Disruption Blueprint Podcast

Disruption Blueprint Podcast

Welcome to the Disruption Blueprint Podcast with RFG Advisory President, Shannon Spotswood. In this podcast, we help advisors grow their net worth, build their businesses, and maximize their independence. We’ve built an award-winning platform with innovative technology, comprehensive service, and a team of individuals who are experts in their field to serve advisors. Join us for this journey where we explore everything that has to do with running an independent advisor practice as we bring together successful Advisors, industry experts, and innovative minds who are on the bleeding edge to challenge the status quo, foster new ideas, and create a path for Advisors to unleash their growth potential.

Episodes

From Corporate Tech to Fintech Trailblazer: Martha Underwood and Prismm (Ep 59)

February 3, 2025 • 38 mins
“You’re going to leave a legacy. Everyone’s going to leave a legacy. And it really is just going to be determining what type of legacy you want it to be.” In this episode of the Disruption Blueprint Podcast, we’re joined by Martha Underwood, founder of Prismm, a groundbreaking digital vault platform that’s revolutionizing how families …

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Understanding Industry Disruption and Innovation in Financial Services with Rohit Mahna (Ep. 58)

December 2, 2024 • 45 mins
What does it take for Financial Advisors to thrive?  In this episode of The Disruption Blueprint Podcast, Shannon Spotswood delves into the world of financial services with Rohit Mahna, Head of Client Growth at Fidelity Institutional Wealth Management Services. They discuss the critical elements of disruption, innovation, and forward-thinking strategies necessary for navigating the complexities …

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The Financial Playbook: Jim Sumpter’s Story of Propelling Growth (Ep. 57)

May 30, 2024 • 48 mins
Ready to explore the world of finance and advisory through the lens of experts who are steering the industry’s future? In this episode of The Disruption Blueprint Podcast, Shannon Spotswood sits down with Jim Sumpter, CFP®, and founder and CEO of CMC Financial.  This conversation takes you on a journey from Jim’s early days as …

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Feature Episode: Embrace Change & Reshape The Future of Finance with Dany Martin and Chase Crump

May 14, 2024 • 45 mins
Get ready to delve into the heart of disruption in the financial advisory landscape with Dany Martin and Chase Crump in this week’s episode of The Disruption Blueprint! Here, Shannon Spotswood embarks on a captivating journey exploring the transformative shifts occurring within the financial advisory sector. Joined by industry mavericks Dany Martin, MBA, and Chase …

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Transforming The Financial Advisory Industry Through Data-Driven Organic Growth with Tom Rieman and Jordan Hutchison (Ep. 56)

April 4, 2024 • 38 mins
What does it take to revolutionize the financial advisory landscape? In this episode, Jordan Hutchison is joined by Tom Rieman, the founder of Practice Intel, to talk about the challenges and rewards of entrepreneurship in the financial advisory industry.  Tom sheds light on the challenges, triumphs, and impact of creating a data-driven platform for organic …

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Breaking Through Growth Barriers in Wealth Management with Samuel Deane and Dr. Preston Cherry (Ep. 55)

March 7, 2024 • 51 mins
How can financial advisors unleash their growth potential in the ever-changing landscape of the wealth management industry? Today on The Disruption Blueprint Podcast, Shannon Spotswood interviews Samuel Deane of Deane Wealth Management, who specializes in serving founders and tech employees with equity compensation and tax planning, and Dr. Preston Cherry of Concurrent Financial Planning, who …

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The Female Financial Revolution: Rethinking Wealth Management with Dr. Barbara Provost (Ep. 54)

January 11, 2024 • 33 mins
How can the financial industry better serve women’s unique needs? In this episode, Shannon Spotswood speaks about women and money with Dr. Barbara Provost, Ed.D., MS Ed, MBM, founder of Purse Strings.  Shannon and Dr. Provost explore the disconnect between financial services and women’s needs while emphasizing the importance of a personalized approach, citing research …

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From Captive Insurance BD to 4x Organic Growth in Independence ft. Wes Miller, Partner, Wealth Management Advisor, Willow Private Wealth (Ep. 53)

December 21, 2023 • 23 mins
Welcome back to another episode of the Disruption Blueprint Podcast! If you’re a financial advisor navigating the challenges of the insurance channel and contemplating a shift to independence, Wes Miller’s transformative journey is a must-listen on the Disruption Blueprint podcast.  Wes Miller, Partner and Wealth Management Advisor at Willow Private Wealth, spent the majority of …

