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 …
If you store your important documents in a locked drawer or have a list of where they all are that hasn’t been updated in a decade, sharing them with your trusted network can be stressful. Prismm makes it easier and more secure. In this episode, Shannon Spotswood speaks with Martha Underwood, founder of Prismm, a …
We’re back with another episode of Disruption Blueprint! Today, we are joined by Steve Spaeth, CFP®, Founder and CEO of River Oak Asset Advisory out of Cincinnati, OH. Steve recently marked his one-year anniversary of going independent after leaving a billion-dollar self-built business in the wirehouse channel. Reflecting on his more than 28 years in …
Welcome back to another episode of Disruption Blueprint! A podcast that seeks to provide turnkey solutions, analyzing actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruption. In this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, change, changing …
Rick Wedell is Chief Investment Officer at RFG, and he’s back on Disruption Blueprint with Shannon Spotswood, President of RFG. Together they tackle one of the biggest challenges in the industry—how to be prepared for a succession crisis. They also identify widely held misconceptions about valuation, deal structures, and everything else in between for advisors …
Welcome Ethan Campbell to this episode of Disruption Blueprint! Ethan is Owner & Financial Advisor at Stones River Wealth Management, a financial planning practice that helps clients grow their assets, mitigate risk, create a lifelong plan, and be confident about their financial future. Ethan is a 2012 graduate of Middle Tennessee State University with a …
Welcome Zane Tarence to this episode of Disruption Blueprint! Zane is a managing director at Founders Advisors, a middle market boutique investment bank headquartered here in Birmingham, Alabama. As a boutique investment bank, they aren’t trying to be everything for all people. Zane helps run the technology practice for Founders Advisors, and he sits at …
Welcome Matt Hottle to this episode of Disruption Blueprint. Matt Hottle is the Co-Founder of Redhawk Advisory, and Managing Partner of the Alabama Futures Fund, an early stage VC fund that is driving entrepreneurialism and economic development right here in the state of Alabama. Matt has held several operating positions where he was deep in …
“It was very challenging, but the energy and the drive and the passion you felt there from both Bobby and Dom and the other guys there was just incredible.” Challenge yourself and change how you communicate with clients. After a background in the U.S. Army, Nate Reynolds, dove headfirst into working with his father-in-law as …