Disruption Blueprint Podcast

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 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 mini-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/

[email protected]

LinkedIn: RFG Advisory

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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.

In this episode, Bobby White and Dom Raso discuss tactics to train your mind and body to begin a bullet-proof morning routine aligned with purpose.

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/

[email protected]

LinkedIn: RFG Advisory

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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.

In this episode, Bobby White and Dom Raso discuss how fear is one of the biggest factors holding financial advisors back from reaching their full potential.

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 mini-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/

[email protected]

LinkedIn: RFG Advisory

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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.

Technology is changing the financial landscape, not just for advisors but for clients too.

In this episode, Shannon Spotswood brings on RFG’s Vice President of Technology, Dr. Jordan Hutchison, to discuss the tremendously disruptive change in technology the financial industry is going through. Jordan shares his journey to get to where he is today, explains what flow is, and talks about the impacts of the constantly changing fintech space on the client experience.

Jordan discusses: 

• His academic and professional journey to becoming the VP of technology at RFG

Resources:

• Kitces FinTech Map

Connect with Jordan Hutchison:

• LinkedIn: Jordan Hutchison

Connect with Shannon Spotswood:

• RFG Advisory

About our Guest:

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.

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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.

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
• Shannon Spotswood’s Journey Towards Servant Leadership With Dr. Daniel Crosby
• T3 Advisor Conferences
• Buckler
• FP Alpha
• Otter.ai
• Fidelity – It’s Time to Change Your Mind About Young Investors

Connect with Joel Bruckenstein:

• JoelBruckenstein.com
• LinkedIn: Joel Bruskenstein
• Twitter: @FinTechie

Connect with Jordan Hutchison:

• LinkedIn: Jordan Hutchison

Connect with Shannon Spotswood:

• RFG Advisory
• LinkedIn: Shannon Spotswood
• Email: [email protected]

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.

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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.

“You can have everything in life you want, if you will just help other people get what they want.”  – Zig Ziglar

And what better than helping people whom we can really empathize with and understand?

In this episode, Shannon Spotswood sits down with Eric Blake, CFP®, Founder and Lead Financial Planner at Blake Wealth Management. Eric shares the benefits of having a niche market, including the ability to concentrate your efforts on a specific audience and the importance of time blocking to organize your priorities. Additionally, Eric talks about the impact women have had in his life and why he has focused on helping them.

Eric discusses: 

• His niche in serving clients five years pre-retirement

Connect with Shannon Spotswood:

• RFG Advisory

Connect with Eric Blake:

• LinkedIn: Eric Blake

About our Guest:

Eric Blake started his career as a financial advisor in 1999. Over the last 24 years, he has realized that his true passion is helping women plan for a successful retirement. While many of his clients are couples, Eric’s firm prioritizes working with women, driven by the appreciation he holds for the women who shaped him into the person he is today.

Born in Amarillo, Texas, Eric now resides in McKinney, Texas, and holds a degree in accounting from the University of Texas at Dallas. However, Eric’s most cherished accomplishment is his 26-year marriage to his wife, Dawn, and their two children, Kaitlyn and Eric.

When not focused on client retirement plans or tax strategies, Eric enjoys working out, reading, and traveling.

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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.

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
• LinkedIn: Matt Halloran
• Twitter: @MattHalloran_
• Email: [email protected]
• Book a 30-Minute Call
• Top Advisor Marketing Podcast

Connect with Shannon Spotswood:

• RFG Advisory
• LinkedIn: Shannon Spotswood
• Email: [email protected]

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.

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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.

Stop spending a galactic waste of your time on activities that won’t get you or your advisory practice where you want to be, and start investing yourself into a life that you love.

In this episode, Shannon Spotswood interviews Stephanie Bogan, a high-performance business coach at Limitless, about the five freedoms that are essential for building a successful business and living a fulfilling life. She explains why many advisors waste time on practices that don’t support growth, profit, or happiness, and offers two questions that can help them achieve their goals. You will learn how to overcome mediocrity and create a business and life that you truly love.

