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The 5 Freedoms of a Successful Business and a Life That You Love with Stephanie Bogan (Ep. 31)

The 5 Freedoms of a Successful Business and a Life That You Love with Stephanie Bogan (Ep. 31)

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Stop spending a galactic waste of your time on activities that won’t get you or your advisory practice where you want to be, and start investing yourself into a life that you love.

In this episode, Shannon Spotswood interviews Stephanie Bogan, a high-performance business coach at Limitless, about the five freedoms that are essential for building a successful business and living a fulfilling life. She explains why many advisors waste time on practices that don’t support growth, profit, or happiness, and offers two questions that can help them achieve their goals. You will learn how to overcome mediocrity and create a business and life that you truly love.

Stephanie discusses: 

  • The 5 freedoms of being a limitless advisor 
  • Her definition of success
  • Why advisors spend a galactic waste of time on practices that don’t support growth, profit or happiness
  • The 2 questions every advisor should ask themselves to get better answers about accomplishing the growth they want to see
  • How advisors can accomplish a successful business and obtain a life that they love
  • What it means to quit sucking on the lollipop of mediocrity
  • And more

Resources:

Connect with Shannon Spotswood:

Connect with Stephanie Bogan:

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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.

About our Guest:

Stephanie Bogan is a successful entrepreneur, business coach, speaker and author helping Financial Advisors and Founders create wildly successful businesses and lives that they love while she works 25 hours a week from the beaches of Costa Rica and slopes of Park City.

In her 25 year career, Stephanie has consulted and coached top firms, thought leaders and C-suite leaders to greater success. A regular speaker and writer, Stephanie authored The Power of Practice Management (Bloomberg Press), has written for every major publication, including a past column for Financial Planning magazine and continues to write the Limitless Adviser column for Investment News. She is also a regular contributor to Financial Advisor, Kitces.com and Advisor Perspectives.

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The 4 Elements of Communication with Apollo Lupescu, PhD (Ep. 30)

The 4 Elements of Communication with Apollo Lupescu, PhD (Ep. 30)

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Would you consider yourself a good communicator?

In this episode, Shannon Spotswood speaks with the Vice President at Dimensional Fund Advisors, Apollo Lupescu, PhD, about why communication matters so much in the world of financial advising.

Apollo discusses: 

  • The importance of communication for advisors and what “Nerd vs. Shark” means
  • How important active listening is for advisors
  • Why advisors need to know who their audience is
  • Why advisors need to create a playbook for selling their words and answering their clients’ questions
  • And more

Resources:

Connect with Apollo Lupescu:

Connect with Shannon Spotswood:

About our Guest:

Apollo Lupescu is the Vice President at Dimensional Fund Advisors. He joined Dimensional in 2004 as a regional director and oversaw the firm’s advisor 401(k) business. Prior to joining Dimensional, Apollo served in a variety of roles with the US Department of State, from which he formed his own consulting firm, Apollo Consulting Group. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. Apollo received his PhD in economics and finance from UCSB and holds a BA from Michigan State University, where he competed in and coached water polo.

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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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Building Billion-Dollar Brands Through Marketing with Dany Martin, David Pulcini, and Andrew Parrott (Ep. 29)

Building Billion-Dollar Brands Through Marketing with Dany Martin, David Pulcini, and Andrew Parrott (Ep. 29)

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If you’re looking to grow your business, digital marketing should be your go-to.

In this episode, Shannon Spotswood brings on three guests, Financial Advisor Dany Martin from Shreveport LA, Financial Advisor David Pulcini from Rochester NY, and digital marketing guru Andrew Parrott in Knoxville TN. The four discuss the inner workings of growing a business in financial advising through marketing.

Shannon, Dany, David, and Andrew discuss: 

  • The importance of capturing your authentic self in marketing
  • The most common excuses from advisors who don’t market themselves
  • Differentiating excuses from priorities
  • Why advisors need to build a personal brand to grow their firms
  • And more

Resources:

Connect with Shannon Spotswood:

Connect with Dany Martin:

Connect with David Pulcini:

Connect with Andrew Parrott:

About our Guests:

Dany Martin’s passion for helping others strive for financial health started during his high school years when residual income and the idea of having money work for you crossed his desk. He further pursued his enthusiasm for business and finance during college, where he attended Northwestern State University. During those 4 years in Natchitoches, he achieved a Bachelor of Science degree in Business Administration and was an active member and treasurer of Sigma Nu Fraternity. He continued his education by obtaining a Master’s in Business Administration degree from Louisiana Tech University. Prior to becoming part of the Williams Financial Advisor team in January of 2015, Dany spent 8.5 years at Capital One Bank, where in a very short time he worked his way up from a teller to a Financial Advisor covering 10+ branches in Shreveport, LA.

