Shannon Spotswood @sspotswoodrfg
President of RFG Advisory. Advisory services through RFG Advisory, LLC, Registered Investment Advisor. rfgadvisory.com Birmingham, AL Joined February 2017-
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Backstage, @acketyack and @sspotswoodrfg talk guilty pleasures, retro style, and Raspberry Beret. #MSUM22
In this episode of NEXT, @brunz99 speaks with @sspotswoodrfg, president of @RFGAdvisory, about strategies for growth-oriented advisors to connect with new clients in what could be a once-in-a-lifetime market opportunity. LISTEN | bit.ly/3FTvWkT
It was such an honor to take the stage at @MarketCounsel Summit with this powerhouse talent Martine Lellis @MercerAdvisors @GregFriedmanCEO Private Ocean Ben Harrison @Pershing to discuss culture & talent 2 topics I ♥️♥️
2 of my fav tech innovators bringing AI to Advisors name dropped by @FinTechie on the #MSUM22 powerhouse panel @_FPAlpha @get_benjamin 💙💙
Mic drop truth “Your tech impresses no one, it’s the EXPERIENCE you create w/tech that matters.” Tricia Haskins, Fidelity Tech Panel @MarketCounsel Summit #MSUM22
We’re building the #WarriorAdvisor playlist with the music that kicks our adrenaline into high gear, & we want to know what inspires you to keep going when it would be easier to quit? Drop your favorite song in the comments, or take our list for a spin → spoti.fi/3alvqyC
Jody Bluitt, Wealth Advisor at WFA @ThinkAdvisor LUMINARIES Class of 2022 joins @RFGAdvsiory in this week's stellar War Room Huddle podcast. It is an inspiring episode you can't afford to miss. Get the full episode here: warroomhuddle.com/2022/06/28/ep-… #WeAreRFG
What does living a mission-possible life mean to you? Join us at the Warrior Advisor Conference to hear Tim deliver an inspiring keynote address about tapping into the power of conviction to act on what matters most. bit.ly/3ttMBVJ #WarriorAdvisor #rfgwc22 #FinServ
.@RFGAdvisory congratulates Jody Bluitt, Wealth Advisor at WFA on being named a Finalist for @ThinkAdvisor's Class of 2022 LUMINARIES in the category of Community Impact. This is a prestigious honor that celebrates outstanding achievement: event.thinkadvisor.com/luminaries-awa…
In this latest episode of Become a Warrior Advisor Podcast, @RFGAdvisory Founder Bobby White and Navy SEAL @DomRasoJr discuss mental toughness, the future of financial advice, and much more in this episode. Listen In podcasts.apple.com/us/podcast/ep-… #WeAreRFG #WarriorAdvisor #Podcast
In Episode 9 of the #WarriorAdvisor podcast, RFG President Shannon Spotswood digs into what resiliency actually means with veteran Navy SEAL Eddie Gallagher. Tune in to the clip below, and check out the full episode here → bit.ly/3PRISdV #rfgwc22 #FinServ
In this video @RFGAdvisory CIO Rick Wedell gives his thoughts on the current sentiment and fear in the market and what he thinks about theories that recent intervention by the Fed will culminate in a recession. Check it out here: youtu.be/Y5epM-TM6Zo #MarketCommentary
Today, let’s shake our fears. @dom Raso’s challenge for #WarriorAdvisors: List your top 3 fears, and: Why you fear them How they’re limiting you Let’s embrace them together! WarriorAdvisorConfrence.com #SeekBattle #CrushIt #RFGWC22 #FinServ
I'm so proud to feature @danielcrosby @orionadvisor in today's RFG Masterclass! Don't miss "Insights from a Behavioral Finance Expert with Dr. Daniel Crosby" On-demand now for advisors that want to take their game to the next level ▶️ rfgadvisory.com/masterclass #WeAreRFG
Father’s Day is a chance for us to realize that our fathers have taught us many things—how to be strong, persevere in the face of challenges, and keep moving forward. Happy Father’s Day from RFG Advisory! #WeAreRFG #FathersDay
Are you confused about I-bonds? In this video @RFGAdvisory CIO Rick Wedell gives you 6 Things You Need to Know Before You Invest, weighing all the pros and cons so you can understand if they might fit your needs or not. Go check out the video: youtu.be/6Y6cgCug-cE #IBonds
