A Tech-Driven Approach to Empowering Independent Advisors with Shannon Spotswood

Episode 055: In this episode of The Connected Advisor, I talk with Shannon Spotswood, CEO at RFG Advisory, about empowering independent advisors through technology.

Shannon discusses the importance of a tech-forward approach to delivering services and optimizing internal processes and what it takes to become the RIA of the future. She also shares the foundational pillars of RFG 2.0 and offers a glimpse into the future with RFG 3.0 and the strategic initiatives driving the platform's growth.

Key Takeaways

• Technology allows advisors to build enterprise value and deliver a frictionless advisor experience. It empowers them to operationalize and professionalize their business.

• Advisors deserve high-touch service, advanced technology, and comprehensive support to deliver exceptional client experiences.

• RFG Advisory's data-driven approach and focus on operational efficiency provides advisors with the tools and resources needed to become the RIA of the future.

• Becoming the RIA of the future means serving multi-generational clients wherever they are in their financial lifecycle and doing it profitably.

• The client of the future needs a financial life advisor. They want to live richly, not just die rich. 

Links 

• Shannon Spotswood on LinkedIn

• RFG Advisory

• Beating the Street

• Liar's Poker

• Den of Thieves

• Nuveen

• Bobby White

• Rick Wedell

• Jim Bowen

• First Trust

• Long Ridge

• Abby Salameh

• Kenneth Kim

• Brendan Frazier

• Jud Mackrill

• Amp It Up

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

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• Spotify

• YouTube

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If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here for 15 minutes.

Kyle Van Pelt