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

Episode 055: In this episode, Kyle talks 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.

In this episode:

[03:23] - Shannon's money moment [07:39] - Shannon's first experience with wealth management [09:16] - Why Shannon left her career in wealth management [11:01] - How Shannon got back into the industry [15:15] - The beginnings of RFG 2.0 [19:04] - How Shannon helped RFG grow more than twice the industry average [24:20] - How RFG helps advisors succeed [32:22] - What RFG 3.0 is and how it works [39:02] - What it's like to lead a successful wealth management firm [45:32] - Shannon's Milemarker Minute

Key Takeaways