Podcasts about rfg

The most common mistake advisors make with prospects? They deliver a logically-driven pitch showcasing all the ways they can help. But, prospects make decisions with the emotional part of the brain. And, that's why logical pitches fall on deaf ears. Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset managers, and she did it with words, not numbers. Her story-driven method taps into something most pitches miss: emotion. If you want to connect with prospects, you need to master the art of storytelling. In this conversation, she unpacks why logic-based pitches fail, how to structure a first meeting to connect at a human level, and the neuroscience behind compelling narratives that convert. You'll learn:  How you can set the tone for a vulnerable and authentic conversation How to turn a good story into a compelling offer that moves clients to action Structuring prospect meetings to build an emotional connection and trust from the start The science behind storytelling and how it triggers buying decisions at a subconscious level Tips for creating powerful “backstories” and using emotional cues that resonate with your audience *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: The Courage to Be Disliked by Ichiro Kishimi and Fumitake Koga  Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Stacy Havener:  LinkedIn: Stacy Havener Website: Havener Capital Partners About our Guest:  Stacy Havener is the Founder/CEO at Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow funds. Havener Capital is on a mission to level the playing field in asset management by raising $100B for boutiques over the next decade. Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. That same year, Stacy was named to both the NCAA and the GTE/CoSida Academic All-American teams for Division III Women's Soccer and subsequently nominated for NCAA Woman of the Year. Based in Newport, RI, Stacy often spends her mornings walking the beach, sipping a Dunkin' coffee, and listening to 90's hip hop – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of...

What if retirement planning wasn't just about saving but about learning how to spend? In Part 2 of The Human Side of Retirement,  Brendan Frazier continues his conversation with Dan Haylett to explore the emotional and psychological aspects of decumulation. They dig into the behavioral side of this transition, why a "save, save, save" mindset can hold clients back, and how to reframe retirement as a time to pursue fulfillment. And they offer practical strategies advisors can use to guide clients through this transition so retirement becomes not just a financial milestone, but a fulfilling new chapter. You'll Learn:  Mastering the skill of spending money in retirement  Creating intentional spending habits to smooth the transition  Reframing the success rates of financial plans  The significance of the 50 to 70 "sweet spot" years for optimal life experiences  *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Dan Haylett:  Humans vs Retirement LinkedIn: Dan Haylett TFP Financial Planning About Our Guest:  Dan Haylett is the director, Head of Growth, and financial Planner at TFP Financial Planning. As a co-director of TFP, Dan's “pull back the duvet every morning” purpose is helping our clients spend their time and money on what's truly important. His passion for understanding and learning about the emotional, behavioural and financial challenges of life after work makes him a true specialist in helping clients have the freedom and confidence to take advantage of their ‘window of spending opportunity' and live their best life. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Retirement isn't just about reaching a number - it's a deeply personal transition that requires more than financial planning. By understanding what truly matters beyond the numbers, you can better support clients in creating meaningful and fulfilling retirements. In Part One of this episode, Dan Haylett emphasizes the importance of shifting the focus from financial figures to human connection, purpose, and lasting memories. And he walks through the Retirement Planning Workbook he uses with clients to help them live with purpose, joy and meaning in retirement You'll Learn:  The importance of understanding the emotional aspects of retirement and his own experiences helping clients navigate this transition The revolutionary "Retirement Planning Workbook" he developed to address the human side of retirement How to help clients spend their savings meaningfully to create lasting memories *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Dan Haylett:  Humans vs Retirement LinkedIn: Dan Haylett TFP Financial Planning About Our Guest:  Dan Haylett is the director, Head of Growth, and financial Planner at TFP Financial Planning. As a co-director of TFP, Dan's “pull back the duvet every morning” purpose is helping our clients spend their time and money on what's truly important. His passion for understanding and learning about the emotional, behavioural and financial challenges of life after work makes him a true specialist in helping clients have the freedom and confidence to take advantage of their ‘window of spending opportunity' and live their best life. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Financial planning is a service-based business. You're selling the invisible. It can't be seen, touched or experienced before buying. Prospects are forced to search for other ways to evaluate the value of working with you (most of which are NOT great options to inform such an important decision!). Fortunately, Michael Lecours, a financial advisor and co-founder of fpPathfinder, joined the show to explain the challenges of communicating the value of an intangible service and share specific ideas to make the financial planning experience more tangible. You'll Learn: How a dentist office made their service more tangible The invisible influences that drive a prospect's decision Using a client journey map to enhance client experiences What Airbnb can teach us about marketing the real value of an advisor *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here   Resources: Harvard Business Review: Know Your Customers' “Jobs to Be Done” fpPathfinder: Popular Checklists & Flowcharts “Alchemy: The Dark Art and Curious Science of Creating Magic in Brands, Business, and Life” by Rory Sutherland  “The Checklist Manifesto: How to Get Things Right” by Atul Gawande Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Mike Lecours:  fpPathfinder LinkedIn: Michael Lecours About Our Guest:  Michael Lecours, CFP® is a Co-Founder of fpPathfinder. He is also a financial advisor and planner at the Wealth Strategies Team. Michael began his career in advertising where he worked to develop marketing strategies for insurance companies, banks, credit unions, RIAs and hedge funds. Now, he leverages his background in advertising to distill complex financial planning concepts into straightforward strategies, apply behavioral finance concepts to the planning process and injects a disciplined approach to all facets of the client experience. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

The conversations you have with clients during uncertain markets are the most important you'll ever have. Helping them safely and confidently navigate times like these is likely the single most important thing you'll ever do… If you know how to do it! In this episode, Brendan walks through a 4-step framework to equip you with everything you need to confidently guide your clients through uncertain markets You'll Learn: The critical mindset shift you must make before these conversations What goes on inside the mind of your clients when they call Why your charts and graphs are a waste of time (unless used correctly) *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

Most advisors know they need to integrate the human element into their practice. But, it's hard to decide WHAT to do and HOW to do it. Fortunately, Danielle Howard has successfully studied, tested and integrated the human element into her practice for over 30 years. And, through those years of learning and testing, she built the “Journey of Financial Health” process. In this conversation, Danielle reveals the steps of this process and how it helps her uncover client's mindsets, beliefs, and identities around money. You'll Learn: The role of identity in financial decisions The “Journey of Financial Health” Client Process The surveys she uses to facilitate deeper conversations A question to help clients focus on their financial “wins” How to run group workshops and hands-on client experiences *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: “The Soul of Money” by Lynne Twist “Atomic Habits” by James Clear “The Body of Money” by Gayle Colman Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Danielle Howard:  Website: Danielle Howard CFP® LinkedIn: Danielle Howard, CFP® CKA® danielle@wbd4u.com 970-927-3909 About Our Guest:  As a CERTIFIED FINANCIAL PLANNER™ author, speaker and founder of Wealth By Design, LLC and Danielle Howard, CFP®, she is a catalyst for change around the financial tools, techniques and temperaments that construct a person's financial life. She is a blogger, podcaster and outspoken advocate for people heading into their fall season of life. Bridging the gap between Wall Street and Main Street, she brings complex financial topics and concepts down to earth. She opens the door to new conversations around money. Her engaging workshop - "Financial Fingerprints to Footprints™" provides an opportunity for people to look at their mindsets around money and learn how to build on the wins or rewrite the scripts. With on-line tutorial opportunities and in person educational events, she brings a fresh perspective to the pecuniary world. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

The conversations you have with clients during uncertain markets are the most important you'll ever have. Helping them safely and confidently navigate times like these is likely the single most important thing you'll ever do… If you know how to do it! In this episode, Brendan walks through a 4-step framework to equip you with everything you need to confidently guide your clients through uncertain markets You'll Learn: The critical mindset shift you must make before these conversations What goes on inside the mind of your clients when they call Why your charts and graphs are a waste of time (unless used correctly) *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

In this episode of The Crazy Ex-Wives Club, I sit down with financial advisor, author, and total resilience queen, Claudia Porter. What starts as a story of sleep-deprived motherhood and a seemingly stable marriage unravels into an eye-opening journey of survival, self-trust, and stunning reinvention.Claudia shares how she navigated a high-stakes divorce, battled a legally binding prenup (spoiler: it didn't hold up), and found creative ways to fund her freedom—yes, the diamond ring plays a starring role. From recording tense conversations to raising four boys on her own and switching careers after academia shut its doors, Claudia is living proof that rock bottom is sometimes the foundation you need to rise. Today, she's a thriving financial planner, empowering women to break free from financial dependence and build something truly their own.If you've ever asked, “But how will I survive?”—this episode will show you that with a little strategy, a lot of heart, and a sprinkle of divine timing, the answer is: you will.Disclaimer: Claudia Porter, RFG Advisory, and The Crazy Ex-Wives Divorce Club , are separate and unaffiliated entities, and are not responsible for one another's policies, services, or opinions. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. The views and opinions expressed by Claudia Porter may not necessarily reflect those of RFG Advisory, its clients, or its employees.

