A Tech-Driven Approach to Empowering Independent Advisors

PublishedAugust 6, 2024

Read time1min read

Episode 055: In this episode of The Connected Advisor, I talk 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.

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

[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