The qualities of servant leaders and #warrioradvisors, from @EddieGallagher: Be ‘above’ nothing. Embrace humility, it builds trust. Know when to trust others to do what they do best. WarriorAdvisorConfrence.com #SeekBattle #Finserv #IndependentAdvisor
Another exciting and disruptive piece of news this week!!! @RFGAdvisory + #CreoValo Get the full story: businesswire.com/news/home/2022… #RIAoftheFuture #WeAreRFG
Whether you’re running a high performing team in the field or in your practice, a “Crush Everything” mindset will fuel your ability to win. @djamesarmstrong shows how to apply the skills of Navy SEALS to build the practice you WANT. Commit to it ➡ WarriorAdvisorConference.com
#BreakingNews @RFGAdvisory has teamed up w/ @Pontera a leader in the secure management of retirement assets. We're so excited about this partnership & Pontera's advanced technology and personalized services for RFG Advisors: lnkd.in/gfnU-6Q9 #AdvisorTech #RIAoftheFuture
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
PENNY PHILLIPS @ThrivosLLC
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34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Jamie Hopkins @RetirementRisks
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Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Elena Krasnow @elenaspeaking
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Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
Torie Happe @TorieHappe
2K Followers 803 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Larry Sprung, CFP® @Lawrence_Sprung
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Brendan Frazier @jbrendanfrazier
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Rob Farmer @robfarmersf
701 Followers 2K Following #Communications Pro for Financial Services, #WealthManagement, #FinTech, #WealthTech #SanFrancisco Bay Area sports fan. (Views are my own.)
Peter McLaughlin @peterm1963
550 Followers 1K Following Proud Dad. Fitness Enthusiast. CFP®. Teacher. Student. Traveler. Discipline over Motivation. Stay Curious. 🍀 🐻⬇️
Elysabeth Alfano @ElysabethAlfano
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VegTech Invest @vegtechinvest
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Aleks Bogdanov @bogdanov_ap
17 Followers 55 Following Co-Founder & CTO @11thestate | $85M+ claimed in compensation for defrauded investors by binding fin, legal & AI tech together
Matthew Ramon @Ramonm33
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Alex Ring @alex_ring_x
38 Followers 66 Following Empowering Investors, Championing Justice. Unveiling the Truth Behind Securities Fraud. No Legal or Financial Advice, Just Empowerment for Investors
Dennis @moseleywilliams
3K Followers 868 Following I speak about CX. Storyteller. CEEE #204. Author of Serious Shift. Member of @wxo. Father. Skier. Thinker. Summer Slacker. #seriousshift
Stan Vick @stan_vick
176 Followers 190 Following Founder @11thestate | $100M+ claimed in compensation for defrauded investors by binding fin, legal & AI tech together
David Pulcini @PulciniJr
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Seeds @SeedsInvestor
159 Followers 227 Following With Seeds, advisors can better assess investors, automate personalized portfolios, and present engaging insights–all in one digital solution.
Kevin Smith @osdsinc
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Beth @Beth_Rubinoff
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Prismm @getprismm
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Justin Breen @BrEpicBreen
10K Followers 10K Following Jake/Chase's dad / Connecting Visionaries To Serve Humanity / WSJ Best-Selling Author / BrEpic Network / 8671 Kolbe / Intuitive Activator / [email protected]
Stephanie Bogan @Steph_Bogan
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ARQA @ARQA_AI
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J0rg3 @j04_g3
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Finology Software @FinologyTech
14K Followers 996 Following Student loan repayment planning tools for advisors.
