Episode 164 Future Proof Conversations: Shannon Spotswood
Update: 2025-04-30
Description
Shannon Spotswood is the CEO of RFG Advisory, a visionary RIA platform empowering independent financial advisors to build and scale their own practices. We sat down with Shannon at Future Proof Citywide to discuss succession planning, women and investing, and strategies for serving multigenerational families through the wealth transfer.
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