On this episode of the Targeted on the Future Podcast, veteran business chief Suzanne Siracuse hosts the dynamic duo of Shannon Spotswood, CEO, and Abby Salameh, chief development 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 development to fostering a thriving agency tradition and group, this can be a must-listen episode.
They talk about:
- Key methods for advisors to thrive in a quickly altering business
- The pivotal function of know-how in enhancing advisor effectivity
- RFG’s StrongHer Cash initiative and the way it goals to empower feminine shoppers 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 appropriate function is important to development
Assets:
Join with Suzanne Siracuse:
Join with Shannon Spotswood:
Join with Abby Salameh:
About Our Visitors:
Shannon Spotswood is a 25+ 12 months business veteran in monetary providers with an excellent popularity 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 together with her ardour to construct an modern, Advisor-focused RIA of the long run. At RFG Advisory, Shannon of RFG 2.0, a totally built-in platform for impartial Monetary Advisors and the implementation of strategic initiatives contributing to advisor success
Abby Salameh serves as RFG Advisory’s Chief Progress Officer, the place she heads the agency’s development actions spanning advertising and marketing, recruiting, onboarding, and transitions. With over 25 years spearheading development help and providers for impartial advisors, Ms. Salameh has demonstrated excellence throughout a number of disciplines. Most 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 quite a lot of management positions at a number of billion-dollar-plus RIA corporations like Hightower Advisors, Personal Advisor Community, and Fusion Advisor Community (now Kestra). She acquired the 2023 WealthManagement.com Business Award for CMO of the 12 months, and in 2022 gained a Wealthie for Thought Chief of the Yr.
Ms. Salameh serves on the Board of Spend money on Others, a non-profit group that celebrates the charitable work of economic advisors, has led the FSI Progress & Advertising 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.
