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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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The Best Ideas and Insights from 2024

The Human Side of Money in 2024: Inside those 24 episodes and 1,933 minutes lie

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The 3 R’s of Relationship Marketing With Bill Cates

“If you’re not relevant, you’re ignored. If you’re not compelling, you’re forgotten.” Bill Cates, the

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Preparing Your Clients and Practice for Behavioral Finance 3.0 With Meir Statman

Meir Statman, a trailblazer in behavioral finance, says: “Financial well-being underlies life well-being.” Advisors know

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Love & Money: The Keys To Financial Success as a Couple With Doug and Heather Boneparth

Does money talk strengthen your relationship—or strain it? Doug and Heather Boneparth, a dynamic husband-wife

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Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act With Dr. Meghaan Lurtz

Here’s a question for you: On a scale of 1-10, how confident are you that

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A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients With Ben Haas

Here’s the outline for most review meetings with long-time clients: And, that’s not bad. But

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The Language of Loss: How to Communicate With Grieving Clients With Kathi Balasek

Financial advisors are on the front lines of bad news. Your entire business is filled

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Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley

Are your clients drifting aimlessly or swimming purposefully towards their financial goals? The default for

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A Playbook To Master The Human Side of Advice With Michael Kitces

When you want to learn something about financial planning and advice, the ultimate source is

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