Tag: Financial Advisors
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)

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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 bachelor’s degree in Finance. Prior to founding Stones River Wealth Management, Ethan was a wealth advisor with Edward Jones. Ethan is a 31-year-old entrepreneur and successful industry leader who is building a rapidly evolving practice. He digs deep into how he is taking the leap of independence in this episode. His secret to long-term success? Ethan is building a family legacy not only to help those from an income standpoint, but also to be better servants to the community.

To help understand your long-term goals, it helps to identify three key tactics to run a successful practice. Ethan discusses that, what the first two months of your business look like, and how his children are a big part of both his personal and professional life in this episode.

“You’ll be amazed at how profitable your business is because your business depends on your health,” says Ethan. “Maintaining intimacy with your clients, to maintaining emotional resilience; from the ups and downs in the market, from the mistakes that are made in the world and your clients’ mistakes, your mistakes, everything that comes into play.”

Strongly rooted in his Christian faith, Ethan discusses how in the book of Proverbs, a wise man leaves an inheritance to his children’s children. Ethan knows when people, families, and businesses are financially healthy, communities can grow stronger.

Listen more to hear conversations about staying focused, disciplined, having faith in the system, and doing whatever it takes to make it.

Join the conversation to hear about:

  • Taking your destiny into your own hands & building your own business 
  • Cultivating an advisory practice in a metropolitan vs. small environment 
  • How to up your game and how they can be beneficial to their clients, from an educational standpoint 
  • Integrating faith into not just your business, but who you are 
  • Discipline of working towards a sustainable, scalable business 
  • Trust the team that you’ve built 
  • Opportunities, diversity & catapulting to the next level in creating a business 
  • It’s all about prospecting 
  • Generational wealth transfer and the emotional connection to money 
  • Understanding how to turn on and off the focus 
  • Stay committed, and create something really, really special 

Referenced Materials:

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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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The Disruption Blueprint featuring Bobby White, Shannon Spotswood and Rick Wedell (Ep. 1)

The Disruption Blueprint featuring Bobby White, Shannon Spotswood and Rick Wedell (Ep. 1)

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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 future. Now, it’s time for the next iteration, founded in our passion to be the disruptors instead of being disrupted.

Join us as we bring together industry experts, successful advisors, and professionals on the bleeding edge of our industry to help advisors maximize their independence, grow their personal balance sheet, and own their future.

In this inaugural episode, Bobby, Shannon, and Rick discuss why the podcast is named Disruption Blueprint, the history of RFG advisory, and what their platform for independent advisors is all about.

Bobby, Shannon and Rick discuss:

  • What it means to “disrupt”
  • The history behind RFG advisory
  • How they all met and became partners at RFG advisory
  • What you can expect from future episodes
  • And more!

Resources:

Connect with Shannon Spotswood:

Connect with Bobby White:

Connect with Rick Wedell:

About Bobby White: 

With over two decades of experience in the wealth management industry as a Founder and CEO, and a Financial Advisor, Bobby has built a successful, multi-faceted career. Stemming from his ability to get comfortable being uncomfortable, Bobby firmly believes the very thing that sets RFG Advisory apart is how we adapt to change. “I’d rather be a disruptor than be disrupted,” says Bobby. More than just words, his leadership style reflects the bold, decisive moves that have allowed his company to adapt while staying one step ahead of the competition. Under Bobby’s leadership, RFG Advisory was named Best Places to Work for Financial Advisors in 2021 and 2022, and a Finalist for the InvestmentNews Innovation Awards 2021 and WealthManagement.com Non-Custodial RIA Support Platform in 2020 and 2021. In 2021, RFG Advisory also received two ThinkAdvisor LUMINARY Awards in Thought-Leadership and Education. Financial Times named RFG Advisory a Top 300 RIA out of 13,000 firms in 2020. For more information on these awards, please visit www.rfgadvisory.com/awards. 

About Shannon Spotswood: 

Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management and business development. At RFG Advisory, Shannon oversees all aspects of RFG 2.0, a fully integrated platform designed for independent financial advisors and the implementation of strategic initiatives contributing to advisor success. Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, advisor-focused RIA of the future. 

About Rick Wedell: 

Rick Wedell joined RFG Advisory as Partner and Chief Investment Officer (CIO) in 2016. As CIO and leader of RFG’s Investment Team, Rick manages multi-asset portfolios and provides strategic insights on asset allocation and portfolio construction. Rick also leads the design and enhancements of RFG’s custom-built, client-focused investment platform known as “Bluemonte,” currently managing over $1 billion of assets under management. Rick designed an innovative investment experience focused on bringing that level of service and direct accessibility to financial Advisors at RFG Advisory.

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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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