Podcast appearances and mentions of bobby white

Shannon Spotswood – CEO, RFG Advisory Choosing a platform isn't just about technology or economics. It's about finding a partner that helps you build the business you actually want to own. Shannon Spotswood explains why growth without compromise starts with choosing the right partner. In Summary What should advisors really look for in a platform partner? Jason Diamond sits down with Shannon Spotswood, CEO of RFG Advisory, to discuss why the best platforms do more than provide technology and operational support—they help advisors build stronger businesses. Shannon shares lessons from helping grow RFG into one of the industry's leading supportive independence firms, covering everything from private equity partnerships and advisor experience to enterprise value, branding, and overcoming the fear that keeps many advisors from pursuing the business they truly want. The Storyline Most advisors evaluating independence compare technology, payouts, and service offerings. Shannon Spotswood believes they're asking the wrong first question. After spending two decades in institutional investing and later helping to rebuild RFG Advisory from the ground up, Shannon has developed a philosophy centered on partnership. She argues that the best platforms function less like vendors and more like long-term business partners, helping advisors spend more time with clients, build enterprise value, and create businesses aligned with their vision rather than forcing compromises. Jason and Shannon discuss what meaningful support actually looks like, why the right private equity partner can accelerate growth rather than restrict it, and why advisors should demand evidence – not marketing promises – when evaluating a platform. The conversation also explores one of the industry's biggest obstacles to change: fear. Shannon explains why outdated assumptions about transitioning firms continue to prevent advisors from building businesses they enjoy, even though data suggests the experience is often far less disruptive than many believe. Ultimately, the discussion reframes independence itself—not as the destination, but as the beginning of choosing the right long-term partners. Topics Covered Evaluating advisor platforms as long-term business partners Building an independent business without compromise Enterprise value and organic growth Private equity as a strategic growth partner Advisor experience and client experience Branding and authenticity in wealth management Overcoming fear and transition myths Technology, outsourcing, and operational leverage Leadership, succession, and organizational growth The future of supportive independence   > Download a transcript of this episode… Listen and Learn Highlights for Advisors Why should advisors think of a platform as a business partner? (10:00) Shannon explains why technology and service alone aren't enough—and why the right partner should help advisors build the business they ultimately want to own. What does “growth without compromise” actually mean? (10:00–17:30) RFG's philosophy centers on helping advisors focus on their highest-value work while surrounding them with integrated support designed to drive enterprise value. Can private equity make a firm better? (25:00) Rather than debating whether private equity is good or bad, Shannon explains why success depends on choosing a partner whose values and long-term vision align with yours. How should advisors evaluate competing platforms? (43:00) Her advice is simple: don't rely on marketing. Speak with advisors already using the platform and ask firms to demonstrate – not simply promise – how they solve problems. Why does fear keep so many advisors from making a change? (48:30) Shannon discusses the “PTSD” many advisors carry from outdated transition stories and why today's reality often looks very different. What does the future of advisor platforms look like? (34:00–42:00) The conversation explores advisor demand for greater personalization, stronger brands, AI-enabled efficiency, and partners that help advisors grow without sacrificing independence. Key Takeaways The best advisor platforms function as long-term strategic partners—not simply service providers. Enterprise value grows when advisors spend more time serving clients and less time managing operations. Private equity can be highly beneficial when partners share a common vision and respect management autonomy. Advisors should evaluate firms based on demonstrated execution rather than marketing claims. Fear remains one of the biggest barriers to advisor movement despite significant improvements in transition support. Authentic branding and deeper client relationships will become increasingly important as AI reshapes wealth management. https://youtu.be/jaSt3-mO0so Quotable Moments “The right partners make you better. The wrong ones can quietly hold you back.” “Don't tell me. Show me.” “Everything you want is on the other side of fear.” “Your team deserves to be happy. You deserve to be happy.”   FAQs What should advisors look for when evaluating an advisor platform? Shannon believes advisors should look beyond technology and economics and evaluate whether a platform acts like a true long-term business partner that helps them grow and build enterprise value. How does RFG define “growth without compromise”? By providing integrated support – from technology and compliance to marketing and coaching – that allows advisors to spend more time with clients while maintaining control of their businesses. Is private equity always good or bad for advisor firms? No. Shannon argues that success depends less on private equity itself and more on choosing partners who share the firm's long-term vision and values. Why do advisors hesitate to make a move? Fear and outdated perceptions about transitions still influence decision-making, even though today's transition experience is often much smoother than advisors expect. How should advisors compare competing platforms? Talk directly with affiliated advisors, ask for measurable evidence of results, and focus on how a platform responds to advisor feedback rather than marketing claims. How is AI changing advisor businesses? AI should enhance – not replace – the advisor relationship by creating operational efficiencies that allow advisors to spend more time delivering personalized advice. Shannon believes advisors should look beyond technology and economics and evaluate whether a platform acts like a true long-term business partner that helps them grow and build enterprise value. By providing integrated support – from technology and compliance to marketing and coaching – that allows advisors to spend more time with clients while maintaining control of their businesses. No. Shannon argues that success depends less on private equity itself and more on choosing partners who share the firm's long-term vision and values. Fear and outdated perceptions about transitions still influence decision-making, even though today's transition experience is often much smoother than advisors expect. Talk directly with affiliated advisors, ask for measurable evidence of results, and focus on how a platform responds to advisor feedback rather than marketing claims. AI should enhance – not replace – the advisor relationship by creating operational efficiencies that allow advisors to spend more time delivering personalized advice. Related Resources How to Evaluate a Firm Beyond the Obvious: A Framework for Advisors Why You Should Stay at Your Current Firm   Shannon SpotswoodCEO Shannon Spotswood is a 25+ year industry veteran with a tremendous amount of experience across both retail and institutional finance and an outstanding reputation built on her passionate leadership and ongoing success in investment banking, hedge fund portfolio management, business development and retail wealth management. Joining RFG in 2015, Shannon recognized the opportunity to channel her entrepreneurial experience and passion for service into leading a mission to create an Advisor-focused RIA of the Future delivering a supported independence platform that empowers Financial Advisors to build the businesses they want to have, without compromise. Shannon's career has been characterized by her determination to build something bigger than herself. Having fallen in love with finance at only age 14, she was focused on making an impact in a male-dominated industry. After graduating from college, Shannon spent 20 years in San Francisco working in institutional finance. She began her career in investment banking and eventually achieved her dream job as a Portfolio Manager of a long- short equity fund at Symphony Asset Management. The company was acquired by Nuveen in 2001. After a decade at that firm and now a mother of 3 young children, Shannon turned her entrepreneurial passion in a new direction with a drastic pivot to start a luxury children's clothing brand, Busy Bees. Taking her years of experience in qualitative analysis of retail companies, Shannon and her business partner built the brand from the ground up, ushering its' growth from a garage to “Gwyneth Paltrow's Goop” over the course of a few years. Shannon and her family made the decision to move from the Bay Area to Birmingham, Alabama to be closer to family. And shortly after, the call to return to her first love, finance, grew to great to ignore. In 2015, Shannon joined RFG Advisory as President, leading RFG as the firm has grown from $1.8B to over $5B. In July of 2024, Shannon was named CEO of RFG Advisory and currently serves in that role. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… Growth Without Compromise: Building Around the Advisor Experience A conversation with Jason Diamond and Shannon Spotswood, CEO of RFG Advisory. Jason Diamond: Welcome to the latest episode of our podcast series for Financial Advisors. Today’s episode is Growth Without Compromise: Building Around the Advisor Experience. It’s a conversation with Shannon Spotswood, the CEO of RFG Advisory. I’m Jason Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education-driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Jason Diamond: The right partners make you better. The wrong ones can quietly hold you back. Most conversations about independence focus on platforms as providers of technology, service, or infrastructure. Shannon Spotswood sees them differently. She believes advisors should evaluate a platform the same way they’d evaluate any long-term business partner, by asking whether it will help them build the kind of firm they ultimately want to own. That’s exactly what we explore in this episode. Shannon is the CEO of RFG Advisory, a firm that has grown from a startup into one of the industry’s leading supportive independence platforms. Along the way, she’s developed a unique perspective on what advisors should be looking for beyond economics and technology, and why the right partner can accelerate growth, strengthen culture, and help create a business that’s built to last. It’s a conversation that goes well beyond advisor platforms. We explore why Shannon believes so strongly in growth without compromise, what private equity can look like when the partnership is aligned, why firms shouldn’t try to be everything to everyone, and how advisors can separate marketing promises from meaningful support. We also spend time on a topic that comes up in nearly every transition conversation my team has with advisors, fear. Shannon shares her perspective on why outdated assumptions about making a move continue to hold advisors back and why asking better questions and demanding evidence instead of promises can fundamentally change the way advisors evaluate every opportunity in front of them. Whether you’re considering independence, evaluating your current platform, or simply thinking about what comes next for your business, I think you’ll find Shannon’s perspective both practical and though-provoking, especially the sage advice in her words, “Don’t tell me, show me.” There’s a lot to take away from this conversation, so let’s get to it. Shannon, thanks so much for joining me. Thrilled to have you here. Shannon