Welcome back to Disruption Blueprint, your front-row seat to the ideas and insights reshaping Advisor independence. In this edition, we’re bringing clarity to the decisions that shape your future and giving you a sharper view of your options, no matter where you sit today.

Highlights include:

• What staying put may be quietly costing you in growth, flexibility, time, and autonomy
• What enterprise value really means and how to build it intentionally
• A clearer picture of what you’re creating, and what you may be giving away
• How IBD and RIA models compare in ownership, control, and long-term value

If you’re thinking about the next chapter of your business, this edition is for you.

The industry is evolving faster than ever, creating new opportunities for Advisors who are ready to move with it. Technology, client expectations, and business models are shifting in ways that open the door to greater autonomy, efficiency, and long-term growth. Staying the same means missing the chance to elevate your business. Here’s why leaning into change puts you ahead.

If you think your payout tells the whole story, you may be missing a bigger opportunity. In this edition of the Disruption Blueprint Podcast, RFG CEO Shannon Spotswood and President Ed Swenson share how Advisors are quietly transforming their future by focusing on equity, not just revenue, and why the path to building real enterprise value has never been more within reach.

If you’re thinking about the next chapter of your business, book a 100% confidential, 15-minute call with RFG Advisory. We’ll walk you through what a transition could look like for your business, your clients, and your future.