Disruption Blueprint Podcast

“Show up every day, try to crush it.” This Disruption Blueprint episode with guest Josh Kilsch, Financial Advisor at Billings Group , dives into why succession planning is a necessity, how to build your practice for the future, and how to take ownership of your life no matter what path you’re on. From a very young age, Josh was called to the importance of communication and compassion, the importan...

“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 our industry. “Feed your mind, feed your soul, just always be open to learning new...

“If someone offers you a seat on a rocket ship, you don’t ask questions. You just sit down and get to work” This Disruption Blueprint episode featuring Rick Wedell Chief Investment Officer at RFG Advisory dives into topics on building the future, navigating the succession planning process, why he prefers video content above all else, and the big answer to why choose RFG. “If anyone ever offers you...

Stop spending a galactic waste of your time on activities that won’t get you or your advisory practice where you want to be, and start investing yourself into a life that you love. In this episode, Shannon Spotswood interviews Stephanie Bogan, a high-performance business coach at Limitless, about the five freedoms that are essential for building a successful business and living a fulfilling life....

Technology is changing the financial landscape, not just for advisors but for clients too. In this episode, Shannon Spotswood brings on RFG’s Vice President of Technology, Dr. Jordan Hutchison, to discuss the tremendously disruptive change in technology the financial industry is going through. Jordan shares his journey to get to where he is today, explains what flow is, and talks about the impacts...

How can financial advisors take themselves and their practices a step further to unleash their growth potential? In this episode, Shannon Spotswood hosts Nicole Middendorf, the CEO of Prosperwell Financial, to talk about the power of stepping out of your comfort zone and the value of authenticity in financial advising.  Nicole shares her personal journey, including her experience of going vir...

Not every successful team is functional, but every functional team is successful. In this episode, Shannon Spotswood and Greg Menefee, Consulting and Implementation SVP at Orion Advisor Tech, dig into the 5 dysfunctions of a team. They help advisors identify each dysfunction and its cause, and learn how to resolve it to build a high-performing, opt-in team. Greg discusses:  The difference bet...

Would you consider yourself a good communicator? In this episode, Shannon Spotswood speaks with the Vice President at Dimensional Fund Advisors, Apollo Lupescu, PhD, about why communication matters so much in the world of financial advising. Apollo discusses:  The importance of communication for advisors and what “Nerd vs. Shark” means How important active listening is for advisors Why adviso...

Get ready to delve into the heart of disruption in the financial advisory landscape with Dany Martin and Chase Crump in this week’s episode of The Disruption Blueprint! Here, Shannon Spotswood embarks on a captivating journey exploring the transformative shifts occurring within the financial advisory sector. Joined by industry mavericks Dany Martin, MBA, and Chase Crump, CFP®, partners at WFA in S...

Setting goals is one thing, but sticking to and achieving them is a whole different marathon. In this episode, Shannon Spotswood speaks with Business Coach Phillip Deas about how to commit to achieving the goals you set for yourself and your business by building habits. He pulls some tips from his book, House Habits: Living on Mission One Habit at a Time , and shares some motivational stories alon...