Shannon Spotswood (Live from Fuse in Park City)

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Shannon Spotswood. 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. Shannon earned a Bachelor of Arts in Economics and Political Science from the University of Arizona. She currently serves as the Chairman for the Birmingham Education Foundation and serves on the Advisory Board of Alabama Futures Fund, an early-stage VC fund. She enjoys spending time with her three teenagers and husband, entertaining, outdoor sports and daily rides on her Peloton.

Tune in to hear:

- What about the investment world clicked for Shannon, and drew her in, at such a young age?

- Did Shannon start out as an analyst for a hedge fund manager or how did her career unfold?

- Was it a difficult decision for Shannon to pivot from investment banking to managing a more DIY retail business?

- What does RFG focus on in-particular and what did they win a “wealthie” award for?

- Shannon built RFG in Alabama. How did she settle on such an unconventional place to build out her world class platform?

- What would the culture and team makeup look like for the “RIA of the future?”

- What does the tech stack look like for the RIA of the future?

- How will the RIA of the future address longevity risk?

Compliance Code: 2084-OAS-11/1/2022

https://rfgadvisory.com

https://twitter.com/sspotswoodrfg