Disruption Blueprint Podcast

In this episode, Bobby White talks about how to be the CEO not the COO+ – How to structure your time and efficiently manage the right set of activities to build your dream team. This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape , where Bobby White, Founder and CEO sits down for a limited series with N...

Fear keeps us from achieving our dreams and striving to be the best version of ourselves. Overcoming fear is one of the biggest accomplishments we can have. In this episode, Shannon Spotswood joins Jack Burnette, CFP® in a conversation about how he overcame fear to completely turn his life around and get to where he is today. They extend the discussion to how he helps the future of financial advis...

Are you tired of being drowned out in a sea of financial advisors all saying the same thing? It’s time to turn up the volume and let your unique voice be heard! In this episode, Shannon Spotswood interviews podcasting guru, Matt Halloran, about why advisors should podcast. Matt discusses the power of podcasting in enabling advisors to showcase their authentic selves, build influence, and strategic...

Technology is disrupting the financial services industry! From collecting data about clients to utilizing AI, a lot is changing. In this episode, Shannon Spotswood interviews two guests, Joel P. Bruckenstein, CFS, CMFC, CFP®, Financial Services FinTech Expert, and Dr. Jordan A. Hutchison, RFG’s Vice President of Technology, about the tech landscape in the financial services industry. They start of...

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...

In this episode, Bobby and Dom discuss how to apply Dom Raso’s Crush Everything philosophy around your actions, behaviors, and beliefs to grow your practice and serve your clients. This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape , where Bobby White, Founder and CEO sits down for a limited series wit...

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 and escape the “sameness”. Kelly discusses:  Wh...

As an independent advisor, you shouldn’t fear growth. You should invest in it! In this episode, Shannon Spotswood interviews the Founder of RVA Wealth Management, David Koren, MBA, ChFC®, CLU® about his advice for advisors considering independence, the importance of taking risks and investing in your business, and the 10-3-1 rule. He also discusses the benefits of crafting your own firm and succes...

Welcome back to another episode of the Disruption Blueprint Podcast! If you’re a financial advisor navigating the challenges of the insurance channel and contemplating a shift to independence, Wes Miller’s transformative journey is a must-listen on the Disruption Blueprint podcast.  Wes Miller, Partner and Wealth Management Advisor at Willow Private Wealth, spent the majority of his career at...

In this episode, Bobby White and Dom Raso talk about the importance of mindset for financial advisors as a foundation for success and to take their practice to the next level. This is not your normal episode of Disruption Blueprint. Today we bring you a limited series,   Mindset Mastery – Thriving in the Financial Landscape , where Bobby White, Founder and CEO sits down for a limited series w...

What achievements and victories can we learn from Shannon Spotswood? Today, Shannon takes a seat on the other side of the mic to share her experiences and insights with us. In this episode, Shannon Spotswood, President of RFG Advisory, is interviewed by Dr. Jordan Hutchison on the Game Film, a brand extension for Disruption Blueprint. Reflecting on her journey, Shannon talks about her diverse back...

“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 fired up and ready to take on the world. Based in College Station, Texas, Mark v...

How do we maintain a personal touch in an increasingly digital age? Elevate your understanding as Dr. Jordan Hutchison is joined by Liz Dykes, Chartered Investment Manager and Certified in Life and Success Coaching.   Together, they plunge into the essence of understanding clients, challenging preconceived notions, and establishing strong rapport, especially in the financial advisory spa...

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 the trench in a lot of different industries, bui...

“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 of RFG Advisory as guest. Bobby White is our fearless leader, devoted t...

How can financial advisors unleash their growth potential in the ever-changing landscape of the wealth management industry? Today on The Disruption Blueprint Podcast, Shannon Spotswood interviews Samuel Deane of Deane Wealth Management, who specializes in serving founders and tech employees with equity compensation and tax planning, and Dr. Preston Cherry of Concurrent Financial Planning, who focu...

“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 and investment planning needs of families, business owners,...

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 p...

One Year Later on from their prescient conversation on Captiva Island in 2020, Bobby White and Dom Raso reunite for an invigorating, energetic live event from the RFG Podcast studio. What does it mean to crush everything? It means to get 1% better every day, to have the will to fight, and to persevere in the face of hardship, and to have your mindset on your goals. The challenges that have plagued...

If you’re looking to grow your business, digital marketing should be your go-to. In this episode, Shannon Spotswood brings on three guests, Financial Advisor Dany Martin from Shreveport LA, Financial Advisor David Pulcini from Rochester NY, and digital marketing guru Andrew Parrott in Knoxville TN. The four discuss the inner workings of growing a business in financial advising through marketing. S...

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 the tip of the spear in this vertical. The...

“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 feel and carries a tremendous amount of empathy for others. He has a way of uplifti...

In their element, at Dynamis Alliance HQ, Bobby White, RFG Advisory Founder and CEO, and Dom Raso, former Navy Seal Team 6 Warrior and Founder of Dynamis Alliance, sit down to talk about what it means to show up. This impactful episode is all about pushing through fear and how programming your mind can help you take the leap that you need to build value for yourself, your family, and for your busi...

“ 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 Crump, CFP® on Episode 4. WFA has 96 cumulative years of trusted advisor experience and 134+ c...