Disruption Blueprint Podcast

Building Your Team (Ep. 42)

In this episode, Bobby White talks about how to be the CEO not the COO+ – How to structure your time and efficiently manage the right set of activities to build your dream team. This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of Navy SEALs to master your mindset to become the best version of yourself in both business and life. This series provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical thinking and rapidly adapt to a new future, shaped by the current pandemic. The podcast kicks off with a series of six, exclusive behind-the-scenes interviews with Navy Seal Dom Raso and RFG Advisory Chairman & CEO Bobby White. The segments were filmed during RFG’s Annual Advisor Retreat on Captiva Island in Florida, exactly one week before the COVID-19 pandemic hit the United States. Please reach out to your advisor or visit our website if you have any questions! RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority! RFG Advisory 1400 Urban Center Drive, Suite 475 Vestavia Hills, AL 35242 (205) 397-2450 https://www.rfgadvisory.com/ [https://www.rfgadvisory.com/] hello@rfgadvisory.com [hello@rfgadvisory.com] LinkedIn: RFG Advisory [https://www.linkedin.com/company/rfgadvisory/] – 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.

Overcoming Fear with Jack Burnette, CFP® (Ep. 24)

Fear keeps us from achieving our dreams and striving to be the best version of ourselves. Overcoming fear is one of the biggest accomplishments we can have. In this episode, Shannon Spotswood joins Jack Burnette, CFP® in a conversation about how he overcame fear to completely turn his life around and get to where he is today. They extend the discussion to how he helps the future of financial advisors to strive for what they want through his story. Jack shares:  * How his personal journey from working in sales to becoming an independent advisor helped him accomplish and maintain his sobriety * His strategy for having a work-life balance * Why fear is an obstacle for so many financial advisors * How he overcomes fear and anxiety around change * How he addresses questions regarding when he plans to retire * And more Connect with Jack Burnette, CFP®: * LinkedIn: JackBurnette [https://www.linkedin.com/in/jack-burnette-cfp%C2%AE-14779212/] * Office: (205) 510-9072 ext. 172 * Email: jburnette@rfgadvisory.com [jburnette@rfgadvisory.com] Connect with Shannon Spotswood: * RFG Advisory [https://rfgadvisory.com/] * LinkedIn: Shannon Spotswood [https://www.linkedin.com/in/shannon-spotswood-5b11b111/?originalSubdomain=uk] * Email: sspotswood@rfgadvisory.com [sspotswood@rfgadvisory.com] About our Guest: Jack Burnette, CFP® is an Independent Advisor and Senior Vice President of Wealth Management at RFG Advisory Wealth Management. Jack has been at RFG Advisory for over 7 years. Prior to going independent with RFG, he worked with Ameriprise and Merill Lynch. His passion for financial advising was preceded by working in sales and VP development in the medical industry. – 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.

How Technology is Disrupting Financial Services with Joel Bruckenstein and Dr. Jordan Hutchison (Ep. 35)