Tim Stewart @timothyqstewart
37 Followers 326 Following Husband to the most incredible wife and dad to two of the most amazing boys and little girl.
John Lefferts @JohnLefferts
411 Followers 919 Following Financial Services/InsurTech Exec-author, speaker, observer & leader of trends in financial services. Father of triplets.Think Tribrid (BGA/B-D/RIA).
Ryan Shanks @ryanshanks
25K Followers 7K Following CEO of @FAMatch | Proud Father | Platform Tennis Addict | Tequila Connoisseur | GIF game is 🔥 | 🤘🏼 #Inspire #Empower #Lead #WealthManagement #Fintwit #HookEm
aaron.smartx @awormus
1K Followers 2K Following CTO of SMArtX Advisory Solutions #fintech enthusiast. Edge Provider #fintwit
Tommy Warburton @tommywarb
860 Followers 2K Following Account Supervisor @StreetCred_PR Let's Go!!!!
Sara Baker @SaraKBakerJD
25 Followers 50 Following Chief Planning & Legal Officer at Triad Wealth Partners
Cassie Jackson @cassieajack
120 Followers 408 Following Helping firms grow their financial planning revenue @AdvicePay Founder @sufferoutloudmt
Patrick Rudy🏕 @PatrickRudy
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Leighr @Leighr555084
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Archive Intel @aiArchiveIntel
34 Followers 160 Following Your AI Digital Compliance Assistant. Simplified archiving of emails, text messages, social media, and websites. #compliance #ecomms #regtech #surveillance
Redtail Technology @RedtailCRM
6K Followers 1K Following Redtail Technology is the industry leader in software for CRM, Document Imaging and Email solutions for financial advisors! #WhereDoYouRedtail
Charlotte Geletka #Th.. @CharlotteGelet1
2K Followers 724 Following Silver Penny Financial managing partner| @investmentnews 40 u 40 | mama of wild boys| lover of strong coffee,tennis, travel and investing tweets are not advice
Dennis Morton @DennisMBFW
160 Followers 516 Following RIA Founder of @MortonBrownFW; Advisor and Investor, cover band guitar player, Throws right Bats left, trail runner
AdvisorEngine @AdvisorEngine
2K Followers 780 Following Wealth management technology to power growth: AdvisorEngine is an all-in-one platform helping financial advisors scale and grow their business.
Fred lawrence @Fredlaw74069713
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Morrison Street Resea.. @mstreetresearch
163 Followers 955 Following Morrison Street Research publishes market reports to serve clients of its affiliated companies focused on commercial real estate investments and consulting.
Invest VR @investinvr
258 Followers 2K Following Investing in the future of virtual reality. Stay ahead of the curve with our resources and insights on the VR industry. Join the VR revolution with Invest in VR
Corey Westphal, CEO a.. @mobileassistCEO
142 Followers 1K Following Leading the team at Mobile Assistant to bring innovation to the dictation game for financial advisors and the organizations supporting them.
niki @nikicl
699 Followers 1K Following Marketing Specialist for financial advisors. Growth consultant & coach. Making sense of marketing. Founder & CEO of Niki Clark Marketing.
AdvisorHub @advisorhubinc
9K Followers 98 Following Breaking news, unvarnished commentary and compensation information for financial advisors
ProudMouth @ProudMouth_
4K Followers 3K Following Stop the selling cycle insanity. Become the trusted authority you’re supposed to be. #BeYourOwnLoud Hosts of the Top Advisor Marketing Podcast🎙
KevinS @24by7
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Jon Braunstein @JonBraunstein
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Brad Acton @F3Tinactin
159 Followers 183 Following There is no real going back. Though I may come to the Shire, it will not seem the same...for I shall not be the same.
Gregg Indovina @GreggIndovina
1 Followers 55 Following
Samantha Russell 👩.. @SamanthaTwenty
14K Followers 492 Following Speaker | Marketing @fmgsuite Investmentnews 40 under 40 | @wealth_mgmt 10 to Watch | former @twentyoverten CMO |Mom of 3 👉Tweet on Marketing + Finance + Tech
Anthony Stich ➡️ .. @anthonystich
4K Followers 874 Following FinTech executive. Formerly @InvestCloud & @NaviPlan. Investments in @OnrampInvest & @AdvicePay. I wear #purpleshoes, talk #FinTech, & sling #Saas.
