Disruption Blueprint Podcast

What does it take for Financial Advisors to thrive?  In this episode of The Disruption Blueprint Podcast , Shannon Spotswood delves into the world of financial services with Rohit Mahna, Head of Client Growth at Fidelity Institutional Wealth Management Services. They discuss the critical elements of disruption, innovation, and forward-thinking strategies necessary for navigating the complexit...

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 that have a $50 – $300 million AUM pr...

Welcome to Game Film with Dr. J, where we share some of the most valuable lessons for advisors from real client experiences and business decisions. In this episode, Dr. Jordan Hutchison, Vice President of Technology at RFG, welcomes Kelly Klingaman, CFP®, RLP®, founder of Kelly Klingaman Financial Planning, to an episode of Game Film with Dr. J where Kelly shares her journey into the industry and...

“ One can choose to go back toward safety or forward toward growth. Growth must be chosen again and again; fear must be overcome again and again .”  – Abraham Maslow In this episode, Shannon Spotswood speaks with Laura Hinton, ChFC, about her journey to becoming an independent financial advisor. Laura shares how she got into the industry, why she decided to go independent, and how being a two...

We’re back with another episode of Disruption Blueprint! Today, we are joined by Steve Spaeth, CFP ® , Founder and CEO of River Oak Asset Advisory out of Cincinnati, OH.  Steve recently marked his one-year anniversary of going independent after leaving a billion-dollar self-built business in the wirehouse channel. Reflecting on his more than 28 years in wealth management, Steve notes that whi...

If you store your important documents in a locked drawer or have a list of where they all are that hasn’t been updated in a decade, sharing them with your trusted network can be stressful. Prismm makes it easier and more secure. In this episode, Shannon Spotswood speaks with Martha Underwood, founder of Prismm, a digital vault built for end-of-life. Martha talks about her career in technology and...

“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 Spotswood, where they help women live financially fea...

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...

It looks like the financial services industry is progressing towards a succession crisis. Are advisors ready to handle it? This week, Shannon Spotswood interviews David DeVoe, the Founder and CEO of DeVoe & Company, about the current state of M&A activity and succession planning in the financial advisory space.  Together, they highlight the succession crisis in the field and the impor...

Ready to explore the world of finance and advisory through the lens of experts who are steering the industry’s future? In this episode of The Disruption Blueprint Podcast , Shannon Spotswood sits down with Jim Sumpter, CFP®, and founder and CEO of CMC Financial.  This conversation takes you on a journey from Jim’s early days as an advisor, and his transformative personal experiences, to how h...

Most advisors who go independent, never look back. For Kevin Harper, it was the best decision he’s made for his career. In this episode, Shannon Spotswood speaks with Kevin Harper, CFP®, about his personal journey of independence. He walks us through his journey up to how he found himself where he is today and all the ups, downs, and in-betweens on the way. Kevin discusses:  What his business...

As independent financial advisors, RFG Advisory’s core values emphasize building a rapport with clients and providing a higher level of service to stand out in a crowded industry. In this episode, Shannon Spotswood is interviewed by Dr. Daniel Crosby, the host of the Standard deviations Podcast. She shares her story of deviance by pivoting her career to join RFG, what RFG’s values are, and how oth...

In this episode, Bobby White and Dom Raso discuss the actions independent advisors must take in order to be successful, three, five, and ten years from now. 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 NAVY SEAL TEAM 6 Hero,...

“You can have everything in life you want, if you will just help other people get what they want.”  – Zig Ziglar And what better than helping people whom we can really empathize with and understand? In this episode, Shannon Spotswood sits down with Eric Blake, CFP®, Founder and Lead Financial Planner at Blake Wealth Management. Eric shares the benefits of having a niche market, including the...

What does it take to revolutionize the financial advisory landscape? In this episode, Jordan Hutchison is joined by Tom Rieman, the founder of Practice Intel, to talk about the challenges and rewards of entrepreneurship in the financial advisory industry.  Tom sheds light on the challenges, triumphs, and impact of creating a data-driven platform for organic growth in financial advisory servic...

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 the generic way of thinking, and more...

How can the financial industry better serve women’s unique needs? In this episode, Shannon Spotswood speaks about women and money with Dr. Barbara Provost, Ed. D., MS Ed, MBM, founder of Purse Strings.  Shannon and Dr. Provost explore the disconnect between financial services and women’s needs while emphasizing the importance of a personalized approach, citing research on the industry’s lack...

In this episode, Bobby White and Dom Raso discuss how fear is one of the biggest factors holding financial advisors back from reaching their full potential. 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 NAVY SEAL TEAM 6 Hero,...

“You’re going to leave a legacy. Everyone’s going to leave a legacy. And it really is just going to be determining what type of legacy you want it to be.” In this episode of the Disruption Blueprint Podcast, we’re joined by Martha Underwood, founder of Prismm, a groundbreaking digital vault platform that’s revolutionizing how families approach wealth transfer and legacy planning. Martha’s vision i...

In every walk with nature, one receives far more than he seeks. – John Muir Could this saying be true with businesses as well, that oftentimes we receive a lot more than we seek? Join Shannon Spotswood from RFG Advisory as she and Eric Clarke, the visionary Founder and CEO of Orion, discuss the rapidly evolving landscape of wealth management and the partnership between Orion Advisor Solutions and...

Commitment and care matter to all of our clients as financial advisors. These traits are especially important when working with high-net-worth individuals, and who better to meticulously commit to and care for clients than a former lawyer? In this episode, Shannon Spotswood speaks with Lynne Wiggins, a former lawyer, current financial advisor, and founder of Ariv Wealth, about advising high-net-wo...

Some advisors become too comfortable with their current situation and stop striving for more, usually due to a fear of disrupting what’s already working. Others are always in the “go, go, go” mindset, ultimately burning themselves out! How can you strike a balance between complacency and burnout ? In this episode, Shannon Spotswood speaks with Michael Futterman, executive coach, motivational speak...

“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 a Financial Advisor at Billings Group . It’s been eye-opening to hear fro...

“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 center of everything Lance holds dear. Lance was b...

In this episode, Bobby White and Dom Raso discuss tactics to train your mind and body to begin a bullet-proof morning routine aligned with purpose. 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 NAVY SEAL TEAM 6 Hero, Dom Raso...