War Room Huddle

RFG Advisory

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MANAGEMENT
EVERY TWO WEEKS

Welcome to War Room Huddle, a show for independent financial Advisors who want to CRUSH EVERYTHING and take their A-game to the next level. War Room Huddle is where we talk with disruptive Advisors and industry leaders about the hard things, the lessons we’ve learned, and how to conquer the challenges of the future. Brought to you by RFG Advisory, an innovator in the wealth management industry.

30/08/2022

EP 19: The Truth About Being an Independent Financial Advisor ft. Steve Spaeth, CFP®

We’re back with another episode of War Room Huddle! Today, we are joined by Steve Spaeth, CFP®, Founder and CEO of River Oak Asset Advisory out of Cincinnati, OH. Steve recently marked his one-year anniversary of going independent after leaving a billion-dollar self-built business in the wirehouse channel. Reflecting on his more than 28 years in wealth management, Steve notes that while he had success and partners who supported his growth, ultimately the wirehouse model had limitations....

30 min
28/06/2022

EP 18: Becoming Your Own Personal Legend Ft. Jody Bluitt, Wealth Advisor at WFA- Plan Invest Inspire

Welcome back to another episode of War Room Huddle! Today, we are joined by Jody Bluitt, Wealth Advisor at WFA in Shreveport, Louisiana. Recently, Jody's leadership earned him the honor of being named a finalist for the ThinkAdvisor LUMINARIES Class of 2022 in the category of Community Service and the advisory board of the Shreveport-Bossier African American Chamber of Commerce. In today's special episode, RFG President Shannon Spotswood and Jody discuss what it means to make the climb t...

36 min
24/06/2022

EP 17 Become Obsessed with Change with Bobby White, CEO of RFG Advisory and Navy SEAL Dom Raso

Welcome back to another episode of Become a Warrior Advisor! A podcast that seeks to provide turnkey solutions, analyzing actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruption. In this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, change, changing the generic way of thinking, and more. Through a customized curriculum, meant to stimulate critical thinking and quickly adap...

48 min
26/05/2022

EP 16 Executing a Clearly Defined Mission of Resiliency Ft. Eddie Gallagher, Retired United States Navy SEAL

Welcome back to another episode of Become a Warrior Advisor! A podcast that seeks to provide turnkey solutions, analyzing actionable tactics, guidance, and the tools to survive and thrive during periods of uncertainty and disruptionIn this episode, Founder and CEO of RFG Advisory Bobby White and Navy SEAL Dom Raso discuss all things obsession, change, changing the generic way of thinking, and more. Through a customized curriculum, meant to stimulate critical thinking and quickly adapt to a ...

33 min
28/04/2022

Ep. 15 How to be Prepared for the Industry’s Succession Crisis Ft. Rick Wedell, CIO at RFG Advisory

Rick Wedell Is Chief Investment Officer at RFG, and he’s back in War Room Huddle with Shannon Spotswood, President of RFG. Together they tackle one of the biggest challenges in the industry—how to be prepared for a succession crisis. They also identify widely held misconceptions about valuation, deal structures, and everything else in between for advisors that have a $50 - $300 million AUM practice.Rick is Chief Investment Officer of RFG and oversees RFG’s in-house investment strategies at Bl...

1h 10m
14/04/2022

Ep. 14 The Ultimate Balance: Optimizing Your Time to Do What You Love ft. Ethan Campbell, Owner & Financial Advisor at Stones River Wealth Management

Welcome Ethan Campbell to this episode of War Room Huddle! Ethan is Owner & Financial Advisor at Stones River Wealth Management, a financial planning practice that helps clients grow their assets, mitigate risk, create a lifelong plan, and be confident about their financial future.Ethan is a 2012 graduate of Middle Tennessee State University with a bachelor’s degree in Finance. Prior to founding Stones River Wealth Management, Ethan was a wealth advisor with Edward Jones. Ethan is a 31-ye...

58 min
29/03/2022

Ep. 13 A Honey Hole for Advisors Working with Business Owners Before They Sell ft. Zane Tarence, Managing Director at Founders Advisors

Welcome Zane Tarence to this episode of War Room Huddle! Zane is a managing director at Founders Advisors, a middle market boutique investment bank headquartered here in Birmingham, Alabama. As a boutique investment bank, they aren’t trying to be everything for all people. Zane helps run the technology practice for Founders Advisors, and he sits at the tip of the spear in this vertical.The differentiator for Zane is that in addition to being an investment banker, he is also a serial entrepren...

58 min
11/02/2022

Ep. 12 How to Build a High-Performing Team ft. Matt Hottle, Co-Founder of Redhawk Advisory

Welcome Matt Hottle to this episode of WRH. Matt Hottle is the Co-Founder of Redhawk Advisory, and Managing Partner of the Alabama Futures Fund, an early stage VC fund that is driving entrepreneurialism and economic development right here in the state of Alabama.Matt has held several operating positions where he was deep in the trench in a lot of different industries, building high performing teams, and even coached Shannon Spotswood, President at RFG Advisory.Matt is a fountain of informatio...

1h 11m

See All (19)

Creator

RFG Advisory
Years Active

2021 - 2022
Episodes

19
Rating

Explicit
Show Website

War Room Huddle

War Room Huddle

Episodes

EP 19: The Truth About Being an Independent Financial Advisor ft. Steve Spaeth, CFP®

EP 18: Becoming Your Own Personal Legend Ft. Jody Bluitt, Wealth Advisor at WFA- Plan Invest Inspire

EP 17 Become Obsessed with Change with Bobby White, CEO of RFG Advisory and Navy SEAL Dom Raso

EP 16 Executing a Clearly Defined Mission of Resiliency Ft. Eddie Gallagher, Retired United States Navy SEAL

Ep. 15 How to be Prepared for the Industry’s Succession Crisis Ft. Rick Wedell, CIO at RFG Advisory

Ep. 14 The Ultimate Balance: Optimizing Your Time to Do What You Love ft. Ethan Campbell, Owner & Financial Advisor at Stones River Wealth Management

Ep. 13 A Honey Hole for Advisors Working with Business Owners Before They Sell ft. Zane Tarence, Managing Director at Founders Advisors

Ep. 12 How to Build a High-Performing Team ft. Matt Hottle, Co-Founder of Redhawk Advisory

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