“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 …
“Education is KEY to changing your own trajectory” This Disruption Blueprint episode with guest Chris Wedell, CFP®, CDFA®, and Wealth Advisor at RFG Advisory will leave you so pumped up you’ll feel ready to crush anything. She is a co-conspirator and creator of StrongHer Money, along with RFG President and host of Disruption Blueprint, Shannon …
“Wealth Management is not about the assets. It’s about what we can empower people to do with their assets.” This week on the Disruption Blueprint podcast, Mark Dutram, CPWA®, CFP®, AEP®, Wealth Advisor and President of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement …
“Success is going to be built off of the things that you put into it.” This week we are psyched to have two WFA Partners and Wealth Advisors on the Disruption Blueprint podcast: Chase Crump, CFP®, and Dany L. Martin, MBA. You might recall Dany L. Martin, MBA from Disruption Blueprint Episode 3 and Chase …
“Life is bigger than just what we do.” Thanks for joining us in the Disruption Blueprint studio to welcome Chase Crump, CFP®, Partner and Wealth Advisor at WFA. Chase is a heart forward advisor who brings a tremendous amount of authenticity to the profession. Chase is a champion of caring; he cares about how people …
“Feed your mind, feed your soul, just always be open to learning new things.” Today we’d like to welcome Dany L. Martin, MBA, Partner and Wealth Advisor at WFA, to this episode of Disruption Blueprint. Dany is social media savvy, community driven, and has a keep moving forward attitude that makes him an innovator in …
“Fear only will slow you down. Fear will only make you hesitate.” Welcome to Disruption Blueprint, the podcast for independent financial advisors who want to crush everything and take their A-game to the next level. This episode is brought to you by RFG Advisory with your host Shannon Spotswood and Bobby White, Founder and CEO …
Introducing the Disruption Blueprint podcast, a support and coaching resource for Advisors that want to disrupt the norm, service their clients better, and gain success in the financial industry. For the past two years we have been on a journey to bring Independent Financial Advisors content that can help them create a practice of the …
