Become Obsessed With Change With Bobby White and Navy Seal Dom Raso (Ep. 17)

Become Obsessed With Change With Bobby White and Navy Seal Dom Raso (Ep. 17)

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 …

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How To Be Prepared for the Industry’s Succession Crisis Ft. Rick Wedell, CIO at RFG Advisory (Ep. 16)

How To Be Prepared for the Industry’s Succession Crisis Ft. Rick Wedell, CIO at RFG Advisory (Ep. 16)

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 …

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The Ultimate Balance: Optimizing Your Time To Do What You Love Ft. Ethan Campbell, Owner & Financial Advisor at Stones River Wealth Management (Ep. 15)

The Ultimate Balance: Optimizing Your Time To Do What You Love Ft. Ethan Campbell, Owner & Financial Advisor at Stones River Wealth Management (Ep. 15)

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 …

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A Honey Hole for Advisors Working With Business Owners Before They Sell Ft. Zane Tarence, Managing Director at Founders Advisors (Ep. 14)

A Honey Hole for Advisors Working With Business Owners Before They Sell Ft. Zane Tarence, Managing Director at Founders Advisors (Ep. 14)

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 …

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How to Build a High-Performing Team Ft. Matt Hottle, Co-founder of Redhawk Advisory (Ep. 13)

How to Build a High-Performing Team Ft. Matt Hottle, Co-founder of Redhawk Advisory (Ep. 13)

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 …

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When Two Worlds Collide Ft. Nate Reynolds, Financial Advisor at Billings Group (Ep. 12)

When Two Worlds Collide Ft. Nate Reynolds, Financial Advisor at Billings Group (Ep. 12)

“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 …

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Changing How You Communicate With Clients Ft. Josh Kilsch, Financial Advisor at Billings Group (Ep. 11)

Changing How You Communicate With Clients Ft. Josh Kilsch, Financial Advisor at Billings Group (Ep. 11)

“Show up every day, try to crush it.” This Disruption Blueprint episode with guest Josh Kilsch, Financial Advisor at Billings Group, dives into why succession planning is a necessity, how to build your practice for the future, and how to take ownership of your life no matter what path you’re on. From a very young …

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Be Intentional About Growing Your Practice Ft. Lance Billings, Founder & Financial Advisor at Billings Group (Ep. 10)

Be Intentional About Growing Your Practice Ft. Lance Billings, Founder & Financial Advisor at Billings Group (Ep. 10)

“I always have my faith, my family, and then my business,” says Lance Billings, Founder and Financial Advisor at Billings Group. This Disruption Blueprint episode features Lance Billings, who so powerfully weaves community, the love of his hometown, and his faith into building his business. Salina, Kansas is home, it’s work, it’s family, it’s the …

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Take the Seat on a Rocket Ship Ft. RFG Advisory CIO Rick Wedell (Ep. 9)

Take the Seat on a Rocket Ship Ft. RFG Advisory CIO Rick Wedell (Ep. 9)

“If someone offers you a seat on a rocket ship, you don’t ask questions. You just sit down and get to work” This Disruption Blueprint episode featuring Rick Wedell Chief Investment Officer at RFG Advisory dives into topics on building the future, navigating the succession planning process, why he prefers video content above all else, …

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The Impact of “The Golden Rule” Ft. Mark Green (Ep. 8)

The Impact of “The Golden Rule” Ft. Mark Green (Ep. 8)

“I was scared to make the move just like anybody else was,” Mark says. “I was worried about my clients making the transition.” But ultimately it boiled down to one big reason. “RFG just fit in.” This Disruption Blueprint episode with guest Mark Green, CEO, Founder, and President at GFG Wealth Advisors, will leave you …

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