Spotswood: It’s excellent to be here. I’m really looking forward to it. Jason Diamond: Me too. Let’s dive right in. I want to start with your background. You spent 20 years in San Fran as an investment banker, then as a portfolio manager at Symphony Asset Management before even touching the world of wealth management. So what made you walk away from, we’ll call it the institutional world and enter the world of wealth management? Shannon Spotswood: It’s a little bit of a circuitous story, but I’m going to take us on the short route. I fell in love with Wall Street as a teenager, so I knew I wanted to work on Wall Street. My dream job was actually the time that I spent at Symphony Asset Management. I was a hedge fund manager for them for six years running a long/short equity fund. I then had three children in three and a half years. The firm was acquired by Nuveen Investments, and we grew very large, and I was on this really interesting trajectory within the institutional investment management world. And somewhat of the unexpected happened to me in 2010, we’d come through the financial crisis. I looked around the room, I had these three young children, and having loved finance since a very early age, I couldn’t crawl on an airplane anymore. I fell out of love with what was honestly my first love. And I made a pretty radical pivot. I left Symphony, the tallest building at the time in San Francisco, and I partnered with a woman, and we built a luxury children’s clothing company for the next three years. So about as radical of a move as you can make, a $30 billion firm, big team, a tremendous growth ahead of us to upside down boxes of infant cashmere in a garage that flooded when it rained. So I had my startup in a garage moment. And while I was running the children’s clothing company, my husband and I took a big leap of faith and decided to move from San Francisco to Birmingham, Alabama to get closer to family, to raise our kids in the South, and just manifest the life that we wanted. In the third year of running the kids’ clothing business, we checked every box of our initial business plan, and I turned to my business partner and I was like, “Now what? Should we raise capital? Should we open stores? Should we diversify manufacturing?” And we realized this beautiful little luxury brand that we had created was exactly what it needed to be. And so we restructured the company and I punched out of that. And I spent, really for the first time in my life, about five months in deep contemplation. What was the first hedge fund that I was a part of in San Francisco, my tour of duty through investment banking as an analyst associate and helping them start an M&A group. This incredible decade that I’d spent at Symphony, and then this wild out of left field moment of building a luxury children’s clothing brand. And it had such an epiphany, Jason. And it was this, that I was on the ground floor of all of those businesses. And my aha moment was, oh my gosh, I’m a builder. What I love more than anything is sitting at the intersection of talent and opportunity and what I think is truly one of life’s greatest gifts, and certainly I think the most fun way to live your professional life, which is building something. So I put my resume together and I titled… It wasn’t even really a job search. It was more, I was new to Birmingham. I wondered if there was anything I could be of service in being a part of building something. So I put that resume together and I titled it Seeking the Intangible. And I was looking for that opportunity of talent and building something bigger than myself. And it was through some networking with my across the street neighbor who went on to become a board member of RFG who thought all I did was sell his wife incredibly expensive clothing who networked me to Bobby White, who’s the founder of RFG. And in the first 10 minutes of my conversation with Bobby, and I’ll tell you, both of us went into that meeting thinking it was going to be a filler meeting. He was doing a favor for a friend, and I had seen a little bit of the wealth management industry after Nuveen had acquired Symphony and was like, “That’s not really my bag. My jam is more on the institutional side of things.” And 10 minutes into our very first meeting, we both canceled the rest of our day, and we spent the next two and a half hours in his office having a conversation that really started with what if. What if we took RFG, which had been founded in 2003, and at the time was an OSJ with LPL, what if we took that business and we tore it all the way down to the ground? And we rebuilt it from the ground floor up to be a platform that is designed, that is intentionally engineered, to serve independent advisors? What would it look like to be a client experience company first, a technology company second, and a corporate RIA third? And I’ll tell you, walking out of that meeting, I was like, “This is it. This is it. This is the intangible. This is an opportunity to really build something very special.” And that’s how I found myself sitting in this talking to you today. Jason Diamond: Wow. So there’s a lot to unpack there. Thank you for sharing. And you shared it with a degree of vulnerability that I personally, I have a two-year-old and a three-week-old as of this recording. So it resonates with me. I think it resonates with a lot of advisors, people in our, and honestly, probably most industries, the constant pull in multiple different directions. And I love what you called it, seeking the intangible. And it sounds like you didn’t go in with any preconceived notion about… Many of our guests, by the way, that is the case. They walk in saying, “I knew since I was two years old I wanted to be in wealth management. I wanted to help be a steward of client…” And I love that your circuitous route took you a different direction. I want to talk more about the firm, and we’ll dive in on some of these elements of your background also. But before we do, you mentioned a little bit of, at a high level, what RFG is. Give me a little more context, types of advisors you serve, types of clients you serve. And if you don’t mind, provide some stats around size as well. Shannon Spotswood: Absolutely. So we are on a mission to help independent advisors build their business without compromise by driving organic growth to create enterprise value. And I share that because in our mission statement is the passion that links us all together, which is helping independent advisors build what they want to envision for their clients, what they believe is the best representation of their vision and their values. So we are a platform, a full turnkey platform for independent advisors. We talk about our services as a flywheel. There’s a very intentional interdependency from technology to marketing to compliance to talent to investment management to coaching, operations, transition services, and capital solutions. All of it is knit together very thoughtfully in order to be able to deliver to the advisors on our promise to help them operationalize and professionalize their business, to serve their clients and to generate that organic growth, which is what translates into enterprise value. What is so cool about the RFG advisor community, and I think is really the thread that binds between our teams and our advisors team is this servant heart growth mindset that you find it in every nook and cranny of RFG and certainly within all of our advisor partners. So the advisor profile for us, we do tend to skew a little bit younger. Average age is 45 years old. Organic growth across all of our advisors is north of 10%. So we’re very focused and leaned in on growth. We do have advisors that are lifestyle. We talk about them as lifestyle scaling and enterprise, and they run all along that growth at growth spectrum, depending on what do they want to build in their lives, what is going to help them really realize their dreams? And we’ll talk about this a little bit and just the growth of the firm and what we’ve been building, but we are at $9 billion. So it’s been a big run in 2026, as I say, 10 years of pre-game warmup to be able to really talk about that level of growth. So just knocking on the door of $10 billion and truly, Jason, I can tell you, I feel like we’re just getting started. I feel like we are just at the beginning of the J-curve as advisors are really realizing that their most valuable asset is their time and the amount of enterprise value that they can create being independent. There’s a lot of different flavors of that. We’ve got some incredibly well-capitalized and very strong competitors, but the collective awareness around this bull market for advice that we’re sitting at the very beginning of is shining such a bright light on what does it mean to be independent? What does it mean to be really supported by a partner who’s all in to help them win? And that’s where we find ourselves. And by design, that’s where we find ourselves. Jason Diamond: Yeah, and it’s an exciting time. I completely agree. The space, the vertical you’re in, probably as much or more than any other pocket of the industry. You took the words out of my mouth, the J-curve. I completely agree with the story you’re telling. There’s one component of your background that I do want to ask about, which is many RIAs, platforms, and the like, the leadership team is intentionally ex-advisors in their own right. So I’m curious, do you think of it as a benefit or maybe to what degree is it not a benefit that you have never been an advisor and served clients? I do love the idea that you’re a business builder and you’re helping advisors to build a business. That’s not lost on me, but I’m curious specifically about never having been an advisor. Shannon Spotswood: I think it is so critical that we were advisor-founded. What we like to say is we’re advisor-founded and professionally-led. Bobby founded the firm in 2003. We partnered in 2015. Our third partner, Rick Wedell, who’s our chief investment officer, managing partner, joined in 2016. So the three of us really co-founded the version of RFG that is- Jason Diamond: The right version. Shannon Spotswood: … expressed in the market today. But you’re a hundred percent right to double click on this. And I think it is such an important area for reflection for advisors in terms of where are their greatest skills? Where does their passion lie? And what are they interested in building? That very first day that I met Bobby, his telling of the story is he looked at my resume the morning that we were meant to meet, and he is like, “Well, why would I hire her? She could do my job.” And he often talked about that where you get to this point as an advisor where the business is scaling and growing. And we certainly are seeing this in a lot of the larger teams that we’re talking to and the relationships that we’re beginning to build within the pipeline of these advisors who were attracted to the industry because they wanted to serve clients and find themselves as accidental CEOs, COOs, their chief cook and bottle washer to advisor to all of these C-suite titles. And it’s not amplifying their natural skillset and it’s not aligned with what is actually their passion for the business. So I give a tremendous amount of credit to Bobby for recognizing more than 10 years ago really what it would take and how he could align team around him and build partnerships around him to be able to maximize the impact that we can have for advisors. So that north star of keeping advisors front and center is truly our, it is woven into our DNA and it is our north star. So we are a client experience company by design. We talk about it all the time, whether it’s how we’re building our team, how we’re thinking about investing in technology, how we’re soliciting feedback for advisors. I always say one of our greatest strengths as an organization is we’re active listeners and then we actually execute on it. Our best ideas come from our advisors, but you’ve got to have that posture as a firm that everything you do is orienting around how do we help advisors operationalize, professionalize, drive organic