January 5, 2026

Achieving Leadership Greatness: How Discipline, Mindset, & Daily Habits Can Help Financial Advisors Reach a Higher Level of Leadership

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“Nothing great comes into the world without discipline.” -Phillip Deas

In this episode, Shannon Spotswood, CEO of RFG Advisory, sits down with executive coach and leadership strategist Phillip Deas. They unpack what it truly takes to perform at a higher level of leadership and how discipline, mindset, and daily habits transform good leaders into great ones.

Phillip challenges the idea that motivation alone drives success, and he introduces a framework built on mindset resets and identity-driven habits. Together, he and Shannon explore how clarity of vision shapes executive decisions and how small habits compound into significant transformation.

This episode is a powerful guide for growth-minded Financial Advisors who want practical steps for taking their leadership to the next level.

Key Themes Covered:

  • Why discipline is the gateway to leadership greatness.
  • The power of daily recommitment and resetting your outlook.
  • The value of identity-driven habits that compound over time.
  • The power of viewing failure as data, not personal judgement.

How RFG Can Help Take Your Leadership to The Next Level:

As an Advisor, great leadership is not only built by discipline, clarity of purpose, and commitment to a vision. It also requires a platform that provides the necessary bandwidth and tools to build your business without compromise.

Ready to lead at a higher level? Schedule a 20-minute discovery call to see how RFG’s platform removes friction, frees your time, and gives you the clarity and momentum to scale with confidence and build lasting enterprise value.

#DisruptionBlueprint #AdvisorLeadership #IndependentAdvisor #AdvisorGrowth #RFGAdvisory

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About Our Guest

Phillip Deas is an executive coach, leadership strategist, and founder of Phillip Deas Leadership, where he works with high-performing leaders, organizations, and teams to elevate clarity, discipline, and sustainable performance. With decades of experience coaching executives, athletes, and business owners, Phillip is known for his practical frameworks around mindset, identity, and habit formation. His work centers on helping leaders build resilience, develop daily discipline, and align who they are becoming with how they show up, both professionally and personally. Through coaching, speaking, and thought leadership, Phillip challenges leaders to move beyond motivation and design lives and businesses that compound over time.

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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