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Episode 13 – Shannon Spotswood, President of RFG Advisory
- 2023/06/01
- 再生時間： 48 分
- ポッドキャスト
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サマリー
あらすじ・解説
To reach the top of our careers, we have to learn to take big risks, work long hours, and know how to prioritize. Today's guest is someone who has really worked hard to get to where she is today. In this episode of Incredibly Ordinary, Lance Billings, Josh Kilsch, and Nate Reynolds chat with Shannon Spotswood, President of RFG Advisory. Shannon shares her personal and professional experiences and highlights the importance of hustling and finding opportunities to help you achieve your goals. Hear Shannon discuss: The power of pivoting and how it has led her to growth and opportunity How influences from her parents and younger brother have shaped her today Her experience working in investment banking and running a hedge fund Why she accepted a partnership with a luxury children's clothing company Her future plans, including focusing on her family and the future of RFG Advisory Plus so much more! Connect with Lance Billings: lance@billingsgroup.com Connect with Nate Reynolds: Billings Group LinkedIn: Nate Reynolds LinkedIn: Billings Group nate@billingsgroup.com Connect with Josh Kilsch: Billings Group LinkedIn: Josh Kilsch LinkedIn: Billings Group josh@billingsgroup.com Connect with Shannon Spotswood: RFG Advisory LinkedIn: Shannon Spotswood LinkedIn: RFG Advisory sspotswood@rfgadvisory.com About Our Guest: Shannon Spotswood is a 25+ year industry veteran in financial services with an outstanding reputation built on leadership roles in professional management, investment banking, hedge fund management, and business development. At RFG Advisory, Shannon oversees all aspects of RFG 2.0, a fully integrated platform designed for independent financial advisors, and the implementation of strategic initiatives contributing to advisor success. Joining RFG Advisory in 2015, Shannon recognized the opportunity to combine her entrepreneurial experience with her passion to build an innovative, advisor-focused RIA of the future. Under Shannon’s leadership, RFG Advisory was named Best Places to Work for Financial Advisors in 2021 and 2022, and a Finalist for the InvestmentNews Innovation Awards 2021 and WealthManagement.com Non-Custodial RIA Support Platform in 2020 and 2021. In 2021, RFG Advisory also received two ThinkAdvisor LUMINARY Awards in Thought Leadership and Education. Financial Times named RFG Advisory a Top 300 RIA out of 13,000 firms in 2020. Shannon was named 2020 Women to Watch Honoree by InvestmentNews and received industry-wide recognition for StrongHer Money, a turnkey education and advisor referral platform focused on empowering women to live financially fearless. She was also a Finalist for Advocate of the Year by Women in Asset Management in 2021. In an industry marked by accelerated change and disruption, Shannon is a standout. She is a frequent speaker at conferences, podcasts, and industry events on strategic execution, operational excellence, technology, and best practices for leading, recruiting, and mentoring next-gen talent and Financial Advisors. Shannon is also the host of RFG's War Room Huddle Podcast, the Masterclass for Advisors learning series and co-host of the award-winning Become a Warrior Advisor Podcast. She also has experience talking about start-ups, having built a luxury children’s clothing brand Busy Bees from the ground floor up. With her partner, Busy Bees grew from a trunk-show business based in a garage to a successful brand featured in Vogue and carried in more than 150 stores and online. Shannon’s career is characterized by a blend of leadership, vision, and grit. Before joining RFG Advisory, Spotswood served 20 years in San Francisco, working as an Investment Banker, Hedge Fund Portfolio Manager, and Entrepreneur. For 10 years Shannon worked at Symphony Asset Management, an $18 billion hedge fund acquired by Nuveen Investments in 2001 where she spent six years as the Portfolio Ma...