On this episode of the Centered on the Future Podcast, veteran business chief Suzanne Siracuse hosts the dynamic duo of Shannon Spotswood, CEO, and Abby Salameh, chief progress officer, from RFG Advisory. Hear as they wrap up Season 2 with an insightful dialogue on what it takes to construct the RIA of the long run. From efficient methods for driving natural progress to fostering a thriving agency tradition and group, it is a must-listen episode.
They focus on:
- Key methods for advisors to thrive in a quickly altering business
- The pivotal function of expertise in enhancing advisor effectivity
- RFG’s StrongHer Cash initiative and the way it goals to empower feminine purchasers in monetary decision-making
- The significance of professionalizing and operationalizing your small business to achieve success sooner or later.
- Why making certain everybody in your crew is in the fitting function is crucial to progress
Sources:
Join with Suzanne Siracuse:
Join with Shannon Spotswood:
Join with Abby Salameh:
About Our Friends:
Shannon Spotswood is a 25+ 12 months business veteran in monetary providers with an impressive status constructed on management roles in skilled administration, funding banking, hedge fund administration, and enterprise growth.
Becoming a member of RFG Advisory in 2015, Shannon acknowledged the chance to mix her entrepreneurial expertise along with her ardour to construct an revolutionary, Advisor-focused RIA of the long run. At RFG Advisory, Shannon of RFG 2.0, a completely built-in platform for unbiased Monetary Advisors and the implementation of strategic initiatives contributing to advisor success
Abby Salameh serves as RFG Advisory’s Chief Development Officer, the place she heads the agency’s progress actions spanning advertising and marketing, recruiting, onboarding, and transitions. With over 25 years spearheading progress help and providers for unbiased advisors, Ms. Salameh has demonstrated excellence throughout a number of disciplines. Most just lately, she served in a number of C-suite roles at CAIS, together with chief advertising and marketing officer, managing director of CAIS IQ, and head of strategic partnerships.
Previous to that, Ms. Salameh held a wide range of management positions at a number of billion-dollar-plus RIA companies like Hightower Advisors, Personal Advisor Community, and Fusion Advisor Community (now Kestra). She obtained the 2023 WealthManagement.com Business Award for CMO of the 12 months, and in 2022 received a Wealthie for Thought Chief of the Yr.
Ms. Salameh serves on the Board of Put money into Others, a non-profit group that celebrates the charitable work of economic advisors, has led the FSI Development & Advertising and marketing Council, is a vetted business speaker and an everyday volunteer at her native animal shelter. She holds an MBA from the NYU Stern Faculty of Enterprise and a Bachelor’s diploma in Finance from Hofstra College.
