Your greatest asset? It’s not your AUM — it’s your enterprise value. 

In this episode, Shannon Spotswood and Ed Swenson unpack one of the biggest wealth-building opportunities Advisors have ever seen. 

They break down what enterprise value really means, why ownership has never been more rewarding, and how Advisors can leverage independence to turn their business into an appreciating asset, not just an income stream. 

You’ll learn: 

• What drives enterprise value (and how to grow it) 
• The truth about W-2 vs. independence and who’s really capturing the upside 
• Why the timing has never been better to build equity in your practice 

With RIA valuations at historic highs and a “silver tsunami” of retirements reshaping the industry, this episode is your guide to building the kind of business you own, and that pays you back for decades to come. 

About the Guest 

Ed Swenson is the President of RFG Advisory. With a background in technology, operations, and Advisor services, Ed has been instrumental in building RFG’s award-winning platform that empowers Advisors to scale efficiently and build meaningful enterprise value. He brings a sharp eye for the business side of advisory firms and a deep passion for helping Advisors design businesses that reflect their values and unlock their full potential. 

More at: rfgadvisory.com/podcast 

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