“You’re building a business. Why not build an asset?” – Ed Swenson
If you measure success by AUM or revenue, you might be missing the bigger picture.
In this episode of Disruption Blueprint, Shannon Spotswood sits down with RFG Advisory President Ed Swenson to unpack what could be the most transformative strategy Advisors are overlooking: building enterprise value.
Today’s wealth-management landscape is changing fast. With RIA valuations at historic highs and a “silver tsunami” of retirements reshaping the industry, this episode is your guide to building the kind of business you own, and that pays you back for decades to come.
What You’ll Learn
- Income vs. Equity: Why the smartest Advisors are building assets, not just revenue.
- Defining Enterprise Value: The key drivers — size, growth, and profitability — and how to measure them.
- Ownership Economics: How independence turns your business into a compounding wealth engine.
- The W-2 Reality: Why staying captive means you’re likely building someone else’s legacy.
- The $100M Example: What your business could truly be worth in the independent model.
- The Timing Advantage: Why now is the moment to take control of your future and your firm’s valuation.
Get the Free Resource: Your Playbook to Earn Beyond the Grid
Have you ever run the math on what your payout could look like if you owned your business instead of feeding the grid?
In our latest guide, we break down the 10-year economics of a typical wirehouse Advisor versus an Advisor at an Independent RIA, and the results are staggering. A supported independent model doesn’t just increase annual take-home; it transforms long-term wealth.
About the Guest
Ed Swenson is the President of RFG Advisory. With deep experience in technology, operations, and Advisor growth strategy, Ed has been instrumental in building RFG’s award-winning infrastructure designed to help Advisors scale efficiently and unlock enterprise value. He’s passionate about equipping growth-minded Advisors with the freedom, flexibility, and control to turn their businesses into enduring assets.
Take Control of Your Equity Story
This isn’t just a conversation . It’s a wake-up call.
If you’re building revenue but not equity, you’re leaving the real wealth on the table. Independence isn’t about going it alone; it’s about owning your business, your brand, and your future with the infrastructure and support to make it scalable.
📌 Listen to the full episode and discover how RFG Advisory helps Advisors build businesses that last.
🎧 rfgadvisory.com/podcast
#EnterpriseValue #DisruptionBlueprint #AdvisorGrowth #RFGAdvisory #IndependentAdvisor #LegacyBuilding
