The past year and a half has taught us that virtual platforms need to be available for advisors to stay in contact with their clients. How can advisors leverage new technology to create the optimal client experience?
In this episode, David Armstrong is joined by Shannon Spotswood, president of RFG Advisory, a two-time finalist for the non-custodial RIA support platform at the Wealth Management Industry Awards. Shannon discusses how technology changed the way advisors interact with clients and the future of advisory platforms.
In this episode, you will learn:
- Why RFG Advisory decided, six years ago, to tear the RIA support platform apart and rebuild from the ground up around the needs to the modern financial advisor.
- What kind of advisor best fits with the RFG Advisory service model, and how advisors on the platform are growing three times faster than the national average.
- RFG’s virtual assistant program and other new initiatives for their advisors
Listen to the Wealthies Circle Podcast
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