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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

Ian Karnell joins Shannon Spotswood on the Disruption Blueprint Podcast to discuss how AI is transforming organic growth, Advisor marketing, and client acquisition for Financial Advisors.

The Future of Organic Growth: How AI Is Rewriting Advisor Marketing with Ian Karnell

The Future of Organic Growth Is Not More Marketing. It’s Better Learning.  For years, the

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Rick Weddell, Chief Investment Officer of RFG Advisory, discusses the future of wealth management, ETF innovation, tax-efficient portfolio management, and Advisor scalability on the Disruption Blueprint Podcast hosted by Shannon Spotswood.

The Future of Wealth Management Is Built, Not Bought, with Rick Wedell 

Most investment products are built to be sold. Very few are built to serve.  That

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Disruption Blueprint Podcast Episode 74 featuring Liz Fritz, Co-Founder of F2 Strategy, discussing the mental load of wealth management as an untapped value proposition for financial advisors.

The mental load of wealth management as an untapped value proposition for Advisors

Most Financial Advisors talk about investment performance, planning, and portfolio construction. Clients are thinking about

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Tobias Donath of Fidelity Investments joins Shannon Spotswood on the Disruption Blueprint Podcast to discuss Advisor productivity, organic growth, AI, and the Time Value Equation for Financial Advisors.

The Time Value Equation: How Financial Advisors Unlock Organic Growth

Most Financial Advisors do not have a growth problem.   They have a time allocation

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Disruption Blueprint Podcast Episode 72 featuring Louis Diamond discussing AI, Advisor independence, ownership, and RIA growth strategies with Shannon Spotswood.

The Future of Independence: AI, Ownership, and Why Advisors Are Finally Making the Move 

What happens when seasoned Financial Advisors stop thinking like employees and start thinking like owners? 

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Disruption Blueprint Podcast cover image featuring host Shannon Spotswood and guest Mark Gilbert, CEO of Zocks. Episode 71 explores how AI is transforming Financial Advisors through workflow automation, data intelligence, operational efficiency, and scalable client service in wealth management.

How AI Is Transforming the Advisor Experience

How AI Is Transforming the Advisor Experience “The future belongs to Advisors who know how

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What Advisors Can Learn from Elite Athletes About Confidence, Transition, and Client Trust 

Most financial decisions aren’t math problems. They’re emotional.  What happens when your entire identity is built around performance, and

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Why the Basics Still Win in Financial Advice

Success in this industry doesn’t come from complexity.  It comes from clarity.  In this episode, Dany Martin

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Disruption Blueprint Podcast episode 68 featuring Ed Swenson on financial advisor independence, ownership, and enterprise value, hosted by Shannon Spotswood

Financial Advisor Independence: The Inflection Point for Ownership, Optionality, & Enterprise Value

Most Financial Advisors are asking the wrong question. “What’s my payout?”  That question could be costing

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