Focused on the Future Professionalizing Your Advisory Firm for Future Success
Dec 18, 2024
Shannon Spotswood, a 25+ year financial services veteran and CEO of RFG Advisory, joins Abby Salameh, RFG's Chief Growth Officer with over 25 years in supporting independent advisors. They delve into key strategies for advisory firms to adapt and thrive, emphasizing the role of technology and effective team roles. The conversation highlights the StrongHer Money initiative aimed at empowering female clients, and the importance of professionalizing firms to secure future success as generational wealth transfers loom.
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Shannon's Career Journey
- Shannon Spotswood's career journey began with a passion for Wall Street and finance.
- She transitioned from institutional finance to building a luxury children's clothing company before returning to finance.
Abby's Path in Wealth Management
- Abby Salameh always envisioned working on Wall Street and started her career at Sanford Bernstein.
- Her career has revolved around serving independent financial advisors, supporting their growth and client service.
Keys to Advisor Success
- Prioritize time management and focus on delivering an exceptional client experience.
- Professionalize and operationalize your business, ensuring streamlined processes.