Category: Independent Advisor

How Availability & Support Make A Difference For Clients With Kelly Klingaman (Ep. 46)

How Availability & Support Make A Difference For Clients With Kelly Klingaman (Ep. 46)

Welcome to Game Film with Dr. J, where we share some of the most valuable lessons for advisors from real client experiences and business decisions.

In this episode, Dr. Jordan Hutchison, Vice President of Technology at RFG, welcomes Kelly Klingaman, CFP®, RLP®, founder of Kelly Klingaman Financial Planning, to an episode of Game Film with Dr. J where Kelly shares her journey into the industry and emphasizes the importance of being present for clients and addressing their emotional needs. She discusses specific examples of helping clients with car purchases and home buying decisions. Kelly also talks about the value of communication, personal interaction, and accountability in financial planning. She shares her experience of ignoring advice and staying true to her vision in creating her business.

Kelly discusses: 

  • Her background and how she became an advisor
  • Why making herself available to her clients is so important to her
  • How being present for clients helps them handle stressful situations
  • The importance of communication and why she believes making a phone call is better than just sending an email
  • The use of technology in client communication
  • How she addresses the action intention gap and why she only offers ongoing planning services
  • Why creating a vision for clients and aligning money with values is so important
  • The worst piece of advice she has received in her career and how she handled it
  • And more

Resources:

Connect with Jordan Hutchison:

Connect with Kelly Klingaman:

About our Guest:

Kelly Klingaman, CFP®, RLP®, is a passionate financial advisor who empowers professional women and their families to navigate their financial journeys with confidence. With a degree in Finance from the University of Texas and a successful 12-year career at Dimensional Fund Advisors, Kelly’s expertise lies in utilizing financial science for long-term investing. In 2022, she founded KKFP to address the unique challenges faced by women in the corporate world, providing strategic advice on maximizing retirement savings, tax planning, equity compensation, and aligning financial decisions with personal values. Based in Austin, Texas, Kelly finds joy in family adventures, sand volleyball, paddleboarding, and sharing her famous chocolate chip cookie recipe.

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.

Just Show Up (Ep. 45)

Just Show Up (Ep. 45)

In their element, at Dynamis Alliance HQ, Bobby White, RFG Advisory Founder and CEO, and Dom Raso, former Navy Seal Team 6 Warrior and Founder of Dynamis Alliance, sit down to talk about what it means to show up. This impactful episode is all about pushing through fear and how programming your mind can help you take the leap that you need to build value for yourself, your family, and for your business.

You won’t want to miss this episode.

Be sure to check our the entire series on Apple Podcasts, Google Podcasts, Spotify and many more. Also, be sure to visit https://www.rfgwarrioradvisor.com to download our exclusive “Become a Warrior Advisor” eBook and start your journey to get 1% better everyday.

RFG Advisory

1400 Urban Center Drive, Suite 475

Vestavia Hills, AL 35242

(205) 397-2450

https://www.rfgadvisory.com/

hello@rfgadvisory.com

LinkedIn: RFG Advisory

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.

Get 1% Better Every Day (Ep. 44)

Get 1% Better Every Day (Ep. 44)

One Year Later on from their prescient conversation on Captiva Island in 2020, Bobby White and Dom Raso reunite for an invigorating, energetic live event from the RFG Podcast studio.

What does it mean to crush everything? It means to get 1% better every day, to have the will to fight, and to persevere in the face of hardship, and to have your mindset on your goals. The challenges that have plagued everyone over the past year have been apparent, but Bobby and Dom take a different approach. Strap in for this incredibly transformative conversation to set the stage for making 2021 the best year yet.

Please reach out to your advisor or visit our website if you have any questions!

RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!

RFG Advisory

1400 Urban Center Drive, Suite 475

Vestavia Hills, AL 35242

(205) 397-2450

https://www.rfgadvisory.com/

hello@rfgadvisory.com

LinkedIn: RFG Advisory

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.

Crush Everything (Ep. 43)

Crush Everything (Ep. 43)

In this episode, Bobby and Dom discuss how to apply Dom Raso’s Crush Everything philosophy around your actions, behaviors, and beliefs to grow your practice and serve your clients.

This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best version of yourself in both business and life. This series provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption.

The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic. The podcast kicks off with a series of six, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Chairman & CEO Bobby White. The segments were filmed during RFG’s Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States.

Please reach out to your advisor or visit our website if you have any questions!

RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!

RFG Advisory

1400 Urban Center Drive, Suite 475

Vestavia Hills, AL 35242

(205) 397-2450

https://www.rfgadvisory.com/

hello@rfgadvisory.com

LinkedIn: RFG Advisory

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.

Building Your Team (Ep. 42)

Building Your Team (Ep. 42)

In this episode, Bobby White talks about how to be the CEO not the COO+ – How to structure your time and efficiently manage the right set of activities to build your dream team.

This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best version of yourself in both business and life. This series provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption.

The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic. The podcast kicks off with a series of six, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Chairman & CEO Bobby White. The segments were filmed during RFG’s Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States.

Please reach out to your advisor or visit our website if you have any questions!

RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!

RFG Advisory

1400 Urban Center Drive, Suite 475

Vestavia Hills, AL 35242

(205) 397-2450

https://www.rfgadvisory.com/

hello@rfgadvisory.com

LinkedIn: RFG Advisory

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.