WealthManagement.com @wealth_mgmt
58K Followers 3K Following https://t.co/axJ523fsPZ is the digital resource of all things wealth management for financial advisors and estate planning professionals.
PENNY PHILLIPS @ThrivosLLC
8K Followers 2K Following Pres/Co-Founder, Journey Strategic Wealth. Industry consultant & speaker. Real talk to combat all the b.s. in this industry. Life long NYer. Greek-American
MichaelKitces @MichaelKitces
86K Followers 483 Following One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Daniel Crosby @danielcrosby
34K Followers 11K Following Shrink. Author. Into FinTech, behavioral finance, existentialism, inkblots, & tweed. Books - Laws of Wealth, Behavioral Investor Podcast - Standard Deviations
Jess Bost, CFP® @lady__bost
8K Followers 4K Following 🗣 = BOSS+T // VP Strategic Partnerships @AlphaArchitect // CrossFit L2 Coach & Olympic Weightlifter 🏋🏻♀️
Tina Powell @tinacpowell
5K Followers 4K Following Faith In God ✝️ Partner, Chief of Community @intention_ly Host🎙️In The Suite Podcast TEDx Speaker 🫁Lung Cancer Survivor #NSCLC #Exon21 #Tagrisso
Aaron Klein @AaronKlein
20K Followers 418 Following Husband and Dad to your typical, average Korean-Ethiopian-American family. Co-Founder and Founding CEO at Nitrogen. Striving to live Isaiah 1:17. Love Idaho.
Sheryl Hickerson 🙋.. @BionicSocialite
9K Followers 6K Following CEO & Founder of @FemalesNFinance - a 5000+ member support network | Wife to @DarrellMobilePT | Mom of 6 | Grandma of 10 | I love my Aussiedoodle, Miss Mable 💕
Craig Iskowitz @craigiskowitz
10K Followers 5K Following CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Sonya Dreizler @SonyaDreizler
9K Followers 3K Following Stronger than I look | Co-founder @hellochoir (join us!) | Speaker | Author | Board @foodwise | She/Her
Tyrone V. Ross Jr. @TR401
23K Followers 2K Following CEO & Co-Founder @TurnqeyLabs • President and Founder @401Financial
David Armstrong @djamesarmstrong
1K Followers 843 Following Executive content director for @InformaConnect https://t.co/YTpmRrL2dY
Carl Richards @behaviorgap
54K Followers 712 Following Pay attention to money and your relationship with it will change.
Matt Ackermann @acketyack
4K Followers 2K Following Dad, husband, coach. Chief content officer at Integrated Partners. Securities offered through LPL Financial, Member SIPC https://t.co/l1QBcj5heH https://t.co/H1MUdL3Grd
Kendra Galante @kendralante
2K Followers 3K Following VP of PR. Boy mom. Hockey mom. Yoga mom. Ravenclaw. #FinServ #FinTech #WealthManagement
Torie Happe @TorieHappe
2K Followers 803 Following Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼♀️
Marie Swift @marieswift
8K Followers 2K Following Marie Swift is a PR and Marketing professional serving the financial services industry: More at https://t.co/ODJ0THj1MQ and https://t.co/FsnhHa1Al6
Larry Sprung, CFP® @Lawrence_Sprung
5K Followers 4K Following What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰Founder Wealth Advisor @MitlinFinancial 🏆 @Investopedia 2022 Top Ten ❤️ @denisesprung 🏒 Dad
Scatena Daniels Commu.. @ScatenaDaniels
814 Followers 2K Following Professional marketing communications strategists. Health care, real estate, arts & culture, professional services, events & festivals, philanthropy. #PRLife
Three Crowns Marketin.. @ThreeCrownsLLC
642 Followers 460 Following Award-winning marketing partner for #Finserv and #Fintech. Premium websites. Custom brands. Attention-grabbing content.