Talking about money remains one of the most challenging topics for many, often shrouded in silence and taboo.  Why do we hesitate to engage in money conversations, and how can financial advisors help break this cycle? Join Brendan Frazier as he chats with Kathleen Burns Kingsbury, the mastermind behind KBK Wealth Connection and author of "Breaking Money Silence."  Together, they delve into why we're so reluctant to talk about money and offer actionable steps to conquer these barriers. You'll Learn:  The generational silence around money and how it's perpetuated. Real-life stories of breaking money silence and their impact. Risks of avoiding money conversations and unrecognized consequences. Tactical steps for advisors to build trust and facilitate meaningful financial discussions. *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Kathleen Burns Kingsbury:  KBK Wealth Connection LinkedIn: Kathleen Burns Kingsbury About Our Guest:  Kathleen Burns Kingsbury isn't your average money mindset coach; she's a pioneering force in the realm of women and money, setting her apart from conventional counterparts. With over 18 years of specialized experience, she's dedicated herself to empowering women across finance, business, and entrepreneurship. As a mentor to female entrepreneurs, Kathleen offers invaluable guidance, drawing from her extensive background in wealth psychology and client communication. Her expertise extends to working with financial advisors, helping them navigate the complexities of wealth management while fostering stronger client relationships. Her signature program, “Unleash Your True Value™: How to Shift Your Negotiation Mindset, Boost Your Confidence, and Close More Sales,” is the culmination of her expertise, honed through years of helping women executives, financial advisors, and entrepreneurs break free from money silence. A graduate of Harvard Law School's Program On Negotiation, Kathleen served as an adjunct faculty member at the McCallum Graduate School at Bentley University from 2009 to 2019, where she taught the Psychology of Financial Planning in the CFP® program. She currently teaches Strategic Negotiations in the Business and Management School at Champlain College. She is certified Co-Active Coach with a Masters Degree in Psychology and Bachelors Degree in Finance. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser.

Financial advice is no longer just about offering services—it's about creating real, meaningful experiences for clients.  Because an experience unlike any other is the difference between a one-time sale and a lifelong client. You want to create experiences so exceptional that your clients aren't even interested in hearing about an alternative.  And, they can't wait to tell their friends and family about it. Fortunately, Dennis Moseley-Williams is a client experience guru and explains how to elevate your client experience to create raving fans and grow your business. You'll Learn: Why efficiency is the executioner of experience Why all advisors need a secret belief to share with clients The important distinction between service and experience Lessons about the client experience from The Ritz-Carlton A social media experiment to enhance the client experience *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Dennis Moseley-Williams: Serious Shift | Inner Circle by DMW Strategic Consulting Dennis Moseley-Williams Strategic Consulting LinkedIn: Dennis Moseley-Williams About Our Guest:  Dennis is the founder of Dennis Moseley-Williams Strategic Consulting, a practice management company that helps organizations secure and build sustainable relationships by creating experience-driven solutions that deliver results, increase revenues, and build enthusiastic referral-generating communities. A certified expert in the Experience Economy, Dennis helps organizations understand that customer experience is the predominant economic offering in the world today and demonstrates ways in which experiences can be crafted and staged so that they entice, educate, satisfy and transform – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

If you want to grow your advisory business by bringing on new clients, you have to get three things right: Your marketing, messaging and meetings. Marketing: You have to attract the right prospects and repel the wrong ones. Messaging: You have to connect with the prospect. Meetings: You have to create an experience that infuses trust and clarity. Most advisors execute one or two of these at a high level. But those excelling at all three are growing the fastest.  David Armstrong, President and Co-founder of Monument Wealth Management, shares how they have married all three to propel the firm's growth. You'll Learn:  Why SEO might be dying as a marketing strategy The “Monument Blueprint Process” to go from prospect to client The 'Peanut Butter and Jelly' fit strategy for ideal client relationships The future of search and the importance of content in AI-driven results How they use whiteboards for a collaborative and visual discovery meeting *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: Perplexity AI Turo Carsharing Company Financial Advisor Magazine 125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz Your Money and Your Brain by Jason Zweig Reminiscences of a Stock Operator by Edwin Lefèvre Zero To One by Peter Thiel and Blake Masters Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with David Armstrong:  Linkendln: David B Armstrong Monument Wealth Management Instagram: @monumentwealth Moments in Leadership About Our Guest:  David Armstrong is the president and co-founder of Monument Wealth Management, an RIA based in the DC area, recognized as one of America's top RIAs by Financial Advisor Magazine. Monument Wealth Management is dedicated to providing unfiltered opinions and straightforward advice, which sets them apart from the typical industry offerings. David also hosts the "Moments in Leadership" podcast, where he shares his expertise on leadership and wealth management. The firm's approach focuses on delivering practical, no-nonsense advice to clients in an often crowded market. To learn more about Monument Wealth Management and their unique approach to financial advisory, visit their website at www.monumentwealthmanagement.com. — Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission,

We all have an idea of what retirement will be like. But what happens when reality doesn't match your expectations? For many, the transition from a structured career to unstructured free time isn't as easy as it seems. That's exactly what happened to Tom Pendergast. Tom is a retired professional who found himself facing an unexpected challenge: boredom In this episode, Tom reveals his personal journey through the human side of retirement—the identity shifts, the search for purpose, and the unexpected struggles that come with it. You'll Learn:  Why Tom's initial idea of retirement didn't match the reality The challenges of shedding a career identity and finding a new purpose Experiments Tom tried to create a more meaningful retirement The role a financial advisor can play in easing the transition *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: 45: Designing A Discovery Process To Maximize Return On Life with Mitch Anthony 120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Tom Pendergast:  Substack: Tom Pendergast LinkedIn: Tom Pendergast About Our Guest:  Tom Pendergast is a writer and editor with eclectic interests, including cars, birds, outdoor exploration, baking, cybersecurity, and privacy. He often jokes that he's no longer fit for corporate work, but his career has included serving as the Chief Learning Officer at MediaPRO, a cybersecurity and privacy education company. Before that, he founded and ran Full Circle Editorial, a book packaging company, with his wife, Sara. During that time, he authored and edited two dozen books and countless articles. He also served on the local school board and remains interested in local politics. He lives in Snohomish, Washington, with his wife, artist Sara Pendergast. They have two grown children and a close-knit circle of friends. Together, they enjoy hiking, racing cars, drinking beer, gardening, watching birds, and making the most of life. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

We all know that true wealth goes far beyond money. Yet, we all act as though money is the ultimate end game. Like when your client says, “Once I get to $_____, then I'll be ready.” But money is simply a tool to fund the life you want to live. And once you know how to use it, it's a powerful tool for enhancing your happiness, meaning and fulfillment. But what are the ways that money can buy happiness? How can you use money to feel more fulfilled? Fortunately, Dr. Daniel Crosby is a leading expert in behavioral finance and the author of “Soul of Wealth: 50 Reflections on Money and Meaning.”  And, in this episode he'll share specific ways you can use money to fund the life you want to live. What You'll Learn: How and why you should use your money to buy time A simple gratitude idea that instantly boosts your happiness Ideas to help clients cope with the discomfort of market uncertainty An exercise to determine whether your spending aligns with your values A personal story that shook him to realize that true wealth is more than money *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: “The Soul of Wealth: 50 Reflections on Money and Meaning” by Daniel Crosby “Standard Deviations” Podcast by Dr. Daniel Crosby Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Dr. Daniel Crosby:  LinkedIn: Dr. Daniel Crosby, Ph.D X: @danielcrosby About Our Guest:  Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 12 languages. His third book, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he's not decoding market psychology, Daniel is a husband and father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained ...

