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 development officer, from RFG Advisory. Pay attention 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, it is a must-listen episode.
They focus on:
- Key methods for advisors to thrive in a quickly altering business
- The pivotal position of expertise 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 enterprise to achieve success sooner or later.
- Why guaranteeing everybody in your staff is in the correct position is essential to development
Assets:
Join with Suzanne Siracuse:
Join with Shannon Spotswood:
Join with Abby Salameh:
About Our Company:
Shannon Spotswood is a 25+ yr business veteran in monetary companies with an excellent repute 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 progressive, 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 Development Officer, the place she heads the agency’s development actions spanning advertising, recruiting, onboarding, and transitions. With over 25 years spearheading development help and companies for impartial advisors, Ms. Salameh has demonstrated excellence throughout a number of disciplines. Most not too long ago, she served in a number of C-suite roles at CAIS, together with chief advertising 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 companies like Hightower Advisors, Non-public Advisor Community, and Fusion Advisor Community (now Kestra). She acquired the 2023 WealthManagement.com Business Award for CMO of the yr, and in 2022 gained a Wealthie for Thought Chief of the 12 months.
Ms. Salameh serves on the Board of Spend money on Others, a non-profit group that celebrates the charitable work of monetary advisors, has led the FSI Development & 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.