Welcome to War Room Huddle, a show for independent financial Advisors who want to CRUSH EVERYTHING and take their A-game to the next level. War Room Huddle is where we talk with disruptive Advisors and industry leaders about the hard things, the lessons we’ve learned, and how to conquer the challenges of the future. Brought to you by RFG Advisory, an innovator in the wealth management industry.
EP 19: The Truth About Being an Independent Financial Advisor ft. Steve Spaeth, CFP®
We’re back with another episode of War Room Huddle! Today, we are joined by Steve Spaeth, CFP®, Founder and CEO of River Oak Asset Advisory out of Cincinnati, OH. Steve recently marked his one-year anniversary of going independent after leaving a billion-dollar self-built business in the wirehouse channel. Reflecting on his more than 28 years in wealth management, Steve notes that while he had success and partners who supported his growth, ultimately the wirehouse model had limitation...
28 Jun 2022
EP 18: Becoming Your Own Personal Legend Ft. Jody Bluitt, Wealth Advisor at WFA- Plan Invest Inspire
Welcome back to another episode of War Room Huddle! Today, we are joined by Jody Bluitt, Wealth Advisor at WFA in Shreveport, Louisiana. Recently, Jody's leadership earned him the honor of being named a finalist for the ThinkAdvisor LUMINARIES Class of 2022 in the category of Community Service and the advisory board of the Shreveport-Bossier African American Chamber of Commerce. In today's special episode, RFG President Shannon Spotswood and Jody discuss what it means to make the climb ...
24 Jun 2022
EP 17 Become Obsessed with Change with Bobby White, CEO of RFG Advisory and Navy SEAL Dom Raso
Welcome back to another episode of Become a Warrior Advisor! A podcast that seeks to provide turnkey solutions, analyzing actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruption. In this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, change, changing the generic way of thinking, and more. Through a customized curriculum, meant to stimulate critical thinking and quickly ada...
26 May 2022
EP 16 Executing a Clearly Defined Mission of Resiliency Ft. Eddie Gallagher, Retired United States Navy SEAL
Welcome back to another episode of Become a Warrior Advisor! A podcast that seeks to provide turnkey solutions, analyzing actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruption In this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, change, changing the generic way of thinking, and more. Through a customized curriculum, meant to stimulate critical thinking and quickly adapt to a...
28 Apr 2022
Ep. 15 How to be Prepared for the Industry’s Succession Crisis Ft. Rick Wedell, CIO at RFG Advisory
Rick Wedell Is Chief Investment Officer at RFG, and he’s back in War Room Huddle with Shannon Spotswood, President of RFG. Together they tackle one of the biggest challenges in the industry—how to be prepared for a succession crisis. They also identify widely held misconceptions about valuation, deal structures, and everything else in between for advisors that have a $50 - $300 million AUM practice. Rick is Chief Investment Officer of RFG and oversees RFG’s in-house investment strategies at B...
14 Apr 2022
Ep. 14 The Ultimate Balance: Optimizing Your Time to Do What You Love ft. Ethan Campbell, Owner & Financial Advisor at Stones River Wealth Management
Welcome Ethan Campbell to this episode of War Room Huddle! Ethan is Owner & Financial Advisor at Stones River Wealth Management, a financial planning practice that helps clients grow their assets, mitigate risk, create a lifelong plan, and be confident about their financial future. Ethan is a 2012 graduate of Middle Tennessee State University with a bachelor’s degree in Finance. Prior to founding Stones River Wealth Management, Ethan was a wealth advisor with Edward Jones. Ethan is a 31-y...
29 Mar 2022
Ep. 13 A Honey Hole for Advisors Working with Business Owners Before They Sell ft. Zane Tarence, Managing Director at Founders Advisors
Welcome Zane Tarence to this episode of War Room Huddle! Zane is a managing director at Founders Advisors, a middle market boutique investment bank headquartered here in Birmingham, Alabama. As a boutique investment bank, they aren’t trying to be everything for all people. Zane helps run the technology practice for Founders Advisors, and he sits at the tip of the spear in this vertical. The differentiator for Zane is that in addition to being an investment banker, he is also a serial entrepre...
11 Feb 2022
Ep. 12 How to Build a High-Performing Team ft. Matt Hottle, Co-Founder of Redhawk Advisory
Welcome Matt Hottle to this episode of WRH. Matt Hottle is the Co-Founder of Redhawk Advisory, and Managing Partner of the Alabama Futures Fund, an early stage VC fund that is driving entrepreneurialism and economic development right here in the state of Alabama. Matt has held several operating positions where he was deep in the trench in a lot of different industries, building high performing teams, and even coached Shannon Spotswood, President at RFG Advisory. Matt is a fountain of informat...
15 Dec 2021
Ep. 11 When Two Worlds Collide ft. Nate Reynolds, Financial Advisor at the Billings Group
“It was very challenging, but the energy and the drive and the passion you felt there from both Bobby and Dom and the other guys there was just incredible.” Challenge yourself and change how you communicate with clients. After a background in the U.S. Army, Nate Reynolds dove headfirst into working with his father-in-law as a Financial Advisor at Billings Group. It’s been eye-opening to hear from the Billings Group in their individual War Room Huddle episodes, Ep. 9 with Lance Billings, and...