Technology is disrupting the financial services industry! From collecting data about clients to utilizing AI, a lot is changing. In this episode, Shannon Spotswood interviews two guests, Joel P. Bruckenstein, CFS, CMFC, CFP®, Financial Services FinTech Expert, and Dr. Jordan A. Hutchison, RFG’s Vice President of Technology, about the tech landscape in the financial services industry. They start off with their thoughts on the T3 conference before diving into a discussion about how tech advances like AI are disrupting the financial space. Joel and Jordan discuss:  * What surprised them and what confirmed their beliefs about the tech landscape in the finance industry from the T3 conference * Why Joel believes cybersecurity is an existential threat, especially to small and medium-sized firms * How AI will impact the financial industry moving forward and where they see it being most disruptive * How advisors can use FinTech data to build their firm * How young investors are changing the industry by valuing fulfillment and peace of mind * How advisors can leverage their clients’ interactions with the client portal to identify when they may need assistance * And more Resources: * PRISMM: The Digital Vault Built For Your Most Important Documents With Martha Underwood [https://disruptionblueprintpodcast.com/2023/01/31/ep-20-prismm-the-digital-vault-built-for-your-most-important-documents-with-martha-underwood/] * Shannon Spotswood’s Journey Towards Servant Leadership With Dr. Daniel Crosby [https://disruptionblueprintpodcast.com/2023/04/04/ep-28-shannon-spotswoods-journey-towards-servant-leadership-with-daniel-crosby/] * T3 Advisor Conferences [https://www.t3conferences.com/] * Buckler [https://buckler.app/] * FP Alpha [https://fpalpha.com/] * Otter.ai [https://otter.ai/] * Fidelity – It’s Time to Change Your Mind About Young Investors [https://clearingcustody.fidelity.com/app/proxy/content?literatureURL=/9907600.PDF] Connect with Joel Bruckenstein: * JoelBruckenstein.com [https://www.joelbruckenstein.com/] * LinkedIn: Joel Bruskenstein [https://www.linkedin.com/in/joelbruckenstein/] * Twitter: @FinTechie [https://twitter.com/FinTechie] Connect with Jordan Hutchison: * LinkedIn: Jordan Hutchison [https://www.linkedin.com/in/jordanhutchison/] Connect with Shannon Spotswood: * RFG Advisory [https://rfgadvisory.com/] * LinkedIn: Shannon Spotswood [https://www.linkedin.com/in/shannon-spotswood-5b11b111/?originalSubdomain=uk] * Email: sspotswood@rfgadvisory.com [sspotswood@rfgadvisory.com] About our Guests: Joel P. Bruckenstein, CFS, CMFC, CFP® is an internationally recognized expert on applied technology for financial professionals and Publisher of Technology Tools for Today (T3). He is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, as well as the T3 Enterprise Conference, an annual gathering of top executives from independent broker/dealers and large RIAs. He is the co-author of three books: Virtual Office Tools for a High Margin Practice, Tools and Techniques of Practice Management, and Technology Tools for Today’s High Margin Practice. Dr. Jordan A. Hutchison is the Vice President of Technology at RFG Advisory. His executive leadership expertise in WealthTech, human behavior, and financial planning strategy provide him with the ability to help financial professionals live extraordinary lives. He uses his deep understanding of financial advisors, practice management, and the wealth management business cycle to apply the proper needs to run a successful financial planning firm. – 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.

Podcasting Your Way to Influence as a Financial Advisor With Matt Halloran (Ep. 32)

Are you tired of being drowned out in a sea of financial advisors all saying the same thing? It’s time to turn up the volume and let your unique voice be heard! In this episode, Shannon Spotswood interviews podcasting guru, Matt Halloran, about why advisors should podcast. Matt discusses the power of podcasting in enabling advisors to showcase their authentic selves, build influence, and strategically align their practice and marketing strategy for maximum impact. With the evolving landscape of the financial industry, he covers the 5 ROIs that advisors can expect to gain from podcasting. Matt discusses:  * How podcasting lets advisors be their authentic selves and can help them build influence * How and why  advisors should think about their practice and marketing strategy before committing to a podcast * The 5 ROIs of podcasting * How podcasting and marketing fit into the changing financial industry * And more Connect with Matt Halloran: * ProudMouth [https://proudmouth.com/] * LinkedIn: Matt Halloran [https://www.linkedin.com/in/matthalloranpm/] * Twitter: @MattHalloran_ [https://twitter.com/MattHalloran_] * Email: matt@proudmouth.com [matt@proudmouth.com] * Book a 30-Minute Call [http://calendly.com/matthalloran/30min] * Top Advisor Marketing Podcast [https://proudmouth.com/get-started/top-advisor-marketing-podcast/] Connect with Shannon Spotswood: * RFG Advisory [https://rfgadvisory.com/] * LinkedIn: Shannon Spotswood [https://www.linkedin.com/in/shannon-spotswood-5b11b111/?originalSubdomain=uk] * Email: sspotswood@rfgadvisory.com [sspotswood@rfgadvisory.com] About our Guest: Matt Halloran is Partner and podcasting expert at ProudMouth. A former business and life coach to top advisors, Matt has helped 5000 advisors and counting, understand how to create trust and build rapport with prospects they haven’t even met yet. He studied the way people communicate for over 20 years, has been featured in The Wall Street Journal as a digital communication expert, and wrote the first social media book dedicated to financial services, “The Social Media Handbook for Financial Advisors.” He has now combined his extensive knowledge and expertise in business and coaching with one of his passions: podcasting. Matt has hosted and been on over 1,000 podcasts. He’s also the host of ProudMouth’s podcast, the Top Advisor Marketing Podcast, where he shares marketing strategies tailored for advisors and connects with top industry leaders. – 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.

