Warroom news
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Episode 5 : Faith and Professional Life, Together with Mark Dutram, CPWA®, CFP®, AEP®, President and Wealth Advisor at BayView Private Wealth.Episode 4 : Setting Intentions and Channeling Competitive Spirit with Dany Martin, MBA and Chase Crump, CFP®, Partners and Wealth Advisors at WFA.Episode 3 : Focus on the Future with Chase Crump, CFP®, Partner and Wealth Advisor at WFA.Episode 2 : Focusing on Tech, Community, and What Matters Most with 2021 Investment News 40 Under 40 Wealth Advisor Dany Martin, MBA, Partner at WFA.Episode 1 : Get Comfortable Being Uncomfortable with Bobby White, Founder/CEO of RFG Advisory.
Catch the video versions of War Room Huddle episodes on YouTube, available now: New episodes will be available monthly across podcast platforms including Apple Podcasts, Spotify, Google Podcasts, and all major podcast outlets. War Room Huddle is available for listening on.
These in-depth interviews do more than just show what’s possible, they armor up the advisor.” "Each episode takes listeners in the trenches with leaders who have tackled real business challenges. “RFG’s new podcast War Room Huddle is tailor made for the A-player independent advisor who unapologetically embrace the mindset and servant heart needed to lead teams through disruption,” said Shannon Spotswood, President of RFG Advisory. In addition to discussing anecdotal stories, War Room Huddle will spearhead in-depth engaging conversations ‘empowering financial advisors to be the CEO of their practice, not the COO’ through such topics as the client experience, marketing and branding, mergers and acquisitions, practice management, succession, sustainable investing, technology, and much more. We created War Room Huddle to share actual real-life, behind-the-scenes with some of RFG’s best advisors while uncovering the strategies taking their practices to the next level,” said Bobby White, Founder & CEO of RFG Advisory. It is the second podcast for RFG Advisory after Become a Warrior Advisor, launched in 2020. War Room Huddle spotlights the stories of financial advisors and industry leaders that are shaping the wealth management industry, sharing insights, perspectives, and inspiration for what’s next.Įvery month, War Room Huddle’s hosts: Bobby White, CEO Shannon Spotswood, President and Rick Wedell, Chief Investment Officer at RFG Advisory, sit down to interview leaders about the business and personal side of financial advisory. BIRMINGHAM, Ala.-( BUSINESS WIRE)-RFG Advisory "RFG", one of the nation's leading and fastest-growing platforms for independent advisors, announced today the launch of War Room Huddle Podcast-the show for independent financial advisors who want to take their A-game to the next level.