Disruption Blueprint Podcast

Fear keeps us from achieving our dreams and striving to be the best version of ourselves. Overcoming fear is one of the biggest accomplishments we can have. In this episode, Shannon Spotswood joins Jack Burnette, CFP® in a conversation about how he overcame fear to completely turn his life around and get to where he is today. They extend the discussion to how he helps the future of financial advisors to strive for what they want through his story. Jack shares: How his personal journey from work

In this episode, Bobby White talks about how to be the CEO not the COO+ – How to structure your time and efficiently manage the right set of activities to build your dream team. This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles of

Technology is disrupting the financial services industry! From collecting data about clients to utilizing AI, a lot is changing. In this episode, Shannon Spotswood interviews two guests, Joel P. Bruckenstein, CFS, CMFC, CFP®, Financial Services FinTech Expert, and Dr. Jordan A. Hutchison, RFG’s Vice President of Technology, about the tech landscape in the financial services industry. They start off with their thoughts on the T3 conference before diving into a discussion about how tech advances l

Are you tired of being drowned out in a sea of financial advisors all saying the same thing? It’s time to turn up the volume and let your unique voice be heard! In this episode, Shannon Spotswood interviews podcasting guru, Matt Halloran, about why advisors should podcast. Matt discusses the power of podcasting in enabling advisors to showcase their authentic selves, build influence, and strategically align their practice and marketing strategy for maximum impact. With the evolving landscape of

In this episode, Bobby and Dom discuss how to apply Dom Raso’s Crush Everything philosophy around your actions, behaviors, and beliefs to grow your practice and serve your clients. This is not your normal episode of Disruption Blueprint. Today we bring you a limited series, Mindset Mastery – Thriving in the Financial Landscape, where Bobby White, Founder and CEO sits down for a limited series with NAVY SEAL TEAM 6 Hero, Dom Raso to tackle how professionals in our industry can take the principles

Many financial advisors struggle to define themselves in their marketing. If you’re one of them, you don’t have to struggle any longer. In this episode, Shannon Spotswood speaks with Kelly Waltrich, the Co-founder of Intention.ly. Kelly shares her expertise in marketing and how financial advisors can create their own brand that is unique to them and escape the “sameness”. Kelly discusses: What factors need to be paid attention to when building a brand How to determine the appropriate amount to