Stephanie discusses: 

• The 5 freedoms of being a limitless advisor 

Resources:

• Achieving Your Goals One Habit At A Time With Phillip Deas (Ep. 26)

Connect with Shannon Spotswood:

• RFG Advisory

Connect with Stephanie Bogan:

• Limitless

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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.

About our Guest:

Stephanie Bogan is a successful entrepreneur, business coach, speaker and author helping Financial Advisors and Founders create wildly successful businesses and lives that they love while she works 25 hours a week from the beaches of Costa Rica and slopes of Park City.

In her 25 year career, Stephanie has consulted and coached top firms, thought leaders and C-suite leaders to greater success. A regular speaker and writer, Stephanie authored The Power of Practice Management (Bloomberg Press), has written for every major publication, including a past column for Financial Planning magazine and continues to write the Limitless Adviser column for Investment News. She is also a regular contributor to Financial Advisor, Kitces.com and Advisor Perspectives.

Would you consider yourself a good communicator?

In this episode, Shannon Spotswood speaks with the Vice President at Dimensional Fund Advisors, Apollo Lupescu, PhD, about why communication matters so much in the world of financial advising.

Apollo discusses: 

• The importance of communication for advisors and what “Nerd vs. Shark” means

Resources:

• Advisor Bios Stink by Sara Grillo

Connect with Apollo Lupescu:

• Dimensional.com

Connect with Shannon Spotswood:

• RFG Advisory

About our Guest:

Apollo Lupescu is the Vice President at Dimensional Fund Advisors. He joined Dimensional in 2004 as a regional director and oversaw the firm’s advisor 401(k) business. Prior to joining Dimensional, Apollo served in a variety of roles with the US Department of State, from which he formed his own consulting firm, Apollo Consulting Group. His interests in finance and investments led him to teaching engagements at the University of California, Santa Barbara. Apollo received his PhD in economics and finance from UCSB and holds a BA from Michigan State University, where he competed in and coached water polo.

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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.

If you’re looking to grow your business, digital marketing should be your go-to.

In this episode, Shannon Spotswood brings on three guests, Financial Advisor Dany Martin from Shreveport LA, Financial Advisor David Pulcini from Rochester NY, and digital marketing guru Andrew Parrott in Knoxville TN. The four discuss the inner workings of growing a business in financial advising through marketing.

Shannon, Dany, David, and Andrew discuss: 

• The importance of capturing your authentic self in marketing

Resources:

• ProudMouth

Connect with Shannon Spotswood:

• RFG Advisory

Connect with Dany Martin:

• WFA Plan Invest Inspire

Connect with David Pulcini:

• Six Point Financial

Connect with Andrew Parrott:

• Logic Marketing

About our Guests:

Dany Martin’s passion for helping others strive for financial health started during his high school years when residual income and the idea of having money work for you crossed his desk. He further pursued his enthusiasm for business and finance during college, where he attended Northwestern State University. During those 4 years in Natchitoches, he achieved a Bachelor of Science degree in Business Administration and was an active member and treasurer of Sigma Nu Fraternity. He continued his education by obtaining a Master’s in Business Administration degree from Louisiana Tech University. Prior to becoming part of the Williams Financial Advisor team in January of 2015, Dany spent 8.5 years at Capital One Bank, where in a very short time he worked his way up from a teller to a Financial Advisor covering 10+ branches in Shreveport, LA.

David Pulcini enjoys meeting new people wherever they are on their financial journey to guide them toward making positive financial decisions. He uses his experience in investment management, tax planning, and insurance to help clients protect what they have and grow what they need. He has developed Six Point Financial’s proprietary “Think About It” process that they take their prospective clients through, he is a co-chair of their internal investment committee, and most of all, David loves working with the clients that he has. David takes his role as an advisor very seriously, but he really wants to enjoy the process as much as possible. 

Andrew Parrott is the owner of Logic Marketing and the Business Development Manager at U! Creative. With over 9 years of marketing experience and over 16 years of experience in digital media, Andrew is a digital marketing guru.

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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.