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 …
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 …
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 …
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, …
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 …
“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 …
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 …
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 …
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 …
Commitment and care matter to all of our clients as financial advisors. These traits are especially important when working with high-net-worth individuals, and who better to meticulously commit to and care for clients than a former lawyer? In this episode, Shannon Spotswood speaks with Lynne Wiggins, a former lawyer, current financial advisor, and founder of …