Doing What It Takes (Ep. 41)

Doing What It Takes (Ep. 41)

In this episode, Bobby White and Dom Raso discuss the actions independent advisors must take in order to be successful, three, five, and ten years from now.

This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best version of yourself in both business and life. This mini-series provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption.

The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic. The podcast kicks off with a series of six, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Chairman & CEO Bobby White. The segments were filmed during RFG’s Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States.

Please reach out to your advisor or visit our website if you have any questions!

RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!

RFG Advisory

1400 Urban Center Drive, Suite 475

Vestavia Hills, AL 35242

(205) 397-2450

https://www.rfgadvisory.com/

hello@rfgadvisory.com

LinkedIn: RFG Advisory

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.

How to Stay Motivated (Ep. 40)

How to Stay Motivated (Ep. 40)

In this episode, Bobby White and Dom Raso discuss tactics to train your mind and body to begin a bullet-proof morning routine aligned with purpose.

This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best version of yourself in both business and life. This series provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption.

The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic. The podcast kicks off with a series of six, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Chairman & CEO Bobby White. The segments were filmed during RFG’s Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States.

Please reach out to your advisor or visit our website if you have any questions!

RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!

RFG Advisory

1400 Urban Center Drive, Suite 475

Vestavia Hills, AL 35242

(205) 397-2450

https://www.rfgadvisory.com/

hello@rfgadvisory.com

LinkedIn: RFG Advisory

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.

What’s Holding You Back (Ep. 39)

What’s Holding You Back (Ep. 39)

In this episode, Bobby White and Dom Raso discuss how fear is one of the biggest factors holding financial advisors back from reaching their full potential.

This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best version of yourself in both business and life. This mini-series provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption.

The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic. The podcast kicks off with a series of six, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Chairman & CEO Bobby White. The segments were filmed during RFG’s Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States.

Please reach out to your advisor or visit our website if you have any questions!

RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!

RFG Advisory

1400 Urban Center Drive, Suite 475

Vestavia Hills, AL 35242

(205) 397-2450

https://www.rfgadvisory.com/

hello@rfgadvisory.com

LinkedIn: RFG Advisory

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.

Mindset is Everything (Ep. 38)

Mindset is Everything (Ep. 38)

In this episode, Bobby White and Dom Raso talk about the importance of mindset for financial advisors as a foundation for success and to take their practice to the next level.

This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best version of yourself in both business and life.This mini-series provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic. The podcast kicks off with a series of six, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Chairman & CEO Bobby White. The segments were filmed during RFG’s Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States.

Please reach out to your advisor or visit our website if you have any questions!

RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!

RFG Advisory

1400 Urban Center Drive, Suite 475

Vestavia Hills, AL 35242

(205) 397-2450

https://www.rfgadvisory.com/

hello@rfgadvisory.com

LinkedIn: RFG Advisory

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.

Getting Back To Doing What You Love Most as an Advisor with Matt Halloran (Ep. 37)

Getting Back To Doing What You Love Most as an Advisor with Matt Halloran (Ep. 37)

Do you find yourself dragging yourself out of bed, lacking the energizing spark in your work as an advisor? It’s time to reclaim your motivation and kick burnout to the curb!

In this episode, Shannon Spotswood is interviewed by Influence Expert and Top Advisor Marketing podcast host, Matt Halloran, about the importance of prioritizing time, aligning interests with clients, utilizing technology and digital media, and telling personal stories to connect with clients on a human level. Shannon also discusses RFG Advisory’s commitment to helping advisors connect with female prospects and clients through their StrongHER Money initiative.

Shannon discusses:

  • What is the importance of prioritizing time as a financial advisor
  • Tips for prioritizing time and reassessing day-to-day activities as a financial advisor
  • Why you need to clearly define how you will feel most fulfilled and inspired in your work (and the risk you run when you don’t do this)
  • How building a team that aligns with your service model and goals can help free up time to focus on prospecting and deepening relationships with clients
  • Why it’s important for financial advisors to align their interests with their clients’ values and interests
  • What the two key factors currently present in the financial advisory industry are
  • How to find and work with clients who align with your interests so you can stay inspired and develop your niche 
  • The challenges financial advisors face in creating unique, customized experiences for their clients
  • How financial advisors can improve their marketing efforts through ProudMouth.com, RFG Advisory’s marketing team, or PodRocket Academy
  • Why advisors resist spending time doing personal activities with clients and how to stop feeling guilty when you decide to do this (for the sake of your business!)
  • Why prioritizing time as a financial advisor is essential to achieving desired levels of success
  • And more

Resources: 

Connect with Shannon Spotswood:

Connect with Matt Halloran:

About Matt Halloran:

Matt Halloran is Partner and Podcasting Expert at ProudMouth. A former business and life coach to top advisors, Matt has helped 5,000+ advisors understand how to create trust and build rapport with prospects they haven’t even met yet. He has studied the way people communicate for over 20 years, has been featured in The Wall Street Journal as a digital communication expert, and wrote “The Social Media Handbook for Financial Advisors” –– the first social media book dedicated to financial services. He has now combined his extensive knowledge and expertise in business and coaching with one of his passions: podcasting. Matt has hosted and been on 1,000+ podcasts. He’s also the host of ProudMouth’s podcasts, the Top Advisor Marketing Podcast, where he shares marketing strategies tailored for advisors and connects with top industry leaders.

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.