Disruption Blueprint Podcast

Feb 03 2025 60 ep. 39 mins 6
Disruption Blueprint Podcast artwork

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.

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

Feb 03 2025 38 mins  
“You’re going to leave a legacy. Everyone’s going to leave a legacy. And it really is just going to be determining what type of legacy you want it to be.” In this episode of the Disruption Blueprint Podcast, we’re joined by Martha Underwood, founder of Prismm, a groundbreaking digital vault platform that’s revolutionizing how families … Read More Read More

Understanding Industry Disruption and Innovation in Financial Services with Rohit Mahna (Ep. 58)

Dec 01 2024 45 mins  
What does it take for Financial Advisors to thrive? In this episode of The Disruption Blueprint Podcast, Shannon Spotswood delves into the world of financial services with Rohit Mahna, Head of Client Growth at Fidelity Institutional Wealth Management Services. They discuss the critical elements of disruption, innovation, and forward-thinking strategies necessary for navigating the

The Financial Playbook: Jim Sumpter’s Story of Propelling Growth (Ep. 57)

May 30 2024 48 mins  
Ready to explore the world of finance and advisory through the lens of experts who are steering the industry’s future? In this episode of The Disruption Blueprint Podcast, Shannon Spotswood sits down with Jim Sumpter, CFP®, and founder and CEO of CMC Financial. This conversation takes you on a journey from Jim’s early days as … Read More Read More

Feature Episode: Embrace Change & Reshape The Future of Finance with Dany Martin and Chase Crump

May 14 2024 45 mins  
Get ready to delve into the heart of disruption in the financial advisory landscape with Dany Martin and Chase Crump in this week’s episode of The Disruption Blueprint! Here, Shannon Spotswood embarks on a captivating journey exploring the transformative shifts occurring within the financial advisory sector. Joined by industry mavericks Dany Martin, MBA, and Chase … Read More R

Transforming The Financial Advisory Industry Through Data-Driven Organic Growth with Tom Rieman and Jordan Hutchison (Ep. 56)

Apr 04 2024 38 mins  
What does it take to revolutionize the financial advisory landscape? In this episode, Jordan Hutchison is joined by Tom Rieman, the founder of Practice Intel, to talk about the challenges and rewards of entrepreneurship in the financial advisory industry. Tom sheds light on the challenges, triumphs, and impact of creating a data-driven platform for organic … Read More Read More

Breaking Through Growth Barriers in Wealth Management with Samuel Deane and Dr. Preston Cherry (Ep. 55)

Mar 06 2024 51 mins  
How can financial advisors unleash their growth potential in the ever-changing landscape of the wealth management industry? Today on The Disruption Blueprint Podcast, Shannon Spotswood interviews Samuel Deane of Deane Wealth Management, who specializes in serving founders and tech employees with equity compensation and tax planning, and Dr. Preston Cherry of Concurrent Financial Pl

The Female Financial Revolution: Rethinking Wealth Management with Dr. Barbara Provost (Ep. 54)

Jan 10 2024 33 mins  
How can the financial industry better serve women’s unique needs? In this episode, Shannon Spotswood speaks about women and money with Dr. Barbara Provost, Ed.D., MS Ed, MBM, founder of Purse Strings. Shannon and Dr. Provost explore the disconnect between financial services and women’s needs while emphasizing the importance of a personalized approach, citing research … Read M

From Captive Insurance BD to 4x Organic Growth in Independence ft. Wes Miller, Partner, Wealth Management Advisor, Willow Private Wealth (Ep. 53)

Dec 20 2023 23 mins  
Welcome back to another episode of the Disruption Blueprint Podcast! If you’re a financial advisor navigating the challenges of the insurance channel and contemplating a shift to independence, Wes Miller’s transformative journey is a must-listen on the Disruption Blueprint podcast. Wes Miller, Partner and Wealth Management Advisor at Willow Private Wealth, spent the majority of

The Financial Advisory Succession Crisis with David DeVoe (Ep. 52)

Dec 13 2023 41 mins  
It looks like the financial services industry is progressing towards a succession crisis. Are advisors ready to handle it? This week, Shannon Spotswood interviews David DeVoe, the Founder and CEO of DeVoe & Company, about the current state of M&A activity and succession planning in the financial advisory space. Together, they highlight the succession crisis … Read More Read More

Stepping Out of Your Comfort Zone and Inspiring Others with Nicole Middendorf (Ep. 51)

Nov 29 2023 46 mins  
How can financial advisors take themselves and their practices a step further to unleash their growth potential? In this episode, Shannon Spotswood hosts Nicole Middendorf, the CEO of Prosperwell Financial, to talk about the power of stepping out of your comfort zone and the value of authenticity in financial advising. Nicole shares her personal journey, … Read More Read More