Disruption Blueprint Podcast

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.

Episodes

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

February 3, 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 …

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

December 2, 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 complexities …

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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 …

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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 …

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

April 4, 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 …

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

March 7, 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 Planning, who …

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

January 11, 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 …

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

December 21, 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)

December 14, 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 …

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

November 30, 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, …

Driving Trust, Growth, and Innovation in Wealth Management with Eric Clarke (Ep. 50)

November 14, 2023 • 44 mins

In every walk with nature, one receives far more than he seeks. – John Muir Could this saying be true with businesses as well, that oftentimes we receive a lot more than we seek? Join Shannon Spotswood from RFG Advisory as she and Eric Clarke, the visionary Founder and CEO of Orion, discuss the rapidly …

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Disruption Blueprint Podcast

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}From Corporate Tech to Fintech Trailblazer: Martha Underwood and Prismm (Ep 59)

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Understanding Industry Disruption and Innovation in Financial Services with Rohit Mahna (Ep. 58)

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

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

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

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

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

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

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

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

Driving Trust, Growth, and Innovation in Wealth Management with Eric Clarke (Ep. 50)

Why Your Zoom Calls Matter with Liz Dykes (Ep. 49)

Endurance Entrepreneurs: The Thin Line Between Complacency & Burnout with Michael Futterman (Ep. 48)

Unleashing Growth Potential: Shannon Spotswood’s Blueprint for Success (Ep. 47)

How Availability & Support Make A Difference For Clients With Kelly Klingaman (Ep. 46)

Just Show Up (Ep. 45)

Get 1% Better Every Day (Ep. 44)

Crush Everything (Ep. 43)

Building Your Team (Ep. 42)

Doing What It Takes (Ep. 41)

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

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