The team discussed the key highlights from the recent January training for RFG franchisees, including: Spending ~2 hours on active listening and communication skills, using interactive games to demonstrate how often people get distracted or stop listening Incorporating humor and personal stories into a presentation on the importance of providing detailed estimates, with the "Top 10 Worst Estimate Requests" being a hit Conducting a "blind spot" exercise where franchisees interviewed close business partners to get feedback on areas for improvement The group explored the nuances of building a personal brand versus a business brand on social media. Key points included: Avoiding oversharing personal financial details or victories, as that can backfire and distract from the core business message Positioning oneself more as a spokesperson for the contracting.com brand, rather than the individual, to maintain authenticity and focus Leveraging the team's expertise and stories to create valuable content, rather than just the founder's personal narrative Recognizing that a smaller but highly engaged following is often more valuable than a large but disinterested audience The discussion shifted to the importance of cultivating a "stakeholder" mentality rather than just optimizing for shareholder metrics like follower count. Key insights included: Viewing the audience as stakeholders in the contracting.com mission, rather than just passive consumers Drawing parallels to Warren Buffett and Berkshire Hathaway, where the brand and mission have outlasted the individual Recognizing that some followers may actually be detrimental if they don't align with the core values and vision Focusing on building a cult-like following of true believers, rather than just maximizing vanity metrics The group explored the potential impact of contracting.com's mission to raise industry standards, including: Short-term benefits to customers but potential long-term backlash from contractors if the bar is raised too quickly Risks of a "race to the bottom" as contractors try to undercut each other, leading to consolidation and capital intensity The need to carefully manage the pace of change to avoid alienating the existing contractor base while still driving progress The meeting concluded with a recap of the key takeaways and next steps, including: Amer committing to position himself more as a spokesperson for the contracting.com brand rather than just a personal brand Exploring ways to leverage the team's expertise and stories to create valuable content, rather than just the founder's narrative Maintaining a stakeholder-focused mindset and cultivating a highly engaged, mission-aligned audience rather than just optimizing for vanity metrics Carefully managing the pace of industry disruption to avoid alienating the existing contractor base while still driving progress

As Betterment's Director of Behavioral Science, Dan Egan knows that understanding human behavior is key to your client's financial success. But knowing that's true and knowing what to do about it are two different things. There are a lot of opinions thrown around in the behavioral finance space on what works and what doesn't. And you probably don't want to “test” some of these ideas on clients you hope to work with for 10-30 years. For years, Dan has been testing behavioral finance interventions to figure out what actually works (and what is a waste of time). In this episode, he reveals proven ideas you can implement to enhance your client's outcomes without having to go through your own trial-and-error process. What You'll Learn: How to frame taxes to prevent impulsive decisions How visualizing goals makes saving more consistent Why you should NOT engage clients during a market downturn How robo-advisors actually enhance the value of human advisors The two types of clients most likely to panic during market volatility *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: "Siddhartha" by Hermann Hesse "Zen and the Art of Motorcycle Maintenance" by Robert M. Pirsig "Atomic Habits" by James Clear 30 Lessons for Living by Karl Pillemer, Ph. D. Research by Dilip Soman Research by Eric Johnson Research by Abby Sussman Michael Kitces Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Daniel P. Egan: LinkedIn: Daniel P. Egan Betterment Advisor Solutions About Our Guest:  Dan Egan is a behavioral finance professional and the Director of Behavioral Science at Betterment. With years of experience applying behavioral principles to financial technology, Dan focuses on improving client outcomes by helping people make better decisions, especially during stressful times. His work highlights the powerful intersection of psychology and technology in shaping the future of financial advice. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG's John Shannon speaks with Yin Priestess Daven Lee about her body of work regarding the power of Yin, her "Power of Yin Oracle Deck" and how one can find their Sexual Soul.The Power of Yin: https://www.poweroftheyin.com/davenFind Daven's Oracle Deck: https://www.poweroftheyinoracle.com/davenleeFind your Sexual Soul: https://hellosexualsoul.com/ Daven's email: poweroftheyin@gmail.comSupport the showFollow Radio Free Galisteo on Instagram at: @radiofreegalisteo. We're on twitter here: https://twitter.com/FreeGalisteo or @FreeGalisteo. We're now on BLUESKY: https://bsky.app/profile/radiofreegalisteo.bsky.social Support the show by going to https://www.RadioFreeGalisteo.com and clicking on our Red DONATE button to select a method of financial encouragement - Patreon, Paypal, Stripe or just Buy Us a Coffee!

RFG's John Shannon speaks with founder and CEO of SilverBell Global, Natasha Silver Bell. An addiction and recovery specialist, Bell is known for providing best-in-class sobriety care professionals and clinical care experts to destinations all over the world for well over a decade. Before her career in addiction and recovery, Natasha modeled for Ford and appeared in some of fashion's biggest magazines; now, Natasha is recognized in the media's top outlets for her unique approach to recovery and whole-self wellness.SilverBell Global's Website: https://silverbellglobal.com/Support the showFollow Radio Free Galisteo on Instagram at: @radiofreegalisteo. We're on twitter here: https://twitter.com/FreeGalisteo or @FreeGalisteo. We're now on BLUESKY: https://bsky.app/profile/radiofreegalisteo.bsky.social Support the show by going to https://www.RadioFreeGalisteo.com and clicking on our Red DONATE button to select a method of financial encouragement - Patreon, Paypal, Stripe or just Buy Us a Coffee!

In this episode of Bridging the Gap, Matt Reiner speaks with Jordan Hutchinson, VP of Technology and Operations at RFG Advisory, about the critical role of practical technology and behavioral finance in wealth management. Jordan highlights the importance of integrating user-friendly technology into day-to-day advisory operations, explaining how his team conducts ride-alongs with advisors to pinpoint real-world tech needs and drive practice development.The discussion then shifts to behavioral finance, exploring how data and AI advancements have made it essential for delivering personalized client experiences. Jordan emphasizes that building behavioral finance skills is like developing a muscle—it takes ongoing practice and self-awareness for advisors to truly understand and support client needs. He also addresses the need for advisors to maintain boundaries, focusing on their roles without venturing into areas best left to professional therapists.Concluding with a look at firm culture and adaptability, Jordan discusses RFG's hybrid communication model and the importance of a growth mindset within financial firms. He advocates for frameworks like EOS (Entrepreneurial Operating System) and OKRs (Objectives and Key Results) to enhance organizational efficiency. As the industry advances, he anticipates rapid innovation and a need for "legacy modernization," stressing the evolving advisor role in managing diverse client needs beyond traditional investment guidance.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

In this episode of the Model FA Podcast, David DeCelle sits down with Abby Salameh, Chief Growth Officer at RFG Advisory. Abby shares her fascinating career journey, from starting in institutional sales at Sanford Bernstein to launching the first financial advisor newspaper, Investment News.    Abby discusses her transition into growing large RIA firms like Fusion Advisor Network and Hightower Advisors, and the key lessons she's learned about advisor growth and operational efficiency.    Check out these key moments: 0:06:35 Abby's early career path and how she "happenstanced" into financial services 0:12:35 Abby's move from publishing into the custodial side at TD Waterhouse 0:15:35 Abby's experience growing Fusion Advisor Network, Private Advisor Group, and Hightower 0:24:04 Abby's approach to helping advisors identify where they spend their time and energy 0:31:07 Abby's focus on culture and selectivity in who RFG brings onto their platform 0:36:32 How RFG balances automated content with custom, advisor-branded content This episode is full of insights for any financial advisor looking to grow their practice in a sustainable way. Tune in to hear Abby's unique perspective from her diverse background in the industry. Connect with Abby:   Website: https://www.rfgadvisory.com Email: asalameh@rfgadvisory.com LinkedIn: https://www.linkedin.com/in/abbysalameh/   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Exchange on Skool.com to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