growth, and create enterprise value? And you can’t do it sometimes. You’re either all in, chips all in, only winning when your advisors win, and only having that lens of will this benefit the advisor and their team or not. It’s not something that you can just dip your toe in and out of. And I think RFG, having that foundation from which to always build is absolutely critical. Jason Diamond: Can I try and paraphrase or synthesize, and you tell me if I get this right? The pitch is something to the effect of, “We are really good at what we do. Let us take all the BS off of your plate so that you can go out and be an advisor. Service your client and prospect.” Do you find that story is resonating more over time? I mean, you’ve been with the firm now long enough to see this kind of cycle of movement towards independence. How has that story evolved over time? Do you find it easier to tell? Shannon Spotswood: Oh my gosh, without question. And I would even put a shorter term window on it. I would say in the last 12 to 15 months- Jason Diamond: Oh wow. Shannon Spotswood: … there has been a collective awakening by advisors, and I think there’s a lot of contributing factors to that. One is obviously as we are all aware, the majority of the industry is now private equity backed. There has been a real focus on the aggregator model, transitioning advisors into a W-2 model. And as that has played out and that financial engineering has translated into some incredible valuations and returns, there has also been simultaneously advisors picking their head up and like, wait a minute, I wanted to get independent so I could serve my clients in a way that I felt best represented my vision and my values. And I’m finding myself increasingly in a captive environment. All the while the technology is getting better, the valuations are getting larger, the ability to control both your branding and what that means for your family legacy is increasing. So over the course of the last 15 to 18 months, that story has just, while it’s been there for a long time, the independent movement was obviously sparked more than, gosh, now 16, 20 years ago in earnest. Now it’s just the passion and the knowledge that advisors are showing up to conversations in recognizing I want more. I want to spend my time where I want to spend it. I want to serve more families. I want to be well-positioned for generational wealth transition. I want to own the enterprise value. I want to build my team and I want the best tech. And that to me is exactly why we’re at the beginning of this J-curve. Jason Diamond: Yeah, I think you nailed it. And I agree with you that this notion of independence is not a destination in and of… It’s too broad of a term I think to use. And there are plenty of advisors who either started at one version of independence and need something different now, or to your point, thought they were going independent only to realize perhaps there’s elements of the business that aren’t as independent as they realized. And that’s where I think a firm like RFG to me, it’s not an accident that your firm fills this niche. This was advisor demand driven. Advisors said explicitly and implicitly, “We want to be independent. We want to own our equity. We want to have control over the things we like, but we want a support partner that helps us with all the back office, the middle office, investment management, the flywheel,” as you call it. Shannon Spotswood: That’s right. Jason Diamond: One other element of your journey to this point that I want to ask about, the succession journey or the journey to CEO, and I’m only asking because it’s somewhat recent, I think it was 2024, so we’re about two years in CEO. For the eight years prior to that, you were president. Shannon Spotswood: Yes. Jason Diamond: And this dynamic is near and dear for a lot of advisors. This idea you’re the heir apparent, but the date hasn’t happened until it happened. Was that a smooth transition date or did you find yourself, and I hope you can be honest about it, and if not, I understand, but I think this is something that a lot of advisors in their own businesses struggle with. So as somebody who’s gone through a major succession journey in the last two years, I’m curious what your thoughts are. Shannon Spotswood: The timing coincided with us bringing on a growth capital partner. So we closed on that partnership with Long Ridge in the fall of 2023, and we really set our sights on how do we bring this capital into the business and invest in our team, invest in our technology, invest in this desire to help independent advisors build their business. And Long Ridge really shares that long-term strategic belief that independence and the corporate RIA model is the ultimate winning model. So we have a lot of room to run there. So entering into that growth partnership with Long Ridge really provided a natural opportunity for that succession conversation to take place and to be able to take the company to the next leg. So we’ve tripled the size of the company over the course of the last two and a half years. Jason Diamond: Good for you. Shannon Spotswood: And as I said, I feel like we’re just getting started. I always joke we’ve had the longest pre-game warmup in history. In a lot of ways that’s by design. For me, the way that I can sleep at night is knowing that we are waking up as a team in this unified front to walk the walk for our advisors. It is incredibly important to us to honor the promise that we’ve made, whether it’s on tech or talent or transition services or marketing growth. So being able to lean in and deliver that, it takes a long time to build that institutional know-how and to be uncompromising in consistently making hard decisions, whether it’s around talent or the investments that you’re making or how you’re running and growing and building the firm. And so Bobby reached and Long Ridge and all of us reached this point where it was just a very natural way. And I think it was such a gift that I had such a long warmup, if you will, in the bullpen, running the day-to-day of the business as president, being so close to sweating the details of how we built the foundation, how we run the firm. And then obviously Ed Swenson joined us as president in last fall in October of 2025, having joined our board when we partnered with Long Ridge. So he joined our board in September of ’23, and he and I set up a call every other week. So we just became this incredibly trusted confidant of mine as we made a lot of strategic investments and key strategic decisions in that first 15 to 18 months of our partnership with Long Ridge. So to be able to build and attract the caliber of talent that we have to RFG, I mean, I’m totally biased and talking my own book, but I think we have the best leadership team. Doug Nelson joined us from Long Ridge as our CFO in November of last year, just bringing that rigor, particularly around capital strategies into our C-suite. So it was the right time to make that transition. And what I would say for founder advisor-led firms, it’s all about what are your growth ambitions? It’s what are your growth ambitions? Without question, when I joined and Bobby and Rick and I set upon this journey to tear the entire company down and build this robust tech stack and be at the forefront as an innovator in that space, that was experience that I had from my 20 years in San Francisco. And Rick had this incredible institutional pedigree having spent 12 years at Bain Capital plus two years at Stanford Business School, complimenting this authenticity that Bobby brought as an advisor, bringing that together. So recognizing as a founder advisor, if you have growth ambitions to 10X your business, it’s going to require that you bring high caliber talent to the table and allow for that room both from an equity participation perspective, but also just from what does the business need as it continues to scale up? Jason Diamond: That’s exactly right. And part of this gets back to private equity sometimes gets a bad rep in our space, but the reality is capital from private equity enables a lot of what you’re talking about. And I give you a lot of credit. I mean, you make the half joke about the longest pregame warmup ever, but I think of it as you learned on your own dime and you built all the kinks and ironed out all the kinks prior to having this critical mass of advisors on your platform. And we’ve seen certainly plenty of firms go that route too. So I give you credit for that. I think because we’re on the topic, let’s talk about it, private equity. Positive experience, negative experience, neutral, neither good nor bad. Just give me your… I don’t want to make the episode about the perils- Shannon Spotswood: Right. Jason Diamond: … and benefits of private equity capital, but just curious what your experience has been. Shannon Spotswood: I think this is one of those life lessons. Choose your partners wisely and great things can happen, whether it’s in your marriage or your friendships- Jason Diamond: Spouse. Yep. Shannon Spotswood: … or your business partners. And Long Ridge found us very serendipitously. I mean, we were probably two years from even contemplating bringing in a growth capital partner. They were introduced to us by a former board member and they were in our offices in January of 2023. And the most important things for us were twofold. Number one, they shared our vision and belief that the corporate RIA independent is the winning model for the industry and for advisors and clients. And number two, who they are as people is very much who we are as people. They’re builders. Jason Diamond: Culturally. Shannon Spotswood: They have this servant heart growth mindset that they share with us. So I feel incredibly blessed to say they’re amazing partners. And what’s interesting, and I’ll share this very openly, they’re the majority owners of RFG. We were very early in that time of bringing them on. They have always honored the promise that they made to us, which is we run the business. They are a strategic partner. They’re a great thought partner. They are the capital provider, but there has been multiple examples where we have made business decisions where there’s been some heat in the kitchen, in the boardroom, and we’ve felt very strongly about it. So I just couldn’t say enough great things about them. And one thing that I will just share, and I say this because they’ve shared this with me, I have had this incredible personal journey of growth bringing such a deep bench in Long Ridge into the firm. And that has been certainly challenging at times. Do hard things, get comfortable being uncomfortable. It’s the ultimate definition. But I really think that is something that never gets talked about is what it means in upskilling the caliber of your talent, yourself, how you have to grow and evolve as an individual has been really, I won’t say it’s been easy, but I look back on what I’ve learned over these two years and just feel prepared as a leadership team, how we operate as a team, what is expected of us to be able to deliver and execute for our advisors in this next leg of growth. Jason Diamond: I think your marriage analogy is the perfect one, and I’m going to use it. And honestly, in a lot of ways. First of all, marriage is hard, good or bad. It’s hard. Second of all, it’s the ultimate… The institution of marriage is not good or bad. Private equity capital is not good or bad, but your answer is the right one. Pick your partner very wisely. My favorite part of your answer, because it’s the most original, was around a good capital backer, a good partner, whatever you want to call it, pushes you to be better. And I think that you’re surrounding yourself with, by definition, some of the smartest people in the industry, and that can’t be a bad thing. And the proof is in the pudding. The growth trajectory you’ve seen, it’s certainly no accident. I think part of it is tied to your incredible stewardship. You don’t have to answer that. You don’t have to be humble, but I’ll attribute it to you. That brings me to my next question. Shannon Spotswood: I do have to say really quickly. Jason