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Experience the Disruption Blueprint Podcast

Hosted by Shannon Spotswood, Disruption Blueprint goes beyond industry headlines to uncover the ideas transforming independent wealth management. From AI and technology to leadership, recruiting, M&A, and business strategy, each episode gives Advisors practical insights to build stronger businesses for the future.

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Disruption Blueprint
 

Learn from the leading minds in our industry through disruptive conversations about bleeding edge FinTech, growth strategies, and much more.

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Explore Our Podcasts

Disruption Blueprint Podcast Episode 67 thumbnail featuring Patrick Shaddow discussing how portfolio construction is changing for financial advisors

Portfolio Construction Is Changing: What Financial Advisors Need to Know

“Our mission is to put the same investment infrastructure used by the largest asset managers

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Cover art Disruption-Blueprint_EP65 Tish Bluesand wealth

Claiming Independence: Cutting Ties with a Large Firm, Trusting Your Gut, & Letting Go

“At the end of the day, trust your gut.” – Tish Berbaum In this episode,

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

RFG Advisory is honored to be featured on Michael Kitces’ first ever Advisor Services Map.

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Achieving Leadership Greatness: How Discipline, Mindset, & Daily Habits Can Help Financial Advisors Reach a Higher Level of Leadership

“Nothing great comes into the world without discipline.” -Phillip Deas In this episode, Shannon Spotswood, CEO

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Disruption-Blueprint_EP63_Ed Swenson Giving Away Enterprise Value: Why Financial Advisors Should Seek Independence to Build Their Valuation.

Quit Drifting. Make 2025 the Last Year You Give Away Your Enterprise Value

“Every day you wait, you’re giving up enterprise value.” – Ed Swenson On this episode

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Enterprise Value: The Asset Most Advisors Don’t Know They’re Giving Away

“You’re building a business. Why not build an asset?” – Ed Swenson  If you measure

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Inside the Independence Movement: Ed Swenson on Culture, Capital, and Growth for the Independent Advisor

Inside the Independence Movement: Ed Swenson on Culture, Capital, and Growth for the Independent Advisor

“There’s no better time than now to be an independent Advisor.” In this special episode

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Unlocking Return on Time: Doug Fritz on How AI, Data & Martech Are Reshaping Wealth Management 

“By end of 2025, 50% of Advisors will be leveraging AI tools for client meetings,

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From Corporate Tech to Fintech Trailblazer: Martha Underwood and Prismm

“You’re going to leave a legacy. Everyone’s going to leave a legacy. And it really

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