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.