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, aligning interests with clients, utilizing technology and digital media, and telling personal stories to connect with clients on a human level. Shannon also discusses RFG Advisory’s commitment to helping advisors connect with female prospects and clients through their StrongHER Money initiative.

Shannon discusses:

• What is the importance of prioritizing time as a financial advisor
• Tips for prioritizing time and reassessing day-to-day activities as a financial advisor
• Why you need to clearly define how you will feel most fulfilled and inspired in your work (and the risk you run when you don’t do this)
• How building a team that aligns with your service model and goals can help free up time to focus on prospecting and deepening relationships with clients
• Why it’s important for financial advisors to align their interests with their clients’ values and interests
• What the two key factors currently present in the financial advisory industry are
• How to find and work with clients who align with your interests so you can stay inspired and develop your niche 
• The challenges financial advisors face in creating unique, customized experiences for their clients
• How financial advisors can improve their marketing efforts through ProudMouth.com, RFG Advisory’s marketing team, or PodRocket Academy
• Why advisors resist spending time doing personal activities with clients and how to stop feeling guilty when you decide to do this (for the sake of your business!)
• Why prioritizing time as a financial advisor is essential to achieving desired levels of success
• And more

Resources: 

• Schwab Examines the Pain Points of Financial Pros 
• Accenture Study – Wealth management: The new state of advice
• Michael Kitces’s “Fintech Map”
• PodRocket Influence Academy (Enroll for FREE)

Connect with Shannon Spotswood:

• RFG Advisory
• LinkedIn: Shannon Spotswood
• LinkedIn: RFG Advisory

Connect with Matt Halloran:

• ProudMouth
• LinkedIn: Matt Halloran
• Twitter: Matt Halloran
• LinkedIn: ProudMouth
• Facebook: ProudMouth
• Twitter: ProudMouth
• YouTube: ProudMouth

About Matt Halloran:

Matt Halloran is Partner and Podcasting Expert at ProudMouth. A former business and life coach to top advisors, Matt has helped 5,000+ advisors understand how to create trust and build rapport with prospects they haven’t even met yet. He has studied the way people communicate for over 20 years, has been featured in The Wall Street Journal as a digital communication expert, and wrote “The Social Media Handbook for Financial Advisors” –– the first social media book dedicated to financial services. He has now combined his extensive knowledge and expertise in business and coaching with one of his passions: podcasting. Matt has hosted and been on 1,000+ podcasts. He’s also the host of ProudMouth’s podcasts, the Top Advisor Marketing Podcast, where he shares marketing strategies tailored for advisors and connects with top industry leaders.

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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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