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RFG Masterclass for Advisors

Level Up. Be the expert.

At RFG, we believe in life-long learning. We believe that Advisors are uniquely positioned to have a powerful and meaningful impact on their client’s lives. Join RFG Masterclass host, Shannon Spotswood, President, as she meets with industry experts to help Advisors take their game to the next level.

Shannon Spotswood

Shannon Spotswood (Host)

President, rfg advisory

Upcoming Classes

Recent Classes

Create Your Honey Hole: How to Prospect to Business Owners

Duration: 1 hour, 15 minutes

David Vorhoff & John Stewart

The great wealth transfer is upon us and selling a business is one of the major factors involved.

To watch, contact Kristy Puckett at kpuckett@rfgadvisory.com.

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Drive Practice Growth Serving Business Owners

Duration: 56 Minutes

Zane Tarence

Learn how financial Advisors can unlock growth opportunities for their practice by serving business owners and being in the room before the liquidity event happens.

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How to Build a High Performance Team

Duration: 1 Hour 10 Minutes

Matt Hottle

Matt Hottle is the co-founder of Redhawk Advisory and has held several operating positions in a lot of different industries, building high performing teams, and even coached Shannon Spotswood, President at RFG Advisory.

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Insights from a Behavioral Finance Expert.

Duration: 1 Hour

Daniel Crosby, Ph.D.

Dr. Daniel Crosby is a psychologist and behavioral finance expert who applies his study of market psychology to everything from financial production design to advisor-client engagement.

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