Meet the RIA

Meet the RIA: RFG Advisory


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RFG Advisory CEO Shannon Spotswood discusses how the firm is helping independent advisors build stronger businesses through technology, investment solutions, and platform support. She shares RFG’s vision for artificial intelligence, including its investment in Zocks and the development of ClickONE, while also highlighting the growing importance of institutional-quality investment capabilities through partnerships like iCapital and Bluemonte.


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Meet the RIABy Asset TV

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