How to Have A Disproportionately Positive Impact with Shannon Spotswood (Ep. 30) Titelbild

How to Have A Disproportionately Positive Impact with Shannon Spotswood (Ep. 30)

How to Have A Disproportionately Positive Impact with Shannon Spotswood (Ep. 30)

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 Summary: In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Shannon Spotswood, chief executive officer of RFG Advisory. Shannon takes us on an incredible ride, from her early fascination with Wall Street at age 14 to the pivotal career and life decisions that ultimately led her to the helm of RFG Advisory. She reflects on learning to get comfortable being uncomfortable, her dynamic experiences across hedge funds and investment banks and the decision to step away from finance entirely before embarking on building the RIA of the future in Birmingham, Alabama. We cover: How Shannon became so passionate about supported-independence for advisorsShannon’s early formative experience working for a woman-led hedge fundHer move to Birmingham, Alabama and how that led to her favorite chapter of her career What makes Shannon tick and why she loves building from the ground upThe importance of building a brand that is deeply tied to people’s values …and much more! Don’t miss this captivating conversation which reveals how each of these chapters shaped Shannon’s leadership philosophy and her belief in building firms rooted in purpose, positivity and growth. Topics: (0:36) Meet Shannon Spotswood (1:33) What’s for lunch? (1:45) The most perfect homemade granola (2:28) A creature of habit (2:59) You had me at hot honey (3:30) Saving her spirit of innovation for the business realm (5:42) How Shannon entered the industry (6:10) At age 14, she knew she wanted to be on Wall Street (8:25) The move to San Francisco to work at a hedge fund under one of the few female-led portfolio managers (9:00) Learning how to trade IPOs and model companies (9:40) The anti-Wallstreet Investment Bank, taking Netscape public (10:50) Dream job came knocking in her second hedge fund job (11:52) Learning how to get comfortable being uncomfortable (13:00) Hitting the wall and needing a change (14:00) Pivot into luxury children’s clothing (14:45) Moving back to Birmingham, Alabama (15:40) What Shannon loves about building RFG (16:00) Whoever would have thought the RIA of the future would be born and built in Birmingham, Alabama (17:05) The thread that knit it all together (17:51) What makes her tick? (18:44) Seeking the intangible (19:49) “I am either all in or I’m out” (20:11) What it was like when Netscape went public (22:15) “Everyone on your team has to be a driver” (25:25) The importance of building a brand that people can connect with (25:50) What clients are looking for in their advisors (28:50) The biggest opportunities for advisors who want to grow in today’s environment (29:00) “Stop undervaluing your time” (29:55) Michael Kitces map (30:42) The financial advisor’s superpower (33:00) Lessons for those looking to find their voice and carve out their own path (34:00) Get over the imposter syndrome (36:00) Having a disproportionately positive impact on the industry, her partners and the world (38:10) The detriment behind procrastination (39:40) Mindset has a 24 hour shot clock on it (40:45) The power of momentum (41:58) Time for our Play segment! (42:35) Shannon would have run a commercial construction company (43:20) “I love any -ing” (44:16) Moment of gratitude Connect with StreetCred PR: Contact Us: https://streetcredpr.com/contact/ StreetCred PR Website: https://streetcredpr.com/ Elena Krasnow on LinkedIn: https://www.linkedin.com/in/elena-krasnow/ Jimmy Moock on LinkedIn: https://www.linkedin.com/in/jimmy-moock-3103162/ StreetCred PR on LinkedIn: https://www.linkedin.com/company/streetcred-publicrelations/ Subscribe to PRess Play on YouTube: https://www.youtube.com/@StreetCredPR Connect with Shannon Spotswood: RFG Advisory: https://rfgadvisory.com/ Shannon Spotswood on LinkedIn: https://www.linkedin.com/in/shannonspotswood/ About our Guest: Shannon Spotswood is a 25-year veteran of the financial services industry with experience spanning investment banking, hedge fund management, professional management and business development. As CEO of RFG Advisory, she leads RFG 2.0, the firm’s fully integrated platform for independent advisors, and drives the strategic initiatives that power advisor growth. Since joining RFG in 2015, Shannon has blended her entrepreneurial background with a passion for building an innovative, advisor-focused RIA of the future—helping grow the firm from $1.2 billion to more than $7 billion in AUM. Publishing Tags: PRess Play, StreetCred PR, Podcast, Financial Journalism, Financial Media, Elena Krasnow, Jimmy Moock, Wealth Management, RIA, RIA of the Future, Supported Independence, Financial Advisors, Women in Leadership, Shannon Spotswood, RFG Advisory
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