Getting Back To Doing What You Love Most as an Advisor with Matt Halloran (Ep. 37)

Do you find yourself dragging yourself out of bed, lacking the energizing spark in your work as an advisor? It’s time to reclaim your motivation and kick burnout to the curb! In this episode, Shannon Spotswood is interviewed by Influence Expert and Top Advisor Marketing podcast host, Matt Halloran, about the importance of prioritizing time, aligning interests with clients, utilizing technology and digital media, and telling personal stories to connect with clients on a human level. Shannon also discusses RFG Advisory’s commitment to helping advisors connect with female prospects and clients through their StrongHER Money initiative. Shannon discusses: * What is the importance of prioritizing time as a financial advisor * Tips for prioritizing time and reassessing day-to-day activities as a financial advisor * Why you need to clearly define how you will feel most fulfilled and inspired in your work (and the risk you run when you don’t do this) * How building a team that aligns with your service model and goals can help free up time to focus on prospecting and deepening relationships with clients * Why it’s important for financial advisors to align their interests with their clients’ values and interests * What the two key factors currently present in the financial advisory industry are * How to find and work with clients who align with your interests so you can stay inspired and develop your niche  * The challenges financial advisors face in creating unique, customized experiences for their clients * How financial advisors can improve their marketing efforts through ProudMouth.com, RFG Advisory’s marketing team, or PodRocket Academy * Why advisors resist spending time doing personal activities with clients and how to stop feeling guilty when you decide to do this (for the sake of your business!) * Why prioritizing time as a financial advisor is essential to achieving desired levels of success * And more Resources:  * Schwab Examines the Pain Points of Financial Pros  [https://www.thinkadvisor.com/2018/06/19/schwab-examines-the-pain-points-of-financial-pros/] * Accenture Study – Wealth management: The new state of advice [https://www.accenture.com/us-en/insights/capital-markets/wealth-management-financial-advice?c=acn_glb_wealthmanagemenpressrelease_12351342&n=mrl_0821] * Michael Kitces’s “Fintech Map” [https://www.kitces.com/fintechmap/] * PodRocket Influence Academy [https://podrocketacademy.com/] (Enroll for FREE) Connect with Shannon Spotswood: * RFG Advisory [https://rfgadvisory.com/] * LinkedIn: Shannon Spotswood [https://www.linkedin.com/in/shannonspotswood/] * LinkedIn: RFG Advisory [https://www.linkedin.com/company/rfgadvisory/] Connect with Matt Halloran: * ProudMouth [https://proudmouth.com/] * LinkedIn: Matt Halloran [https://www.linkedin.com/in/matthalloranpm/] * Twitter: Matt Halloran [https://twitter.com/MattHalloran_] * LinkedIn: ProudMouth [https://www.linkedin.com/company/proudmouth] * Facebook: ProudMouth [https://www.facebook.com/WeAreProudMouth] * Twitter: ProudMouth [https://twitter.com/ProudMouth_] * YouTube: ProudMouth [https://www.youtube.com/channel/UCSdZHkvgdL1yzPXFHE0TeCQ/featured] About Matt Halloran: Matt Halloran is Partner and Podcasting Expert at ProudMouth. A former business and life coach to top advisors, Matt has helped 5,000+ advisors understand how to create trust and build rapport with prospects they haven’t even met yet. He has studied the way people communicate for over 20 years, has been featured in The Wall Street Journal as a digital communication expert, and wrote “The Social Media Handbook for Financial Advisors” –– the first social media book dedicated to financial services. He has now combined his extensive knowledge and expertise in business and coaching with one of his passions: podcasting. Matt has hosted and been on 1,000+ podcasts. He’s also the host of ProudMouth’s podcasts, the Top Advisor Marketing Podcast, where he shares marketing strategies tailored for advisors and connects with top industry leaders. – 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.