A bright comet is gracing our skies! It's been nearly 30 years since we've had a comet this bright visible in our skies.  In this episode, we'll learn about Comet Tsuchinshan-ATLAS, how it was discovered, where it's from, what to expect from it as well as when and where to see it.  This is going to be a blast!If you enjoy the episode, please subscribe, comment, and share, and leave a review on your favorite podcast platform. Carpe Noctem!Links:Feel free to buy us a cup of coffee or two! We really appreciate it! https://tinyurl.com/AstroGuyCoffeeOur Facebook group page: https://www.facebook.com/groups/astroguypodCranford TV-35: https://www.cranfordnj.org/tv-35Clark TV-36: https://www.ourclark.com/194/Clark-News---Our-Clark-MediaLinks:Our “All About Comets” episode: https://youtu.be/Szpg7l8RAEUWhat's Up in the October 2024 Skies?: https://youtu.be/HEHNbD1beLw Comet Tsuchinshan-ATLAS Predictions: https://skyandtelescope.org/astronomy-news/update-comet-tsuchinshan-atlas-might-outshine-predictions/Comet Tsuchinshan-ATLAS finder: https://theskylive.com/c2023a3-infoVisible Dark's explanation about comet processing in Pixinsight: https://youtu.be/SNdt-d__RFg?si=k244llvhjU2FGkYlAffiliate LinksHigh Point Scientific: https://www.highpointscientific.com/?rfsn=7714880.bb6129Amazon: https://amzn.to/4gFQmOGBinoculars: https://bit.ly/3zVHIuTBinocular Mount: https://amzn.to/485GBoXMusic CreditsSong: Castles In The SkyLicense: Creative Commons (CC BY 3.0) https://creativecommons.org/licenses/by/3.0https://youtube.com/user/musicbyscottbMusic powered by BreakingCopyrighthttps://breakingcopyright.com Song: Falling (featuring eSoreni)License: Creative Commons (CC BY 3.0) https://creativecommons.org/licenses/by/3.0https://open.spotify.com/artist/5ZVHXQZAIn9WJXvy6qn9K0Music powered by BreakingCopyrighthttps://breakingcopyright.com

Imagine, you're a woman – one of very few women even in hedge funds. And you've got your dream job, a high-powered hedge fund manager for a double-digit billion specialist hedge fund.Now, imagine what it would take to give that up. Guts. That's what. Today's guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off. Shannon is one of the only people I know to go from one side of the table in the investment world to the other and do so with style, grace, and massive success. That's why I can't wait for you to hear from her as we discuss: Her backstory – from a 14-year old girl already dreaming of working on Wall Street to making her place in this male-dominated industry The breaking point that led her to step away from her dream job and finance altogether How that break reenergized her and redirected her back to the investment world where she found true passion and purpose at RFGMore about Shannon:Shannon is President of RFG Advisory, a $4.5B wealth management platform who just took on an equity partner with a vision of revolutionizing the game. RFG was built by entrepreneurs for entrepreneurs – advisors who have a touch of rebel in their DNA.Want More Help With Storytelling?  +  Subscribe to my newsletter to get a weekly email that helps you use your words to power your growth: https://www.stacyhavener.com/subscribe Resources mentioned in this episode:Books: The Hard Thing About Hard Things, Ben Horowitz | Powerful, Patti McCord | Atomic Habits, James Clear | The Power of Now, Eckhart TolleSong: Coolio — Fantastic Voyage - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

Join me for an illuminating conversation with the brilliant Brendan Frazier, Chief Behavioural Officer at RFG and host of the Human Side of Money podcast.This episode is packed with valuable insights for financial planners, and anyone interested in the human side of financial advice!You don't want to miss this!Key topics discussed:

In this episode of the "9innings Podcast" we discuss the Disruption Blueprint. Kevin Thompson, CEO of 9i Capital Group LLC, and Shannon Spotswood, the CEO of RFG Advisory, discuss the evolving Registered Investment Advisor (RIA) industry. They explore themes of disruption, innovation, and the impact of private equity. Shannon emphasizes the importance of helping independent advisors grow without compromise, leveraging technology, and maintaining strong client relationships. She shares insights on navigating industry challenges, the role of private equity, and the need for advisors to adapt and innovate. The episode concludes with optimism for the future of the RIA space.Reflection on Career Journey (00:01:00)Disruption in the RIA Industry (00:04:12)Challenges in the RIA Space (00:06:43)Private Equity Dynamics (00:10:39)Concerns About Aggregation Models (00:12:05)Competition and Unique Value (00:15:32)RFG's Growth Services (00:19:05)Future of the RIA Industry (00:26:17)Generational Wealth Transfer (00:27:43)Long-Term Vision for Advisors (00:28:39)The Ascent vs. The Summit (00:33:44)Follow Us:youtube: https://www.youtube.com/channel/UCw9yLfTDBAprrLWvmcT6fFAlinekdin: https://www.linkedin.com/in/kevin-thompson-ricp%C2%AE-cfp%C2%AE-74964428/X: https://x.com/MLB2CFPfacebook: https://www.facebook.com/MLB2CFPBuy My Book: https://www.amazon.com/MLB-CFP%C2%AE-90-Feet-Counting-ebook/dp/B0BLJPYNS4Website: http://www.9icapitalgroup.comHit the subscribe button to get new content notifications.Corrections: Editing by http://SwoleNerdProductions.com

