While equity markets have declined significantly in 2022 and inflation has spiked, the need for financial advice has never been greater — and the profession has never been more accessible.
In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Shannon Spotswood, President of RFG Advisory, about strategies for growth-oriented advisors to connect with new clients in what could be a once-in-a-lifetime market opportunity.
Mark and Shannon discuss:
- What is fueling demand and need for professional financial advice
- How advisors can leverage technology to market to a broader base of clients and prospects
- How operations and admin roles are evolving to allow advisors to grow their businesses and spend more time with clients
- The drivers of future success in the wealth management industry
Connect With Mark Bruno:
Connect With Shannon Spotswood:
About Our Guest:
Shannon Spotswood was named President of RFG Advisory in February 2016. Her strategic vision for the firm is one of rapid, well-executed expansion across the U.S. Her focus is on best practices for advisor recruitment and transitions, corporate marketing, business development, and M&A. She is committed to supporting RFG Advisory’s high-growth, hybrid RIA platform with a network of professional independent financial advisors. With more than 20 years’ experience, Shannon is putting her enthusiastic passion for the finance industry to work developing the processes and technology to help RFG Advisors—and their clients—succeed.