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, …

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Achieving Flow in the Everchanging Finance Industry with Dr. Jordan Hutchison (Ep. 36)

Achieving Flow in the Everchanging Finance Industry with Dr. Jordan Hutchison (Ep. 36)

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 …

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How Technology is Disrupting Financial Services with Joel Bruckenstein and Dr. Jordan Hutchison (Ep. 35)

How Technology is Disrupting Financial Services with Joel Bruckenstein and Dr. Jordan Hutchison (Ep. 35)

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 …

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The Secret Sauce of Thriving Businesses – Focusing On Your Niche with Eric Blake, CFP® (Ep. 34)

The Secret Sauce of Thriving Businesses – Focusing On Your Niche with Eric Blake, CFP® (Ep. 34)

“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 …

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Crafting And Growing Your Own Firm As An Independent Advisor with David Koren (Ep. 33)

Crafting And Growing Your Own Firm As An Independent Advisor with David Koren (Ep. 33)

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 …

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Podcasting Your Way to Influence as a Financial Advisor With Matt Halloran (Ep. 32)

Podcasting Your Way to Influence as a Financial Advisor With Matt Halloran (Ep. 32)

Are you tired of being drowned out in a sea of financial advisors all saying the same thing? It’s time to turn up the volume and let your unique voice be heard! In this episode, Shannon Spotswood interviews podcasting guru, Matt Halloran, about why advisors should podcast. Matt discusses the power of podcasting in enabling …

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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)

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 …

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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)

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 …

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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)

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 …

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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)

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 …

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