8 Dec 2021
Ep. 10 Changing How You Communicate with Clients ft. Josh Kilsch, Financial Advisor at Billings Group
This War Room Huddle episode with guest Josh Kilsch, Financial Advisor at the Billings Group, dives into why succession planning is a necessity, how to build your practice for the future, and how to take ownership of your life no matter what path you’re on. From a very young age, Josh was called to the importance of communication and compassion, the importance of being present with skills that serve him well as an advisor. He is someone who can listen to a client’s story and understand their ...
19 Nov 2021
Ep. 9 Be Intentional About Growing Your Practice ft. Lance Billings, Founder & Financial Advisor at The Billings Group
This War Room Huddle episode features Lance Billings, Founder and Financial Advisor at Billings Group, who so powerfully weaves community, the love of his hometown, and his faith into building his business. Salina, Kansas is home, it’s work, it’s family, it’s the center of everything Lance holds dear. Lance was born and raised in Salina. He raised his family there, started a business there, runs a business there, and will eventually pass the business on to family there. The Billings Gr...
10 Nov 2021
Ep. 8 Take a Seat on the Rocket Ship ft. Rick Wedell, CIO of RFG Advisory
This War Room Huddle episode featuring Rick Wedell Chief Investment Officer at RFG Advisory dives into topics on building the future, navigating the succession planning process, why he prefers video content above all else, and the big answer to why choose RFG? “If anyone ever offers you a seat on the rocket ship, you don't argue about whether or not it's an aisle or a window, you just take the seat,” Rick says. Rick is a veteran investor and brings institutional street cred to RFG and its a...
3 Sept 2021
Ep. 7 The True Impact of "The Golden Rule" ft. Mark Green, CEO, Founder, President of GFG Wealth Advisors
This War Room Huddle episode with guest Mark Green, CEO, Founder, and President at GFG Wealth Advisors, will leave you fired up and ready to take on the world. Based in College Station, Texas, Mark very intentionally made the decision to become independent. “I was scared to make the move just like anybody else was,” Mark says. “I was worried about my clients making the transition.” But ultimately it boiled down to one big reason. “RFG just fit in.” After feeling restless with the decisions th...
5 Aug 2021
Ep. 6 Finding the Other Side of Fear ft. Chris Cipolla, CFP®, CDFA®, Wealth Advisor at RFG Advisory
"Education is KEY to changing your own trajectory" This War Room Huddle episode with guest Chris Cipolla, CFP®, CDFA®, and Wealth Advisor at RFG Advisory will leave you so pumped up you'll feel ready to crush anything. She is a co-conspirator and creator of StrongHer Money, along with RFG President and host of War Room Huddle, Shannon Spotswood, where they help women live financially fearless. Chris is a mother, she is an advisor, and she is immensely talented. Chris starts the episode by tak...
3 Aug 2021
Ep. 5 Faith and Professional Life, Together ft. Mark Dutram, CPWA®, CFP®, AEP®, President of BayView Private Wealth
"Wealth Management is not about the assets. It's about what we can empower people to do with their assets." This week on the War Room Huddle podcast, Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Mark's diverse background in finance has given him a broad view of the financial ser...
2 Aug 2021
Ep. 4 Thinking About the Future ft. Dany Martin, MBA and Chase Crump, CFP® of WFA
“Success is going to be built off of the things that you put into it.” This week we are psyched to have two WFA Partners and Wealth Advisors on the War Room Huddle podcast: Chase Crump, CFP®, and Dany L. Martin, MBA. You might recall Dany L. Martin, MBA from War Room Huddle Episode 2 and Chase Crump, CFP® on Episode 3. WFA has 96 cumulative years of trusted advisor experience and 134+ cumulative years of administrative experience. We shake things up in this episode and flip a few chapter...
1 Aug 2021
Ep. 3 Setting Intentions and Channeling the Competitive Spirit ft. Chase Crump, CFP®, Partner & Wealth Advisor at WFA
“Life is bigger than just what we do." Thanks for joining us in the War Room Huddle studio to welcome Chase Crump, CFP®, Partner and Wealth Advisor at WFA. Chase is a heart forward advisor who brings a tremendous amount of authenticity to the profession. Chase is a champion of caring; he cares about how people feel and carries a tremendous amount of empathy for others. He has a way of uplifting his spirit to set his mind in the right place every single day. As we shared in the last War Room H...
31 Jul 2021
Ep. 2 Focusing On Tech, Community, & What Matters Most ft. Dany Martin, MBA, Partner & Wealth Advisor at WFA
“Feed your mind, feed your soul, just always be open to learning new things.” Today we’d like to welcome Dany L. Martin, MBA, Partner and Wealth Advisor at WFA, to this episode of War Room Huddle. Dany is social media savvy, community driven, and has a keep moving forward attitude that makes him an innovator in our industry. “Feed your mind, feed your soul, just always be open to learning new things,” Dany says. Most recently, Dany was named to InvestmentNews' 40 Under 40 Class of 2021, which...
29 Jul 2021
Ep. 1 Get Comfortable Being Uncomfortable ft. Bobby White, Founder of RFG Advisory
“Fear only will slow you down. Fear will only make you hesitate.” Welcome to War Room Huddle, the podcast for independent financial advisors who want to crush everything and take their A-game to the next level. This episode is brought to you by RFG Advisory with your host Shannon Spotswood and Bobby White, Founder and CEO of RFG Advisory as guest. Bobby White is our fearless leader, devoted to helping advisors pursue their dreams and maximize the value of their independent practice. “Finance ...
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