The Stevie® Awards @TheStevieAwards
29K Followers 2K Following The World's Premier Business Awards: The International Business Awards®, the @GermanStevies, the @AsiaStevies, the @MenaStevies, and other programs.
zerohedge @zerohedge
1.8M Followers 901 Following
Mohamed A. El-Erian @elerianm
681K Followers 1K Following President, Queens' College, Cambridge Uni. Allianz, Gramercy advisor. Wharton Professor. Lauder Senior Fellow. Former Pimco CEO/co-CiO. Chair Cambridge Union.
Liz Ann Sonders @LizAnnSonders
412K Followers 682 Following Chief Investment Strategist, Charles Schwab & Co., Inc. Disclosures: https://t.co/UPkjXSZ9uc
Rana Foroohar @RanaForoohar
39K Followers 411 Following @FT columnist & associate editor. @CNN economic analyst. Author of 'Don't Be Evil,’ 'Makers & Takers,’ and ‘Homecoming.’
Ray Dalio @RayDalio
1.4M Followers 93 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
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29 Followers 91 Following Buyer Advisors to the Wealth Management Industry
Advisorpedia @advisorpedia
17K Followers 13K Following The best place for financial advisors to grow their minds and businesses. #poweryouradvice #advisorpedia
Leslie A. Marshall @LeslieAMarshall
6K Followers 4K Following CMO @MesmeriseGroup | Immediate Past President @ChicagoAMA | 👑 Queen of Calm 🌱 📚 📸 🦁 🌎 🙏🏻 🦄 👩🏻🎨
Patrick W. Hannon @patrickwhannon
802 Followers 1K Following
Michael Hendrickson C.. @MikehRIA
44 Followers 105 Following Empowering GenX and Millennial families by helping them find their financial and mental True Wealth. Always curious and looking to learn more
David Hughes @hughespdavid
372 Followers 1K Following *Father *Golf Fanatic and *Advisor at ResurgentAdvisors ( an independent financial planning firm )
Nate Zandt @coachzandt
1K Followers 521 Following
〽️Melissa Joy, CF.. @MelissaJoyCFP
3K Followers 2K Following Mom. Wife. Financial Planner. Founder of Pearl Planning. #NoGritNoPearl #GoBlue ⚽️🏉📚
Bryan Koslow, CFP®, .. @koslowcpa
412 Followers 3K Following Principal at Clarus Group LLC, an SEC-registered Investment Advisor.
Brad Frey @BradFrey2
103 Followers 403 Following I’m a passionate person that strives to do better each day. Working in a Fintech company allows me to be challenged everyday. Love my family and golf too!
RIAIntel @RIAIntel
2K Followers 73 Following Authoritative news and analysis for private wealth managers. Sibling to @iimag.
Ian Wenik @IanWenik
1K Followers 767 Following Editor of @Citywire's @CitywireRIA, covering RIAs. Penn Quakers coverage @IvyHoopsOnline. Simpsons quoter.
Julia La Roche @JuliaLaRoche
32K Followers 11K Following Host of The Julia La Roche Show 🎙📺 https://t.co/oaY2z5Txqv Comms @YouSearchEngine
Smartria @smartriaco
446 Followers 814 Following Smartria's cloud-based platform simplifies #compliance for consultants, CCOs, operations teams, IARs, and the staff who support them. #smartria #riacompliance
Crypto.com @cryptocom
2.8M Followers 470 Following The best place to buy, sell, and pay with crypto #BTC #CRO #DeFi #FFTB
Heather Ettinger @heatherinsight
502 Followers 912 Following Wealth advisor, writer, speaker, mom, hockey player and change agent for women and girls
DeVonta Smith @DeVontaSmith_6
269K Followers 2K Following @eagles WR 🦅 | @AlabamaFTBL Alum 🐘 | Biz inquiries: [email protected]
Alabama Football @AlabamaFTBL
1.3M Followers 304 Following The Official Twitter Account of The University of Alabama Football Team #RollTide
Anne Laffin @alinds01
81 Followers 214 Following Marketer, runner, CrossFitter, mom of twins, and Mexican food enthusiast
Zim @BowZerZimm
67 Followers 1K Following
Mike Betz 🐾🤓 @MikeBetzCFP
527 Followers 545 Following Collector of experiences. Lover of dogs. Hard-wired curious. Opinions my own. Retweets ≠ endorsements ✌🏼💚🐾🌮 he/him
TRADING SAWGE @SawgeTrading
205 Followers 2K Following
Walter K Booker @wkb_mc
303 Followers 410 Following I seek to learn, share and be evolutionarily excellent at delighting clients and colleagues as a trusted advisor and and operating executive/leader.