Episode 055: In this episode, Kyle talks with Shannon Spotswood, CEO at RFG Advisory, about empowering independent advisors through technology. Shannon discusses the importance of a tech-forward approach to delivering services and optimizing internal processes and what it takes to become the RIA of the future. She also shares the foundational pillars of RFG 2.0 and offers a glimpse into the future with RFG 3.0 and the strategic initiatives driving the platform's growth. In this episode: [03:23] - Shannon's money moment [07:39] - Shannon's first experience with wealth management [09:16] - Why Shannon left her career in wealth management [11:01] - How Shannon got back into the industry [15:15] - The beginnings of RFG 2.0 [19:04] - How Shannon helped RFG grow more than twice the industry average [24:20] - How RFG helps advisors succeed [32:22] - What RFG 3.0 is and how it works [39:02] - What it's like to lead a successful wealth management firm [45:32] - Shannon's Milemarker Minute Key Takeaways Technology allows advisors to build enterprise value and deliver a frictionless advisor experience. It empowers them to operationalize and professionalize their business. Advisors deserve high-touch service, advanced technology, and comprehensive support to deliver exceptional client experiences. RFG Advisory's data-driven approach and focus on operational efficiency provides advisors with the tools and resources needed to become the RIA of the future. Becoming the RIA of the future means serving multi-generational clients wherever they are in their financial lifecycle and doing it profitably. The client of the future needs a financial life advisor. They want to live richly, not just die rich.  Quotes [17:33] - "My obligation and duty in the industry is not only to be a mentor and a champion for innovation but also for RFG to be a testimony that if you link arms with talented people, you're aligned on your mission, and you're willing to walk through that trench and that valley, you can build something reflective of these big dreams." ~ Shannon Spotswood [29:15] - "Advisors deserve more. They deserve a tech stack that is as frictionless as possible. They deserve centralized operations. They deserve a team that is wrapped around them, highly trained, motivated, and force multipliers for their clients and their growth. They deserve marketing and coaching resources anchored around the business they want to build." ~ Shannon Spotswood  [37:45] - "We are builders. We are servants. We like to build something bigger than ourselves. That ‘service above self' unites us all and drives us to get out of bed in the morning." ~ Shannon Spotswood  Links  Shannon Spotswood on LinkedIn RFG Advisory Beating the Street Liar's Poker Den of Thieves Nuveen Bobby White Rick Wedell Jim Bowen First Trust Long Ridge Abby Salameh Kenneth Kim Brendan Frazier Jud Mackrill Amp It Up Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Most boutique firms strive to raise more funds and stay ahead of market trends. But they lack one key ingredient that the bigs have in their back pockets– behavioral finance expertise. Today, Brendan Frazier, Chief Behavioral Officer of the $4B RIA platform RFG Advisory, is here to level the playing field.  Listen in as he and Stacy discuss: The unique challenges boutiques face when raising capital How to tap into the human psyche to raise more funds and land more meetingsA behavioral finance deep dive: why certain sales tactics hit different for small shopsHow your fear of hearing ‘no' could be sabotaging your firm's growth   About Brendan Frazier: Brendan Frazier is the Chief Behavioral Officer at RFG and the host of The Human Side of Money podcast, where he helps advisors and their clients master the emotional and psychological side of money. After starting his career as a consultant to financial advisors around the country, he started his own advisory business and was twice named one of Investopedia's Top 100 Financial Advisors in the U.S. Most recently, he built a global training platform for financial advisors to develop the behavioral, psychological, and emotional skill set required to serve clients at the highest level. When he's not diving into the latest behavior and psychology research, he is spending time with his wife, Shannon, and two sons, Brooks and Shepherd. And, he welcomes all unsolicited advice on how to successfully raise two boys.Resources Mentioned in This Episode: Songs: Tyler Hubbard - Dancin' In The Country (Official Music Video)Books: You're Not Listening: What You're Missing and Why It Matters by Kate Murphy,  Essentialism: The Disciplined Pursuit of Less by Greg McKeown  - - -Make The Boutique Investment Collective part of your Billion Dollar Backstory. Gain access to invaluable resources, expert coaches, and a supportive community of other boutique founders, fund managers, and investment pros. Join Havener Capital's exclusive membership

A flashback to the "wilderness years" between the end of Extreme Ghostbusters and the "Answer the Call" reboot - 2012 marked the year host of the prolific and informative pop culture podcast "The Chronic Rift" John S. Drew talked to Jay and "Mr. Sci-Fi" Marc Scott Zicree (author of some of the best episodes of The Real Ghostbusters) about the legacy of the franchise and why the animated series was so important to the enduring appeal of the original concept developed by Ivan Reitman, Dan Aykroyd, and Harold Ramis.  Zicree talks about the process of writing stories for The Real Ghostbusters back in the 1990s as one of the key writers under J. Michael Straczynski while Jay manages to hold back most of his fanboy glee talking about what the series meant to him growing up. Fortunately, no hosts or screenwriters were roasted in the depths of the Sloar that day. Thanks to John Drew for allowing RFG to use this interesting conversation.  Content of the original episode was altered slightly from the original release. This Creative Commons Licensed episode is repurposed for Radio Free Gozeria with permission from John S. Drew. Fair use is exercised in the use of illustrative clips from various Ghostbusters sources owned by Sony Pictures, DIC Entertainment, and Arista Records, used for non-commercial and transformative purposes throughout with no claim to rights or ownership of the material.  A.I. was used for parody purposes to create the episode theme song courtesy of Udio.com and will likely never be used ever again. 

Advisors who partner with RFG have access to their award-winning platform built for independent Advisors. This gives advisors the freedom to do what they do best: serve clients the way they have always wanted to. On this installment of RIA Stories, RFG Advisor President Shannon Spotswood walks through their value proposition with Jay Coulter. Download the Resilient Advisor RIA Due Diligence Guide: http://riastories.com 

I really had not expected to get into this as deeply as we did, and this should have been a Radio Free Geneva, but be that as it may...we looked at the new film against "Once Saved, Always Saved," listened to the opening section, talked about the necessary background issues, and then looked at the film's vain attempt to get around Romans 8. Started preaching a few times, but, it was necessary. So, play your downloaded version of the RFG them before listening to this program, it will make you feel better!

I really had not expected to get into this as deeply as we did, and this should have been a Radio Free Geneva, but be that as it may...we looked at the new film against -Once Saved, Always Saved,- listened to the opening section, talked about the necessary background issues, and then looked at the film's vain attempt to get around Romans 8. Started preaching a few times, but, it was necessary. So, play your downloaded version of the RFG them before listening to this program, it will make you feel better-

I really had not expected to get into this as deeply as we did, and this should have been a Radio Free Geneva, but be that as it may...we looked at the new film against -Once Saved, Always Saved,- listened to the opening section, talked about the necessary background issues, and then looked at the film's vain attempt to get around Romans 8. Started preaching a few times, but, it was necessary. So, play your downloaded version of the RFG them before listening to this program, it will make you feel better-

This week on RFG, we're back with another Season 4 Lower Decks Review! 'I Have No Bones Yet I Must Flee' centers around a space menagerie that just happened to pick up a couple of humans. While the station features some of the most dangerous predators in the world, thankfully, the one that got out was the adorable Moopsy. The problem? It turns out that the creature is a bone drinker! How will the crew of the USS Cerritos deal with such a cute menace? Tune in to find out! Thanks for listening and please remember to leave us a rating on Apple Podcasts and the Spotify app! --- Send in a voice message: https://podcasters.spotify.com/pod/show/radiofreegalaxy/message Support this podcast: https://podcasters.spotify.com/pod/show/radiofreegalaxy/support

With Dr. Jordan Hutchison | VP of Technology | Financial Planning & Behavioral Finance Adjunct Professor | Podcast Host | BIO: Dr. Jordan Hutchison, a leading figure in financial technology and planning, serves as the Vice President of Technology at RFG Advisory and an adjunct professor at Kaplans College for Financial Planning. With a wealth of experience, numerous certifications, and advanced degrees, Jordan focuses on pushing RFG to the forefront of wealth technology. He collaborates with advisors to integrate cutting-edge solutions, cultivate relationships with industry leaders, and innovate strategies that elevate both client and advisor experiences. Jordan also hosts the RFG Disruption Blueprint podcast's monthly feature, Game Film with Dr. J, where he explores topics at the intersection of technology, education, and innovation in the financial industry. Why You Should Listen: Dr. Hutchison as he explores the question "What Makes Life Worth Living?" through the lens of financial planning. Dr. Hutchinson discusses the concept of flow and its integration into financial planning. Flow is a state of deep absorption that is intrinsically motivating, has clear goals, and provides immediate feedback. It is a unique and fulfilling experience found in various aspects of life, including work and personal activities. Understanding flow can help individuals navigate life transitions and find fulfillment. Integrating flow into financial planning involves having conversations about what makes life worth living and identifying activities that bring engagement and enjoyment. Flow can enhance overall well-being and contribute to a meaningful and fulfilling life. The conversation explores the concept of flow and its impact on well-being, relationships, and financial decisions. It emphasizes the importance of finding flow in various aspects of life and being purposeful in creating opportunities for flow. The chapters cover topics such as the impact of flow on well-being, the power of play and simple pleasures, the spillover effect of flow, flow in work and relationships, flow in group engagement, and understanding the rhythm of life. Takeaways Flow is not just a pleasant experience, but it also has a positive impact on wellbeing and happiness. Play and simple pleasures can be sources of flow and happiness. Flow can have a spillover effect, leading to more energy and vigor in other areas of life. Finding flow in work and relationships can enhance fulfillment and happiness. Group engagement can create flow experiences. Being purposeful and intentional in creating opportunities for flow is important. Understanding the rhythm of life and balancing saving and experiencing life's pleasures is crucial for a happy and healthy relationship with money. Using financial resources to address the fundamental question, "What makes life worth living?" Links: Jordan's LinkedIn: Click Here RFG Advisory: Click Here

Managed to do an RFG while on the road as I do long days to get home to Phoenix. Took the time to explain and refute Nick Craig's -in depth- interpretation of Ephesians that tells us that verses 3 through 12 are only about the Apostles, not about regular believers. Then we looked at little bit at Acts 13-48, and a bit at a deranged Twitter account opposed to Calvinism. Nearly 80 minutes today.