Diamond: Please do. Shannon Spotswood: I will be celebrating my 27th wedding anniversary in October. So yeah, pick your partners. Jason Diamond: Congrats. And I feel equally blessed, I assume as you do. I have a great partner, I’ll say. I don’t know if she’s listening right now, but she’s a great spouse. What I was going to say though, good segue, I think there’s been more in recent years, but not a ton certainly of female C-suite wealth management executives. How do you feel about your role? Do you feel an increased burden? Is it an honor to you? Is it something that you don’t think much about at all? I’m curious what your thoughts are. Shannon Spotswood: I feel immense gratitude. I mean, just in general, leading RFG and locking arms with our team and our advisors is, I mean, a gift of a lifetime. I was incredibly fortunate to not just have mentors during my 20 years in San Francisco, but to have true sponsors. Whether it was the first hedge fund I worked at, I took that job because it was a female portfolio manager and at the time one of the only in the country. And she really opened up her heart to me and poured into me. And then 10 years at Symphony, the founding partners of Symphony, they dropped me into the deep end of the pool and gave me a lot of rope to make a lot of mistakes and continued to invest. So I have this foundation from which to build and to lead and to be ready for this role. I couldn’t do any of this without my partners. Rick and I have been partners for more than 10 years. It really does take a village in the same way that it takes a village to raise your family. It takes a village to find the courage and the strength to lead in a way that really honors the gravity of the mission. But I’ll tell you this. One, I knew I wanted to work on Wall Street from a very young age, so I chose this. I knew what I was getting into, that it was a male-dominated industry. I have made particularly, this is one of the unique facets of the wealth management business, we have phenomenal both male and female talent, and I have made the strongest female relationships on this side of the business as compared to the institutional side of the business. So I think there is a richness to our side of the industry that doesn’t get enough air cover. There are just phenomenal leaders, and I think increasingly so, we’re seeing more women stay in the game and raise into positions within the C-suite and leading these firms. I will tell you one thing in 2019, and I really give a lot of credit to Bobby for this in coaching me, is I was raised by wolves on Wall Street without question. I sat on a trade desk, I was completely comfortable with compartmentalizing emotion, and I made it a mission to develop intentionally my emotional intelligence. And that truly unlocked everything for me, and I think plays such a huge part of who I want to be and who I challenge myself to be as a leader. And so it’s funny when I get the question asked of me about being a female CEO, because I think that’s what people feel must be like came very intuitively to me, but I had to learn it. I had 20 plus years of being able to run with boys and I needed to develop that skill. And it is a skill that I challenge myself on a daily to continue to lean into. And I think it is increasingly important both for men and women who aspire to leadership to hone the strategic and execution alongside that emotional intelligence. Jason Diamond: Great answer. And I think you know I admire a lot about you, but it’s certainly one of the things I admire most about you is over the last couple years in particular you’ve been a real beacon of positivity, of empowerment in that regard. You’re active on socials, you’re active at industry events, you’re always willing to talk to people. And honestly, that to me is the answer. A lot of people complain about this as a problem, and I want to just take a second to applaud you because I think you and your firm actually do something to at least try and actively solve some of this. And also you mentioned it earlier, but same thing with some of the next gen dynamics. You skew much younger than the average firm on the industry. And I think that too is to your credit around, okay, we’ve identified that we have a major succession problem in our industry. What are we doing to solve that? Shannon Spotswood: Absolutely. Jason Diamond: Let’s talk about growth a little bit. I agree with your thesis. This space you occupy, no better time to be in it. We’re at the perfect spot on the J-curve. Unfortunately, we are not the only two people to think that. There are also, I think, some other firms. This space has become crowded. What do you think about that? Just the fact that there’s more competition than ever. I mean, my view of it is there are enough quality advisors to go around, but curious what you think. Shannon Spotswood: Anytime I find myself wading into the waters of fear and scarcity around this topic, I’m reminded that 67% of the assets still remain within the wirehouse and IBD space. We got lots of room to run. I believe in a mindset of abundance. The data will tell us that the demand for advice is increasing by 30% over the next decade while the number of advisors is decreasing by 1%. So we’ve got, find me another industry where you see a graph that looks like that. On top of that, next gen, which I think this is so fascinating, next gen actually wants more advice when compared to the baby boomers. So baby boomers created our industry, and here we are sitting on $87 trillion worth of generational wealth that’s going to begin to transition. That doesn’t even include all of the wealth that will be monetized through real estate and family-owned businesses. It is a tsunami. And what is, I think, really interesting is that next gen recognizes the value of their time. I’m sure if I had a conversation, Jason, with you and my husband about how intentional you want to be in terms of showing up for your children and the equal nature of parenting, that alone is changing the way the next gen thinks about both their professions as well as their family life, which means you by default have to hire professionals to do the things that you don’t want to spend the time doing. Jason Diamond: Really good point. Shannon Spotswood: So we have this incredible convergence that’s happening right now, and it’s coming at a time that technology is finally going to allow us to serve more families more intentionally along that wealth spectrum. So it is like, bring it on. There is more than enough to go around. We are in an era of abundance. And what I worry the most about, and this, it’s like climb up on the soapbox and let’s roll, about independence because I see and have so many conversations with advisors where they have been willing to accept such a compromised service experience that they would never allow to be delivered to their clients. So advisors are delivering this 24-hour concierge, high-touch, deeply thoughtful experience, estate planning, tax planning, financial planning, multi-generational conversations. They’re in it. They’re in the trench. And then they turn around and their service partner is so subpar. They’re compromising their growth. They’re burying them in compliance and ops and clicks and swivel chair and tech that doesn’t work. So we’re at the very beginning of this bull run for advice. And I think advisors who recognize, I want to serve more families, I want more control over my time, I want to be able to build enterprise value on my personal balance sheet, have room to do it. So I welcome the competition. I think the best way to talk about it is iron sharpens iron. I learn so much from our peers and like, ah, they did this or they did that. How do we think more disruptively, more innovatively? How do we do it differently? So I think there’s a lot of room for all of us. You’re going to be busy, my friend. You’re already sitting there advising the lion’s share of the big deals, and I think you guys are just getting started as well. Jason Diamond: Yeah, it certainly feels like a bull market for advice and also I think a bull market for some of the… You allude to an interesting paradox, which is some of the biggest and most sophisticated advisors in the industry have really high-touch impressive service models, but they don’t seem to demand the same in return. I have some thoughts as to why. I think one could just be Kool-Aid drinking, like you don’t know any better and you’ve been there for so long. There’s just so much friction associated with moving a business and fear associated that it’s unless things get really dire or unless I find something that’s better enough or meaningfully better enough, I can gut it out. But the third one that comes to mind is these firms we’re talking about have unequivocally, they do a lot of good, a lot of bad, but unequivocally one of the things they do really well is brand. Shannon Spotswood: Yeah. Jason Diamond: How do you reconcile that question with a firm that obviously doesn’t have a brand that the average American consumer would know? Shannon Spotswood: We take a posture on this that is rooted in an Accenture study that was conducted several years ago, but I think still remains so true today, is that advisors think that the value proposition that their clients are looking for, either it’s that big monobrand that’s advertising at the Super Bowl or the alpha they’re ever able to generate or the portfolio investments. But the clients tell us that what they’re looking for in an advisor is, do you get me? Do you share my values? And do I want to spend time with you outside the office? And that is basically distilled down the way we talk about it is people connect with people. So now more than ever, particularly if you take a big step back and you think about the influencer economy and how brands, big brands, Nike or big consumer brands have really leaned into niche branding. How do I get my brand into the hands of someone who’s very passionate about it? So advisors who develop their own brand, who have a presence on social, who have a presence in AEO and SEO, who are leaning in and expressing not only their client experience, but their vision and their values through their brand, I actually think as this generational wealth unfolds, that authenticity carries so much more weight than is my name on a football stadium. So it is those three factors. It’s just I’m comfortable. I don’t want ripple. It is friction and fear for sure. And then it’s like that branding is up for grabs because we certainly see one of the most fun parts of advisors joining RFG, this is a big part of what we do is helping them design and develop or reimagine their brand name, their logo, all the rest of it. Once that creative energy is unlocked and you get to tell your story, your my why, that connective tissue is so powerful with the clients and with the growth that comes from that because I mean, I truly believe people connect with people. They’re looking for that. And I think more so now than ever with AI. Jason Diamond: You just took the words out of my mouth. Do you think AI perpetuates that? Shannon Spotswood: I think people are craving that. And this is why advisors who are powered by AI without question are going to win. Advisors are not going to be disrupted by AI unless they haven’t made the move to get themselves in a position to be able to leverage the technology, the brand, the talent, the maximizing of their time. But especially with something as important and as personal as money, as you walk through life, I mean, you are at the very beginning. I’m sending, I’ll have all three kids in college. But as you make these critical decisions in your life, whether it’s getting married or starting a business or changing jobs or buying your first house, buying your vacation house, all of these things, you can go right or you can go wrong. And having a trusted partner who really understands you, I actually think that we’re going to see the fees paid for advisors increasing as there is a greater premium placed on, I want deeply personal relationships that are tailor-made for me. Jason Diamond: But I assume