10 episodes

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.

War Room Huddle RFG Advisory

    • Business
    • 5.0 • 2 Ratings

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.

    Ep. 10 Changing How You Communicate with Clients ft. Josh Kilsch, Financial Advisor at the Billings Group

    Ep. 10 Changing How You Communicate with Clients ft. Josh Kilsch, Financial Advisor at the Billings Group

    This War Room Huddle episode with guest Josh Kilsch, Financial Advisor at the Billings Group, dives into why succession planning is a necessity, how to build your practice for the future, and how to take ownership of your life no matter what path you’re on. From a very young age, Josh was called to the importance of communication and compassion, the importance of being present with skills that serve him well as an advisor. He is someone who can listen to a client’s story and understand their goals.

    “There's so much that is detailed to a client's story that you have to be able to have compassion, you have to be able to listen to them, you have to be ready to hear what they want, and then see how you're going to help them achieve that timeline goal,” Josh says.

    The future of Billings Group is bright. In this episode, Josh and RFG President, Shannon Spotswood, talk about the firm’s growth and the move toward being fully independent. The next steps involve continuing to grow, showing up every day, trying to crush it.

    From good relationships to good communication, Josh talks about what he loves about RFG Advisory and the Billings Group coming together. Huddle up, you don’t want to miss this incredible episode of War Room Huddle.

    Join the conversation to hear about:
    Josh’s beginnings: from dropping out of high school to master’s in theology (1:30)Blending qualities as an advisor and as a minister (5:30)How human capital comes into play through work (8:45) “What I love about RFG and the Billings Group coming together” (13:25)What does mindset mean to Josh? (15:45)Taking ownership of your life (19:40)The dynamic Billings Group team of different personalities (25:00)Building the firm for the future (28:15)Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

    • 32 min
    Ep. 9 Be Intentional About Growing Your Practice ft. Lance Billings, Founder & Financial Advisor at The Billings Group

    Ep. 9 Be Intentional About Growing Your Practice ft. Lance Billings, Founder & Financial Advisor at The Billings Group

    This War Room Huddle episode features Lance Billings,  Founder and Financial Advisor at Billings Group, who so powerfully weaves community, the love of his hometown, and his faith into building his business.

    Salina, Kansas is home, it’s work, it’s family, it’s the center of everything Lance holds dear. Lance was born and raised in Salina. He raised his family there, started a business there, runs a business there, and will eventually pass the business on to family there. The Billings Group isn’t solely a wealth management firm; it’s a family-run business with deep community ties in Salina, Kansas.

    Lance’s two son-in-laws, Nathan Reynolds and Josh Kilsch, are also Financial Advisors with the Billings Group. Lance’s daughter, Alyssa Mitchell, spearheads client relations alongside an A-player operations team. Prior to founding the Billings Group, Lance watched and worked alongside his father, Larry R. Billings, in his tax practice Billings Tax, who at the age of 86, still does taxes. 

    Listen to this episode with Lance Billings to understand more about building your business during a transition, creating a multi-generational family business, and why you have to surround yourself with good people. 

    Join the conversation to hear about:
    Growth in the future and building your business during a transition (1:15) The importance of hiring good people and surrounding yourself with good people (1:50) Lance's advice to young advisors getting into the business (5:10) Engaging in a conversation thanks to technology (7:30) Navigating a multi-generational family business (10:15) Relationship building with clients to establish succession-planning (14:25) Walking into independence with succession-planning in mind (18:25) Why is it so hard for advisors to unplug? (22:20) Partnering with Bluemonte for investment management (24:20) Growing up in Salina, Kansas (26:55) Faith first (28:55) Facing growth boldly (30:50) Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities.

    • 34 min
    Ep. 8 Take a Seat on the Rocket Ship ft. Rick Wedell, CIO of RFG Advisory

    Ep. 8 Take a Seat on the Rocket Ship ft. Rick Wedell, CIO of RFG Advisory

    This War Room Huddle episode featuring Rick Wedell Chief Investment Officer at RFG Advisory dives into topics on building the future, navigating the succession planning process, why he prefers video content above all else, and the big answer to why choose RFG?

    “If anyone ever offers you a seat on the rocket ship, you don't argue about whether or not it's an aisle or a window, you just take the seat,” Rick says.

    Rick is a veteran investor and brings institutional street cred to RFG and its advisors as the Chief Investment Officer. He holds degrees from Harvard University and Stanford University, was named Henry Ford Scholar, and spent 12 years at Bain Capital before joining RFG in 2016. He was recently recognized by ThinkAdvisor as a 2021 LUMINARY in the Thought Leadership & Education category. RFG Advisory was also named to the LUMINARIES Class of 2021, receiving firm-wide recognition in the same category for RIAs.

    Rick hosts client events and in-person roadshows on average 15 days a month. Needless to say, he’s wracking the Delta miles. He’s wired as a thought-leadership machine, ready to go in a moment’s notice armed with an artillery of knowledge. There are few industry CIOs to come close to Rick’s herculean efforts. Find out more and listen to this incredible episode of War Room Huddle podcast..

    Join the conversation to hear about:
    Welcome Rick to War Room Huddle (0:35)Rick’s education and background (1:30)If someone offers you a ride on a rocket ship, just take the seat (7:00)Why choose RFG? (8:35)Building the future: how RFG goes about the investment process (12:05)The story of making it on the fridge (17:00)The rewarding feeling of helping clients get from point A to point B (20:00)Navigating the succession planning process (22:15)Goodbye white papers, video content is the wave of the future (28:35)Human emotion and why it’s important to have a financial advisor (33:30)Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. 