Managed to do an RFG while on the road as I do long days to get home to Phoenix. Took the time to explain and refute Nick Craig's "in depth" interpretation of Ephesians that tells us that verses 3 through 12 are only about the Apostles, not about regular believers. Then we looked at little bit at Acts 13:48, and a bit at a deranged Twitter account opposed to Calvinism. Nearly 80 minutes today.

Managed to do an RFG while on the road as I do long days to get home to Phoenix. Took the time to explain and refute Nick Craig's -in depth- interpretation of Ephesians that tells us that verses 3 through 12 are only about the Apostles, not about regular believers. Then we looked at little bit at Acts 13-48, and a bit at a deranged Twitter account opposed to Calvinism. Nearly 80 minutes today.

Position your portfolio for 2024. Top local ETFs for 2023. Simon Shares Transaction Capital (JSE code:TCP) results swung into a massive loss, no surprise. SA Taxi loss making but overall H2 was better then H1 in all three divisions. Purple Group* (JSE code: PPE) results also swung into a loss. But as a discretionary consumer business, why is everybody so surprised? Average client has 1.45 products. This seems low, very low. Philippines not yet regulated, but they not giving up. Project delays. Tigerbrands (JSE code: TBS) show a tough environment and RFG (JSE code: RFG) may offer better value. Local Q3 GDP at -0.2%. Gold at all-time highs. Charts by KoyFin. Get 15% off a two-year subscription * I hold ungeared positions. Simon Brown

Sasfin's David Shapiro discusses the day's markets developments, inflation, Thursday's interest rate decision expectations, the oil price, Karooooo, why Capital Appreciation is up, RFG results, and Purple Group as EasyEquities has a hard time. SAfm Market Update - Podcasts and live stream

An hour and 45 minutes on Radio Free Geneva today, starting to look at Jason Breda's video -exegeting- John 6. Brother Breda claims to have been -a Calvinist for ten years,- and is now producing videos exposing this -lie of the enemy.- Well, he attempted to walk through John 6 -give him credit--, and we are reviewing that attempt. Had to deal with a lot of Greek today because brother Breda makes claims based upon the original language that, well, are more than just slightly fallacious. We will either do another RFG to finish up, or make it a sub-portion of a future Dividing Line.

An hour and 45 minutes on Radio Free Geneva today, starting to look at Jason Breda's video "exegeting" John 6. Brother Breda claims to have been "a Calvinist for ten years," and is now producing videos exposing this "lie of the enemy." Well, he attempted to walk through John 6 (give him credit!), and we are reviewing that attempt. Had to deal with a lot of Greek today because brother Breda makes claims based upon the original language that, well, are more than just slightly fallacious. We will either do another RFG to finish up, or make it a sub-portion of a future Dividing Line.

An hour and 45 minutes on Radio Free Geneva today, starting to look at Jason Breda's video -exegeting- John 6. Brother Breda claims to have been -a Calvinist for ten years,- and is now producing videos exposing this -lie of the enemy.- Well, he attempted to walk through John 6 -give him credit--, and we are reviewing that attempt. Had to deal with a lot of Greek today because brother Breda makes claims based upon the original language that, well, are more than just slightly fallacious. We will either do another RFG to finish up, or make it a sub-portion of a future Dividing Line.

It's a bittersweet 50th episode of Room For Growth as Billy Fischer announces his departure from the podcast and from WillowTree. In this, their last episode as co-hosts of Room For Growth, Billy and Billie discuss their top 5 reflections, their favorite projects, and other rewarding experiences they've shared working together over the past 12 years developing WillowTree's Growth Marketing practice. They touch on their appreciation for the rich client and partner relationships they've built and the priceless insights and friendships they've gained while cultivating an enriching work life. As we wish Billy Fischer a fond farewell, our co-hosts acknowledge the exciting future of the martech landscape.Hot topics discussed: Embracing new opportunities beyond your usual scope The value of partnerships (and some favorite RFG episodes) with tech platforms like Braze, Adobe, mParticle, Amplitude, and more How to balance friendship with professionalism Growing investment in martech, even and especially during challenging macroeconomic conditions Unique and varied client experiences, including the Pepsi Super Bowl LVI Halftime Show, Dairy Queen, and many more. Keep the growth going:Connect with Billy Fischer on LinkedInConnect with Billie Loewen, WillowTree Partner & VP of Growth Marketing on LinkedInFollow WillowTree on LinkedIn

Imagine, you're a woman – one of very few women even in hedge funds. And you've got your dream job, a high powered hedge fund manager for a double-digit billion specialist hedge fund.Now, imagine what it would take to give that up. Guts. That's what. Today's guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off. Shannon is one of the only people I know to go from one side of the table in the investment world to the other and do so with style, grace, and massive success. That's why I can't wait for you to hear from her as we discuss: Her backstory – from a 14-year old girl already dreaming of working on Wall Street to making her place in this male-dominated industry The breaking point that led her to step away from her dream job and finance altogether How that break reenergized her and redirected her back to the investment world where she found true passion and purpose at RFGMore about Shannon:Shannon is President of RFG Advisory, a $4.5B wealth management platform who just took on an equity partner with a vision of revolutionizing the game. RFG was built by entrepreneurs for entrepreneurs – advisors who have a touch of rebel in their DNA. - - - Thank you to our Billion Dollar Backstory podcast sponsor: Ultimus Fund Solutions. You want to launch an interval fund (but don't know where to start). Ultimus has your back. Their in-depth guide answers your real questions. 

Alex Duys from Umthombo Wealth on RFG results as the stock trades at its lowest levels since listing in late 2014. Momentum Investment's Sanisha Packirisamy on a good inflation number for April, but what will the Sarb do today with the interest rate? Earle Peters from Transnet Port Terminals talks port traffic as Durban Agribulk Terminal handles its highest volumes in ten years.

For Episode #133 of Radio Free Galaxy, we're looking back at everything that we watched from the last year and picking our best and worst movies and TV shows! We're joined by our most frequent guests from 2022, Kelly & Shannon, as we laugh and disagree in only the way that the crew from RFG can! Thanks for listening and please remember to leave us a rating on the Spotify app and Apple Podcasts! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/radiofreegalaxy/message Support this podcast: https://anchor.fm/radiofreegalaxy/support

Kruger International's Mia Kruger unpacks results from RFG and Naspers. Isana Cordier from Absa CIB talks local consumers as they are spending more ... but will they be buying this Black Friday?

