February 3, 2026

RFG Makes the Kitces Map as a Corporate RIA | Disruption Blueprint Podcast

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RFG Advisory is honored to be featured on Michael Kitces’ first ever Advisor Services Map. Recognized as a Corporate RIA.

In this episode, Shannon Spotswood, CEO of RFG Advisory, sits down with President of RFG Advisory, Ed Swenson. They challenge traditional conceptions of independence by unpacking how the Corporate RIA model is disrupting the industry. They cut to the core of how Advisors can remain independent while harnessing the power of a fully integrated platform built to fuel growth and enterprise value.


If you’re a growth-minded Advisor evaluating which model could take your business to the next level, this episode is for you.

Key Themes Covered:

  • Why “Corporate RIA” is a distinct category on the Kitces map, and what it means for Advisors.
  • How integrated compliance, tech, and cybersecurity can reduce risk and time-drain.
  • How corporate RIA platforms can improve profitability and grow enterprise value.

Wondering How a Corporate RIA Platform Can Help Grow Your Business?

Independence is about more than owning your client relationships. It’s about growing with a platform that allow you to win back time, remove operational bottlenecks, and fuel enterprise value.

Ready to grow with a trusted partner? Schedule your 20-minute call to see how RFG’s platform removes friction, frees your time, and gives you the clarity and momentum to scale with confidence and build lasting enterprise value.

#DisruptionBlueprint #IndependentAdvisor #AdvisorGrowth #RFGAdvisory

Connect:
RFG Advisory
Shannon Spotswood
Ed Swenson

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 here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives of 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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