“There’s no better time than now to be an independent Advisor.”
In this special episode of the Disruption Blueprint Podcast, host Shannon Spotswood sits down with Ed Swenson, newly named President of RFG Advisory, to explore the future of independence, technology, and Advisor empowerment. With more than 25 years in wealth management, most notably as co-founder of Dynasty Financial Partners and former President of RIA Solutions at Osaic, Ed brings a bold, forward-thinking perspective on where the industry is headed.
Together, Shannon and Ed unpack the “bull market for advice,” the seismic shift toward independence, and why RFG is uniquely positioned to support Advisors looking to grow, scale, and thrive. From succession planning and M&A to cutting-edge tech adoption and capital strategy, this episode is packed with valuable insight for any Advisor considering the next chapter in their journey.
What You’ll Learn
- Why independence is surging, and what Advisors gain when they make the leap
- Ed’s journey from wirehouse to broker-dealer to RFG President
- How RFG’s tech-forward, Advisor-centric platform drives organic growth
- The silver tsunami: how succession, M&A, and capital strategy are converging
- Why culture, community, and execution matter more than ever in a fragmented industry
About Our Guest
Ed Swenson is the newly appointed President of RFG Advisory, an award-winning Independent RIA platform. With a career spanning leadership roles across wealth management, from Smith Barney to co-founding Dynasty Financial Partners and most recently leading RA Solutions at Osaic, Ed has been at the forefront of the independent Advisor movement. He brings a deep passion for technology, growth strategy, and building intentional culture to RFG’s mission of empowering Advisors to maximize their time, build enterprise value, and truly thrive.
Connect & Explore More
- RFG Advisory – rfgadvisory.com
- Shannon Spotswood – CEO, RFG Advisory
- Ed Swenson – President, RFG Advisory
Learn more about the RFG Advisory transition experience and how RFG helps Advisors go independent in as little as 39 days.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice, nor is it a recommendation to buy, sell, or hold any specific security or engage in any specific trading strategy.
Information may be provided, in part, by third-party sources deemed to be reliable, though accuracy is not guaranteed. The views expressed are those of the guest and do not necessarily represent those of RFG Advisory, its employees, or its clients.
Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.
