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RFG Advisory Shined at T3 2020 as Shannon Spotswood Took to the Stage to Talk FinTech

March 3, 2020
Shannon Spotswood with fellow speakers at T3 2020 Cutting-Edge/Bleeding-Edge Discussion

Shannon Spotwood, RFG Advisory President, took to the stage during T3 2020 as a part of a panel discussion on Cutting-Edge/Bleeding-Edge Financial Technology and she shined among her peers.

In the latest article by Johnny Sandquist, writer for T3 Technology Hub, he praises the panel on their impactful discussion.

The other advisor-heavy session was one moderated by Joel Bruckenstein, the mastermind behind T3. Joel’s panel featured Teri Shepherd of Carson Group, Heather Fortner of SignatureFD, and Shannon Spotswood of RFG Advisory. The three executives shared their perspectives on the current state of advisor technology and how advisors can prepare their firms for unexpected disruptions. Each panelist expressed a unique vision about how the technology they’ve chosen for their firm has enhanced their growth. I don’t often wish for panels to keep going, but theirs was one session I would have listened to for twice as long.

Johnny Sandquist

Shannon played a key role in the discussion, highlighting the importance of building a technology stack that builds value to your practice, not just tech for tech’s sake. As technology keeps advancing, yes it is important to always look for new technology to stay on the cutting edge and drive out operational inefficiency, but it is also important to build a platform that is user-friendly, reliable, and most importantly experience focused.

RFG Advisory’s best-in-class technology platform on the cutting-edge of technology, but sits on a solid foundation of an elite service team, marketing support, compliance participation, and business consulting. Our turn-key independent advisor platform is built to enhance the 1-1 client experience, to add real value to your practice, and to empower advisors to become truly independent.

If you would like to check out the full article by Johnny Sandquist, click the link below.

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