“Every day you wait, you’re giving up enterprise value.” – Ed Swenson
On this episode of Disruption Blueprint, RFG Advisory CEO Shannon Spotswood and President Ed Swenson unpack a truth many Financial Advisors feel but rarely confront: indecision is not neutral. It’s costly.
They explore why Advisors who remain in restrictive models often see enterprise value quietly leak away through capped upside, outdated infrastructure, and systems designed to benefit the platform, not the Advisor. The conversation challenges Advisors to move beyond hesitation and step into a business model built for ownership, control, and long-term value creation.
The episode also highlights how the right independent platform can unlock time, clarity, and momentum, combining modern technology, operational depth, marketing and growth support, and flexible capital and succession pathways to help Advisors grow with intention.
What You’ll Learn:
• Where enterprise value erodes when decisions are delayed
• Why independence is a strategic growth lever, not a DIY burden
• How the right platform frees Advisors to focus on what compounds value
Take Control of Your Enterprise Value
Your business is an asset. Ownership changes what’s possible. With independence, Advisors gain greater control over growth trajectory, succession optionality, M&A opportunities, and the decisions that ultimately shape enterprise value.
If you’re ready to gain more control over your enterprise value, schedule your 20-minute discovery call to learn how RFG’s platform, marketing, technology, operational support, and resources can help you do just that.
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