Shannon Spotswood appears on RIA Channel to Discuss Independence and Optimized Practice Management

SHARE

RIA Channel, April 24, 2018

Shannon Spotswood, president of RFG Advisory, appears with RIA Channel’s Julie Cooling to discuss how the firm partners with advisors for growth and optimized practice management.

“We say that RFG is a service company first, a technology company second and a hybrid RIA third. With that as our founding principle we integrate technology to everything we do, over the last year and a half we have built our integrated technology platform so that we can control that experience for our advisors and bolt together the best in breed solutions,” she says.

Watch the video here.

Latest Blogs

By Brendan Frazier | Chief Behavioral Officer The Hidden Cost of the “Wrong” Meeting Every Advisor has had that meeting....

Advisors aren’t looking for affiliation. They’re looking for freedom. Freedom to own their brand. Freedom to expand their offerings. Freedom...

Many Financial Advisors believe that more hours = more success. But if your calendar is full and growth has stalled,...

Your calendar is packed. Service requests are stacking up. And while your business is growing, it’s starting to feel like...

Schedule a call