David Pulcini enjoys meeting new people wherever they are on their financial journey to guide them toward making positive financial decisions. He uses his experience in investment management, tax planning, and insurance to help clients protect what they have and grow what they need. He has developed Six Point Financial’s proprietary “Think About It” process that they take their prospective clients through, he is a co-chair of their internal investment committee, and most of all, David loves working with the clients that he has. David takes his role as an advisor very seriously, but he really wants to enjoy the process as much as possible. 

Andrew Parrott is the owner of Logic Marketing and the Business Development Manager at U! Creative. With over 9 years of marketing experience and over 16 years of experience in digital media, Andrew is a digital marketing guru.

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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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Shannon Spotswood’s Journey Towards Servant Leadership with Dr. Daniel Crosby (Ep. 28)

Shannon Spotswood’s Journey Towards Servant Leadership with Dr. Daniel Crosby (Ep. 28)

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As independent financial advisors, RFG Advisory’s core values emphasize building a rapport with clients and providing a higher level of service to stand out in a crowded industry.

In this episode, Shannon Spotswood is interviewed by Dr. Daniel Crosby, the host of the Standard deviations Podcast. She shares her story of deviance by pivoting her career to join RFG, what RFG’s values are, and how other RIAs can address and prioritize their client’s needs by building a rapport and higher level of connection with them.

Shannon discusses: 

  • What interested her in the finance world and how her career started
  • Why she pivoted from an investment fund analyst to a career in a more customer-oriented position at RFG
  • What RFG’s core values are and their selection process for building a team of A players
  • What the “RIA of the future” looks like and how it will address longevity risk
  • And more

Resources:

Connect with Shannon Spotswood:

Connect with Dr. Daniel Crosby:

About Dr. Daniel Crosby:

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Daniel was named one of the “12 Thinkers to Watch” by Monster.com, a “Financial Blogger You Should Be Reading” by AARP, and a member of InvestmentNews’s prestigious “40 Under 40”. When he is not consulting around market psychology, Daniel enjoys independent films, fanatically following St. Louis Cardinals baseball, and spending time with his wife and three children.

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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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Digging Into the 5 Dysfunctions of a Team with Greg Menefee (Ep. 27)

Digging Into the 5 Dysfunctions of a Team with Greg Menefee (Ep. 27)

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Not every successful team is functional, but every functional team is successful.

In this episode, Shannon Spotswood and Greg Menefee, Consulting and Implementation SVP at Orion Advisor Tech, dig into the 5 dysfunctions of a team. They help advisors identify each dysfunction and its cause, and learn how to resolve it to build a high-performing, opt-in team.

Greg discusses: 

  • The difference between management and leadership
  • The 5 dysfunctions of a team 
  • Which dysfunction is most commonly seen in teams
  • The first step a leader can take to resolve their team’s dysfunction
  • How advisors can create and sustain a high-functioning team and company culture
  • And more

Resources:

Connect with Greg Menefee:

Connect with Shannon Spotswood:

About our Guest:

Greg Menefee is the Senior Vice President of Consulting and Implementation at Orion Advisor Tech. Greg leads teams that excel at consistently elevating the client experience and industry standards.

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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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Achieving Your Goals One Habit At A Time With Phillip Deas (Ep. 26)

Achieving Your Goals One Habit At A Time With Phillip Deas (Ep. 26)

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Setting goals is one thing, but sticking to and achieving them is a whole different marathon.

In this episode, Shannon Spotswood speaks with Business Coach Phillip Deas about how to commit to achieving the goals you set for yourself and your business by building habits. He pulls some tips from his book, House Habits: Living on Mission One Habit at a Time, and shares some motivational stories along the way.

Phillip discusses: 

  • What the 12 house habits are
  • The most important house habit: “We live on” 
  • The three keys to habit formation
  • How to form a habit around increasing the size of your practice
  • The importance of putting yourself first
  • Why the journey is the destination
  • What it means to “change your posture, change your life, lean in”
  • And more

Resources:

Connect with Phillip Deas:

Connect with Shannon Spotswood:

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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.

About our Guest:

Phillip Deas is a Business Coach at Every Day Champion and a Lead Pastor at Northpoint Community Church. With years of experience as an athlete and then as a coach, Phillip published the book, House Habits: Living on Mission One Habit at a Time.

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Choosing Growth And Overcoming Fear with Laura Hinton, ChFC (Ep. 25)

Choosing Growth And Overcoming Fear with Laura Hinton, ChFC (Ep. 25)

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“One can choose to go back toward safety or forward toward growth. Growth must be chosen again and again; fear must be overcome again and again.” 

– Abraham Maslow

In this episode, Shannon Spotswood speaks with Laura Hinton, ChFC, about her journey to becoming an independent financial advisor. Laura shares how she got into the industry, why she decided to go independent, and how being a two-time breast cancer survivor has helped shape her career with lessons of perseverance, reacting vs responding, and the importance of a solid plan.