Tune in to hear:- What about the investment world clicked for Shannon, and drew her in, at such a young age?- Did Shannon start out as an analyst for a hedge fund manager or how did her career unfold?- Was it a difficult decision for Shannon to pivot from investment banking to managing a more DIY retail business?- What does RFG focus on in-particular and what did they win a “wealthie” award for?- Shannon built RFG in Alabama. How did she settle on such an unconventional place to build out her world class platform?- What would the culture and team makeup look like for the “RIA of the future?”- What does the tech stack look like for the RIA of the future?- How will the RIA of the future address longevity risk?Compliance Code: 2084-OAS-11/1/2022https://rfgadvisory.comhttps://twitter.com/sspotswoodrfg

Grace Bible Church Pastor-Teacher Robert R. McLaughlin Guest Speaker Cliff Spier Friday, September 9, 2021 Topic: Experiential Christianity- 2 Peter 1:1-11 Experiential Christianity is the results of living the spiritual life, life inside the Predesigned Plan of God or The Christ Way of Living (CWLiving) 2 Peter 1:1 Simon Peter, a bond-servant and apostle of Jesus Christ, to those who have received a faith of the same kind as ours [believer in JC], by the integrity [+R & J] of our God [deity] and Savior [humanity], Jesus Christ: 2 Peter 1:2 Grace and [mental] prosperity [RMA] be multiplied to you by means of the [epignosis] knowledge of God[/F] and of Jesus our Lord; 2 Peter 1:3 [how? ->] seeing that His divine power [Omnipotence?] has graciously been given to us everything pertaining to this [natural] life [logistical grace support] and spiritual life [CWLiving], through the epignosis knowledge [metabolized BD applied experientially] of Him [JC] who called [common grace] us by His own glory and virtue. 2 Peter 1:4 For by these [doctrines?] God/F has granted to us His precious and magnificent promises [BD], in order that by them [metabolized and applied BD] you might become partakers of the divine nature, having escaped the corruption that is in the world by lust [OSN lifestyle]. 2 Peter 1:5 Now for this very reason also, applying all diligence [mental and physical strength], in your faith [by means of doctrine] apply [1] virtue, and to your virtue, apply [2] [gnosis] knowledge,  2 Peter 1:6 and in your knowledge, apply [3] self-control [control your OSN & your decisions]; and in your self-control, apply [4] perseverance [patience with circumstances - hupomone], and in your perseverance, [5] live the spiritual life [eusebeia / CWLiving]; 2 Peter 1:7 and in living the spiritual life, [6] apply love to members of the RFG [?], and in your love for members of the RFG, [7] apply virtue love. 2 Peter 1:8 For if these seven qualities are yours [i.e. keep on being present] and keep on increasing [we never arrive], they render you neither useless nor unfruitful [no hopeless situations] in the epignosis knowledge of our Lord Jesus Christ. 2 Peter 1:9 For the Believer who lacks these qualities is blind or short-sighted [occupied with the cosmic system], having forgotten his purification from his former sins [salvation by grace through faith]. 2 Peter 1:10 Therefore, members of RFG, [CMD] be all the more motivated [make every effort] to make certain [a spiritual reality] about His calling [common grace] and electing [Doc of Election] you; for as long as you practice these things [the virtues of living the spiritual life], you will no not never stumble [in the spiritual life]; 2 Peter 1:11 for in this way [making your calling and election sure, practicing the CWL] the entrance into the eternal kingdom of our Lord and Savior Jesus Christ will be abundantly supplied to you [conveyance of Escrow blessings]. 2 Peter 1:1 Simon Peter, a bond-servant and apostle of Jesus Christ, to those who have received a faith of the same kind as ours [believer in JC], by the integrity [+R & J] of our God [deity] and Savior [humanity], Jesus Christ: 2 Peter 1:2 Grace and [mental] prosperity [RMA] be multiplied to you by means of the [epignosis] knowledge of God[/F] and of Jesus our Lord; 2 Peter 1:2 Grace and [mental] prosperity [RMA] be multiplied to you by means of the [epignosis] knowledge of God[/F] and of Jesus our Lord; 2 Peter 1:3 [how? ->] seeing that His divine power [Omnipotence?] has graciously been given to us everything pertaining to this [natural] life [logistical grace support] and spiritual life [CWLiving], through the epignosis knowledge [metabolized BD applied experientially] of Him [JC] who called [common grace] us by His own glory and virtue. 2 Peter 1:3 [how? ->] seeing that His divine power [God's power system - CWLiving] has graciously been given to us [RFG] everything pertaining to this [natural] life [logistical grace support] and spiritual life, through the epignosis knowledge [wisdom - metabolized BD applied experientially] of Him [JC] who called [Doc of Election] us by His own glory and virtue. 2 Peter 1:4 For by these [doctrines?] God/F has granted to us His precious and magnificent promises [BD], in order that by them [metabolized and applied BD] you might become partakers of the divine nature, having escaped the corruption that is in the world by lust [OSN lifestyle]. 2 Peter 1:4 For by these [graces -> whole realm of God's spiritual provisions] God/F has granted to us His precious and magnificent promises [blessings], in order that by them [metabolized and applied BD] you might become partakers of the divine nature, having escaped the corruption that is in the world by lust [OSN lifestyle]. 2 Peter 1:5 Now for this very reason also, applying all diligence [mental and physical strength], in your faith [by means of doctrine] apply [1] virtue, and to your virtue, apply [2] [gnosis] knowledge,  2 Peter 1:5 Now for this very reason also, applying all diligence [mental and physical strength], by means of doctrine apply [1] virtue, and to your virtue, apply [2] [gnosis] knowledge [the whole realm of the sp life], 2 Peter 1:6 and in your knowledge, apply [3] self-control [control your OSN & your decisions]; and in your self-control, apply [4] perseverance [patience with circumstances - hupomone], and in your perseverance, [5] live the spiritual life [eusebeia / CWLiving]; 2 Peter 1:6 and in your knowledge [the whole realm of the sp life], apply [3] self-control [control your OSN & your decisions]; and in your self-control, apply [4] perseverance [patience with circumstances - hupomone], and in your perseverance, [5] live the spiritual life [eusebeia / CWLiving]; 2 Peter 1:7 and in living the spiritual life, [6] apply love to members of the RFG [?], and in your love for members of the RFG, [7] apply virtue love. 2 Peter 1:7 and in living the spiritual life, [6] apply capacity to love, and in your capacity to love, [7] apply virtue love [RMA love to all – no MAS type of love]. 2 Peter 1:8 For if these seven qualities are yours [i.e. keep on being present] and keep on increasing [we never arrive], they render you neither useless nor unfruitful [no hopeless situations] in the epignosis knowledge of our Lord Jesus Christ. 2 Peter 1:9 For the Believer who lacks these qualities is blind or short-sighted [occupied with the cosmic system], having forgotten his purification from his former sins [salvation by grace through faith]. 2 Peter 1:10 Therefore, members of RFG, [CMD] be all the more motivated [make every effort] to make certain [a spiritual reality] about His calling [common grace] and electing [Doc of Election] you; for as long as you practice these things [the virtues of living the spiritual life], you will no not never stumble [in the spiritual life]; 2 Peter 1:11 for in this way [making your calling and election sure, practicing the CWL] the entrance into the eternal kingdom of our Lord and Savior Jesus Christ will be abundantly supplied to you [conveyance of Escrow blessings]. 2 Peter 1:1 Simon Peter, a bond-servant and apostle of Jesus Christ, to those who have received a faith of the same kind as ours [bel in JC], by the integrity [+R + J] of our God [deity] and Savior [humanity], Jesus Christ: 2 Peter 1:2 Grace and [mental] prosperity [RMA] be multiplied to you by means of the [epignosis] knowledge of God[/F] and of Jesus our Lord; 2 Peter 1:3 [how? ->] seeing that His divine power [God's power system] has graciously been given to us everything pertaining to this [natural] life [logistical grace support] and spiritual life, through the epignosis knowledge [wisdom - metabolized BD applied experientially] of Him [JC] who called [Doc of Election] us by His own glory and virtue. 2 Peter 1:4 For by these [graces -> whole realm of God's spiritual provisions] God/F has granted to us His precious and magnificent promises [blessings], in order that by them [metabolized and applied BD] you might become partakers of the divine nature, having escaped the corruption that is in the world by lust [OSN lifestyle]. 2 Peter 1:5 Now for this very reason also, applying all diligence [mental and physical strength], by means of doctrine apply [1] virtue, and to your virtue, apply [2] [gnosis] knowledge, 2 Peter 1:6 and in your knowledge [the whole realm of the sp life], apply [3] self-control [control your OSN & your decisions]; and in your self-control, apply [4] perseverance [patience with circumstances - hupomone], and in your perseverance, [5] live the spiritual life [eusebeia / CWLiving]; 2 Peter 1:7 and in living the spiritual life, [6] apply capacity to love, and in your love, [7] apply virtue love [RMA love to all mankind – no MAS type of love]. 2 Peter 1:8 For if these seven qualities are yours [i.e. keep on being present] and keep on increasing [we never arrive], they render you neither useless nor unfruitful [no hopeless situations] in the epignosis knowledge of our Lord Jesus Christ. 2 Peter 1:9 For the Believer who lacks these qualities is blind or short-sighted [occupied with the cosmic system], having forgotten his purification from his former sins [salvation by grace through faith]. 2 Peter 1:10 Therefore, members of RFG, [CMD] be all the more motivated [make every effort] to make certain [a spiritual reality] about His calling [common grace] and electing [Doc of Election] you; for as long as you practice these things [the virtues of living the spiritual life], you will no not never stumble [in the spiritual life]; 2 Peter 1:11 for in this way [making your calling and election sure, practicing the CWL] the entrance into the eternal kingdom of our Lord and Savior Jesus Christ will be abundantly supplied to you [conveyance of Escrow blessings].