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The Financial Advisory Succession Crisis with David DeVoe (Ep. 52)

December 14, 2023 • 41 mins
It looks like the financial services industry is progressing towards a succession crisis. Are advisors ready to handle it? This week, Shannon Spotswood interviews David DeVoe, the Founder and CEO of DeVoe & Company, about the current state of M&A activity and succession planning in the financial advisory space.  Together, they highlight the succession crisis …

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Stepping Out of Your Comfort Zone and Inspiring Others with Nicole Middendorf (Ep. 51)

November 30, 2023 • 46 mins
How can financial advisors take themselves and their practices a step further to unleash their growth potential? In this episode, Shannon Spotswood hosts Nicole Middendorf, the CEO of Prosperwell Financial, to talk about the power of stepping out of your comfort zone and the value of authenticity in financial advising.  Nicole shares her personal journey, …

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Driving Trust, Growth, and Innovation in Wealth Management with Eric Clarke (Ep. 50)

November 14, 2023 • 44 mins
In every walk with nature, one receives far more than he seeks. – John Muir Could this saying be true with businesses as well, that oftentimes we receive a lot more than we seek? Join Shannon Spotswood from RFG Advisory as she and Eric Clarke, the visionary Founder and CEO of Orion, discuss the rapidly …

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Why Your Zoom Calls Matter with Liz Dykes (Ep. 49)

October 31, 2023 • 33 mins
How do we maintain a personal touch in an increasingly digital age? Elevate your understanding as Dr. Jordan Hutchison is joined by Liz Dykes, Chartered Investment Manager and Certified in Life and Success Coaching.   Together, they plunge into the essence of understanding clients, challenging preconceived notions, and establishing strong rapport, especially in the financial advisory …

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Endurance Entrepreneurs: The Thin Line Between Complacency & Burnout with Michael Futterman (Ep. 48)

September 14, 2023 • 36 mins
Some advisors become too comfortable with their current situation and stop striving for more, usually due to a fear of disrupting what’s already working. Others are always in the “go, go, go” mindset, ultimately burning themselves out! How can you strike a balance between complacency and burnout? In this episode, Shannon Spotswood speaks with Michael …

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Unleashing Growth Potential: Shannon Spotswood’s Blueprint for Success (Ep. 47)

August 31, 2023 • 37 mins
What achievements and victories can we learn from Shannon Spotswood? Today, Shannon takes a seat on the other side of the mic to share her experiences and insights with us. In this episode, Shannon Spotswood, President of RFG Advisory, is interviewed by Dr. Jordan Hutchison on the Game Film, a brand extension for Disruption Blueprint. …

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How Availability & Support Make A Difference For Clients With Kelly Klingaman (Ep. 46)

August 1, 2023 • 39 mins
Welcome to Game Film with Dr. J, where we share some of the most valuable lessons for advisors from real client experiences and business decisions. In this episode, Dr. Jordan Hutchison, Vice President of Technology at RFG, welcomes Kelly Klingaman, CFP®, RLP®, founder of Kelly Klingaman Financial Planning, to an episode of Game Film with …

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Just Show Up (Ep. 45)

July 4, 2023 • 28 mins
In their element, at Dynamis Alliance HQ, Bobby White, RFG Advisory Founder and CEO, and Dom Raso, former Navy Seal Team 6 Warrior and Founder of Dynamis Alliance, sit down to talk about what it means to show up. This impactful episode is all about pushing through fear and how programming your mind can help …

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Get 1% Better Every Day (Ep. 44)

July 4, 2023 • 72 mins
One Year Later on from their prescient conversation on Captiva Island in 2020, Bobby White and Dom Raso reunite for an invigorating, energetic live event from the RFG Podcast studio. What does it mean to crush everything? It means to get 1% better every day, to have the will to fight, and to persevere in …

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Crush Everything (Ep. 43)

July 4, 2023 • 18 mins
In this episode, Bobby and Dom discuss how to apply Dom Raso’s Crush Everything philosophy around your actions, behaviors, and beliefs to grow your practice and serve your clients. 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 …

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Building Your Team (Ep. 42)

July 4, 2023 • 15 mins
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 …

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Doing What It Takes (Ep. 41)

July 4, 2023 • 12 mins
In this episode, Bobby White and Dom Raso discuss the actions independent advisors must take in order to be successful, three, five, and ten years from now. 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 …

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