Leading the Way: A Visionary Approach to Financial Advisory
In this episode of the What Matters Podcast, Shannon joins Mike and Ashley to discuss the future of finance, emphasizing technology’s role in meeting evolving client needs. She explores exciting investment sectors like talent acquisition and culture development. Shannon predicts a rise in advisor independence despite challenges, highlighting the economic benefits and entrepreneurial freedom it offers. She encourages advisors to leverage independence to shape client experiences and branding.
Topics include:
✅ Shannon reflects on her decision to join RFG Advisory in 2015
✅ What the future looks like for RFG Advisory
✅ Implementing change in the financial advisory industry
✅ The most common challenges faced by advisors in the financial industry
✅ Shannon talks about StrongHerMoney and its objective
✅ The growing demand for technology in the financial industry
✅ And other topics…
Shannon Spotswood brings over 25 years of expertise in financial services, spanning leadership roles in investment banking, hedge fund management, and business development. Joining RFG Advisory in 2015, Shannon champions strategic initiatives for advisor success within their innovative, Advisor-focused platform. Her diverse career includes managing an $18 billion hedge fund at Symphony Asset Management and founding a children’s clothing brand, Busy Bees. Shannon is a dynamic speaker, podcast host, and creator of educational platforms, empowering women to achieve financial independence.
To hear more from Shannon, check out our podcast: The Disruption Blueprint Podcast
Follow us on LinkedIn