Grace Bible Church Pastor-Teacher Robert R. McLaughlin Guest Speaker Cliff Spier Friday, September 2, 2021 Topic: Experiential Christianity Experiential Christianity is the results of living the spiritual life, life inside the Predesigned Plan of God or The Christ Way of Living (CWLiving) Principle: God's ‘commands' do not conflict. Psalm 91:6 Of the pestilence [corona virus, black plague] that stalks in darkness, Or of the destruction that lays waste at noon [earthquake, volcano, tsunami]. Learn Think Motive Act = PMA of BD => RMA Psalm 91:1 He [Believers] who dwells [via F/R Drill, doctrinal rationales] in the shelter of the Most High Will abide [ref John 15] in the shadow of the Almighty [el shaddai - the Omnipotence of God]. Baby Boomers - 1946 to 1964 “Anti-Authority” Generation X - 1965 to 1980 embraced humanism, self-righteous Millennials - 1981 to 1996 humanism replaced Christianity (do what feels good – relative stds) Generation Z- 1997 to the present Socialism, anti-Rule of Law Psalm 37:25 I have been young [stupid], and now I am old [mature]; Yet I have not [never] seen the [experientially] righteous forsaken, Or his descendants begging bread. 1 Tim 2:4 who [JC] desires [wills] [1] all men to be saved [unbeliever] and [2] [believers] to come to the [epignosis] knowledge [through metabolized BD] of the truth. God's will = 1) Salvation; 2) 2 Peter 3:18 … Grow in the grace and knowledge of TLJC… & Master the CWLiving Gal 6:7 [CMD] Do not be deceived, God cannot be mocked; for whatever a man sows, this he will also reap. Jeremiah 1:19 And they will fight against you but they will not overcome you, for I am with you to save you, declares Yahweh – TLJC. Psalm 91:1 He [Bel] who dwells [via F/R Drill, doctrinal rationales] in the shelter of the Most High Will abide [ref John 15] in the shadow of the Almighty [el shaddai - the omnipotence of God]. Psalm 91:2 I will say about the Lord, [F/R rationale] "[You are] My refuge and my fortress, My God, in whom I trust!" [F/R Drill documentation and personal application] Interpretive paraphrase – God will give those who know Him and His word, who love Him and who call on Him; so many proofs of His care and security that He bestows on them, that they will be super impressed how wonderfully God can deliver in all needs of body and soul, just be cognizant and trust it, it will happen. Psalm 33:10 [Promise] The Lord nullifies the counsel [thwarts the plans] of the nations [globalism, anti-Nationalism, UN, EU]; He frustrates [to bring to nothing] the plans [intensions, purposes] of the peoples. [those who are attacking the client nation & DE people] Psalm 37:3 [CMD] Trust [F/R] in the Lord, and [CMD] do good; [CMD] Dwell in the land and [CMD] cultivate faithfulness. Psalm 37:4 [CMD] Delight yourself in the Lord [a relationship with Him]; [Promise] And He will give you the desires of your heart. Psalm 37:5 [CMD] Commit your way to the Lord, [CMD] Trust also in Him, and [Promise] He will do it. Psalm 37:6 And He [TLJC] will bring forth your [experiential ] righteousness as the light, And your judgment as the noonday. Psalm 37:7 ¶ [Promise] [CMD] Rest in the Lord [RMA & tranquility] and [CMD] wait patiently for Him [timing of God]; [CMD] Do not fret [do not be concerned] because of him who prospers in his [wicked] way, Because of the man who carries out wicked schemes. Proverbs 11:21 [Promise – guarantee] Assuredly [no question], the evil man will not go unpunished, But the descendants of the [experientially] righteous will be delivered [blessing by association]. Learn Think Motive Act = PMA of BD => RMA 2 Peter 1:1 Simon Peter, a bond-servant and apostle of Jesus Christ, to those who have received a faith of the same kind as ours [bel in JC], by the integrity [+R + J] of our God [deity] and Savior [humanity], Jesus Christ: 2 Peter 1:2 Grace and [mental] prosperity [RMA] be multiplied to you by means of the [epignosis] knowledge of God[/F] and of Jesus our Lord; 2 Peter 1:3 [how? ->] seeing that His divine power [Omnipotence] has graciously been given to us everything pertaining to this [natural] life [logistical grace support] and spiritual life [CWLiving], through the epignosis knowledge [metabolized BD applied experientially] of Him [TLJC] who called us by His own glory and virtue. 2 Peter 1:4 For by these [doctrines - Rebound, Faith Rest, God's Divine Essence and how it works] God/F has granted to us His precious and magnificent promises [1Peter 5:7, Proverbs 3:5-6, Psm 91, etc], … … in order that by them [metabolized and applied BD] you might become partakers of the divine nature [God's Thinking, specifically the CWLiving], having escaped the corruption that is in the world by lust [cosmic & human thinking; OSN lifestyle]. 2 Peter 1:5 Now for this very reason also, applying all diligence [mental and physical strength], in your faith [by means of doctrine] apply] [1] virtue, and to your virtue, apply [2] [gnosis] knowledge, [all realms of BD] 2 Peter 1:6 and in your knowledge, [3] apply self-control [control your OSN & your decisions]; and in your self-control, [4] apply perseverance [patience with circumstances - hupomone], and in your perseverance, [5] live the spiritual life [CWLiving] 2 Peter 1:7 and in living the spiritual life, [6] apply love to members of the RFG, and in your love for members of the RFG, [7] apply virtue love [to all mankind]. 2 Peter 1:8 For if these seven qualities are yours [i.e. keep on being present] and keep on increasing [we never arrive], they render you neither useless nor unfruitful [no hopeless situations] in the epignosis knowledge of our Lord Jesus Christ. 2 Peter 1:9 For the Believer who lacks these qualities is blind or short-sighted [occupied with the cosmic system], having forgotten his purification from his former sins [salvation by grace through faith]. 2 Peter 1:10 [CMD] Therefore, members of RFG, be all the more motivated [make every effort] to make certain [a spiritual reality] about His calling [common grace] and electing [Doc of Election] you; for as long as you practice these things [the virtues of living the spiritual life], you will no not never stumble [in the spiritual life]; 2 Peter 1:11 for in this way [making your calling and election sure, practicing the CWL] the entrance into the eternal kingdom of our Lord and Savior Jesus Christ will be abundantly supplied to you [conveyance of Escrow blessings].

Financial planning is SixPoint Financial Partners' specialty – we have experience in investment planning, but we're not experts in it. So we brought one on the podcast. In this episode, David Pulcini has Rick Wedell, Chief Investment Officer at RFG, to talk about one of the six points – investment planning – and who better … Continue reading Investment Planning 101 with Rick Wedell (Ep. 47) →

It's been way too long, but the guys are back and better than ever. In this episode everyone's straightness is challenged which leaves the RFG a little bit uncomfortable, we also get a great anatomy lesson concerning both the male and female species, and someone we all know and love has been seen hanging around some OEAG meetings and may now be off the market. We have missed you all in the last month so come on in and get comfortable we have a lot to tell you all!