On this episode of the Targeted on the Future Podcast, veteran trade 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 longer term. From efficient methods for driving natural development to fostering a thriving agency tradition and group, this can be a must-listen episode.
They focus on:
- Key methods for advisors to thrive in a quickly altering trade
- 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 what you are promoting to achieve success sooner or later.
- Why making certain everybody in your workforce is in the proper function is important to development
Assets:
Join with Suzanne Siracuse:
Join with Shannon Spotswood:
Join with Abby Salameh:
About Our Friends:
Shannon Spotswood is a 25+ yr trade veteran in monetary providers with an excellent fame constructed on management roles in skilled administration, funding banking, hedge fund administration, and enterprise improvement.
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 longer term. 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 providers for impartial 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 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 corporations like Hightower Advisors, Non-public Advisor Community, and Fusion Advisor Community (now Kestra). She acquired the 2023 WealthManagement.com Trade Award for CMO of the yr, and in 2022 received a Wealthie for Thought Chief of the 12 months.
Ms. Salameh serves on the Board of Put money into Others, a non-profit group that celebrates the charitable work of monetary advisors, has led the FSI Development & Advertising and marketing Council, is a vetted trade speaker and a daily volunteer at her native animal shelter. She holds an MBA from the NYU Stern College of Enterprise and a Bachelor’s diploma in Finance from Hofstra College.
