuation: how much is your time worth?
  • Chase’s tip to start the succession planning process
  • Fellowship, conversations, and WFA’s mission-focused approach to business
  • Crushing it and going remote during Covid
  • Unattaching yourself from ego
  • Dany’s advice for younger advisors thinking about upleveling their career
  • Tips for advisors wanting to execute a succession plan
  • Reach out and don’t be afraid to collaborate

 Referenced Materials:

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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Setting Intentions and Channeling the Competitive Spirit ft. Chase Crump, CFP®, Partner & Wealth Advisor at WFA (Ep. 4)

Setting Intentions and Channeling the Competitive Spirit ft. Chase Crump, CFP®, Partner & Wealth Advisor at WFA (Ep. 4)

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“Life is bigger than just what we do.”

Thanks for joining us in the Disruption Blueprint studio to welcome Chase Crump, CFP®, Partner and Wealth Advisor at WFA. Chase is a heart forward advisor who brings a tremendous amount of authenticity to the profession. Chase is a champion of caring; he cares about how people feel and carries a tremendous amount of empathy for others. He has a way of uplifting his spirit to set his mind in the right place every single day.

As we shared in the last Disruption Blueprint episode with Dany L. Martin, WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience. Like their logo the Tree of Life, WFA has branched out and grown so much in the past year. They hired a new advisor, Jody Bluitt, they opened their third office location in Louisiana, and they never forget to focus on the big picture: clients, family, team, and community.

Listen to this episode to hear Chase’s thoughts on the benefits of meditation and finding stillness, why it’s so important to make deeper connections and relationships with people, and how to channel a competitive spirit. There is so much awesome information in this episode, we know you’re going to get fired up!

“Life is bigger than just what we do,” says Chase. As he mentions in this episode, the world’s bigger than work so we have to make connections with people and clients that go beyond managing money.

Disruption Blueprint is the number one show for independent financial advisors who want to crush everything and take their A-game to the next level and is brought to you by RFG Advisory with your host President Shannon Spotswood. Don’t forget to subscribe wherever you’re listening to this podcast. Learn more about RFG Advisory by visiting our website. Join us.

Join the conversation to hear about:

  • Welcome Chase to Disruption Blueprint 
  • Why be a financial advisor?
  • Setting intentionally and mindset 
  • The benefits of meditation and finding stillness 
  • Making deeper connections and relationships with people 
  • Chase’s modern approach to office attire 
  • Channeling competitive spirit 
  • Everything you want is on the other side of fear 
  • Chase’s advice for people starting out and how to become a successful advisor
  • Collaboration and working with RFG Advisory 

 Referenced materials:

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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Focusing On Tech, Community, & What Matters Most ft. Dany Martin, MBA, Partner & Wealth Advisor at WFA (Ep. 3)

Focusing On Tech, Community, & What Matters Most ft. Dany Martin, MBA, Partner & Wealth Advisor at WFA (Ep. 3)

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“Feed your mind, feed your soul, just always be open to learning new things.”

Today we’d like to welcome Dany L. Martin, MBA, Partner and Wealth Advisor at WFA, to this episode of Disruption Blueprint. Dany is social media savvy, community driven, and has a keep moving forward attitude that makes him an innovator in our industry. “Feed your mind, feed your soul, just always be open to learning new things,” Dany says.

Most recently, Dany was named to InvestmentNews’ 40 Under 40 Class of 2021, which is an enormous accomplishment coming from a pool of over 600 candidates. Dany is doing great things for WFA, his team, and his clients. He’s mission driven and focuses on daily habits and really aligning himself with partners who have that shared belief. It’s how the entire WFA team gels together so successfully.

WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience, and they’ve completely crushed it the past year. WFA hired a new advisor, opened a second Shreveport office, and never forgot to focus on clients, family, team, and community.

Don’t miss Dany’s wisdom throughout the episode if you’re searching for tips on focusing on what matters, why technology is so important, and his updated way of measuring success. Disruption Blueprint is a show for independent financial advisors who want to crush everything and take their A-game to the next level brought to you by RFG Advisory with your host President Shannon Spotswood.

Join the conversation to hear about:

  • Welcome Dany to Disruption Blueprint 
  • Coming up with the WFA tagline: Plan, Invest, Inspire 
  • Finding the big picture: focusing on what matters 
  • Measuring success in thank you cards 
  • Embracing tech and why technology is so important 
  • “You just have to do it”: Dany’s approach to social media 
  • Making an office more like a home 
  • It’s all love 
  • A new approach to client gifts 
  • The story of Well+Fed Louisiana 
  • How Dany found his family 
  • Church and the 12 house habits 

 Referenced materials:

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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Get Comfortable Being Uncomfortable ft. Bobby White, Founder of RFG Advisory (Ep. 2)

Get Comfortable Being Uncomfortable ft. Bobby White, Founder of RFG Advisory (Ep. 2)

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“Fear only will slow you down. Fear will only make you hesitate.”