 Laura discusses: 

  • How she got into the business as a chartered financial consultant
  • Why she decided to pivot and go independent after 28 years in the industry
  • How choosing growth and overcoming fear has impacted her as a financial advisor
  • What advice she has for financial advisors who are looking to go independent
  • Why financial advisors are facing a succession crisis
  • How her experience of surviving breast cancer twice has helped shape her as an advisor
  • Why planning for the possibility of extended longevity is better than risking the plan being too short
  • Why the industry still struggles to attract women to become financial advisors, in 2023
  • And more

Connect with Laura Hinton, ChFC:

Connect with Shannon Spotswood:

About our Guest:

For nearly 30 years, Laura Hinton has been working with clients to assess and plan for their financial needs. Her focus is on providing fee-based financial planning for executives, business owners, entrepreneurs, and professionals. Laura works with clients to help identify their financial goals and work toward wealth accumulation and retention. Laura has a Bachelor of Science degree from the University of Montevallo and graduated from The American College of Financial Services with her Chartered Financial Consultant designation. Prior to joining RFG, Laura worked as a Financial Advisor at Bridgeworth, LLC, and Mass Mutual. She is an avid adventurer and lover of the outdoors.

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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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Overcoming Fear with Jack Burnette, CFP® (Ep. 24)

Overcoming Fear with Jack Burnette, CFP® (Ep. 24)

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Fear keeps us from achieving our dreams and striving to be the best version of ourselves. Overcoming fear is one of the biggest accomplishments we can have.

In this episode, Shannon Spotswood joins Jack Burnette, CFP® in a conversation about how he overcame fear to completely turn his life around and get to where he is today. They extend the discussion to how he helps the future of financial advisors to strive for what they want through his story.

Jack shares: 

  • How his personal journey from working in sales to becoming an independent advisor helped him accomplish and maintain his sobriety
  • His strategy for having a work-life balance
  • Why fear is an obstacle for so many financial advisors
  • How he overcomes fear and anxiety around change
  • How he addresses questions regarding when he plans to retire
  • And more

Connect with Jack Burnette, CFP®:

Connect with Shannon Spotswood:

About our Guest:

Jack Burnette, CFP® is an Independent Advisor and Senior Vice President of Wealth Management at RFG Advisory Wealth Management. Jack has been at RFG Advisory for over 7 years. Prior to going independent with RFG, he worked with Ameriprise and Merill Lynch. His passion for financial advising was preceded by working in sales and VP development in the medical industry.

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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 Journey Of Independence with Kevin Harper, CFP® (Ep. 23)

The Journey Of Independence with Kevin Harper, CFP® (Ep. 23)

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Most advisors who go independent, never look back. For Kevin Harper, it was the best decision he’s made for his career.

In this episode, Shannon Spotswood speaks with Kevin Harper, CFP®, about his personal journey of independence. He walks us through his journey up to how he found himself where he is today and all the ups, downs, and in-betweens on the way.

Kevin discusses: 

  • What his business looks like
  • Why other advisors are following the trend to go independent
  • How he manages his work-life balance to prioritize what matters the most to him
  • Why more advisors aren’t walking the path that he’s walking
  • How changing the paradigm of where an advisor works weaves into the client experience
  • And more

Connect with Shannon Spotswood:

Connect with Kevin Harper:

About our Guest:

Kevin Harper, CFP® is an independent advisor in wealth management located in Birmingham, Alabama. He graduated from the University of Alabama with a bachelor of science in finance and joined Olde Discount Brokerage the same year as a financial advisor. After 20 years of experience in the financial industry, Kevin joined RFG Advisory and is now an executive vice president.

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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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Marketing Madness with Kelly Waltrich (Ep. 22)

Marketing Madness with Kelly Waltrich (Ep. 22)

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Many financial advisors struggle to define themselves in their marketing. If you’re one of them, you don’t have to struggle any longer.

In this episode, Shannon Spotswood speaks with Kelly Waltrich, the Co-founder of Intention.ly. Kelly shares her expertise in marketing and how financial advisors can create their own brand that is unique to them and escape the “sameness”.

Kelly discusses: 

  • What factors need to be paid attention to when building a brand
  • How to determine the appropriate amount to spend on client acquisitions
  • What questions advisors should ask themselves as they put pen to paper on defining their brand
  • How thinking of marketing as multiple skills instead of one makes it easier to tackle
  • The 3 mountains to climb in marketing
  • And more

Resources:

Connect with Shannon Spotswood:

Connect with Kelly Waltrich:

About our Guest:

For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies.

Kelly designed the strategy behind several successful rebrands, acquisitions, and product launches—including spearheading the development of two advisor marketing products—while creating unmatched overall brand visibility and helping to turn company executives into industry thought leaders.

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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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