Shannon Spotswood

25+ year veteran in financial services with experience in hedge fund management and investment banking. Currently serves as CEO of RFG Advisory, building a platform for independent financial advisors.

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Dec 18, 2024 • 44min

Professionalizing Your Advisory Firm for Future Success

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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