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Most Financial Advisors talk about investment performance, planning, and portfolio construction. Clients are thinking about something else entirely. They are thinking about the unfinished checklist sitting in the back of their minds at 2:00 a.m. The trust documents that need updating after a mov…
RIA independence can look very different when you move from managing a book of business to owning the enterprise you are building.  After more than three decades in banking and broker-dealer environments, TrekNorth founder Jarrod Biebel shares why he chose independence, equity ownership, and a foc…
The wealth management industry has relied on referrals and market appreciation for decades. That era is changing.  In this episode of Disruption Blueprint, Shannon Spotswood sits down with Ian Karnell, Co-Founder and CEO of VastAdvisor.ai, to explore how AI is transforming organic growth into a re…
Estate planning for Financial Advisors is becoming a powerful way to expand value beyond investments.  Tim White, Co-Founder of wealth.com, joins Shannon Spotswood to explore how estate planning, tax planning, and AI can help Advisors deepen family relationships, support multigenerational planning…
Most investment products are built to be sold. Very few are built to serve. That tension sits at the center of this special anniversary episode of Disruption Blueprint, where Shannon Spotswood sits down with Rick Wedell, CIO of RFG Advisory, to unpack the thinking behind the Bluemonte ETF suite o…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Shannon Spotswood, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.