Disruption Blueprint Podcast

About Disruption Blueprint Podcast

Welcome to the Disruption Blueprint Podcast with RFG Advisory President, Shannon Spotswood. In this podcast, we help advisors grow their net worth, build their businesses, and maximize their independence. We’ve built an award-winning platform with innovative technology, comprehensive service, and a team of individuals who are experts in their field to serve advisors. Join us for this journey where we explore everything that has to do with running an independent advisor practice as we bring together successful Advisors, industry experts, and innovative minds who are on the bleeding edge to challenge the status quo, foster new ideas, and create a path for Advisors to unleash their growth potential.

Publisher

Shannon Spotswood

Category

business · business · business

Language

en

Explicit

No

First episode

5 Jan 2023

Latest episode

16 Sept 2026

Latest episodes

2 of 76 episodes have a transcript.

1. 

   16 Sept 2026

   Estate Planning for Financial Advisors: The Next Growth Opportunity with Tim White

   Estate planning for Financial Advisors is becoming a powerful way to expand value beyond investments. Tim White, Co-Founder of wealth.com, joins Shannon Spotswood to explore how estate planning, tax planning, and AI can help Advisors deepen family relationships, support multigenerational planning, and prepare for the next generation of wealth. As technology accelerates, the opportunity may not be to replace human advice, but to give Advisors more capacity to deliver it. Key takeaways: Why estate planning can expand the Financial Advisor value proposition How tax and estate planning can create a more connected client experience Why purpose-built AI differs from general generative AI How Advisors can engage beneficiaries before wealth transfers Why human connection may become even more valuable as AI adoption accelerates

2. 

   22 Jul 2026

   The Future of Organic Growth: How AI Is Rewriting Advisor Marketing with Ian Karnell (Ep. 76)

   The wealth management industry has relied on referrals and market appreciation for decades. That era is changing. In this episode of Disruption Blueprint, Shannon Spotswood sits down with Ian Karnell, Co-Founder and CEO of VastAdvisor.ai, to explore how AI is transforming organic growth into a repeatable system instead of a series of disconnected marketing campaigns. Together, they discuss the $120 trillion wealth transfer, first-party data, AI-powered marketing, client acquisition, enterprise value, and why the firms that learn faster will build stronger businesses. If you're a Financial Advisor looking to grow without compromise, this conversation offers a blueprint for the future. About Our Guest Ian Karnell is the Co-Founder and CEO of VastAdvisor.ai, an AI-native growth intelligence platform built to help Financial Advisors and wealth management firms create scalable, repeatable organic growth. A lifelong entrepreneur, investor, and operator with more than 25 years of experience across marketing technology, AI, and financial services, Ian focuses on solving one of wealth management's biggest challenges: transforming client acquisition from a fragmented marketing function into a measurable growth system. Before launching VastAdvisor, Ian served as Chief Revenue Officer at Truelytics, the advisor intelligence and practice management platform acquired by Envestnet in 2022. He has founded and scaled multiple technology companies throughout his career and is a frequent voice on AI, advisor growth, and the future of wealth management. Ian is also the founder of the Wealth Advisor AI Collective, a community dedicated to advancing the practical application of artificial intelligence across the Advisory profession.

3. 

   23 Jun 2026

   The Future of Wealth Management Is Built, Not Bought, with Rick Wedell

   Most investment products are built to be sold. Very few are built to serve. That tension sits at the center of this special anniversary episode of Disruption Blueprint, where Shannon Spotswood sits down with Rick Wedell, CIO of RFG Advisory, to unpack the thinking behind the Bluemonte ETF suite one year after launch. What started as a frustration with legacy portfolio construction evolved into a fundamentally different approach to investment management for Financial Advisors. One built around usability, potential tax efficiency, institutional-caliber execution, and Advisor time optimization. Rick breaks down why traditional asset management structures may create friction for Advisors and clients alike, and why the next generation of portfolio management must align directly with financial planning, enterprise value creation, and operational scalability. The conversation goes deep into the architecture of the Bluemonte ETFs, including the sleeve-based design, strategic portfolio positioning, and why “products designed to serve” may outperform products designed to sell. From concierge trading support to AI-enabled workflow automation, Shannon and Rick challenge the industry’s obsession with complexity and make the case for a simpler, more aligned future. Build your business without compromise. Schedule a conversation with RFG Advisory: https://rfgadvisory.com/schedule-a-call/ Connect with RFG Advisory Website: https://rfgadvisory.com/ LinkedIn: https://www.linkedin.com/company/rfg-advisory/ 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 Guest nor RFG Advisory guarantees the accuracy of third-party sources. The views expressed here are those of the 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 Guest or 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, a registered investment advisor. Private Client Services, Guest, 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. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Funds, please visit http://www.bluemontefunds.com/investor-materials. Read the prospectus or summary prospectus carefully before investing. The Funds are distributed by SEI Investments Distribution Co. (SIDCO, 1 Freedom Valley Drive, Oaks, PA 19456). Exchange Traded Concepts, LLC serves as the investment adviser to the Funds and RFG Advisory, LLC serves as the investment sub-adviser to the Funds. SEI is not affiliated with Bluemonte Investment Management, RFG Advisory, LLC, or Exchange Traded Concepts, LLC or any of their affiliates. Investing involves risk, including possible loss of principal. There is no guarantee the Funds will achieve their stated investment objectives. The Funds may trade securities actively, which could increase transaction costs (and lower performance) and could increase taxable short-term gains. To the extent the Funds focus on one or more sectors, the Funds may be subject to increased volatility and risk of loss if adverse developments occur. Because the Funds are non-diversified, they may invest in a smaller number of issuers and may be more exposed to risks and volatility than a more broadly diversified fund. RFG Advisory’s Chief Investment Officer, Rick Wedell, was recognized on the 2025 InvestmentNews Hot List. This recognition was provided on November 11, 2025, by InvestmentNews. It covers the period of August 1, 2024, to August 1, 2025. There was no compensation exchanged in consideration for this recognition. For more information, visit: https://www.investmentnews.com/best-in-wealth/top-financial-professionals-in-the-us-hot-list/262830

Inside a recent episode

From Corporate Tech to Fintech Trailblazer: Martha Underwood and Prismm (Ep 59)

Published 3 Feb 2025 · Transcript excerpt

[…] And we don't want our kids to to hear about how much money we have, right? And so what we do with prism is we aggregate all of your financial accounts. That's cash accounts, that's investment accounts, that's pensions, that's foreign case, that's whatever type of account that you can think of. We can bring that in, brings in your documents, bring in all of your real estate assets, and then we let you lock it. So you can invite a spouse or have a joint account or you can invite a beneficiary or a sister or a brother or a trusted friend and say, I don't want you to see anything or I want you to just see my financials or just see my documents or just see this one thing. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

1 ratings

Podcast Authority Score: 45 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

65

Social presence

0

YouTube

0

Engagement

60

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Guest appearances

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Based on episode analysis; this does not confirm that the show is currently accepting guests.

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