Shannon Spotswood (Live from Fuse in Park City)

0 Views· 11/10/22

Tune in to hear:- What about the investment world clicked for Shannon, and drew her in, at such a young age?- Did Shannon start out as an analyst for a hedge fund manager or how did her career unfold?- Was it a difficult decision for Shannon to pivot from investment banking to managing a more DIY retail business?- What does RFG focus on in-particular and what did they win a “wealthie” award for?- Shannon built RFG in Alabama. How did she settle on such an unconventional place to build out her world class platform?- What would the culture and team makeup look like for the “RIA of the future?”- What does the tech stack look like for the RIA of the future?- How will the RIA of the future address longevity risk?Compliance Code: 2084-OAS-11/1/2022https://rfgadvisory.comhttps:/..../twitter.com/sspotsw

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