the flip side of that is you have to do more. You as a firm and you as an advisor have to do more, and you can’t just raise fees with the same service model. So I think what is the corollary of that? What are some of the ancillary growth areas that you do beyond the financial planning and asset management that says, “We’re worth that money you’re going to pay us”? Shannon Spotswood: It is, and I love the work that wealth.com is doing here. I mean, the estate planning and tax planning, making that more accessible along that continuum of wealth spectrum, the blurring of the lines between ultra high net worth and high net worth, and then mass affluent is so exciting. Better, more robust planning is good for our industry overall. Obviously there’s a huge amount of demand on the tax side of things, particularly the 1040. It’s easy to find a CPA to do the cool complex stuff. It’s increasingly more challenging for advisors. That’s an area that I know a lot of firms have leaned into. We’re certainly doing a lot of work. But so much of this, Jason, is showing up at the right time for clients with the resources. It’s a really interesting conversation about, yes, you have to do more for your clients, but you don’t have to do more for all your clients at exactly the same time. Jason Diamond: That’s well said. The flip side of that is as an advisor, because ultimately the advisors are the ones making this decision. There are a lot of firms, and not even just firms that you would be competitors with, because the reality is you and I understand the industry landscape and where various firms fit in. For many advisors, it’s a long list of various firm names that they’ve heard. So what are some things that you think advisors should be asking a firm like you or a business development person at your firm to suss this out? How does an advisor go about understanding if a platform is empty or is really going to be able to deliver in all these areas? Shannon Spotswood: Remember back in the day when the Wall Street Journal used to run have a monkey throw a dart and see if you can beat the pros on stock picking? I love to do that with regards to our advisors. We always tell our prospects, “Throw a dart at any advisor that’s affiliated with RFG and call them. Certainly we can provide a list of advisors who we think you’re going to most align with in terms of what your growth ambitions are or the way you want to run your business or who you are, life stage, all the rest of it.” But I do think that getting that unfiltered experience, the good, the bad, the ugly. We always are like, “Are we perfect? Absolutely not. Do we though immediately want the feedback so that we can iterate to excellence to get better? Absolutely. Get that firsthand testimony.” So that’s number one. Number two is don’t tell me, show me. There are so many, and it always pulls at my heart because as much as I love to win business and transition advisors, and I think that we’re working certainly at RFG on some really interesting technology that is anchored around removing that friction and fear by speeding up the time that you can make that transition in. And the tech is finally there to allow for this. So I think we’re going to be able to take variable number two and at least make that box a little bit smaller. But if I’m sitting as an advisor, I would want to see the evidence. Show me how you’ve solved the problems that advisors have brought to you. How have you refined your tech stack? How have you invested in your team? How have you made the decisions where the ROI can be measurable and tangible? And I think too often I’m surprised that advisors get, it’s almost as if they get overwhelmed by the amount of information that they’re taking in trying to compare all these different firms. If I’m ever asked, I’m like, please work with a third-party recruiter. You need someone not only to act as an interpreter, but you need someone to help really keep your top three priorities at the front of your decision-making matrix, because it really is apples to oranges to orangutans and you get decision fatigue. And then advisors end up making this decision that is anchored in like, well, this is the highest payout, and I’m willing to take all of these sacrifices and paper cuts for this highest payout. And that is just such a travesty. So it’s like, know what you want. What are your top three problems that you’re trying to solve? Talk to advisors that you get to pick just so you can do some secret shopping, and then demand evidence of how the firm, the platform has responded to feedback and gotten better as a result because that will tell you, are they really going to walk the walk or are they just going to talk the talk? Jason Diamond: I’m super grateful that you gave specifics there because it’s an easy question to dodge and talk around. So I completely agree. Your first answer, actually all three of those points you just made, but certainly doing name-blind calls, and I say name-blind because advisors worry about confidentiality. I think that’s one of the best and most underrated tools to learn about a firm is advisors now have so many colleagues. There’s been this diaspora of advisors where advisors know advisors everywhere. And that’s a benefit if you wanted to go and just network and have conversations with other advisors on your own. But if you’re worried about confidentiality, there’s certainly the mechanisms, and we do this all the time for advisors to set up name-blind calls. You dial into a conference line, it’s John Smith, and you pick an advisor’s brain and say, “Hey, you moved your book from LPL to RFG, and tell me what that experience was like and what were the positives? Give me all the negatives.” To your point, you want advisors to ask those questions in advance. It’s better to ask those questions than to end up in the wrong marriage with the advisor. Shannon Spotswood: Absolutely. And the other thing is what an easy answer to BS around is tell me who’s a good fit for your firm. And it’s like, “Everyone’s welcome here.” Jason Diamond: Everybody. Yeah. Shannon Spotswood: It’s just not true. RFG is not a good fit for an advisor who is not open to using technology, who is not interested in outsourcing investment management, who doesn’t want to have a conversation about how are you spending your time and do you want to create enterprise value? Do you want to grow? So it really is important to have that vulnerability and that honesty and the answer to that question. Jason Diamond: I love it. We have time for one more. I can’t believe it’s been almost an hour. Shannon Spotswood: I know, it flies by. Jason Diamond: We speak with plenty of advisors who aren’t considering a move, but I’m interested. I think you have a really nice lens into the industry. What is one thing you wish advisors knew? You have a megaphone to just talk to advisors who maybe are considering change, but maybe aren’t. What’s the questions they should be thinking about? What keeps you up at night? Just what would be your public service announcement? Shannon Spotswood: I’m going to focus on the friction and fear because that’s the number one barrier to making a move is PTSD, either first person PTSD or the collective negative experience that the industry has had. It took me 90 days to transition. I got sued by my former firm. I lost all these clients. I didn’t have income. The wise tales of fear are very widely trafficked and widespread. And what I would say to an advisor is everything you want is on the other side of fear. And I look at all of this data that suggests exactly the opposite, which is you have the relationship with the client. You have the trust with the client. You are the one who they call on Sunday night when they need a shoulder to cry on or sage advice for making a decision. Just believe it with the core of your being because what we see is 99% of assets transition, whether it’s a restrictive transition or you’re taking full data, that the majority of assets are transitioning within 30 days, that this is still a free country, and you can make a move while honoring your contract around non-solicitation, non-competes, and non-associations. So it is like this fear of holding advisors back is preventing them from realizing and monetizing this enterprise value, but equally as importantly, loving their business. Have fun. This should be fun. We spend the majority of our life at work. And so being able to surround yourself with people who win when you win, with a team who’s aligned and isn’t just drudgery with all their operations compliance headaches that they’re dealing with. Your team deserves to be happy. You deserve to be happy. And that fear factor is holding so many advisors back. So that’s my advice is that it just doesn’t have to play out that way. And I think not just at RFG, collectively where we are as an independent industry with technology, with the way that AI is changing and our ability to harness data and business intelligence, getting to that point of next best action, how am I spending my time, how am I realizing, what is the blueprint for realizing my growth goals is more tangible now than ever. That’s immediately where I go. Jason Diamond: I’ve never been an advisor. I’ve never had a book of business, so I don’t want to minimize the fear, but I will say this. If we speak to advisors, let’s say a year post-transition, by far the number one thing we hear from them is, “I wish I did this sooner.” Shannon Spotswood: Wish I did it sooner. Jason Diamond: And that to me is the most telling data point there is to your point about fear and getting over it. Shannon Spotswood: So I do this exercise all the time with our team as we’re onboarding advisors is I want you to go home and look at your spouse and tell them, “I’m going to leave my job. I have no certainty that everything is going to work out. We might not receive any kind of compensation. Are you cool with that?” Walk that emotional journey. And while there’s plenty obviously that we can do with Capital Solutions to ease the financial fear associated with it, I still think at the baseline, it’s a great exercise to keep everyone very humble. You are asking an advisor to take their life’s work. And someone was sharing this analogy with me the other day and I was like, “Oh my gosh, that’s so good,” which is imagine moving houses. It’s such a hassle packing up moving one house. Now imagine moving 400 households or 1,200 households. It’s a lot, but I always hear the same thing, “I wish I’d done it sooner.” Jason Diamond: Thank you for sharing. You had some really sage wisdom that you shared with our audience. I can’t wait to see the next chapter, the continuation of the J-curve. This has been a fantastic episode, Shannon. Thank you. Shannon Spotswood: I love being with you, Jason. Thank you so much. We appreciate it. Mindy Diamond: As a financial advisor, you hold yourself to the highest standards of integrity, honesty, and credibility. You are successful because you take your professional responsibilities seriously and are dedicated to your clients. But are you living your best business life? Are your goals aligned with your firms or could a better option exist? Should I Stay or Should I Go? is a book written with you in mind. It’s a self-guided journey that walks you through the key steps that we take with our advisor clients. This strategic thought process and roadmap to professional self-discovery is designed to help you ask the right questions and think critically and objectively, whether you’re considering change or not. Learn how to get your copy at diamond-consultants.com/thebook.   Growth Without Compromise: Building Around the Advisor Experience A conversation with Jason Diamond and Shannon Spotswood, CEO of RFG Advisory. Jason Diamond: Welcome to the latest episode of our podcast series for Financial Advisors. Today’s episode is Growth Without Compromise: Building Around the Advisor Experience. It’s a conversation with Shannon Spotswood, the CEO of RFG Advisory. I’m Jason Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education-driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition re

