Prismm: The Digital Vault Built For Your Most Important Documents with Martha Underwood (Ep. 20)
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, foun…
The Truth About Being an Independent Financial Advisor Ft. Steve Spaeth, CFP® (Ep. 19)
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 wireh…
How To Be Prepared for the Industry’s Succession Crisis Ft. Rick Wedell, CIO at RFG Advisory (Ep. 16)
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 valuatio…
How to Build a High-Performing Team Ft. Matt Hottle, Co-founder of Redhawk Advisory (Ep. 13)
Welcome Matt Hottle to this episode of Disruption Blueprint. Matt Hottle is the Co-Founder of Redhawk Advisory, and Managing Partner of the Alabama Futures Fund, an early stage VC fund that is driving entrepreneurialism and economic development right here in the state of Alabama.
Matt has held se…
Changing How You Communicate With Clients Ft. Josh Kilsch, Financial Advisor at Billings Group (Ep. 11)
“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. F…
Fearlessly Connecting With Empathy and Intentionality Ft. Chris Wedell (Ep. 7)
“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 Pres…
Setting Intentions and Channeling the Competitive Spirit ft. Chase Crump, CFP®, Partner & Wealth Advisor at WFA (Ep. 4)
“Life is bigger than just what we do.”
Thanks for joining us in the Disruption Blueprint studio to welcome Chase Crump, CFP®, Partner and Wealth Advisor at WFA. Chase is a heart forward advisor who brings a tremendous amount of authenticity to the profession. Chase is a champion of caring; he care…
Focusing On Tech, Community, & What Matters Most ft. Dany Martin, MBA, Partner & Wealth Advisor at WFA (Ep. 3)
“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 …
Get Comfortable Being Uncomfortable ft. Bobby White, Founder of RFG Advisory (Ep. 2)
“Fear only will slow you down. Fear will only make you hesitate.”
Welcome to Disruption Blueprint, the podcast for independent financial advisors who want to crush everything and take their A-game to the next level. This episode is brought to you by RFG Advisory with your host Shannon Spotswood an…
The Disruption Blueprint featuring Bobby White, Shannon Spotswood and Rick Wedell (Ep. 1)
Introducing the Disruption Blueprint podcast, a support and coaching resource for Advisors that want to disrupt the norm, service their clients better, and gain success in the financial industry.
For the past two years, we have been on a journey to bring Independent Financial Advisors content that…
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