Candice Carlton @candicecarlton
681 Followers 2K Following EVP | Head of Consulting + Innovation @ficommpartners Helping elite firms level up their marketing to drive growth #digital
Luis Berruga @LuisBerruga
45K Followers 3K Following Born in Spain, Living in NYC, Dad, Always Moving Forward.
JoshBenson @Josh_Benson18
61 Followers 90 Following Full-time husband and father. Dabble in FinTech.
Pascal WealthTech @PascalWealthTec
857 Followers 1K Following Digital solutions for financial advisors. Integrated Advisor Success Platform | Behavioural finance InvestorEQ | Client engagement & loyalty Living Wealth
Shawna Ohm 🍉 @ShawnaOhm
5K Followers 2K Following Content marketing for financial firms @Content151. Made in Chicago. Forged in New York. Happiest in deserts. تحرر فلسطين 🇵🇸
Viraj Patel @VPatelFX
33K Followers 7K Following FX & Global Macro Strategist by day | 90s R&B & Hip-Hop DJ by night | Views here are my own | @VandaResearch
Matthew Wolniewicz @mwalno
1K Followers 258 Following President @Income_America, board advisor @QPAadvisors, advocate for innovative #retirementsolutions #fintech #fiduciary #401k @MissouriState & proud #Dad
Mike Sievert @MikeSievert
344K Followers 744 Following CEO of @TMobile. Proud PNW resident. Husband & Dad. Often found enjoying numerous cups of ☕️. Maritime, aviation & french fry enthusiast (one time all at once).
Cari Weston, CPA @CariWestonCPA
8K Followers 6K Following Strategic, future-focused, problem solving leader with a passion for growth, learning and not taking myself too seriously! All views my own.
DJ @advisorodyssey
807 Followers 3K Following Leader of the Advisor Odyssey | Creator & Podcast Host | Passionate About Helping Great Advisors Become Better Business Owners
Jaime Bollinger, CPA,.. @JaimeBollinger
73 Followers 582 Following Advisory products and services offered through RFG Advisory, an RIA. Private Client Services, Susko Wealth Advisors, and RFG Advisory are unaffiliated entities.
Cathy Curtis @cathycurtis
11K Followers 8K Following CFP®, I run a financial planning/investment firm helping women lead successful financial lives #CNBCFACouncil #swimmer #yogini #bookworm #fashionista
Foundation Wealth Par.. @Your_FWP_Team
85 Followers 326 Following We are independent wealth advisors that take the time to educate you on what's important! Securities offered through LPL Financial, Member SIPC https://t.co/EAYSHzg6Pf.