Höre dies, bevor Du ein Tanz-Event planst und durchführst. Vermeide Fehler und bereite dich gut vor!

Episode Notes My guests include Shelby County District Attorney Steve Mulroy. We discuss the state case of the three former officers who were accused along with two more of killing Trye Nichols. Charged with 21 counts and found not guilty on all counts. The city is reeling and he shares his thoughts. Eric Barnes is the CEO of the Daily Memphian and host of Behind The Headlines. We discuss the trial and the responsibility as a news source to stay relevant on various issues while earning the public trust. Finally, Leadership Memphis is a non-profit, community leadership development organization. Its mission is to prepare and mobilize leaders to work together. President and CEO Dr. Bobby White heads both this group and Volunteer Memphis. He tells us why the organization is so vital to our city's future. That and more on air and online Monday @ 6 pm on WYXR 91.7 FM. Also, TuneIn, Facebook Live and YouTube. It's time to talk!

Episode Notes My guests include Shelby County District Attorney Steve Mulroy. We discuss the state case of the three former officers who were accused along with two more of killing Trye Nichols. Charged with 21 counts and found not guilty on all counts. The city is reeling and he shares his thoughts. Eric Barnes is the CEO of the Daily Memphian and host of Behind The Headlines. We discuss the trial and the responsibility as a news source to stay relevant on various issues while earning the public trust. Finally, Leadership Memphis is a non-profit, community leadership development organization. Its mission is to prepare and mobilize leaders to work together. President and CEO Dr. Bobby White heads both this group and Volunteer Memphis. He tells us why the organization is so vital to our city's future. That and more on air and online Monday @ 6 pm on WYXR 91.7 FM. Also, TuneIn, Facebook Live and YouTube. It's time to talk!

In this inspiring episode of The Journey, host Larry Robinson sits down with Memphis native Bobby White—a sharp-witted, service-driven leader affectionately known around the city simply as Bobby. Raised in South Memphis by two educators, Bobby shares how growing up in a house built on structure, love, and high expectations gave him the foundation to lead with heart and humility. From Central High to Morehouse, from teacher to chief of staff, his path is proof that service is more than a role—it's a calling.

Erfahre, warum sich welche Grundschritte und SwingTänze entwickelt haben. Spannende und seltene Videos findest Du im Video

Host Jeremy C. Park talks with Dr. Bobby White, President and CEO of Leadership Memphis and Volunteer Memphis, along with Candace Tate, Director of Volunteer Memphis and Community Outreach, who highlight Leadership Memphis and its action initiative, Volunteer Memphis, which both serve to connect leaders to leaders, leaders to information, and leaders to the community. Leadership Memphis develops community change agents, connects them with others who have a passion to serve, and empowers them with information and opportunities to make a difference. The nonprofit organization strengthens and mobilizes “impact networks” of community leaders and volunteers through best-in-class programs, strategic alumni and partner engagement, and targeted action initiatives focused on creating a more equitable city – and making Memphis a place where everyone belongs, contributes, and is valued.Originally founded in 1979 as The Memphis Institute of Public Responsibility, Leadership Memphis has graduated more than 4,100 leaders from its programs. During the interview, Dr. White shares some of his personal background and his vision looking forward after stepping into the role as President and CEO in October 2024. Dr. White is a native Memphian, long-time educator and founder of Frayser Community Schools, a Leadership Memphis Changemaker award recipient, and a 2014 Leadership Memphis Executive Program graduate. He discusses the importance of building on the organization's legacy and becoming even more strategic with how he and his team equip and engage leaders and alumni, and align their efforts and programs to make a meaningful and measurable impact in the community.Candace Tate then spotlights Volunteer Memphis, which is an action initiative of Leadership Memphis and builds capacity for effective volunteering and connecting people with opportunities to serve throughout Memphis and Shelby County. The organization helps individuals, families, corporate teams, and community groups strengthen Memphis and the Mid-South through service at more than 300 nonprofit organizations and schools. Candace talks about their MLK Days of Service taking place January 16-20, 2025, and how the community can get involved and then help carry the spirit of service and volunteerism throughout the year. Dr. White and Candace wrap up talking about what makes them excited for 2025 and how the community can get involved with Leadership Memphis and Volunteer Memphis.Visit https://leadershipmemphis.org to learn more about Leadership Memphis. Visit https://volunteermemphis.org to learn more about Volunteer Memphis, and https://volunteermemphis.org/mlk-days... to learn more about their MLK Days of Service.

Wie und wann entstand Swing Musik und warum?! Höre diese Episode, erfahre es und erhalte noch weitere spannende Einblicke in die Swing Jugend

Die deutsche Swing-Jugend war oppositionell und wurde von den Nazis verfolgt. Auch das ist ein wichtiger Teil der Swing-Geschichte. Lerne jetzt mehr darüber.

We spent a week sailing around the Gulf of Naples and the Amalfi Coast in Italy and I give you my opinion on what it is like. From the costs, to the sights, I give you the run down on Italy

Do you dread knocking on doors or approaching land owners to ask for permission to metal detect? Tonight on Relics Radio, we welcome James Huntley, Bobby White, and Patrick Huntly to the show to talk about the secrets to 'getting permissions'. They will share some of thier tips and advice that enabled them to get 35 permissions in a row. Get your notepads out for this one. Check out these sites we talked about:Seeded and Natural Hunt Reviews on FB https://www.facebook.com/groups/768782224484464/Kadoha Treasure Fest 2024https://www.facebook.com/groups/562819731706256/Ozarks Metal Detecting Clubhttps://www.facebook.com/groups/470307044763233RELICS RADIO is live via video broadcast on the Relics Radio Facebook group and live on the 5280 Adventures YouTube channel every Thursday night at 8:00 pm (Eastern) and is available for download wherever you get your podcasts.Catch the podcast audio only replay here: https://www.spreaker.com/podcast/reli...DK's LINKS:All Ken's Links Here: https://linktr.ee/adventuresindirtAdventures in Dirt on YouTube: / adventuresindirt Adventures in Dirt Facebook Group page: / adventuresindirt TONY's LINKS:5280 Adventures on YouTube: / 5280adventures 5280 Adventures on Facebook: / 5280adventures 5280 Adventures on Instagram: / 5280.adventures

"Real simple, real easy. Make sure you understand your purpose, reflect on that. Once you're clear about your purpose, allow it to ground every decision that you make, and don't waver on those decisions." - Dr. Bobby White ".. this is a calling this is, you know, we're here, because this is where we feel the Lord has led us to serve. And so it's not a job." - Shawn Minks

Rick Doblin is the founder of MAPS (multidisciplinary association for psychodelic studies), which just complete phase 3 trials for using MDMA to treat PTSD. They have an astounding success rate curing PTSD with 67% and addition 21% seeing good progress towards healing... thats 88% success in helping people live better lives. https://www.maps.org

I answer all of our patron's questions including: Should I get my medical back and fly part time again? Would you like to have your question answered on one of our Ask Me Anaything segments? Become a patron! https://www.patreon.com/sailingdoodles Link to the pay per view video: https://www.sailingdoodles.com/bvi-movie-final/ Link to my new catamaran Island Spirit 525: https://navigare-yachting.com/en/yacht-ownership/new-yachts/island-spirit/island-spirit-525-nn/209?ny=4163 Link the the Croatia Flotilla: https://navigare-yachting.com/en/events/other/join-sailing-doodles-on-a-croatia-yacht-charter-with-navigare-in-july-2024

I sit down with Dr. Shawna Pandya and discuss how the effects of space on the human body and how advances in space medicine will dictate the future of crewed space expoloration. Dr. Shawna Pandya is a scientist-astronaut candidate with Project PoSSUM, physician, aquanaut, speaker, martial artist, advanced diver, skydiver, pilot-in-training, VP Immersive Medicine with Luxsonic Technologies and Fellow of the Explorers' Club.

I sit Down with Amanda and discuss what type of cruising life is better, by boat or RV? We have spent a good amount of time in each mode of transportation so its time to discuss which we like better Link to the pay per view video: https://www.sailingdoodles.com/bvi-movie-final/ Link to my new catamaran Island Spirit 525: https://navigare-yachting.com/en/yacht-ownership/new-yachts/island-spirit/island-spirit-525-nn/209?ny=4163 Link the the Croatia Flotilla: https://navigare-yachting.com/en/events/other/join-sailing-doodles-on-a-croatia-yacht-charter-with-navigare-in-july-2024

I address the negativity that my most recent video received from viewers in the comment section. People make a lot of assumptions without knowing all the facts, so I did my best to give them the proper information Link to the pay per view video: https://www.sailingdoodles.com/bvi-movie-final/ Link to my new catamaran Island Spirit 525: https://navigare-yachting.com/en/yacht-ownership/new-yachts/island-spirit/island-spirit-525-nn/209?ny=4163 Link the the Croatia Flotilla: https://navigare-yachting.com/en/events/other/join-sailing-doodles-on-a-croatia-yacht-charter-with-navigare-in-july-2024

I had a chance to sit down at the Miami Boat Show with David Levesqu, the Editor of Latitudes and Attitudes Magazine. We discussed the cruising life and his magazine!