Welcome to Disruption Blueprint, the podcast for independent financial advisors who want to crush everything and take their A-game to the next level. This episode is brought to you by RFG Advisory with your host Shannon Spotswood and Bobby White, Founder and CEO of RFG Advisory as guest. Bobby White is our fearless leader, devoted to helping advisors pursue their dreams and maximize the value of their independent practice.

“Finance had always been intriguing to me,” Bobby says. With 22+ years of industry experience as a financial advisor, Bobby lends his life lessons and hard won wisdom in this episode. But like all heroes, the story doesn’t begin there.

In this episode, Bobby guides us through the varying stages of his life, laying down brick by brick the foundation of what would be RFG. We discover a bit about Bobby’s childhood, Bobby’s career background, and the story of how Bobby founded RFG. We were built from the ground up, torn down, and built again.

There are a lot of gems in this episode. Thanks for joining us in this episode of Disruption Blueprint, where we empower independent financial advisors to be the CEO of their practice, not the COO.

Join the conversation to hear about:

  • Big welcome to Bobby (02:57)
  • Rookie of the Year: The history of Bobby’s career background (03:47) 
  • Identifying what you do and don’t want to do in a career (07:32)
  • Growth Crusade: the story of how Bobby founded RFG (09:22)
  • Starting an RIA during a financial crisis and thriving (010:55)
  • Tripling the size of the firm over an 18-month period. What’s next? (17:02)
  • How Bobby and Shannon connected (18:22)
  • Building RFG 2.0 (20:52)
  • Be the CEO of your practice, not the CEO (25:46)
  • The importance of surrounding yourself with smart people (27:29)
  • Disrupting yourself and disrupting the status quo (32:50)
  • Scaling up and building the RFG 2.0 capacity (37:00)
  • Bobby tells us a bit about his childhood and growing up (41:57)
  • Moving out of the family home and building confidence (49:00)
  • What Bobby calls “the best sales presentation I have given in my entire life” (51:40)
  • Get 1% better every day (56:36)

 Referenced materials:

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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The Disruption Blueprint featuring Bobby White, Shannon Spotswood and Rick Wedell (Ep. 1)

The Disruption Blueprint featuring Bobby White, Shannon Spotswood and Rick Wedell (Ep. 1)

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Introducing the Disruption Blueprint podcast, a support and coaching resource for Advisors that want to disrupt the norm, service their clients better, and gain success in the financial industry.

For the past two years we have been on a journey to bring Independent Financial Advisors content that can help them create a practice of the future. Now, it’s time for the next iteration, founded in our passion to be the disruptors instead of being disrupted.

Join us as we bring together industry experts, successful advisors, and professionals on the bleeding edge of our industry to help advisors maximize their independence, grow their personal balance sheet, and own their future.

In this inaugural episode, Bobby, Shannon, and Rick discuss why the podcast is named Disruption Blueprint, the history of RFG advisory, and what their platform for independent advisors is all about.

Bobby, Shannon and Rick discuss:

  • What it means to “disrupt”
  • The history behind RFG advisory
  • How they all met and became partners at RFG advisory
  • What you can expect from future episodes
  • And more!

Resources:

Connect with Shannon Spotswood:

Connect with Bobby White:

Connect with Rick Wedell:

About Bobby White: 

With over two decades of experience in the wealth management industry as a Founder and CEO, and a Financial Advisor, Bobby has built a successful, multi-faceted career. Stemming from his ability to get comfortable being uncomfortable, Bobby firmly believes the very thing that sets RFG Advisory apart is how we adapt to change. “I’d rather be a disruptor than be disrupted,” says Bobby. More than just words, his leadership style reflects the bold, decisive moves that have allowed his company to adapt while staying one step ahead of the competition. Under Bobby’s leadership, RFG Advisory was named Best Places to Work for Financial Advisors in 2021 and 2022, and a Finalist for the InvestmentNews Innovation Awards 2021 and WealthManagement.com Non-Custodial RIA Support Platform in 2020 and 2021. In 2021, RFG Advisory also received two ThinkAdvisor LUMINARY Awards in Thought-Leadership and Education. Financial Times named RFG Advisory a Top 300 RIA out of 13,000 firms in 2020. For more information on these awards, please visit www.rfgadvisory.com/awards. 

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. 

About Rick Wedell: 

Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG’s Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio construction. Rick also leads the design and enhancements of RFG’s custom-built, client-focused investment platform known as “Bluemonte,” currently managing over $1 billion of assets under management. Rick designed an innovative investment experience focused on bringing that level of service and direct accessibility to financial Advisors at RFG Advisory.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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