Maggie Moran @MaggieM25895581
1 Followers 25 Following
We're still not over it. We can't thank our sponsors enough for helping to make our Advisor Retreat last week so memorable! Big thanks to all, but especially our platinum and gold sponsors: @CharlesSchwab @orionwealthtech @Fidelity @dimensional
Backstage, @acketyack and @sspotswoodrfg talk guilty pleasures, retro style, and Raspberry Beret. #MSUM22
In this episode of NEXT, @brunz99 speaks with @sspotswoodrfg, president of @RFGAdvisory, about strategies for growth-oriented advisors to connect with new clients in what could be a once-in-a-lifetime market opportunity. LISTEN | bit.ly/3FTvWkT
Kicking off a panel on attracting and retaining talent here on Day 2 of The @MarketCounsel Summit, each panelist @sspotswoodrfg of @RFGAdvisory, Martine Lellis of @MercerAdvisors and @GregFriedmanCEO of Private Ocean says the #hybrid work setting is the way to go. #MSUM22
"We don't have the vocabulary for radical candor" with employees. There needs to be an intentional decision to have those kind of conversations @sspotswoodrfg #msum22
“We need to start hiring for attributes. If we want a diverse workforce, we’ve got to think more creatively about what a successful candidate would look like,” per @sspotswoodrfg #MSUM22
On hiring, @sspotswoodrfg of @RFGAdvisory says firms should "start thinking about hiring for attributes... you have to define what those attributes of success look like, not only for this org but this role. If you have a clear sight, it opens up this world of talent." #MSUM22
@sspotswoodrfg @FinTechie @MarketCounsel Hard truth for many. Tech+Experience+Consistency
"You are not going to be passionate about your biz if you don't prioritize your time - don't burn it on the things that don't engage you." @sspotswoodrfg #MSUM22
FP’s Wealthtech Weekly recap also covers a partnership between @Pontera & @RFGAdvisory and new API offerings from @riskalyze trib.al/PxWjNtF
For reasons explained at length in my book & briefly in this new animated video, the world order is changing in ways that haven't happened in our lifetime before but have happened many times in history and I want to I convey that picture to you. youtu.be/xguam0TKMw8 (1/3)
We are excited about RFG’s partnership with @investorcom RFG’s goal is simple: Leverage technology to maximize and advisors time with their clients #RIAoftheFuture #ComplianceTech
We are proud to be working with @RFGAdvisory to help them meet their Reg BI and PTE 2020-02 requirements. Welcome to the InvestorCOM client family! investorcom.com/rfg-advisory-t…
Well the news is out 🤣 I’m no longer with Onramp Invest. This was not what I saw coming but there is a reason for everything. In the past 11 months I learned, grew and am incredibly proud of the work the team has done so far.
We're excited to welcome John Siuda & Brandon Clemens, Co-Founders & Wealth Advisors at Afia Wealth Management, to RFG Advisory! Based in Cleveland, OH, John & Brandon fell in love with the culture and technology at RFG. Learn more about the team! youtu.be/LFifOh6TQsU
@sspotswoodrfg @RFGAdvisory @investmentnews Congrats, Shannon
Congratulations @sspotswoodrfg @RFGAdvisory that's a pretty cool thing 🏆🏆 I'll take bragging rights to that any day of the week @investmentnews #INBestPlaces
For the 2nd year in a row @RFGAdvisory has been named a recipient of the Best Places to Work for Financial Advisers by @investmentnews We are SO proud to earn that distinction for two consecutive years based on employer and employee surveys 🙏 #WeAreRFG #INBestPlaces
As a financial advisor, you are focused on your client’s future, but have you planned for the future of your practice? We are so excited for the future of Four Seasons Wealth Management! Congratulations, Steve, Jamie, and Michael! @sspotswoodrfg #WeAreRFG #SuccessionPlan
At @RFGAdvisory, achieving operational excellence is key to their business. For insights on how to accomplish the same in your firm, join RFG's President @sspotswoodrfg on 1/6 at 1 p.m. CT for tips on building a team of A-players. Sign up now! bit.ly/3nSBP7H
.@Lhinton444 Financial Advisor @RFGAdvisory & Chair @BCRFAlabama Board of Directors was part of a presentation to announce their total investment of $1,225,000 in Alabama-based breast cancer research 💓 We are so proud of you Laura! #WeAreRFG #breastcancerawareness @sspotswoodrfg
Great seeing these folks today and my old office view—hello old friend! @NexusStrategy @djamesarmstrong @ddjanowski
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