I sit down with Phillip Winter, the Sales Manager for Navigare Yachting a the Miami boat show to discuss yacht ownership and how you can earn guaranteed income on the boat by putting it in charter. Navigare Yachting has one of the largest charter fleets in the world with bases all over the globe. Link to Yacht Ownership: https://navigare-yachting.com/en/yacht-ownership/new-yachts?ny=4163 Link to more info on the Island Spirit 525: https://navigare-yachting.com/en/yacht-ownership/new-yachts/island-spirit/island-spirit-525-nn/209?ny=4163 Link to Yacht Charter: https://navigare-yachting.com/en/services/bareboat-yacht-charter?ny=4163

I answer probaby the most asked question we get.... Should you cruise in a catamaran or a monohull? It's honestly a very tough question to answer but I have a lot of experience on both types of boats and give the best insight as I can! I also answer all of our patron's question! If you would like your question answered please become a patron at https://www.patreon.com/sailingdoodles for more information about the miami boat show, please RSVP at: https://docs.google.com/forms/d/e/1FAIpQLScVyJuA8hngq2IHFQcWJDA-9kQ62ePXW2eZIuRfNssAYMwPeA/viewform For more information about the Island Spirit 525e, visit: https://navigare-yachting.com/en/yacht-ownership/new-yachts/island-spirit/island-spirit-525-nn/209?ny=4163

I ask Amanda what she thinks about being a sex symbol on Sailing Doodles. Does she hate it or love it? She lets you know! Sign up to for the Miami boat show happy hour and meet up! https://docs.google.com/forms/d/e/1FAIpQLScVyJuA8hngq2IHFQcWJDA-9kQ62ePXW2eZIuRfNssAYMwPeA/viewform

It another Ask Me Anything episode where I answer all our patrons questions. If you'd like to have a question answered become a patron at https://www.patreon.com/sailingdoodles In this podcast the main topic is that we are looing for new crew!

Vlogs across the board have been in decline over the past 3 years for several reason. In my opinion it is beacuse of youtube's preference for Shorts, new Ai technology and IP Theft from bad actors

I sit down with crewmate Amanda Zakri and our patrons ask her anything! From her personal life to professional life, Amanda tells it all! Amanda is an actor and has her own youtube channel @AmandaZakri. So lets have fun and talk to Amanda!

Exciting News: Our next guest speaker on The Education Concierge Podcast is the incredible Dr. Bobby White!

Meet my new "brother" Murphy, He's a cock-a-poo puppy and so cute! I also answer all the questions from our patrons about sailing doodles, the crew and the future of the show!

Amanda Sailed with me back in 2017 for 3 months or so and now she's back! Find out what she has been up to and why she decided to come sailing with me again.

I answer all your wuestions about Sailing Doodles and sailing in general. My patrons want to know if we are going to sail a circumnavigation.... what do you think? Should we sail around the world? Want to get your questions answered on the next podcast become a patron at https://www.patreon.com/sailingdoodles

I answer all the Sailing Doodles Patrons and members questions about the sailing and cruising life. Specfically, What is the hardest thing to give upo for the sailing and cruising life? Such a good question and I hope I answered it well!

International swing dance instructors and New York resident giggers GABY COOK, A.J. HOWARD, LAURA GLAESS, and Bobby White tell Chisomo the story of a recent gig they did. Enjoy. (In our next episode, Chisomo will reflect on the craziness.) Huge thanks to our Patrons!   Cassandra Filios Kaydee Tower Sasha K Justnigel Ann Sofie van Enis Katja Alexandria July Belber Rebecca BurWei Dee Mathews Brooks Prumo Jessie Brooks Aryn Kelly Audrey Bui Ian Dawson Karen Compos McCormack Amy Sorenson Nika Jin Emily Benze Angel Jenio Nick Cruickshank Taylor Stender Leila Gass Selena Kruse Ryan Lemar Cal Tara Sliwinski Rebecca Harris Lori Taniguchi Christian Frommelt Allison Frey Lucie Q Mazzanti Gary Chyi Laura Windley Lynn Maslen   And huge thanks to Lawrence Kalantari Karen Shrieber   Who donated big in order to help us pay for the work!

Well my new sailing Cat Island Spirit 525 has been delayed and I likely won't get it until next summer. I need something to sailing the mean time so I am buying a used Sea Ray to scream around the bahamas for 4 months! Does it sound like a good time?

I tell you how and why we ended up in Mexico. We had such a good time down there. It is a beautiful place and the people are so warm and friendly. It's too bad about how corrupt the government is and the crime. We almost were held for ransom or went to prison just for making a wrong turn. This is my story.

I sit down and talk with Dakota who is the new host of Flying Doodles on Youtube. Its the show where we interview airplane owners about their planes,strap a few gopros on the plane and then go fly! So please welcome Dakota!

I give you my thoughts on my sailing experiences sailing around Greece this summer for 3 months. There good and the bad, it was still worth it!

I have been going to burningman for 10 years and was in attendance this year, 2023, also. I give you the real life behind the scenes scoop on what it was like at burnginmany during the rain event and what everyone did to cope with it. It was not nearly as bad as the media is hyping it up to be.

Welcome to another exciting episode of our show! Today, we have Bobby White as our special guest. Join us as we delve into the topic of "Developing and Launching a Game with Subsequent Updates." During this episode, we will explore various aspects of game development and launching, including the dynamics of international teams, the incorporation of language learning aids within games, and the potential of gamifying education. Bobby will also share insights on launching a game to a mid-reaction and the importance of pivoting based on player feedback. We will dive into the fascinating world of Terra Alia, the game Bobby has been involved in developing. Additionally, we will touch upon the future of indie game production with the integration of AI and VR technologies. Stay connected with Bobby White and learn more about Terra Alia by following these social media links: Twitter: https://twitter.com/terra_alia Facebook: https://www.facebook.com/terraaliagame/ Instagram: https://www.instagram.com/terraalia.game #GameDevelopment #IndieGames #GameLaunch #LanguageLearning #Gameification #PlayerFeedback #LQA #TerraAlia #AIinGames #VRinGames --- Support this podcast: https://podcasters.spotify.com/pod/show/indiegamebusiness/support

This week's episode is an absolute must-listen! In this episode, Dr. Bobby White of Frayser Community School discusses how their school took a bolder approach to education, launched an anti-racism initiative, and ended expulsion by changing disciplinary practices, encouraging parental involvement, and becoming a trauma-informed school. This is because he believes that your purpose as an educator should be aligned with your work in order to create a better environment that leads to higher academic performance. #SchoolSuccess #SchoolSuccessMakers -- Every week on The School Success Podcast, digital marketing agency owner Mitchell Slater interviews school leaders and game-changers in the education sector. Never miss an episode and follow The School Success Podcast on Apple Podcasts, Spotify, Stitcher, or wherever you enjoy podcasts. This podcast is powered by Slater Strategies, a marketing agency committed to helping schools grow their enrollment and connect better with the families in their communities. Find out more at https://schoolsuccessmakers.com. Highlights of the Episode: [01:33] I run a small charter network of three schools [03:22] I wake up every morning knowing that it's my purpose [04:39] Entrepreneurial Fellows Program [06:44 I changed the name to MLK College Prep [07:28] see the school as center of community. [09:09] zip code determines your school [10:23] you are a part of the school of prison [12:24] our job is to support the babies who are in low-performing schools [13:33] Nobody outside of this community even wants to come across this part of the town [29:17] As a black-led organization,..the more we resembled the schools that we all said we didn't want to be. [35:18] We all are racist in our own ways [37:17] be true to yourself about what's actually going on in your schools [38:16] I'm back locked and loaded and pretty dangerous when I know where the goal is [43:32] we had at least a 40% decrease in suspensions [45:25] a platform called Branching Minds [49:29] Make sure you understand your purpose YouTube Video Podcast Link: https://youtu.be/INWc4ZhUu4E

Bobby White from Sailing Doodles joins. We talk about the life of a sailor, content creator, what goes into the daily sail life, and more!Follow these links:Sailing Doodles - Adventuring at Sea! - Sailing DoodlesSailing Doodles - YouTubeSailing Doodles Store: home