    • 36 min
    Ep. 7 The True Impact of "The Golden Rule" ft. Mark Green, CEO, Founder, President of GFG Wealth Advisors

    Ep. 7 The True Impact of "The Golden Rule" ft. Mark Green, CEO, Founder, President of GFG Wealth Advisors

    This War Room Huddle episode with guest Mark Green, CEO, Founder, and President at GFG Wealth Advisors, will leave you fired up and ready to take on the world. Based in College Station, Texas, Mark very intentionally made the decision to become independent.
    “I was scared to make the move just like anybody else was,” Mark says. “I was worried about my clients making the transition.” But ultimately it boiled down to one big reason. “RFG just fit in.”
    After feeling restless with the decisions the CEOs were making, Mark chose to go independent with RFG Advisory instead because he wanted to “be my own person, be my own advisor.” He wanted to make his own decisions and have a partner rather than a boss. He wanted to be the CEO of his own practice, not the COO, with his wife Sherry right by his side.
    Listen to this fearless episode with Mark Green, CEO, Founder, and President at GFG Wealth Advisors.
    Join the conversation to hear about:
    Mark’s origin story (3:04)Why Mark was seeking independence (4:51)Keeping relationships and family top of mind (6:54)Building multigenerational relationships with clients (8:37)Leveraging your resources (13:37)Creating longevity and legacy that lasts (18:00)Let’s go Aggies! Being a spotter for the stadium announcer (21:28)The power of faith (27:39)Discipline, gratitude, and intentionality (30:20)What it’s like for Mark and Sherry to work together (32:33)Empowering women to live financially fearless with StrongHer Money (35:16) Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. 

    • 38 min
    Ep. 6 Finding the Other Side of Fear ft. Chris Cipolla, CFP®, CDFA®, Wealth Advisor at RFG Advisory

    Ep. 6 Finding the Other Side of Fear ft. Chris Cipolla, CFP®, CDFA®, Wealth Advisor at RFG Advisory

    "Education is KEY to changing your own trajectory"
    This War Room Huddle episode with guest Chris Cipolla, CFP®, CDFA®, and Wealth Advisor at RFG Advisory will leave you so pumped up you'll feel ready to crush anything. She is a co-conspirator and creator of StrongHer Money, along with RFG President and host of War Room Huddle, Shannon Spotswood, where they help women live financially fearless. Chris is a mother, she is an advisor, and she is immensely talented. Chris starts the episode by taking us back a few chapters to discover more about her story.
    “At the end of the day, I just love helping people,” says Chris.
    She understands the questions and struggles that women face as they epically manage life, work, family. As Shannon says in this episode, Chris is “a walking example of living life in transition.”
    Listen to this fearless episode with Chris Cipolla, CFP®, CDFA®, and Wealth Advisor at RFG Advisory to discover why she stepped into the finance world, what led her to make a decision to join RFG, and how has StrongHer Money impacted Chris as an advisor. This episode shines a light on a woman forging new paths and sharing practical tips about balancing everything that gets thrown at you.
    Join the conversation to hear about:
    Why Chris stepped into the finance world (2:20)Chris’s first finance roles (3:50)Walking the walk with intentionally (6:06)What led her to make a decision to join RFG (7:06)Chris’s thoughts on being a woman in the finance industry (10:56)What does success look like to Chris? (14:04)Teaching women how to live financially fearless with StrongHer Money (15:55)How has StrongHer Money impacted Chris as an advisor? (18:34)Life in transition, empathy, and connecting on a different level (23:05) Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. 

    • 27 min
    Ep. 5 Faith and Professional Life, Together ft. Mark Dutram, CPWA®, CFP®, AEP®, President of BayView Private Wealth

    Ep. 5 Faith and Professional Life, Together ft. Mark Dutram, CPWA®, CFP®, AEP®, President of BayView Private Wealth

    "Wealth Management is not about the assets. It's about what we can empower people to do with their assets."
    This week on the War Room Huddle podcast, Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor of BayView Private Wealth, will be joining us. Mark has over 25 years of experience helping meet the financial, retirement and investment planning needs of families, business owners, and professionals. Mark's diverse background in finance has given him a broad view of the financial service industry
    BayView is a boutique financial planning office that has the distinct ability to leverage innovative trading platforms, money managers, custom-designed investments, and research with a client-focused approach.
    BayView Private Wealth is deeply focused on delivering a differentiated client experience and they have the ability to retain relationships as a result of those personal connections. From client education at the local college in Destin, Florida to serving veterans and active duty military to helping women to live financially fearless as a StrongHer Money Advisor Ambassador, Mark has a warrior spirit with a servant heart.
    Make sure to listen to this awesome episode with Mark Dutram, CPWA®, CFP®, AEP®, Wealth Advisor and President of BayView Private Wealth. We are grateful for his tremendous amount of insight and energy.
    Join the conversation to hear about:
    How partnering with RFG positively changed BayView (2:12)Looking at the risks and taking a step toward independence (4:44)What doesn't kill you makes you stronger (7:25)The power of marketing and social media (8:30)Serving veterans and active duty military (9:57)Helping women to live financially fearless (13:40)Empowering the next generation (15:20)Coming up with the best possible client experience (18:55)Opening doors and opportunities with FinTech (21:50)How Mark weaves his faith and professional life together (23:395)Figuring out What is my purpose? Why do I do this? (26:36) Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA/SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. 

    • 30 min

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