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.
War Room Huddle
Claim This Podcastby RFG Advisory
5.0(3 reviews)
19 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
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.
Language
🇺🇲
Publishing Since
7/29/2021
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Recent Episodes
August 30, 2022
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...
June 28, 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 ...
June 24, 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...
19 total episodes available
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Frequently asked questions
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- What is War Room Huddle?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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