Bobby White is a London based creative jewellery power house founded by designer Bobby in 2004. Specialists in diamond jewellery designed and created in house from the BW London studio and sold via the Bobby White flagship London store. Bobby grew up in London's East End in the 80's and 90's and set up his jewellery brand at the age of 21 after completing five years of training under a master craftsman in the timeless art of fine jewellery making by hand. Bobby joins Steven today to talk about his creative process, how he is reinventing the way the world interacts with jewellery and high-end design, and how he has leveraged social media in order to take jewels and innovation to the masses.  KEY TAKEAWAYS People love a story, especially about the products they buy. This has inspired Bobby to create an all-new way of working, where people can view the high-end designs and products being made. You have to take the opportunities that move you towards your dreams. Sometimes, the world offers you a shortcut, and it's up to you to spot it. Jewellery is generally purchased to mark a special event in life, but those who buy continuously are seeking to mark even the smaller moments in life as special. BEST MOMENTS 'We have such a creative vision, going forward' 'My goal was always to start my own thing' 'I've always tried to give it that extra bit - to become the best I can' 'Everything is super high-end' VALUABLE RESOURCES The Steven Sulley Study        Bobby White - https://www.bobbywhite.com/pages/about ABOUT THE HOST The Steven Sulley Study is my take on success. My view is you should have multiple focuses to be a well-rounded individual. Success shouldn't be just one thing like money, for example, it should also consist of a healthy fit lifestyle and thriving relationships. As a person who has made a success in life and also made huge cock-ups I feel I can offer suggestions and tips on how to become successful or at least start your pursuit. My 'Study' has taken resources from reading and education plus being around, my perception, of successful people and I, know a lot of successful people from all walks of life. My 'Study' coming from my experiences in business, investing, sales (my core background), training, boxing and education has enabled me to become well rounded and successful and I will help you in these key areas too. CONTACT METHOD InstagramSee omnystudio.com/listener for privacy information.

Welcome back to another episode of Become a Warrior Advisor! A podcast that seeks to provide turnkey solutions, analyzing ​​actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruption. In this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, change, changing the generic way of thinking, and more. Through a customized curriculum, meant to stimulate critical thinking and quickly adapt to a new future, this podcast truly aspires to inspire and empower a new breed of advisor.Bobby tells us that being obsessed is simply committing to something with your whole being to make yourself better, and make the people around you better. When you think of the word “obsessed”, it often can have a negative context behind it. By turning that upside down, you can look at this a different way and have a positive outlook on life. With a servant heart and a warrior mindset, you can help to make this world a better place to live in. Join the conversation to hear all about:●      07:15 Accept that the hard path will only make you stronger. ●      10:14 What is fear? How do we clearly define that? ●      13:45 Identify what you need to put your effort into. ●      17:40 Build your path forward. ●      24:08 Do not become complacent and get 1% better every day.  ●      27:52 Live your life with ultimate integrity and extreme accountability.●      30:14 Everything you do matters.●      33:47 Your “why” can change over time. ●      41:05 Live life to the fullest. ●      45:35 Show up when no one else is willing to do so. Referenced Materials●      Warrior Advisor Conference●      Warrior Advisor Podcast - Website ●      RFG Advisory – Website●      RFG Advisory – Facebook●      RFG Advisory – LinkedIn●      RFG Advisory – Twitter●      RFG Advisory - YouTube 

Welcome back to another episode of Become a Warrior Advisor! A podcast that seeks to provide turnkey solutions, analyzing ​​actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruption. In this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, change, changing the generic way of thinking, and more. Through a customized curriculum, meant to stimulate critical thinking and quickly adapt to a new future, this podcast truly aspires to inspire and empower a new breed of advisor.Bobby tells us that being obsessed is simply committing to something with your whole being to make yourself better, and make the people around you better. When you think of the word “obsessed”, it often can have a negative context behind it. By turning that upside down, you can look at this a different way and have a positive outlook on life. With a servant heart and a warrior mindset, you can help to make this world a better place to live in. Join the conversation to hear all about:●      07:15 Accept that the hard path will only make you stronger. ●      10:14 What is fear? How do we clearly define that? ●      13:45 Identify what you need to put your effort into. ●      17:40 Build your path forward. ●      24:08 Do not become complacent and get 1% better every day.  ●      27:52 Live your life with ultimate integrity and extreme accountability.●      30:14 Everything you do matters.●      33:47 Your “why” can change over time. ●      41:05 Live life to the fullest. ●      45:35 Show up when no one else is willing to do so. Referenced Materials●      Warrior Advisor Conference●      Warrior Advisor Podcast - Website ●      RFG Advisory – Website●      RFG Advisory – Facebook●      RFG Advisory – LinkedIn●      RFG Advisory – Twitter●      RFG Advisory - YouTube 

“It was very challenging, but the energy and the drive and the passion you felt there from both Bobby and Dom and the other guys there was just incredible.”Challenge yourself and change how you communicate with clients. After a background in the U.S. Army, Nate Reynolds dove headfirst into working with his father-in-law as a Financial Advisor at Billings Group.It's been eye-opening to hear from the Billings Group in their individual War Room Huddle episodes, Ep. 9 with Lance Billings, and Ep. 10  Ft. Josh Kilsch as Lance is father-in-law to both Nate and Josh. You'll also learn more about Nate's military background as a U.S. Army veteran, how he found RFG Advisory through Dom Raso, and even how he got introduced to Dom's ARMR-UP program.Through each episode, you can piece together how Lance, Josh, and Nate work together so well, how their different life experiences come into play, and how they aim to continue crushing it through succession planning. “We have the responsibility to continue that legacy,” says Nate. “It really is all about the client and service we provide for them."From Salina, Kansas to the surrounding four states, the Billings Group is planning for decades in the future, not just for tomorrow. Listen to this episode with Nate Reynolds, Financial Advisor at Billings Group, a wealth management firm and family-run business with deep community ties in Salina, Kansas, to learn about shattering the box and helping your clients find their "why."Join the conversation to hear about:Being intentional and finding the crush everything mindset (1:40)Confirming RFG was the right choice (6:00)Focusing on mindset during a transition (9:35)Preparing for training with Bobby White and Dom Raso (12:15)Succession planning: continuing the legacy (16:10)Taking the life journey and growing with a client (18:00)Using tools to redefine the client experience (22:10)Dedication and discipline (24:50)Family and working as a team (27:20)Helping your clients find their ‘why' (30:10)Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

In their element, at Dynamis Alliance HQ, Bobby White, RFG Advisory Founder and CEO, and Dom Raso, former Navy Seal Team 6 Warrior and Founder of Dynamis Alliance, sit down to talk about what it means to show up. This impactful episode is all about pushing through fear and how programming your mind can help you take the leap that you need to build value for yourself, your family, and for your business.You won't want to miss this episode of Become A Warrior.Be sure to check our the entire series on Apple Podcasts, Google Podcasts, Spotify and many more. Also, be sure to visit https://www.rfgwarrioradvisor.com to download our exclusive "Become a Warrior Advisor" eBook and start your journey to get 1% better everyday.

The defining console that started the boom was the Nintendo Entertainment System. Shep and I run down the greatest games you had to blow into the back of, push down as far as you could, and stack another game on top of... Follow @PaignPro on social media to let us know what we missed. This episode is dedicated to Bobby White. Cheers.  

One Year Later on from their prescient conversation on Captiva Island in 2020, Bobby White and Dom Raso reunite for an invigorating, energetic live event from the RFG Podcast studio. What does it mean to crush everything? It means to get 1% better every day, to have the will to fight, and to persevere in the face of hardship, and to have your mindset on your goals. The challenges that have plagued everyone over the past year have been apparent, but Bobby and Dom take a different approach. Strap in for this incredibly transformative conversation to set the stage for making 2021 the best year yet. Please reach out to your advisor or visit our website if you have any questions!RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!RFG Advisory1400 Urban Center Drive, Suite 475Vestavia Hills, AL 35242(205) 397-2450https://www.rfgadvisory.com/​hello@rfgadvisory.comFull Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.Links to Disclosures: https://www.rfgadvisory.com/disclosures

In this episode, Bobby and Dom discuss how to apply Dom Raso's Crush Everything philosophy around your actions, behaviors, and beliefs to grow your practice and serve your clients.At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation's leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A Warrior Advisor' provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic. The podcast kicks off with a series of six, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Chairman & CEO Bobby White. The segments were filmed during RFG's Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States.Please reach out to your advisor or visit our website if you have any questions!RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!RFG Advisory1400 Urban Center Drive, Suite 475Vestavia Hills, AL 35242(205) 397-2450https://www.rfgadvisory.com/hello@rfgadvisory.comFull Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.Links to Disclosures: https://www.rfgadvisory.com/disclosures

In this episode, Bobby White talks about how to be the CEO not the COO+ – How to structure your time and efficiently manage the right set of activities to build your dream team.At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, one of the nation's leading and fastest-growing RIA firms, is launching a new podcast series. ‘Become A Warrior Advisor' provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic. The podcast kicks off with a series of six, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Chairman & CEO Bobby White. The segments were filmed during RFG's Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States.Please reach out to your advisor or visit our website if you have any questions!RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority!RFG Advisory1400 Urban Center Drive, Suite 475Vestavia Hills, AL 35242(205) 397-2450https://www.rfgadvisory.com/hello@rfgadvisory.comFull Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure.Links to Disclosures: https://www.rfgadvisory.com/disclosures