Shannon Spotswood (Live from Fuse in Park City)

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-11/1/2022 https://rfgadvisory.com https://twitter.com/sspotswoodrfg