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Disruption Blueprint: How Financial Advisors Are Growing in 2025: AI, Client Experience, & Business Strategy

Spring is here, and with it comes fresh energy, new ideas, and the perfect moment to plant the seeds for growth. This month’s Disruption Blueprint is packed with insights to help you spring forward and make the most of the season.

Here’s what’s inside:

📍 Upcoming Events – Join us in Denver for a conversation on women investors or tune in virtually for Rick Wedell’s market outlook on the new administration’s first 100 days.
🌟 Advisor Spotlight: – Discover how RFG helped Brad Acton scale with confidence.
🎧 New Podcast Episodes – Catch the latest from Disruption Blueprint and Game Film with Dr. J.

Upcoming Events
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RFG Advisor Spotlight

Rooted in a deep desire to serve, Brad Acton found his calling not in numbers—but in guiding clients through life’s biggest decisions with confidence and purpose.

When the time came to launch his own business, Brad partnered with RFG Advisory to gain the freedom to build and the support to thrive. In this powerful feature, discover how Brad found the right platform, partners, and culture to elevate his impact. 

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In this episode of the Disruption Blueprint podcast, Shannon Spotswood is joined by Doug Fritz, Co-Founder and Executive Chairman of F2 Strategy, to discuss the transformation underway in wealth management. Doug offers a roadmap for how Advisors can leverage AI tools, data architecture, and change management to scale their businesses and deliver better client experiences. 

Listen Now

Game Film with Dr. J returns with a powerhouse episode! Host Dr. Jordan Hutchison sits down with Mark Gilbert, Founder & CEO of Zocks, to explore how AI is transforming financial services. From his time at Microsoft to launching an AI assistant that eliminates admin headaches, Mark shares game-changing insights for Advisors.

Listen Now

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All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

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