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 …
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 …
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 …
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 …
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 …
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, …
Technology is changing the financial landscape, not just for advisors but for clients too. In this episode, Shannon Spotswood brings on RFG’s Vice President of Technology, Dr. Jordan Hutchison, to discuss the tremendously disruptive change in technology the financial industry is going through. Jordan shares his journey to get to where he is today, explains …
Technology is disrupting the financial services industry! From collecting data about clients to utilizing AI, a lot is changing. In this episode, Shannon Spotswood interviews two guests, Joel P. Bruckenstein, CFS, CMFC, CFP®, Financial Services FinTech Expert, and Dr. Jordan A. Hutchison, RFG’s Vice President of Technology, about the tech landscape in the financial services …
“You can have everything in life you want, if you will just help other people get what they want.” – Zig Ziglar And what better than helping people whom we can really empathize with and understand? In this episode, Shannon Spotswood sits down with Eric Blake, CFP®, Founder and Lead Financial Planner at Blake Wealth …
As an independent advisor, you shouldn’t fear growth. You should invest in it! In this episode, Shannon Spotswood interviews the Founder of RVA Wealth Management, David Koren, MBA, ChFC®, CLU® about his advice for advisors considering independence, the importance of taking risks and investing in your business, and the 10-3-1 rule. He also discusses the …